Editing or Deleting a Collection

Editing a Collection

1. Open the Collection
   Go to Collections in the left sidebar and click the collection you want to edit.

2. Edit Details
   Click the Edit (pencil) icon to update:

   • Name

   • Description

   • Navigation Group and Navigation Label

   • Icon

   • Sort Order

   • Enabled/Disabled status

   Save changes to apply them immediately across the platform.

3. Adjust Fields
   Use the Fields tab to add, remove, or reorder fields as your data requirements change.

Tip: Every change is reflected instantly for all users and recorded in the activity log.

Deleting a Collection

1. Open the collection’s Settings tab.

2. Click Delete Collection (trash icon) at the bottom.

3. Confirm the deletion prompt.

Important considerations:

• Deletion permanently removes the collection and all its records.

• Relationships to other collections, people, or facilities will break.

• There is no undo—export your data first if you need a backup.

Best Practices

• Disable Instead of Delete
  If you’re unsure, toggle Enabled off. This hides the collection from everyday users while keeping data intact.

• Export Before Deleting
  Download a CSV of your data to preserve a snapshot for audits or future reference.

By editing carefully and deleting only when certain, you keep your data model clean without losing important historical records.