Editing a Management Record


To edit a management profile:

  1. Select MANAGEMENT from the menu bar.
  2. Locate and select the management name of the record that you want to edit. The GENERAL INFO page opens.
  3. Click the EDIT button.
  4. Make the necessary changes.
  5. Click the SAVE button to return to the Management list.

 

To edit the management type associated with the management record:

  1. Click the EDIT TYPE button located at the top of the GENERAL INFO tab of the management record profile page.
  2. Select the management type you want assigned to this management record.
  3. Click SAVE.

 

For details on editing the contents of the other tabs, see the specific tab on the Management Profile page.