Edit a Pre-Assessment Template
There may be certain situations where you may need to edit a Pre-Assessment Template. For example, the Template Name has changed, the Primary Assessor needs updating or a workflow needs to be removed/added.
Below are the steps that must be carried out in order to edit a Pre-Assessment Template. Expand each step below for further explanation.
To edit a Template in Safefood 360°, navigate to the Supply Chain Management module using the 'Supplier Management>Supply Chain Management' button and click the 'Template' tab. Within the 'Template' tab, click on the name of the Template you wish to edit. The Template name will be in blue text, which indicates a link.
Image: Navigating to Templates via 'Supplier Management>Supply Chain Management', Clicking the Template Tab
Image: Clicking Template Name
Within the Template page, click the 'Actions>Edit' button to access the Template page to edit the Template.
Image: Template Overview Page with 'Actions>Edit' Buttons
Once you have accessed the Template page under the 'Edit' function, you can make changes to any fields.
Note: For further explanation on each of the fields of the Template, see here.
Image: Template Page Ready for Edits
After completing the changes to the Template, scroll to the bottom of the Template 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 Template 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 Template Overview Page.
If you do not wish to make edits, click the 'Cancel' button to be brought out of the Template 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 Template page. The system will take you back to the Template Overview page.
Image: Detail Reason for Change and Click 'Confirm' Button
Image: Template Overview Page after Edits Saved
Edits made to a Template 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
Important Notes on Template Editing
If you want to simply update a building block, e.g. a Checklist, Doclist, Decision Tree, Control, etc, that is already selected in the Template, you do not need to edit the Template, you need to edit the building block itself.
Changes to building blocks already selected in the Template will be automatically applied to the Template.
However, remember, changes to building blocks won't be seen in old or currently opened Pre-Assessment Records from Programs created from this Template. The changes will only show in newly created Pre-Assessment Records from Programs created from this Template.
If you make changes, e.g. removing a building block or replacing a building block with a new one, these changes will not be automatically reflected within previously created Programs or Records from this Template.
See the list of changes below that will not be automatically reflected in previously created Programs or Records:
- Changing the Template Name
- Changing the Template Primary or Secondary Assessor
- Replacing a Building Blocks with a brand new one, e.g. a new Checklist, Doclist, Rating or Decision Tree.
- Disabling Workflows, e.g. Manufacturing Sites, Material, Checklist, Doclist, etc.
- Enabling New Workflows, e.g. Manufacturing Sites, Material, Checklist, Doclist, etc.
If you make any of the changes above, you will need to edit any Existing Program previously created from this Template, and make these changes within the Programs also, as there is no link between making the changes above between Templates and Existing Programs.