Edit a Doclist
There may be certain situations where you may need to edit a Doclist. For example, a new Document must be added to the list or a Document should be removed from the list.
Below are the steps that must be carried out in order to edit a Doclist. Expand each step below for further explanation.
To edit a Doclist in Safefood360°, navigate to Categories in Master Data using the 'Master Data>Categories' buttons. Within the 'Categories' tab, locate the Doclist using the search bar or navigation arrows. Once located, click on the name of the Doclist you wish to edit. The Doclist name will be in blue text, which indicates a link.
Image: Navigating to Categories via 'Master Data>Categories', Locating Doclist, Clicking Doclist Name
Within the Doclist page, click the 'Actions>Edit' button to access the Doclist page to edit the Doclist.
Image: Edit Access on the Doclist Overview Page via 'Actions>Edit'
Once you have accessed the Doclist page under the 'Edit' function, you can make changes to any fields.
Note: For further explanation on each of the fields of the Doclist, see here.
Image: Doclist Page Ready for Edits
After completing the changes to the Doclist, scroll to the bottom of the Doclist page and click the 'Save' button to save the changes.
Note: It's very important to click the 'Save' button, otherwise the changes will not be made.
Image: 'Save' Button
You will be prompted with a 'Reason for Change' screen, where you will need to detail the reason why you have made a change to the Doclist page before confirming and saving the changes.
Once you have confirmed the edits using the 'Confirm' button, the system will take you back to the Doclist Overview Page
If you do not wish to make edits, click the 'Cancel' button to be brought out of the Doclist overview page.
Image: 'Reason for Change' Pop Up Screen after 'Save' Button Clicked
Image: Detail Reason for Change and Click 'Confirm' Button
Image: Doclist Overview Page after Edits Saved
Edits made to a Doclist will be recorded in the Audit Log. The Audit Log can be accessed via the 'Actions>Audit Log' buttons.
Image: Navigating to Audit Log Via 'Actions>Audit Log' Button
Image: Audit Log Recording Edits
