> For the complete documentation index, see [llms.txt](https://prohelp.assetpanda.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://prohelp.assetpanda.com/maintain-records.md).
# Maintain records
When your organization is set up with the structure it needs to operate, you can add records to each collection to manage your assets.
You can add records manually or you can import data from external spreadsheets to populate each collection.
## Add a record
{% hint style="info" %}
To import multiple records from an external spreadsheet, see [Import data from a spreadsheet](/tools/import/import-data-from-a-spreadsheet.md).
{% endhint %}
1. Perform one of the following steps to display the module pane:
* In the navigation pane, click the **Account Switcher** 
and then select the appropriate account and module.
* Click :house: to display the module pane.
2. Select the collection to which you want to add a record.
3. Click **Add**. The Create new record pane is displayed.
4. Enter and select values for the available fields.
5. Click **Save**.
***
## Edit a record
1. Click :house: to display the module pane.
2. Select the collection for which you want to edit a record.
3. Click the record to edit. The details pane is displayed for the record.
4. Enter and select new values for the available fields.
5. Click **Save**.
***
## Delete a record
1. Click :house: to display the module pane.
2. Select the collection for which you want to edit a record.
3. Select the check box for the record to delete, and then click **Delete**. A confirmation message is displayed.
4. Click **Delete**.
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
```
GET https://prohelp.assetpanda.com/maintain-records.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.