Editing a Record

Previous  Top  Next

With the appropriate user level setting, users can edit records for every module. To edit a record simply enter the module. Find the record you wish to edit using the sort and filter functions of the summary screen. Select the System ID for the record. The desired record will appear. Edit the appropriate fields. Select the Save button. IndustrySafe will check all fields to ensure that all data is in the valid format and that all required fields are completed. If all entered data is in the appropriate message and all required fields are completed, after the user selects the Save button a Successful Save will appear at the top of the form. If invalid data is entered or a required field is not completed these field labels will appear at the top of the form. The user can select the field label and will be taken to the incomplete field.


Quick Steps Example: Editing a Safety Inspection

1.

Open the Safety Inspection module by selecting the Safety Inspection tab in the main menu.

2.

In the Safety Inspection Summary select the System ID of the record you wish to edit.

3.

Edit the appropriate fields.

5.

Select the Save button.

6.

If all required fields are complete and all data is in a valid format, the successful save message will appear.