Records and Inspections

How to create or add a record to your account

Adding 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 Ellie Davies-Cooke
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 Ellie Davies-Cooke
Updated over a week ago

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 Ellie Davies-Cooke
Updated over a week ago

How to add a photo, document or file to a record

Written by Ellie Davies-Cooke
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 Ellie Davies-Cooke
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 Ellie Davies-Cooke
Updated over a week ago

How to set a retirement date for records

Written by Clare Llywelyn
Updated over a week ago

How to revert an action

Revering or undoing an action on a record

Written by Ellie Davies-Cooke
Updated over a week ago

How to retire (archive) a record

For records with inspection history, use this option instead of delete

Written by Ellie Davies-Cooke
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How to find a record that's been archived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 Ellie Davies-Cooke
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 Ellie Davies-Cooke
Updated over a week ago

How to delete records in Papertrail

Delete a record without inspection history

Written by Ellie Davies-Cooke
Updated over a week ago

How to add an inspection to a single record

Written by Ellie Davies-Cooke
Updated over a week ago

How to add an inspection to a single record in the mobile app

Written by Ellie Davies-Cooke
Updated this week

How to inspect multiple records

Save time and inspect a whole folder of records at once

Written by Ellie Davies-Cooke
Updated over a week ago

How to inspect multiple records on the mobile app

Written by Ellie Davies-Cooke
Updated this week

What's the difference between an inspection and a note?

Written by Ellie Davies-Cooke
Updated over a week ago