Home Record Management Make edits to a Record

Make edits to a Record

Last updated on Apr 17, 2023
  • Locate and click a record

  • In the tab to the right of “Activity Stream,” select “Info” section

  • On the right of each section, select “edit” to make changes

  • Click “Save” or “Discard” when finished

  • To add a new row to a table section, choose “Add” on the bottom right of each section

  • If editing multiple fields, click “Save” once can be applied to all your work

  • Select “Save” or “Discard” when finished