Managing Project Record Types

You need to be the owner or admin of a project to edit a project’s Record Types.

Edit Record Types Options (Web)

To edit the list of available Record Types within a project:

1. Login to the SiteCam Web App, then select your project.

2. In the project, select Project Settings from the side menu. Click the Edit button in the Record Types section to open the Edit Record Types menu.

Adding New Record Types (Web)

1. In the Edit Record Types menu, click on the + Add button to add a new record type.

2. Enter the name of the new record type. You can also use the drag handle to rearrange the order of the record types. Once you are done with the edit, click Save.

Editing Record Types (Web)

Renaming record types does not update existing captures.
For example, if you rename a record type from “QA/QC” to “Quality Assurance,” any existing captures labeled with “QA/QC” will retain that original record type.
However, new captures will have the “Quality Assurance” record type option.

1. In the Edit Record Types menu, simply click on the record type you want to edit.

2. Enter the name of the new record type. Click on the Save button once you’re done with the edit.

Deleting Record Types (Web)

Deleting a record type does not remove it from existing captures.
For example, if you delete the record type “None,” any existing captures labeled with “None” will still retain that record type.
However, the “None” record type will no longer be available for new captures.

1. In the Edit Record Types menu, click on the trash icon to delete a record type.

2. Once you’re done with the edit, click Save.

Edit Record Types Options (Mobile)

To edit the list of available Record Types within a project:

1. Open the SiteCam app on your iOS or Android device, then tap the ☰ icon to open the Project Menu.

2. In the Project Menu, tap on the ⋯ icon next to the project you want to edit. This will open the Project Settings menu.

3. Tap Edit record types to manage your record types.

Adding New Record Types (Mobile)

1. To add a new record type, tap on the + Add button.

2. Enter the name of the new record type, then tap done.

3. Once you are done with adding new record types, tap Save.

Editing Record Types (Mobile)

Renaming record types does not update existing captures.
For example, if you rename a record type from “QA/QC” to “Quality Assurance,” any existing captures labeled with “QA/QC” will retain that original record type.
However, new captures will have the “Quality Assurance” record type option.

1. To edit an existing record type, simply tap on the record type you want to edit.

2. Enter the name of the new record type, then tap done.

3. Once you are done with the edit, tap Save.

Deleting Record Types (Mobile)

Deleting a record type does not remove it from existing captures.
For example, if you delete the record type “None,” any existing captures labeled with “None” will still retain that record type.
However, the “None” record type will no longer be available for new captures.

1. To delete a record type, click on the ⛔️ icon next to the record type you want to delete.

2. Once you’re done with the edit, click Save.

Edit Record Types Menu Alternative (Mobile)

Another way you can edit your project’s record type is during the capture process.

1. After capturing photos, tap Done to proceed.

2. On the Capture Review screen, tap the Record Type section to open the selection menu.

3. Tap Edit Record Types at the bottom of the panel.

4. In Edit Mode, you can add, delete, or rename record types. When you’re finished, tap Finish Editing to save your changes.