Records

You can create different types of records to keep track of project information.

Locked records, which have a locked workflow status, can't be modified. In the record, save (Save) and arrow_back Done aren't available.

  • On the navigation toolbar, click menu (Navigation) > ModuleName > RecordType.

    • —Or—

    On the project home page, click ModuleName > RecordType.

    Click Document Control > RFIs.

  1. If the Search panel is closed, click Search icon (Search) on the navigation toolbar.
  2. Set the filters.
  1. In the record view, click the record.

    2. To open the full record from the Information panel, you can click aspect_ratio (Expand).

  2. In the full record, click Previous item icon (Previous) or Next item icon (Next) to open the previous or next record.

    3. The previous and next records are based on the list when the current record was opened.

    Previous item icon (Previous) and Next item icon (Next) are not available when the record is opened in a new tab.

  • On the navigation toolbar of the record, click refresh (Save and Reload).
    • —Or—

    In the Information panel of a collaborative record, click refresh (Save and Reload).

    The record is saved and updated with the latest information from all users.

Collaborative and data-entry record types are available for tracking your project information. Only collaborative record types use the Create and Information panels in the record view, as well as different comment types.

Record type Module Collaborative or data-entry
Action items Document Control Collaborative
Checklists Field Management Data-entry
Daily reports Field Management Data-entry
Field work directives Field Management Collaborative
Issues Document Control Collaborative
Notices to comply Field Management Collaborative
Punch items Field Management Collaborative
Requests for information (RFIs) Document Control Collaborative
Safety notices Field Management Collaborative
Submittals Document Control Collaborative

This diagram provides an overview of how record access works.

Permissions and record settings are available in ProjectSight for the web.

Record access diagram

You can create a record or copy a record and then edit the details.

  • Required fields are marked with an asterisk (*) but aren't enforced for records that use the Draft workflow status.
  • For draft records, you can't edit the Number field. For non-draft records, the field is editable, or it's automatically completed after you sync your data.
  • Duplicate numbers aren't checked until after synchronization. You can edit the number in the iPad record and then sync your data again.
  1. Open the record view.
  2. On the navigation toolbar, click add_circle (Create).

    3. For records that use the Draft status, a draft record is saved immediately in the record view.

  3. Enter the record details.

    4. For more information, refer to the topic for each record type.

  1. Open the record view.
  2. In the tile or list view, on the record, click more_horiz (More) > Copy.

    3. —Or—

    Open the record, and then click content_copy (Copy) on the navigation toolbar.

  • Changes to the original record are saved automatically when you copy the record.
  • Comments, assignments, courtesy copies, and links aren't copied to the new record.

If you edit an out-of-date field, your changes overwrite the previous changes when you save the record. The previous changes are logged on the History tab in ProjectSight for the web.

Your changes are saved automatically if you navigate to the previous or next record.

  • To keep the record open, click save (Save).

    • —Or—

    To close the record, click arrow_back Done.

  • In the panel, click save (Save).

    • Changes are saved automatically in the panel when you:

    • Close the panel or select a different panel.
    • Select another tile or row in the data view.
    • Navigate away from the current data view.

    If you click aspect_ratio (Expand) before saving the changes, they're displayed in the record but aren't saved yet.

You can only delete local records that haven't been synced to the database yet.

  1. Open the record type view.
  2. On the navigation toolbar, click Select mode icon (Select Mode).
  3. To select more records, click each one.

    4. —Or—

    To select all the records, click done_all (Select All) on the navigation toolbar.

  4. Click delete (Remove).

To delete one record, you can also:

  • Click more_horiz (More) > Delete on the record.
  • Open the record, and then click delete (Remove) on the navigation toolbar.