> 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.
## View record details
You can select records in collections to review and edit record data quickly. You can also view full record details for a more thorough review of the record.
1. Select the record to view. The record details pane is displayed.
2. Review or [edit](#edit-a-record) the record details.
3. To view the full details for the record, select **View full details**. The following tabs are displayed:
* **Record details**: Displays all configured field values for the record.
* **Activity**: Displays the activity stream associated with the record.
* **Tickets**: Displays tickets associated with this record. See [Ticketing](/settings/account-management/ticketing.md).
* **Attachments**: Displays the files attached to fields within this record.
* **Relationships**: Displays links between this record and other records in the organization:
* **Linked to this record**: Shows every record that has been pulled into the current one (for example, vendors linked to a laptop).
* **Record linked to another record**: Shows every place where the current record is referenced (for example, assets currently using this vendor).
You can click links in the tab to navigate to the details for the selected record.
***
## 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**.
***
## Duplicate a record
You can create single or multiple copies of a selected record to speed record creation.
1. Click :house: to display the module pane.
2. Select the collection for which you want to duplicate a record.
3. Click the record to edit. The details pane is displayed for the record.
4. To create a single duplicate:
1. Click **Actions** :ellipsis-vertical: and then select **Single Duplicate**. The Duplicating records page is displayed.
2. Click **Duplicate**. The new record is added to the collection, without unique information.
5. To create multiple duplicate records:
1. Click **Actions** :ellipsis-vertical: and then select **Multiple Duplicate**. The Duplicate multiple records page is displayed.
2. Enter the number of duplicate records to create.
3. Select the check boxes for each field whose value you want to duplicate in the new record.
4. Click **Continue**. A summary of the new records is displayed.
5. Click **Duplicate**. The new record is added to the collection, without unique information.
6. Select each newly created record. The details pane is displayed.
7. Enter and select new values for the available fields.
8. 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**.
***
## Bulk update records
1. Click :house: to display the module pane.
2. Select the collection for which you want to edit a record.
3. Click the check box for each record to edit.
4. Click **Bulk Update** :arrows-rotate-reverse:**.** The Bulk update window is displayed.
5. Select the check box for each field to be updated for the selected records.
{% hint style="info" %}
Unique fields, system fields, and fields associated with depreciation cannot be edited in a bulk update.
{% endhint %}
6. Click **Continue**.
7. Enter the new field values for the selected records.
8. Click **Save**.
***
## Lock a record
You can lock records to prevent them from being edited.
1. Click :house: to display the module pane.
2. Select the collection for which you want to lock a record.
3. Select the check box for the record to lock.
4. Click **More** :bars: and then select **Lock**. A confirmation message is displayed.
5. Click **Lock**. The lock :lock: icon is displayed for the record to indicate it cannot be edited.
***
## Unlock a record
You can unlock records to enable them to be edited.
1. Click :house: to display the module pane.
2. Select the collection for which you want to unlock a record.
3. Select the check box for the locked record.
4. Click **More** :bars: and then select **Unlock**. A confirmation message is displayed.
5. Click **Unlock**.
***
## Archive a record
You can archive records to remove them from active collections without deleting them. This action preserves all data, relationships, and history for future reference or restoration.
{% hint style="info" %}
Archived records are displayed in the appropriate :box-archive: **Archived** collection in the module pane.
{% endhint %}
1. Click :house: to display the module pane.
2. Select the collection for which you want to archive a record.
3. Select the check box for the record to archive.
4. Click **More** :bars: and then select **Archive**.
***
## Restore an archived record
You can archive records to move an archived record back to the active collection with all data, relationships, and history intact.
1. Click :house: to display the module pane.
2. Under **Archived** in the module pane, select the collection for which you want to restore an archived record.
3. Select the check box for the record to restore.
4. Click **More** :bars: and then select **Unarchive**.
***
## 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.
4. Click **More** :bars: , and then select **Delete**. A confirmation message is displayed.
5. Click **Delete**.