How do I change a recording point through Live Management View?

If you want to modify a record point via the STA Portal, you can easily do so via Live Management View, where you can change the deadline, action holder, description and status of a record point, among other things.

Written By Sven van der Kemp

What permissions do I need?

To change recording points, you need the "Change recording points" permission.

This permission is enabled by default for users with the Administrator role. Don’t have this permission? Ask an administrator within your organization to add it.

Where can you change recording points?

In the STA Portal, go to Live Management View.

You can change acceptance points within:

  • Handover & Inspections

  • Quality Assurance

  • Safety Inspections

  • Warranties / Aftercare

Change a survey point

  1. Open Live Management View.

  2. Find the recording point you want to edit.

  3. Click the blue pencil icon next to the recording point.

  4. Edit the desired information.

  5. Click Save.

The edit screen works the same as in the STA app.

What information can you edit?

Depending on the type of recording point, you can change the following, among other things:

Deadline

Adjust the date by which the recording point must be resolved.

General point

Make the issue a general issue that is not linked to a room.

Room

Change the room in which the recording point is located.

Description

Edit the description of the survey point.

For quality and safety inspections, this changes the question.

Comment

Add a comment or edit an existing comment.

Answer

Not available for quality and safety inspections.

Change a selected answer or edit a text, amount, or number you’ve entered.

Action Owner

Change who is responsible for resolving the issue.

Photos and repair photos

Add photos or delete existing photos.

Drawings

Edit a mark on a drawing or add a new mark.

Files

Add files to the recording point.

Files are only visible in Live Management View.

Edit multiple recording points at once

You can edit multiple recording points at once.

  1. Select the desired recording points.

  2. Click Change Selection at the top.

  3. Choose which data you want to edit.

You can change the following at the same time:

  • Deadline

  • Status

  • Action owner

Important to know

Completed entries can no longer be changed

Entries that have been finalized with a second signature are final and cannot be modified.

Synchronizing changes to the app

Changes you make in the Portal aren’t immediately visible in the app.

Synchronize the app by:

  • clicking the cloud icon above the projects;

  • or restarting the app.

Action owners do not automatically receive an update

Changes you make via Live Management View are initially only visible internally.

Want to inform action owners? Then send a new report via:

  • Live Management View;

  • or the STA app.