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      Adding and editing trades

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      What are trades?

      Trades are the groupings of skill sets that your labour would typically be defined in. 

      Adding a trade

      To add a new trade you will need to have the necessary permissions. If you don't see the options in the steps below but believe you should have these permissions, please speak to your system administrator or contact our support team.

      Steps to add a trade

      1. From the left menu bar click the 'Settings' icon, then click the ‘Admin’ icon.
      2. Click the ‘Trades’ sub menu.
      3. Enter the 'Trade name' for the trade in the 'New Trade' section on the right hand side of the screen.
      4. Click the 'Save' button.

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      Editing trades

      If a trade needs to be updated you can use the edit option.

      Steps to edit a trade

      1. From the left menu bar click the 'Settings' icon, then click the ‘Admin’ icon.
      2. Click the ‘Trades’ sub menu.
      3. Find the trade that you wish to edit  in the 'Name' section on the left of the page and click on it to view the details. 
      4. Click the 'Edit' icon in the top right of the screen. If you aren't sure which icon, hover over them to see a tooltip.
      5. Make the changes you wish to make.
      6. Click 'Save'.

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      Archiving trades

      If you have trades that you no longer want to use going forward but that have been used on existing projects then you can archive them.

      Steps to archive a trade

      1. From the left menu bar click the 'Settings' icon, then click the ‘Admin’ icon.
      2. Click the ‘Trades’ sub menu.
      3. Find the trade that you wish to archive in the 'Name' section on the left of the page and click on it to view the details. 
      4. Click the 'Archive' icon in the top right of the screen and then click the 'Confirm archive' button that appears. If you aren't sure which icon, hover over them to see a tooltip.
      5. This will leave the trade record in the system but hide it from dropdown lists.

      Steps to unarchive a trade

      If for some reason you need to reinstate an archived trade you can do so with the following steps:

      1. From the left menu bar click the 'Settings' icon, then click the ‘Admin’ icon.
      2. Click the ‘Trades’ sub menu.
      3. Scroll to the bottom of the screen and tick the 'Include archived' checkbox.
      4. Find the trade that you wish to unarchive in the 'Name' section on the left of the page and click on it to view the details. 
      5. Click the 'Unarchive' icon in the top right of the screen and then click the 'Confirm unarchive' button that appears. If you aren't sure which icon, hover over them to see a tooltip.
      6. This will reinstate the trade record in Chalkstring

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      Deleting trades

      Deleting a trade cannot be undone so only proceed if you are absolutely sure that you want to remove the record permanently from your system.

      If you have trades that were created in error and they have not been linked to any other data (such as projects) then you can delete them using the following steps:

      Steps to delete a trade

      1. From the left menu bar click the 'Settings' icon, then click the ‘Admin’ icon.
      2. Click the ‘Trades’ sub menu.
      3. Find the trade that you wish to delete in the 'Name' section on the left of the page and click on it to view the details. 
      4. Click the 'Delete' icon in the top right of the screen and then if you are sure you want to delete the record permanently, click the 'Confirm' button that appears. If you aren't sure which icon, hover over them to see a tooltip.
      5. This will permanently remove the record from the system.

      If you receive an error when trying to delete, this means the data is linked to other data in the system. In this instance use the Archive option instead. 

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