How to Edit a Medical Screening Programme
There may be certain situations where you may need to edit a Medical Screening Programme. For example, a Checklist needs to be added or removed or the Responsible has changed.
Below are the steps that must be carried out in order to edit a Medical Screening Programme. Expand each step below for further explanation.
To edit a Programme in Ideagen Safe Food, navigate to the Medical Screening module using the ‘PRP Control>Medical Screening' button and click the 'Plan' tab. Within the 'Plan' tab, click on the name of the Programme you wish to edit. The Programme name will be in blue text, which indicates a link.
Image: Navigating to Programmes via 'PRP Control>Medical Screening, Clicking the Plan Tab
Image: Clicking Programme Name
Within the Programme page, click the 'Actions>Edit' button to access the Programme page to edit the Programme.
Image: Programme Overview Page 'Actions>Edit' Button
Once you have accessed the Programme page under the 'Edit' function, you can make changes to any fields.
Note: For further explanation on each of the fields of the Programme, see here.
Image: Programme Page Ready for Edits
After completing the changes to the Programme, scroll to the bottom of the Programme 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 Programme 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 Programme Overview Page.
If you do not wish to make edits, click the 'Cancel' button to be brought out of the Programme page.
Image: 'Reason for Change' Pop-Up Screen after 'Save' Button Clicked
Note: If you wish to discard the edits/changes made at this point, click the 'Cancel' button within the 'Reason for Change', and click the 'Cancel' button again within the Programme page. The system will take you back to the Programme Overview page.
Image: Detail Reason for Change and Click 'Confirm' Button
Image: Programme Overview Page after Edits Saved
Edits made to a Programme 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
Related User Guide Articles
- How to Add a Medical Screening Programme
- How to Raise a Pre-Employment Screening Record
- How to Raise a Return to Work Screening Record
- How to Raise a Contractor/Visitor Screening Record
- How to Complete a Pre-Employment Screening Record