Editing a module record on Assure

Prerequisites

• An active Assure user account.
• Write permission (the Role Permission that enables creating, editing, and copying Module Records) for the relevant Module and Organisational Unit (Org Unit).

Problem / Intent

Users need to update information held within an existing Module Record, whether to correct data, progress a workflow, or add detail following an incident or assessment. This article describes how to navigate to the edit page for any Module Record using two available access routes.

Steps

Method 1: Open a Record via the Three dots

1. Navigate to the relevant Module (for example, Incident Record, Risk Assessment, Audit) using the left-hand navigation panel.

1. In the module list view, locate the record you wish to edit.
2. Click the Three dots icon on the right side of the record row.

1. Select Edit from the dropdown menu that appears.

1. The record's edit page opens. Make the required changes to the record fields.
2. Click Save Record to commit the changes.

Method 2: Open a Record by Clicking Text in the List View

1. Navigate to the relevant Module using the left-hand navigation panel.
2. In the module list view, locate the record you wish to edit.
3. Click on any text displayed on the record row.

All text shown in the list view of the record is clickable and navigates the user directly to the record's edit page.

1. Make the required changes to the record fields.
2. Click Save Record to commit the changes.

Notes and Warnings

Note: You must have the appropriate Write permission for the Module you are working in. Without Write permission, the edit page will not be accessible. Contact your Assure Administrator to review your Role Permissions if access is required.

Warning: Concurrent Editing

In Assure, if the same Module Record is opened and edited by two users at the same time, the last user to save the record will have their changes saved. There is no mechanism to alert users that another user is editing the same record simultaneously. Assure Administrators should be aware of this behaviour and take steps to prevent data conflicts arising within Module Records.

Note: The Audit Trail Log (accessible via the Three dots on any record by selecting Logs) identifies all changes that have been saved against any Module Record within Assure. This can be used to review what was changed, by whom, and when.

AI Metadata

• Product Area: Assure (Web Application)
• User Role: Any Assure user with Write permission for the relevant Module
• Tags: edit record, module record, Three dots, list view, edit page, record management, write permission, concurrent editing, audit trail log, last save wins, record edit
• Version/Region: All Assure regions (global feature)
• Important synonyms: 
  • "Three dots" = cogwheel icon, cog menu, settings menu, three-dot menu (note: in this context specifically the cogwheel)
  • "Write permission" = edit permission, edit access
  • "Module Record" = record, module entry
  • "Audit Trail Log" = record audit log, logs, change history
  • "Assure Administrator" = system administrator, admin
  • "Concurrent editing" = simultaneous editing, two users editing at once
• Suggested embedding keywords: edit module record Assure, how to edit a record in Assure, open edit page Assure, Three dots edit record, click text to edit record, concurrent editing Assure, last save overwrites, audit trail log Assure, write permission edit record, record list view editing
• Relevant modules: All Assure Modules that support Module Records (Incident, Risk Assessment, Audit, Equipment Register, Supplier/Contractor Register, and others). This is a single-module workflow. The edit functionality is universal across all Modules and does not involve cross-module implications.