Making Edits

Production

You can make edits to the instruments once it has been moved to Production status. Please note that changes will be subject to an approval process. This is to ensure any amendments you want to make do not affect your data. It is good practice to test any updates in the development/pilot server first.

  1. Click Online Designer

  2. Click Enter Draft Mode

  3. It is good practice to click Create snapshot of instruments before you make any changes. This is to ensure you can go back to an earlier version of your forms. Make the required changes to your instruments. Then click Create snapshot of instruments again so you have the latest version of the data dictionary saved.

    Snapshot of Instruments

    Alerts

    Please note that you cannot make changes to the variable name if you have already started collecting data for that field.

  4. Before you Submit Changes for Review click View detailed summary of all draft changes. This will highlight how the changes will impact your project. If data has already been entered you will see Warning messages of how your changes may affect your projects. Once you are happy with your changes submit them for review. A system administrator will then commit your changes to the project.

    Detailed summary