Purpose
This guide outlines how to compare existing records in Alchemy.
Note: Only certain records can be compared. Contact your system administrator about making a record template available for comparison.
Instructions
1. Click on the + icon in a specific stage in the process navigation panel.
2. Select Compare and choose which record template you want to review.
3. Click the Manage Records icon and select Add Existing Record to add records for comparison.
4. An Add Existing Record page will be displayed.
5. Choose a record from the left-side panel that you want to compare to display a preview of the record.
6. Click the Add button.
7. Repeat steps 3-6 for each record that you want to compare. Each added record will be a column in the compare view.
8. To display fields in the added record columns, click the Manage Fields icon and select all fields you wish to compare.
9. To emphasize the difference between cells in each column, click the Highlight Mode icon.
10. To display the change between cells in each column, click the Delta Mode icon.
