Add, Edit and Delete

Modified on Tue, 01 Nov 2022 at 10:25 AM

How to add, edit, and delete things on the app.

The way you add, edit and delete companies, sites, assets, jobs, and more in the app is the same. That way, you always know what you need to do.


Add a thing...


To add a thing, click the Add button at the top right of the screen. The boxes that you need to complete on the right-hand panel with turn green like this.



As you fill in the boxes describing your new thing, the Save button will turn green when all the required fields are completed. 


Edit a thing...


To edit a thing, you'll need to select it from the list in the main central panel of the app screen. It will be highlighted in green, and the thing's data will show on the right-hand panel.


When you click the Edit button, the boxes you can edit will turn orange like this...




When you have finished your edit, click Save.


Delete a thing...


As with editing a thing, you'll need to select it from the main panel. 


When you click the Delete button, the boxes will turn red, but they can't be edited.



To confirm the deletion, you need to click Save.





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