Editing Items

Learn how to update and modify equipment information in Kuviq.

Who Can Edit Items

Editing items requires appropriate permissions:

Role	Can Edit
Admin	All items
Manager	Items in assigned locations
User	Generally no (depends on permissions)

Need Access?

Contact your administrator if you need to edit items but don't have permission.

Editing a Single Item

Opening the Edit Form

1. Navigate to the item's details page
2. Click the Edit button
3. The edit form opens with current values

Modifying Basic Information

Update any of these fields:

Field	Notes
Name	Item's display name
Item Type	Changing type may affect custom fields
Location	Select new location from hierarchy
Serial Number	Manufacturer's serial
Manufacturer	Select from list
Model	Model name/number
Description	Detailed description
Notes	Internal notes

Updating Custom Fields

Custom fields depend on the item type:

1. Scroll to the custom fields section
2. Update values as needed
3. Required fields must be completed

Changing Item Type

If you change the item type, custom fields may change. Review all fields after changing types.

Managing Photos

Adding Photos

1. Click Add Photo
2. Select from device or take photo
3. Add optional caption
4. Upload

Removing Photos

1. Click the photo thumbnail
2. Click Delete or trash icon
3. Confirm deletion

Setting Primary Photo

1. Click the photo to set as primary
2. Click Set as Primary
3. This photo appears in lists and cards

Saving Changes

1. Review your modifications
2. Click Save
3. Changes are saved immediately

All changes are logged in the item's event history.

Changing Item Status

To update an item's status:

1. Open the item for editing
2. Find the Status field
3. Select the new status
4. Save

See Item Status for status definitions.

Changing Item Location

When equipment moves:

1. Edit the item
2. Select the new Location
3. Save

The location change is recorded in the event history.

Bulk Location Changes

For moving many items, use the bulk edit feature or contact your administrator.

Bulk Editing

To edit multiple items at once:

Selecting Items

1. Go to the Items list
2. Check boxes next to items to edit
3. Or use Select All for the page

Available Bulk Actions

Action	Description
Change Location	Move items to a new location
Change Status	Update status for all selected
Add to Group	Add items to an item group
Remove from Group	Remove from a group
Export	Download selected items

Performing Bulk Edit

1. Select items
2. Click Bulk Actions
3. Choose the action
4. Confirm the change
5. Changes apply to all selected items

Edit History

All changes are tracked:

1. Open the item details
2. Go to the Events or History section
3. View all modifications with:
   • Date and time
   • Who made the change
   • What was changed (before/after)

This creates an audit trail for compliance.

Reverting Changes

If you need to undo a change:

1. There's no automatic "undo" feature
2. View the history to see previous values
3. Manually edit back to the previous value
4. Contact your administrator for help with complex reversions

Archiving vs. Deleting

Archiving

• Preserves the item and its history
• Item no longer appears in active lists
• Can be restored later
• Use for items temporarily out of service

Deleting

• Permanently removes the item
• History is retained for audit purposes
• Cannot be undone
• Admin permission required
• Use only when item was created in error

Common Editing Tasks

Updating Serial Number

1. Edit the item
2. Update the Serial Number field
3. Save

Correcting Location

1. Edit the item
2. Select correct Location
3. Save

Adding Missing Information

1. Edit the item
2. Fill in empty fields
3. Add photos if available
4. Save

Preparing for Retirement

1. Edit the item
2. Update Notes with retirement reason
3. Change Status to Retired
4. Save

Validation Errors

If you see errors when saving:

Error	Solution
"Name is required"	Enter an item name
"Invalid location"	Select from the dropdown
"Serial number exists"	Use a unique serial number
"Required field missing"	Complete all required fields

Best Practices

1. Keep information current - Update items when details change
2. Add photos - Visual documentation helps identification
3. Use notes - Record important information
4. Verify changes - Review before saving
5. Document reasons - Explain significant changes in notes

Next Steps

• Item Status - Learn about status management
• Item Details - Explore the full item view
• Item Groups - Organize items into groups