3.3.3.2.3 Editing Approved Records

The approved records are set to Ready Status.

When editing records in Ready Status, the data is displayed as stored in the database. You can view/modify data in the personal information (PI) columns based on the assigned roles. For more information about the roles, refer to User Role Mapping and Access Rights.

When you edit the record, it is moved to Draft Status.

1. Select Ready from the Status drop-down list, to view the entity records with Ready status are displayed.
2. To edit a record, click Edit next to the record.
3. Update the values for the attributes that you want to modify and click OK.
   You can repeat the steps for all the records for which the data needs to be entered.
4. To modify all the entries in a specific column, click Bulk Update.
   1. Select the column to modify the data.
   2. Enter the new value and click OK.
5. Click the modified record in draft status, and then click Submit for Approval or Submit with Auto Approval.
   To submit multiple records, select all the required records and click Submit.

   To bulk submit all the records, select the check-box on the header. All the records are selected. Then, click Submit.

   If the record is submitted with auto approval, it is approved instantaneously. The record is sent for approval and is changed to Awaiting status. A user with the necessary role can approve these records. For more information, see Approving and Rejecting Records after Data Entry.

   Note:

   If the user has configured the Participate In Data Security option while creating a Forms Definition, you must enter the value as per the configured condition. If you enter a value that does not meet the condition, then the record is rejected by the application and the approval gets failed. You can view the details of the rejection by using the Audit trail option for each record. For information on the Participate In Data Security option, see Enabling Data Security for New Form Definitions.