Why edit a Record?
In Qflow, we notify you when essential information is missing from a record, ensuring that your data remains accurate and compliant. By allowing specific user roles to update and edit records, Qflow empowers you to maintain compliance with legal regulations and sustainability goals.
Who can edit Records?
To edit a record, you must have Contributor, Project Admin, or Account Admin permissions.
Readers can only edit individual records for which they've been specifically granted contributor permission.
How to edit a Record
Each record is made up of three sections:
- Movement Summary: The first section displays the essential details extracted from the ticket.
- Uploaded Documents: The second section holds the original ticket and any associated attachments uploaded to Qflow.
- Itemised List: The third section provides a detailed breakdown of the waste items or delivery products recorded on the ticket.
To edit the movement summary, follow these steps:
- Navigate to the record you wish to edit
- Click on the 'Edit' in the top right-hand corner
- Make the necessary changes to the record's information.
- For best practice, we recommend updating the notes section to explain changes made and by whom.
- Save your edits by clicking the 'Apply' button.
To edit the individually listed waste items or delivery products, follow these steps:
- Identify the waste item or product item that you wish to edit
- Click the ‘Edit’ button next to the relevant item
- Make the necessary changes to the record's information.
- Save your edits by clicking the 'Apply' button.
For best practice, we recommend uploading additional attachments that provide evidence for any edits or updates made to the record.
To do this, click ‘+ Add’ button next to the Attachments section.