Edit an asset

Nothing is written until you say so. The part worth knowing is what editing costs you, and when not to do it.

GuidesiPhoneA minute

  1. Open the record you mean to change

    On screenAssets

    From Assets, search and tap the row. Check the tag in the header against the machine before you change anything.

    The Manifest Assets tab: Assets, People and Consumables across the top, a search field, an Everything and need-attention filter, and the register listed by tag
    The Assets tab. Three registers behind one search field.

  2. Edit is a button that edits

    On screenEdit

    It is in the toolbar beside the QR symbol and the more menu, with Close on the left. It edits the sheet in place; it does not open a dropdown and it does not push a form. On a device with an NFC radio there is a fourth control between them, which writes a tag rather than changing the record.

    A Manifest asset record on iPhone: STRK-0003 and its status, Verify and Flag, a warranty gauge, a Photographs row, and the Identity and Assignment groups
    One record, opened. Ceremonies on top, cover next, fields underneath.

  3. The sheet becomes editable where it stands

    On screenEditing

    Close becomes Cancel, the heading over the fields changes from The record to Editing, and a status grid appears under the ceremonies so the one field you change most is a single tap. Tapping any other field pushes a screen for that field alone.

    A Manifest record in its editing state: a status grid with IN REPAIR staged, the heading changed to Editing, and a Save 1 change bar along the bottom
    Editing. The change is staged, and the badge still shows the stored value.

  4. Changes are staged, and the record still shows the truth

    On screenSave 1 change

    A staged status is outlined, and the badge in the header goes on showing what is actually stored. The bar along the bottom counts what you have staged: Nothing changed yet, then Save 1 change. Nothing reaches the register until you press it, and one press writes the whole session as one decision rather than as four unrelated edits.

  5. Cancel asks, because there is something to lose

    On screenDiscard

    Discard 1 change? Nothing has been written yet. Discarding leaves the record exactly as it was. It only asks when you have staged something, so backing out of a sheet you were only reading costs you no taps.

  6. Prefer Verify over editing, when Verify is what you mean

    On screenVerify

    If the machine is where the record says and belongs to who the record says, that is a verification, not an edit. Verify records that somebody laid eyes on it. An edit that changes nothing records nothing, and the verification date is the thing an auditor actually tests.

  7. Every change is attributable, including yours

    The register keeps who acted and when. This is the point of the product rather than a compliance tax, and it applies to a correction typed at your own desk the same as to a reassignment made in a stockroom.

NextVerify an assetThe shortest task in the app, and the one an audit is actually about. Done properly it is one tap per machine and you never leave the camera.

Stuck on a step, or a screen here does not match the one in front of you? Write to support@depaloconsultingllc.com and say which step. The app moves faster than this page does.