Editing a Maintenance Document

 

Editing maintenance documents is done by clicking a maintenance document link from a menu group on the Maintenance menu screen, conducting a search on the lookup screen, and then clicking an edit link from a search result table row.  This opens the maintenance document with an Edit…tab that displays two columns:  Old is static and displays the present values for each field;  and New is partially dynamic and allows modification by entry/selection of different values for non-identifying fields.

  To edit a maintenance e-doc:

 

1.

Select the desired maintenance e-doc by clicking a link from within one of the menu groups on the Maintenance screen (for example, Proposal Type).

 

 

The lookup screen for the maintenance e-doc you selected appears:

2.

Enter appropriate search criteria (or leave blank to retrieve all) and then click search.

3.

Click the edit link in the Actions column for the record (result table row) you want to edit.

 

 

The maintenance document appears with both Old and New columns on the ‘Edit…’ Tab:

exclaim  In the edit mode, note that certain fields are not editable. You are only allowed to change the non-identifying fields associated with the KC code you are trying to edit. When the active/inactive flags are available for the reference table, you can first make the existing code inactive and then create a new code to change the identifying fields. If the active/inactive flags are not available, the changes must be made by the technical staff.

4.

Make modifications as necessary to required, editable fields within the New column section of the Edit…tab.

pencil-small  For specific field entry requirements, see the respective maintenance document topic’s field definition table.

5.

Complete the common document tabs: Document Overview, Notes and Attachments, and Ad Hoc Recipients tab as needed.

link.png  For information about how to use the common tabs such as Document Overview, Notes and Attachments, and Ad Hoc Recipients, and Route Log, see “Common E-Doc Sections” on page 94 .

buttonsmall_submit

6.

Click submit.

 

End of activity.

7.

Review the Route Log tab.

link.png  For more information about interpretation of routing information, see “Route Log” on page 98 .

 

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Non-Editable Maintenance Documents:  There are some view-only maintenance documents that are not editable because all fields in the table are key identifying fields (for example, the Country Maintenance Document).  When you search for a maintenance document like this, you are not able to see the edit link in the lookup screen result table. These tables must be updated directly in the database by the technical staff.