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.

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

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

Click on Ok to continue.
The form will then open where you can edit all fields, as required.

Delete a Record

If you need to delete a record:

Click on the Edit button in the menu bar:

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

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

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

Select the corresponding checkboxes to mark the forms for deletion.
Click on Delete and the delete confirmation will display:

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

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