Create, Update, and Edit Records in A-Suite

Streamline your compliance management with simple steps to create and update records in A-Suite.

This guide will walk you through creating and editing record types in A-Suite. Learn how to manage driver records efficiently and update recurring documents.

Table of Contents:

• Video Walkthrough
• Creating a New Record
• Creating A New Record From Unassociated Files
• Updating Existing Records
• Editing  Existing Records
• Viewing and Managing Records

Video Walkthrough:

How to Create and Edit Records in A-Suite

Watch this step-by-step walkthrough to see the process in action:

Creating a Record Using the Quick Actions Menu:

1. Navigate to a team member or candidate's profile.
2. Click on the Kabob Menu (three vertical dots) in the Quick Actions section of the profile.
3. Select Add Record from the dropdown menu.
4. In the popup window:
   • Choose the record type from the dropdown menu.
     
   • Set an expiration date if the record is recurring.
     
5. Attach necessary files by either:
   • Uploading directly from your device.
     
   • You can also select files already uploaded to the Unassociated Files tab by dragging and dropping them.
   • 
6. Click Save to finalize the new record.

Creating A New Record From Unassociated Files:

1. Navigate to the Profiles section and select the Unassociated Files tab.
   • Files received via text, such as licenses or medical cards, are stored here.
   • Use the Upload File button to add documents manually.
2. Locate the file you want to associate with a record.
3. Click the + (plus) button to start creating a new record.
4. Select the record type from the dropdown menu.
5. Set an expiration date for recurring records, if applicable.
6. The selected file will be automatically attached to the new record.
7. To add more attachments:
   • Click the Upload Attachments button to upload from your device.
   • Or, drag and drop files from the Unassociated Files section.

Updating Existing Records:

1. Open the record type that requires updating.
2. Click New Version to create a new version of the record.
3. Add the updated attachment:
   • Drag and drop the file into the record.
   • Or, click the Upload Attachments button to add files from your device.
4. Update fields such as the expiration date, if needed.
5. Click Save to finalize the update.
6. Use the arrow buttons to view previous versions of the record.
   • Only the latest version is considered the current record.
   • To change the current record, navigate to the desired version and click Make Current.

Editing Existing Records:

1. Locate the record you want to edit by navigating to the Records tab.
2. Open the specific record by clicking on it and select "edit."
3. Edit fields as necessary:
   • Update text fields such as driver names, dates, or notes.
   • Adjust settings, such as the expiration date for recurring records.
4. To modify attachments:
   • Remove unnecessary files by selecting them and clicking the Delete button.
   • Add updated files by dragging and dropping or using the Upload Attachments button.
5. Click Save to confirm your edits.

Viewing and Managing Records:

1. Go to the Records tab to see all records associated with a team member.
2. Use this view to identify records requiring updates or to reference existing records.