IMPORTANT - This feature will only work when the mobile app is online
Step by Step
To create a record using the mobile app, first ensure you are online. Select the folders tab from the dashboard.
Select the folder you wish to create a record in, in my example I am creating a record in the folder named "My first folder".
This will open the folder and you can now select the 3 dots in the top right corner of your device.
Select Add record.
Enter the name of your record and choose the current state and an inspection frequency. Once you've done this, click Create in the top right corner of your device.
To add more details to the fields in your record, select Add/View more details shown below:
Then select the + symbol in the top right corner of your device:
Now select the relevant field you wish to edit.
See related articles:
- How to add a record to your account
- How to clone or duplicate a record
- How to edit a record on the mobile app
Still can't find the answer you need? We'd love to help!
Contact our Customer Support Team via the chat button in the lower right corner of the screen, on +44 (0)1248 791270 or at firstname.lastname@example.org.