Daily Logs / 12

Edit or delete records and logs

While the log is not approved, records can be corrected or deleted. A whole log can only be deleted while it is a Draft.

2 minutes
Product screenshot: Edit or delete records and logs
Step by step

How to complete edit and delete

  1. 01

    Edit a record

    Under Records of the day hover the record and click the pencil. Change the text and click Save (or Cancel).

    Step 1: Edit a record
  2. 02

    Delete a record

    Hover and click the trash icon. Delete shows on the same row: click it to confirm or the X to back out. It cannot be undone.

    Step 2: Delete a record
  3. 03

    Delete a log

    In the list, Actions → Delete (only for drafts and with edit permission). In the Delete daily report dialog confirm with Delete: the draft and all its records are removed.

    Step 3: Delete a log
  4. 04

    Open to edit

    Actions → Edit report opens the log to keep adding content. It does not show for approved logs.

    Step 4: Open to edit

What you'll learn

  • How edit or delete records and logs works inside Perfour.

  • What information you need and how it stays connected to Daily Logs.

  • How to preserve traceability and find the record later.

FAQ

Frequently asked questions

I can't see the pencil or the trash icon.+

The log is approved or you lack edit permission.

Can I delete a submitted log?+

No. Delete only shows for drafts.