Step 1 – Click "Collections" on the Navigation Bar.

Step 2 – Click "Create Collection".

  • If you have not assigned a Collection Type to the Program you are working in, you will need to setup the Security for a Collection Type.
  • If you need to build a new Collection type, click "Manage Collection Types (NEW)" link on this page, or go to "Site Administration" > "Manage Collection Types" on the Navigation Bar.

Step 3 – Once you have created a Collection Type and appropriately setup its Security, clicking "Collections" > "Create Collection" will show a drop-down menu where you can "Select a Collection Type" and eventually create a Collection roster.


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