Edited records

Editors can make edits to records either in-field (clicking on an editable value and inputting or selecting a different value), bulk editing or by uploading a file (the system will look for matching internal record IDs and update any existing records). Once edits are made, they need to be submitted to a lead for approval. Submitted records will be marked as 'Pending review' until a lead actions the submission.

Leads can accept edits, reject edits, or make further edits before publishing the records.

Accept edits

When a lead accepts edits, these will be moved to the live database and can be viewed using the ‘view, add and edit records’ tile. The status column will indicate that they have been published.

Reject edits

When a lead rejects edits, the editor can either resubmit the records again with the necessary changes or liaise directly with the lead user to update the records.

Edit records

When edits have been made to records, the lead user should follow the same steps for reviewing records. They can make edits themselves directly to the record, using in field update option, or editing bulk records option.

Note: when editing records, leads can save their progress and exit. This will save the changes made so far. Return to the edit records screen to continue editing.