Help: Records and the binder
How do I fix a mistake in a record?
Mark it "not done after all" instead of deleting it. The record keeps both.
Last updated
Steps
Undo fast.
Correct later.
Right after you tap (30 seconds)
- After a check, a note appears that starts with
Done ✓
orSaved:
. - Tap
Undo
in that note. It saysIt stays in the history, marked undone.
Nothing is deleted: the history shows who undid it and when. - On the phone you can also shake it within the 30 seconds, then tap
Undo
.
Later, on the same day or after
- Tap
Do
. Find the check that is marked done. - Tap
Not done after all
next to it. - Under
Why?
, pickTapped by mistake
,Wasn't finished
orWrong item
. - If you want, add a short note in
Anything to add? (optional)
. - Tap
Save
.
What you will see
Struck through,
never erased.
The sheet says It stays on the record, struck through, with who marked it and why. The item is due again.
After you save, a note says the item is due again and that the record keeps both. The check shows on your list again, so you can do it right.
Who can correct
- The person who did it can correct it the same day.
- A manager or owner can correct it later.
- Other staff cannot. The button does not show for them.
If it does not look like this
- No
Not done after all
button? You may not be the person who did it, or the day may have passed. Ask a manager. - No
Undo
? A reading outside its limit stays on the record, because the app already asked for a fix. Correct it instead. - Undo ran out? Use
Not done after all
.
Good to know
Nothing is deleted.
Managers can read the trail.
- Undo works for a few seconds. After that the only way is
Not done after all
. - A correction can be made once. A second one is refused.
- The inspection binder shows the original and the correction together.
- The app keeps a trail of changes. Owners and managers can read it: on the Prove tab, choose
See the audit trail
. Nobody can edit it.
Next: Download the inspection binder, Do your daily checks. See Records and the Records retention guide.
Still stuck?
A person answers.
Call or text (415) 640-1667. Tell us the screen and what it says. More about reaching us.
Questions
Before you
start.
Can I delete a record?
No. You can undo a tap for a few seconds. After that you mark it Not done after all, and the original stays with the correction beside it.
Who sees that I corrected something?
The record shows who marked it, when and why. Your manager and an inspector see it in the binder.
Does the item come back on my list?
Yes. A corrected item is due again.
Your binder is ready when the inspector is.
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