Edit a Subtype

PREREQUISITES:

  • The Subtypes security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.
  1. From the home page, click Permitting and click Subtypes.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. On the Subtypes panel, select the subtype you want to edit.

NOTE: Multiple subtypes can't be edited at once if some are active and some are inactive.

  1. On the Subtype Details panel, make any changes as needed.

NOTE: Your changes are automatically saved, and the changes are verified by a notification at the bottom of the page.