You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 10 Next »

YWHO Data Collection Platform Training / Formation à l’usage de la Plateforme de Collecte des Données CBEJO

page 11/17


Instructions:

To edit a validated form for a client:

  • Find the client’s profile using the Search page. 
  • Under “Visit Lists” – click on the form that needs to be edited.
Note:

Make sure that you are selecting the appropriate visit date for the form that will be edited. 

  • Once on the desired form, find the data that needs to be edited and click on the button beside it.
  • On the Locked Data Update pop-up:
    • Make the desired change under the “New Value” section.
    • Add the reason for your edit on the Locked Data Update pop-up under the “Reason for Modification” section.
  • When you have made the desired change, click on the UPDATED button.
Notes:
  • The timer icon  indicates that there has been a change in that particular data field.
  • Information collected in the “Reason for Modification” section are recorded automatically in the History and Audit reports.
  • SuperUsers are able to update data using the EDIT button on the bottom-right side of the screen.

Video Instructions:



  • No labels