Editing a Record

edit

Although each module has its own class of records, the steps for editing a  record are the same throughout the modules.

To edit a record, complete the following steps:

  1. Click edit on the module toolbar to edit a  record.
  2. Make the necessary changes.
  3. Click to save your changes.
  4. Click to exit Edit Mode.

Note For SQL Server and Oracle Users: If you try to edit a record that is already being edited by another user, you will receive the following error message:

Multiple Users

If you have not purchased multiple license seats for a product, this does not apply to you.

See Also

Module Toolbar

Locate

Browse

Filter

Reports

Documents

Adding a Record

Deleting a Record

Relationships

Subset Manager

Create Work Order

Create Request

Create PM/Template

Toolkit