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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)

  1. After a check, a note appears that starts with Done ✓ or Saved: .
  2. Tap Undo in that note. It says It stays in the history, marked undone. Nothing is deleted: the history shows who undid it and when.
  3. On the phone you can also shake it within the 30 seconds, then tap Undo.

Later, on the same day or after

  1. Tap Do. Find the check that is marked done.
  2. Tap Not done after all next to it.
  3. Under Why?, pick Tapped by mistake, Wasn't finished or Wrong item.
  4. If you want, add a short note in Anything to add? (optional).
  5. 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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