Group 65
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Records and Inspections
Records and Inspections
+1
23 articles in this collection
Written by
Chris Tanner,
Richard Mostyn,
Clare Llywelyn
and 1 other
Adding records
How to create or add a record to your account
Upload a piece of equipment or other item manually
Written by
Chris Tanner
Updated over a week ago
How to create or add a record on the mobile app
Written by
Vicki Jones
Updated over a week ago
How to clone (duplicate) a record
Written by
Chris Tanner
Updated over a week ago
How to clone a record using the mobile app
Written by
Richard Mostyn
Updated over a week ago
Editing records
How to edit records
Editing fields on single and multiple records
Written by
Chris Tanner
Updated over a week ago
How to edit a record on the mobile app
Written by
Vicki Jones
Updated over a week ago
How to edit multiple records at the same time in the mobile app
Written by
Vicki Jones
Updated over a week ago
How to add a photo, document or file to a record
Written by
Chris Tanner
Updated over a week ago
How to choose the thumbnail image of a record
Written by
Chris Tanner
Updated over a week ago
How to add a quantity to a record
This isn't applicable to most records but is useful for certain types of items
Written by
Chris Tanner
Updated over a week ago
How to add a note to a record
Written by
Chris Tanner
Updated over a week ago
Inspection frequencies explained
When will Papertrail send me reminders and notifications that a record is due?
Written by
Chris Tanner
Updated over a week ago
Can I have a custom state or frequency?
Written by
Clare Llywelyn
Updated over a week ago
Archiving and deleting records
How to set a retirement date for records
Written by
Clare Llywelyn
Updated over a week ago
How to retire (archive) a record
For records with inspection history, use this option instead of delete
Written by
Chris Tanner
Updated over a week ago
How to find a record that's been archived
You know it's somewhere in your account, but it's not coming up in search
Written by
Clare Llywelyn
Updated over a week ago
How to un-archive a record
'Revert' a retired inspection on a record to make it active again (edit permission needed)
Written by
Chris Tanner
Updated over a week ago
How to delete records in Papertrail
Delete a record without inspection history
Written by
Clare Llywelyn
Updated over a week ago
Inspections
How to add an inspection to a single record
Written by
Chris Tanner
Updated over a week ago
How to add an inspection to a single record in the mobile app
Written by
Clare Llywelyn
Updated over a week ago
How to inspect multiple records
Save time and inspect a whole folder of records at once
Written by
Clare Llywelyn
Updated over a week ago
How to inspect multiple records on the mobile app
Written by
Chris Tanner
Updated over a week ago
What's the difference between an inspection and a note?
Written by
Chris Tanner
Updated over a week ago