Editing records

On iTrackIT, if the user has the required access level it is possible to edit an existing record. Records such as entities, files, files(type), boxes and departments can all be edited. The edit record option is only available from the main search pages and not sub-pages that have been opened from quicklinks or hyperlinks. 

To edit a record, first, locate the desired record and use the round radio buttons to select it. Then press the edit record button, which can be found in the toolbar at the top of the page. Below is an image showing the button. If it isn't available this means that the record type either can't be duplicated or can't be duplicated from the current screen. For more information on the function menu toolbar and the buttons inside it please read our Navigation article.

An annotated image of the toolbar, the edit record button has been circled in red.

Depending on certain factors (for example, the level of access a user has) not all of the fields on these forms will be editable. Make any desired changes to the details of the record, how to enter data into the form is explained below. To submit the form and save the record press the "Save" button at the bottom of the page.

Text box: To use this click on the box and type in the desired information.

An example of a text box from iTrackIT.

Date fields: Either use the calendar icon on the right-hand side by clicking on it and using the date selector tool to select a date or click on the box and type the date in manually.

An example of a date picker in iTrackIT.

Check box: check/uncheck these by clicking on the box with your mouse.

An example of an unchecked check-box.

Dropdown box: Click on the box to expand it. If there are a lot of options in the menu, it can be filtered by typing in the text box and scrolled using the middle mouse button or the scroll bar on the right of the list. Once you have found the item that you would like to select, click on it.

An example of a dropdown box with some text typed in to filter the options.

Database Search: Type what you would like to search for into the text box on the right of the search button, or leave it blank to return all available options. 

An example of the database search with text entered into the search box.

Then press the search button to open the item selection form, if there are items matching what was searched for, there will be buttons with the names of the items next to them. Use these buttons to choose the desired option, and finally use the "Select" button to add them to the filter criteria.

An example of the item selector.

 Suggested article: ​Duplicating records

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