Back to Records
Schedules and records
Adding a schedule to collect records
Tags:
Records are collected within 'Schedules' which act as the container for a set of records. You'll have a separate schedule for each type of record you want to collect, e.g. Meeting minutes, Site inspections
Each record is dated and you can enter text and upload a file attachment.
Toolbox has no capability for building a custom form to collect your data.
Add a record
To add a record first open the relevant schedule.
Click on '+ Add Record'
Adding records via email
You can add records to any Schedule in Toolbox by sending an email to the unique address shown in the top right corner of the schedule.
Add the address to your email address book with a more descriptive name to make it easier for you to regularly email in records to the correct schedule.
Any attachments to the email will be saved with the record as uploaded files.
Note that the email 'from' address needs to correspond to the email of a Team member in your Toolbox project. If there is no matching email address, the records will not be accepted.
Permissions
All Records are visible to Project Managers, Members and Observers.
Manager users can add, edit and delete Records.
Members can add new Records and can edit & delete Records they added.