Editing a McNeil Record

Created by Dan Phillips, Modified on Mon, 2 Jun at 8:17 AM by Dan Phillips

Editing a McNeil Record

You can edit an existing record at any time. All changes are logged showing the user who made the change and the date/time the change was made.
To edit a click anywhere on the row from the Home screen to open it.

Click to Edit button.
Update the Category field to indicate the type of change to this record. In this example we're adding a Supplemental - additional information added to an existing record that needs to be re-disclosed.

The additional information will be adding a another staff member to this record.
Search the staff member and click the Add button, then click Save Changes.
This record can now be downlaoded and re-disclosed.

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