Edit an Item

There may be certain situations where you may need to edit an Item. For example, the Item name has been updated or the Item must be placed into a different folder.

Below are the steps that must be carried out in order to Edit an Item. Expand each step below for further explanation.

Step 1: Navigate to Items via 'Master Data>Items'. Locate the Items Tab and Click on the Item Name

To edit an Item in Safefood 360°, navigate to Items in Master Data using the 'Master Data>Items' buttons and click the 'Items' tab. Within the 'Items' tab, click on the name of the Item you wish to edit. The Item name will be in blue text, which indicates a link.

Image: Navigating to Items via 'Master Data>Items', Clicking 'Items' Tab, Clicking Item Name

Step 2: Click the 'Actions>Edit' Button in the Item Overview Page

Within the Item page, click the 'Actions>Edit' button to access the Item page to edit the Item.

Image: Item Overview Page with 'Actions>Edit' Buttons

Step 3: Make Required Changes to the Item

Once you have accessed the Item page under the 'Edit' function, you can make changes to any fields.

Note: For further explanation on each of the fields of the Item, see here.

Image: Item Page Ready for Edits

Step 4: Click the 'Save' Button and Confirm Changes via the Reason for Change Pop-up Screen

After completing the changes to the Item, scroll to the bottom of the Item 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 Item 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 Item overview page.

If you do not wish to make edits, click the 'Cancel' button to be brought out of the Item page.

Image: 'Reason for Change' Pop-Up Screen after 'Save' Button Clicked

Image: Detail Reason for Change and Click 'Confirm' Button

Image: Item Overview Page after Edits Saved

Step 5: Accessing the Audit Log to View Changes (Optional)

Edits made to a Item 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