Records

Need some help managing your records within Onwardly? This article will show you how to create, edit and delete a task for your Onwardly program.

In this article:

• Understanding records
• Creating a record
• Editing a record
• Deleting a record

Understanding records 

Records are a simple tool to help you store, review or update important information as part of your security program. Some tasks will require or suggest that you create a record, or you can create records for lists not mentioned in any of the tasks. Repeating tasks can be used as a reminder to review and update your records, to ensure you have up-to-date information stored in your Onwardly account.

Creating a record 

1. Login to Onwardly.
2. On the Dashboard page, click on the Records tab located on the left of the page under the Resources section. This will take you to the Records page.
   
   
   
   
3. On the Records page, click on New record located on the top right of the page. This will take you to the Create a new record page.
   
   
   
   
4. Enter the details of the new record into the provided boxes and select the program the record is for. These include:
   1. Name 
   2. Program selection
5. Once the details have been entered click Create to create a new record for your Onwardly program.
   
   
   
   
6. Once the record has been created you will be taken to the newly created records page. Enter the details of the new record into the provided boxes. These include:
   1. Name
   2. Program selection
   3. Item
   4. Description 
   5. Date
7. While entering the details into your record you may want to add more items, click on Add new item to add a new item to your record.
   
   
   
   
8. Once the details have been entered click Save to update the record for your Onwardly program. 
   
   

Editing a record

1. Login to Onwardly.
2. On the Dashboard page, click on the Records tab located on the left of the page under the Resources section. This will take you to the Records page.
   
   
   
   
3. On the Records page, click on Edit located at the right of the page for the record you wish to edit. This will take you records page.
   
   
   
   
4. Enter the details of the record into the provided boxes that you wish to edit. These include:
   1. Name
   2. Program selection
   3. Item
   4. Description 
   5. Date
5. While entering the details into your record you may want to add more items, click on Add new item to add a new item to your record.
   
   
   
   
6. Items within your record can also be deleted, click Delete located to the right of the item you wish to delete from your record.
   
   
   
   
7. Once the details have been edited, click on Save to update your changes for the record.
   
   

Deleting a record

1. Login to Onwardly.
2. On the Dashboard page, click on the Records tab located on the left of the page under the Resources section. This will take you to the Records page.
   
   
   
   
3. On the Records page, click on Delete located at the right of the page for the record you wish to Delete. 
   
   
   
   
4. Click on Delete to remove the record from your Onwardly program.