User Guide

10.5

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Editing Record Versions

You can edit the data of an existing record version. For example, you might want to edit the effective period of the version.

If the effective period of the new version overlaps with the effective period of existing versions, the effective period of the new version will be adjusted to avoid any overlaps with the existing versions.

For example, if you add a new version V2 that overlaps with V1, the system creates V2 and V3, and updates V1.

The image shows that version v2 is split into v2 and v3 when versions v1 and v2 have an overlapping effective period

From the Search Results panel of the

page, open the record that you want to view.

Select a version.

For more information about selecting a version, see Viewing Record Versions.

Click

Edit

Edit the data that you want to change.

Click

Apply

Edit the data of a child record.

Expand the child section.

Expand the child record.

Select a version, then click

Edit

Edit the data that you want to change.

Click

Apply

Click

Submit

Click

Submit

Managing Record Versions

Rename Saved Search

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User Guide

User Guide

Editing Record Versions

Editing Record Versions