Step by Step
Editing fields in a single record, such as amending the serial number, is really easy to do. Click into the record you need to amend.
Select the box to the right of the relevant field name to change it, e.g. Serial number.
If you don't see the field that you want, scroll down to the base of the screen and click on the grey Show all fields button.
To save your changes, click anywhere outside the dialogue boxes.
You can also edit the same field on more than one record at a time.
To do this, navigate to the folder that contains the records you want to edit.
In this example we have chosen three records in the 'Helmets' folder.
Click on the ▼ dropdown arrow next to Add X inspections and select Edit followed by Select field to edit.
You can now select which field you want to edit:
Once you have done this, a box appears where you can edit the value/date.
Once you change the value/date you can Save and all the records selected will have the new information in that field.
See related articles:
- How to edit a record on the mobile app
- How to choose the thumbnail image of a record
- How to add a photo, document or file to a record
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