Records can be modified using the Edit function. This guide explains how to update an existing record, save changes, and use features that improve the editing experience.
How to Edit a Record
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Navigate to the Desired Content Area
- From any Navigation Menu, select the relevant content area.
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Click the [EDIT] Button
- In the Results List view, locate the record you want to edit.
- Click the [EDIT] button in the row of the selected record.
- The [EDIT] button is only available if the user has edit permissions.
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Modify the Record
- The left panel contains primary and required fields.
- The right panels contain supplemental fields.
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Save or Cancel the Changes
- Click [SAVE] to confirm changes and return to View Mode.
- Click [CANCEL] to exit without saving changes.
Important Notes
- Fields marked with an asterisk (*) are required.
- All required fields must be completed before saving.
- When a record is saved, the Modified By field updates with the current date and time.
Editing in a New Window
To edit a record without losing your position in the Search Results List:
- Locate the desired record in the search results.
- PC Users: Hold [CTRL] and click the [EDIT] button.
- Mac Users: Hold [Command] and click the [EDIT] button.
- The edit form will open in a new browser tab.
- Modify and save the record in the new tab.
- Close the new tab and return to the original search results page.
* If you want to open the eLearning lesson in a new tab, use Right-Click and select the "Open link in new tab" option.
Can I Undo Changes?
Once changes are saved, they cannot be undone. To discard changes before saving, click [CANCEL] to close the form without saving.
Conclusion
Editing records is a straightforward process using the Edit function. Utilize the new window editing method to maintain the search position when working with multiple records. For further assistance, refer to related articles or contact support.