How to edit a Service History Report

Edit a Service History Record

You can edit a record by either: 

• Selecting the edit button in the pop-up
  
• Selecting the pencil icon at the end of a record. 
  

Once you have finished updating the record, click save.

The record will note that a manual change has been made. 

Create a Manual Record

If an operator forgets to service a site on the mobile app, you can create a manual record.

Select the blue (+) Button. 

Select a site and enter in any needed information. Hit save once you are done. 

The record will mention it has been manually created. 

It will show Route as ‘N/A’, 

Viewing Your Log

To view the log for a record, click on the record and then select ‘View Log’.

The View Log option allows you to see:

• Who made changes

• When the changes were made

• What information was changed

Select the Download Spreadsheet to export the log data.