What is a record
Records allow you to record data about locations or assets, they can also be linked to calendars or smart boards.
How do I add an option to leave a record on my calendar entry
Create a form (provide a name, select owner, select department, add topics etc.).
Choose your form type - (for this example, my calendar is used to monitor the upcoming inspection for assets, so I selected to create an asset form). Ensure that the form type matches the one on your calendar!
Visit the Questions tab and select Add Section.
Add a name and select your section type - (choose Asset group properties if you wish to leave an asset record)
Hit Create.
Add your desired questions - (for assets, simply pull through your asset properties by selecting the relevant section and property)
Once created, open the 3-dot menu and turn the form into a record.
Similarly to the form, add all the relevant information - (name, owner, department, form, completed at and responsibilities).
Hit Save.
You should now see the Add Record option on your calendar entry.
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