Completed Records

How to Access Completed Records

You can access your completed records direct from the Home screen.

Once a form has been completed (by clicking on Done or Done & Export), it is saved into the Completed Records section of the app:

As shown, you can see the date the record was marked as complete, as well as the first few characters of the task/record details.

From here, you can:

• Edit the record
• Delete the record
• Export the record

Edit the Record

It is possible to edit completed records but doing so will invalidate all existing signatures.

Once a signature has been invalidated/removed, the document remains in the Completed section but will need to be signed-off again once all edits are complete.

1. Click on the Edit button and the Need Update? dialog will display:

If you want to edit a form, then you'll need to complete all signature fields again

2. Click on Ok to continue.

3. The form will then open where you can edit all fields, as required.

Delete a Record

If you need to delete a record:

1. Click on the Edit button in the menu bar:

To delete a record, you must first click on Edit to change the mode

2. That will straightaway change to Delete and a checkbox will appear next to the records below:

Now we're in delete mode, select the records to delete

3. Select the corresponding checkboxes to mark the forms for deletion.

4. Click on Delete and the delete confirmation will display:

If you're sure you want to delete, then click on Yes to confirm

5. Click on Yes to confirm. The dialog will close and the record will be deleted.