1. Administration Guide
  2. Know Your Customer Administration
  3. Periodic Review Assessment Configuration
  4. Editing a Record

1.7.2 Editing a Record

To edit an assessment configuration, follow these steps:

Note:

Only when the record is saved, the Actions will be automatically updated with Edit and Delete actions.
  1. Click Edit Edit to edit the next assessment due (In Month) value of a particular record.
  2. Enter the new value.
  3. Click Save Save and click OK to save the record.