Step-by-Step Guide to Creating Records

Below is a step-by-step process for Creating and Managing Records.

Accessing Project Records

Locate your Project: Search or scroll for your project from the Dashboard homepage and click on the Project name.

View Project Details: Once you click on the Project, you are taken to the Project Details page. Here you can view essential details like date range, name, description, and client information.

Navigate to Your Project’s Records Section: Click on the 'Details' dropdown and select 'Records' to access the data records of that project.

Creating a New Record:

Access the ‘Records’ Page: In your Project, access the dropdown menu and choose “Records”.

Initiate Record Creation: Click on the blue '+ Record' button at the top right. 

Choose the Archetype: Use the search feature to select the appropriate Archetype for your Record.

Create a Title: After selecting ‘next’, enter a title for your Record and click ‘add’.

Filling Out Record Details:

Overview Tab: Check the ‘Default’ tab for a summary of required fields and progress. To easily view all incomplete fields, click on the ‘Pending’ tab to efficiently fill out the required fields. As you are completing fields, they will drop off the screen.

Log Location Details: In the 'Location' tab, use the search feature to geo-tag your location or manually enter coordinates in the fields underneath.

Adding Media (If Applicable):

Upload Media: Within the record, you can click on the Media tab for the option to add a file from your device. Upload relevant videos, photos, documents, or audio. You may also click the camera icon to record and capture media through the app. 

Media Descriptions: Be sure to name and categorize each media upload.

Assigning Records to Team Members

Assign a Record: Click the '+' beside 'Add Assignee' and scroll or use the search function to select a team member to assign.

Updating Record Status:

Change the Status: Click the displayed status at the upper left corner of the record. Select the correct status in the pop-up, and select 'Update.' This will now display the updated status on the Record.

Creating Child Records:

Open the Parent Record: Navigate to the Record to be designated as the parent.

Add Child Record: Click the three dots and select "Add Child Record". Follow the same steps as creating a new Record.

Utilizing Filtering Options:

Filtering Records: Filtering options are available in both the Project Dashboard and Records page to customize your display by factors like Archetype, Status, Assignee, and Media.