Edit a kit's object attributes

Once you create a kit object, you can edit its details or update its status.

Note:

Want to edit a form object? See Edit a form object's attributes.

Within the context of a library study, you can view all of the kit objects that you created, their details, their history, as well as update their status.

A kit object's audit trail is displayed to the right of the screen. In there, you can view an object's status updates, the UTC date and time of the status update, and the user who performed that update.

Before you begin, you must first create the kit object. For more information, see Create and edit a kit object.

To edit a kit object's attributes, follow these steps:

  1. Depending on where you're currently located, do one of the following:
    • If you're located on the main Library page, click the Kit Types tab.
    • If you're located on the Library Studies page, click View Library, and then click the Kit Types tab.
  2. On the Kit Types tab, look for the kit object that you want to edit. Do one of the following:
    • To filter your objects, click Filter and select one or more options for each filter to get the best combination for the object that you're looking for. Depending on the object, you can filter by Status (Draft, Approved, Published, or Archived) and Type (Blister Pack, Bottle, Device, and many more). By default, the Status filter is set to display kit objects with a status of Draft, Approved, and Published.
    • To search for a specific kit object, in the search bar, type the object's description or pooling ID, and press Enter on your keyboard.
  3. For the kit object that you want to edit, click Action.
  4. From the Action drop-down, select either one of the following options:
    Option Description
    Edit

    You can edit a kit object's description, storage temperature, type, and unit per kit specification only when that kit object has a status of Draft.

    Select to edit a kit object's details on the Edit Kit Type dialog and then click Save.

    Delete

    In the Confirmation dialog, click Delete again to remove the kit object from the library.

    View History

    On the right side of the screen, a kit object's complete history is displayed.

    Approve

    Select to update a kit object's status to Approved. The kit object is now ready for publishing.

    Archive

    Select to update a kit object's status to Archived.

    Publish

    This option only appears after you approved a kit object.

    Select to update a kit's status to Published. The kit object is now ready to be improted into a Production study.

    Mark as Draft

    This option only appears after you approve a kit object.

    Select this option to update a kit object's status back to Draft. You can then edit a kit's details.