--- title: Accessing & Navigating Records in SurePact description: "SurePact records store everything related to your grants, projects, contracts, portfolios, and assets. To work effectively, you need to know how to access and navigate records. This guide explains: Ho" --- [Skip to content](https://support.surepact.com/accessing-records#main-content) English Show submenu for translations [Submit a ticket 🎫](https://support.surepact.com/kb-tickets/new?hsLang=en) [Customer portal](https://portal.surepact.com/tickets-view?hsLang=en) ![0224\_Surepact\_Logo-Primary-1.png\]](https://support.surepact.com/hs-fs/hubfs/0224_Surepact_Logo-Primary-1.png?height=43&name=0224_Surepact_Logo-Primary-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Submit a ticket 🎫](https://support.surepact.com/kb-tickets/new) - [Customer portal](https://portal.surepact.com/tickets-view) - Visit our website! Visit our website! Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [SurePact | Knowledge Base](https://support.surepact.com/?hsLang=en) 2. [SurePact Records](https://support.surepact.com/surepact-records?hsLang=en) # Accessing & Navigating Records in SurePact ### **Introduction** SurePact records **store everything related to your grants, projects, contracts, portfolios, and assets**. To work effectively, you need to **know how to access and navigate records**. This guide explains: - How to find and open records - How to navigate **Stages & Steps/Tabs** within a record - How to find **linked records** ### **🔍 Finding & Opening a Record** 1. **Go to the Record Type Page** - Click the relevant or related record type in the left-hand menu: **Grants, Projects, Portfolios or Assets**. 2. **Find the Record You Need** - Use the **search bar** or apply **filters** to refine results. 3. **Open the Record** - **Double-click** the record to open its details page. ![GIF - OPENING A RECORD](https://support.surepact.com/hs-fs/hubfs/GIF%20-%20OPENING%20A%20RECORD.gif?width=688&height=274&name=GIF%20-%20OPENING%20A%20RECORD.gif) #### **Understanding Record Stages & Steps** Each record in SurePact follows a **structured process** with different **Stages** within the workflow and **Steps** (tabs) that guide you through key actions. - **Stages** appear on the **left side** of the record and represent **major phases** within the workflow of the record’s lifecycle. - **Steps** (tabs) appear at the **top of the record**, below the record’s information bar. These represent **specific actions** within each Stage. 💡 **Tip:** Click on different **Stages** to view **Steps** that guide you through specific tasks or actions related to the record. ![GIF - STAGES AND STEPS](https://support.surepact.com/hs-fs/hubfs/GIF%20-%20STAGES%20AND%20STEPS.gif?width=660&height=383&name=GIF%20-%20STAGES%20AND%20STEPS.gif) #### **Viewing Linked Records** When you open a record, SurePact automatically displays any **related records** linked to it. - **Grants** → Linked records under **Overview - Stage 1** or **Reporting - Stage 3**. - **Projects & Portfolios** → Linked records under **Initiation - Stage 1** or **In Delivery - Stage 3**. - **Contracts** → Linked records under **Initiation - Stage 1**. 💡 **Tip:** Click on any linked record to **instantly open it** without needing to return to the main menu. ![GIF - linked records (1)](https://support.surepact.com/hs-fs/hubfs/GIF%20-%20linked%20records%20(1).gif?width=660&height=383&name=GIF%20-%20linked%20records%20(1).gif) ### **Best Practices for Managing Records** - **Keep records updated** to ensure accuracy. - **Review related records** to understand project and funding links. - **Use Governance Logs** to track approvals and changes for compliance. - **Check permissions** before updating records—only **Record Managers** can edit record details.   - [Getting Started (For All Users)](https://support.surepact.com/getting-started-for-all-users?hsLang=en) - [Funding Programs (For Grantmakers)](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#main-content) - [Creating & Managing Funding Programs](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#creating-managing-funding-programs) - [Application Round(s) Setup](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#application-rounds-setup) - [Application Review, Allocations, Funding Agreements](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#application-review-allocations-funding-agreements) - [Program Delivery and Reporting](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#program-delivery-and-reporting) - [Funding Opportunities (For Applicants & Recipients)](https://support.surepact.com/funding-opportunities-for-applicants-recipients?hsLang=en#main-content) - [Applying for a Funding Opportunity](https://support.surepact.com/funding-opportunities-for-applicants-recipients?hsLang=en#applying-for-a-funding-opportunity) - [Tracking & Managing Applications](https://support.surepact.com/funding-opportunities-for-applicants-recipients?hsLang=en#tracking-managing-applications) - [Grant Management & Reporting](https://support.surepact.com/grant-management-reporting?hsLang=en) - [SurePact Records](https://support.surepact.com/surepact-records?hsLang=en) - [Portfolios](https://support.surepact.com/portfolios?hsLang=en) - [Projects & Contracts](https://support.surepact.com/projects-contracts?hsLang=en#main-content) - [Project Management](https://support.surepact.com/projects-contracts?hsLang=en#project-management) - [Managing Contracts Within Projects](https://support.surepact.com/projects-contracts?hsLang=en#managing-contracts-within-projects) - [Risk, Compliance & Asset Management](https://support.surepact.com/risk-compliance-asset-management?hsLang=en#main-content) - [Risk & Issue Management](https://support.surepact.com/risk-compliance-asset-management?hsLang=en#risk-issue-management) - [Asset Management](https://support.surepact.com/risk-compliance-asset-management?hsLang=en#asset-management) - [Administration & System Setup](https://support.surepact.com/administration-system-setup?hsLang=en#main-content) - [External Assessors](https://support.surepact.com/administration-system-setup?hsLang=en#external-assessors) - [Common Processes](https://support.surepact.com/common-processes?hsLang=en) - [Release Notes & Support](https://support.surepact.com/release-notes-support?hsLang=en#main-content) - [What's New in Version 6?](https://support.surepact.com/release-notes-support?hsLang=en#whats-new-in-version-6) - [What?! 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