The Default Record Types are used to pre-populate a new project with a list of Record Type options available when adding photos to that project.
Setting Default Record Types is useful when you want to have a predefined list of record types that repeats every time you create a new project.
Record types within individual projects can also be edited via the Project Settings.
Default Record Types Menu (Web)
1. To access the Default Record Types Settings, first login to the SiteCam Web App, then click the ⚙️ icon in header bar.
2. In the General Settings panel, navigate to the Default Record Types section. If your account is part of multiple organizations, ensure that you first choose the intended company.
Adding New Default Record Types (Web)
1. To add a new record type, click the + Add button.
2. Enter the name of the new record type. You can also use the drag handle to rearrange the order of the record types.
3. To change the color of the pin used on plans and maps for that record type, click the colored square next to the record type, then select the desired pin color.
4. Once you are done with the edit, click Save.
Deleting Default Record Types (Web)
1. To delete a record type, click on the trash icon next to the record type you want to delete.
2. Once you’re done with the edit, click Save.
Editing Default Record Types (Web)
1. To edit an existing record type, simply click on the record type you want to edit.
2. Enter the new name. To change the color of the pin used on plans and maps for that record type, click on the colored square next to the record type, then select the desired pin color. Click the Save button once you’re done with the edit.
Default Record Types Menu (Mobile)
1. Open the SiteCam app on your iOS or Android device. Tap on the ☰ icon to open the Project Menu.
2. In the Project Menu, tap on the ⚙️ icon to open the General Settings Menu.
3. Under the SITECAM PRO section, select Pro Settings.
4. In Pro Settings, select Default project record types.
Adding New Default Record Types (Mobile)
1. To add a new record type, click on the + Add button.
2. Enter the name of the new record type, then tap done.
3. To change the color of the pin used on plans and maps for that record type, tap the colored square next to the record type. Select the desired pin color, then tap Done.
4. Once you are finished with the edit, tap Save.
Deleting Default Record Types (Mobile)
1. To delete a record type, tap the ⛔️ icon next to the record type you want to delete.
2. Once you’re done with the edit, tap Save.
Editing Default Record Types (Mobile)
1. To edit an existing record type, simply tap on the record type you want to edit.
2. Enter the new name, then tap done. If you want to change the color of the pin used on plans and maps for that record type, tap on the colored square next to the record type, then select the desired pin color.
3. Once you’re done with the edit, tap Save.
