IN THIS ARTICLE


  • Editing an entity: Overview
  • Text Guide
    • Navigating to the entity page
    • Editing the entity

Editing an entity: Overview


Once an entity has been created, all its fields can be changed as and when required. 

For example, when a new manager is to be assigned to an entity, the entity can be edited to remove the old user associated to the entity and the new user can be assigned. 

TEXT GUIDE


Navigate to the Entities page


  1. Click on the Setup tab on the main menu
  2. Select the Entities sub-tab from the options on the drop-down list
  3. Click on the Entity that is to be edited


Editing the entity


  1. Click on the edit icon to start editing the entity
  2. Choose the fields that need to be edited. For example: Entity Tag is changed to Facility (Village) from Facility (District)
  3. Click on the Update button at the bottom of the screen after all the changes have been made

  4. A message will be displayed confirming that the entity details has been updated