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2. Create, Update & Delete Records

Create Records​

  1. Click the + Blue Create Record icon

  2. Select a Form from the Create Record panel → ex. + Issue

    Select Issue

Complete the Form

  1. Fill in your Form → then click Create

    Fill

Quickly find your Issue​

super fast selection menus

  • You may have hundreds of Locations and long lists of Issues. To select quickly, simply enter a few letters or numbers →

    • we for "Wet Spill"
    • s107 for "Level 5, Terrace Level Section 107"

  • Everything matching the letters and numbers will pop up in the blink of an eye. Just pick from the list!

    Create RecordCreate Record

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Update Records​

  1. Click any Record in your Records Table → which opens its Form in the Edit Record view. From here:

  2. Update your record → ex. Issue Status to Dispatched or Closed

  3. Monitor multiple reaction times for Issues in the Records Table → ex. Medical/Dispatched

    update

  4. Select the X to Close an open Record

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Save time with Shortcuts!​

Shortcuts are customized, pre-populated sub-forms. With Shortcuts, you can pre-select default Values and hide unnecessary Fields

  • Open Shortcuts from drop-down menus next to the primary Form

Create Record

  • For example, Shortcuts for Events can include Basketball, Concert, Hocket, and Other
  • Create as many Forms and related Shortcuts as you like!
  • Learn more from our Make Shortcuts article

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Delete Records​

To delete a record:

  1. Click the ellipsis (...) at the top of a record in Edit Record view

  2. Click Delete Record

    delete

  3. Click the red Delete button to confirm the deletion

    Edit Record

Why can't I delete Records?
  • Permission to delete Records is set in your Role designation
  • If you need to delete, consult with your Supervisor, Manager, or Admin, who will contact Guard IQ about a Role update

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Additional Help​

Related How-to Guides

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