Changing Individual Records in the CDS

If you have specified a manageable number of records, or if the changes you need to make are not uniform, it may be an efficient strategy to make changes to the CDS's values one at a time.

To make changes to a single record in a CDS, do the following:
  1. Select the record you want to change.
  2. Make the changes you want. You can change the value in any field that has a white background. Select a field and enter a value, or choose a value from the LOV if there is one.
  3. Repeat Steps 1 and 2 with a different record (optional).
  4. Save. The system sets the status of the changed records to CH (Changed). It does nothing to records you have not changed.
  5. Click the Validate button (optional). The system tests the validity of the changes you made. If the change(s) made to a record are valid, the system sets the status of the record to VS for Validation Succeeded. If a record's change(s) are not valid, the system changes the status to VF for Validation Failed and inserts a reason for the failure in the Validation Comment field (see Testing that the Changes Are Valid).
  6. Click the Apply button to apply the changes to the database.
    The system attempts to apply all changes made since the last Apply. If you ran group updates on the CDS as well as making individual record changes to the database, both the group update and the individual changes are applied.
    • If you ran a validation check before applying the changes, the system applies changes to all records with a status of VS and sets their status to AS.
    • If you did not run a validation check before applying the changes, the system attempts to apply changes to all records with a status of CH. If a record's change is valid, the system applies the change and sets the record's status to AS. If the change is invalid, the system does not apply the change and sets the record's status to AF.

Records with a status of AS and AF are not changed.

The system gives the wrong error message when you try to update locked data or data for frozen patients; see the note in Testing that the Changes Are Valid.