In some instances it may be necessary to amend the content, or sign another worker's record. Record amendment is a privilege that is assigned to/or removed from a user's role. A user with this privilege would typically be a supervisor or team lead.
The record amendment privilege allows a user to take ownership of another worker's signed or unsigned record, make any changes required and sign the record. A user can also delete a record that they are amending. Record History captures when ownership changes and when a record is signed.
Note: To amend a record you must be using the same formset as the creator of the record, and have access to the record’s content.
Assigning the privilege to amend records
Enable the ability for particular users to amend records by creating a role with the Can amend records privilege toggled on or by adding this privilege to an existing role. You must be an administrator to create and manage roles. Learn more about roles and privileges here.
Amending a record
Navigate to the record you wish to amend
Click the three dots to the top right of the record and select Amend record.
Confirm your intention to amend the record
Make any necessary changes to the record
Sign the record when you are happy with the amendments
Note: If you are needing to delete this worker’s record, you can do this once you have taken ownership of the record.
Viewing a record’s history
Keep track of when a record was amended or signed and by which user, by viewing a record’s history.
Navigate to the the record in question
Click the button with three dots in the top right hand corner
Select Record history