Skip to main content

How do I complete a record log?

How to update lists of equipment or food in existing data capture Record Logs

Ben Peck avatar
Written by Ben Peck
Updated over 2 months ago

Field Types

How data is updated in Record Logs will depend on what kind of field they are.
​Read an overview of Record Logs and field types here

A Record Log can have multiple Records for each task. Think of these like new rows on a table. (E.g. 3 rows of fridges, for recording data on 3 different fridges)
​
Each Record is made up of a series of fields. Each field can be one of six types: Text, Number, Date & Time, Options, File or Photo and Section Title.

Update a Text field:

  • For example: Fridge/Freezer name

  • To change a list of items that have been entered as free text (e.g. names of fridges) simply update the item(s) you want to change. 

  • If the field has been set to repeat, the new value will be present for future versions of the task if the task has been marked as done.
    ​

Update an Options field:

  • For example: Equipment type

  • Select from the relevant options provided

  • Admins can make a change to the list of options from the edit Task page

Update a Number field:

  • For example: Temperature

  • Simply enter the value in the box provided

  • If you enter a value outside the acceptable, set range - a warning will pop up

  • Admins can set an acceptable max. and min. range from the edit Task page

Update a Date & Time field:

  • Use the date & time field to record dates/times in a standard format.

  • Dates & times can be selected using the picker option, or type in the date/time you need to record.
    ​

Update a File or Photo Field:

  • For example: Adding a photo as evidence a task is complete

  • If the field has been set to repeat, the new value will be present for future versions of the task if the task has been marked as done.

  • If 'Camera only' has been selected this field will be restricted to camera only on mobile devices.

If fields are locked to managers and admins:

  • If, as a Team Member, a field can't be edited, you'll need a Manager or Admin to follow the same steps as above. 

  • Read more on user roles here
    ​

Note - Record Logs have 2 views:

  • Form view, for entering data

  • Table view, for reviewing data

Switch between the views using the buttons to the top-right of the Record Log.
​

Changes to your Record Log (Team and Standard plans only)

  • If you would like your Record Log adapted, please discuss with your Trail Admins/Head Office

  • If you're unsure as to who that is, shoot us a message via the intercom chat - our support team will loop in the relevant person for you

  • Admins can make Record Log changes - here's an article for more information

Did this answer your question?