Managing Default Record Types

Default Record Types is a SiteCam Pro feature. Login to the SiteCam Web App to upgrade to Pro license.

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.

Any changes to the Default Record Types will only take effect on new projects.

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.

For organizations other than your own, you need to have admin access in order to edit the Default Record Types.

Adding New Default Record Types (Web)

Any changes to the Default Record Types will only take effect on new projects.

1. To add a new record type, click on 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. 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 name of the new record type. Click on 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. Once you are done 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 name of the new record type, then tap done.

3. Once you’re done with the edit, tap Save.