Help: Correcting records
Filing calendar and corrections
Single records of an open draft (a filing not yet confirmed, or the new draft an un-confirm or a reopen leaves) are changed, added or deleted here without uploading the whole file again. A confirmed version never changes.
Each change is checked as soon as it is saved: the record itself and the records whose checks it can affect. Every other record keeps its findings. The version is then priced again before it is confirmed, and every change is in the audit trail with the record before and after.
How to
- Find a record by its key or any value, then open it to change it or delete it.
- Add a record to any table of the filing.
- Upload a partial correction (only the changed and new records, with a Delete table for records to remove), preview it, then apply it.
A tour of the page
On the page, the (?) beside the heading opens this help, and Take a tour of this page shows these steps one at a time beside the part of the page each describes. Some steps are only for parts that some people see, or that only some pages of this kind have.
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Find a record
Search by key or any value, in one table or every table. Records filed in an earlier confirmation are found too.
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What was found
Each record, where it is, and a link to correct it.
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Add a record
A form for a new record of the table you choose.
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Partial corrections
A file of only the changed and new records; you see every change before it is applied.
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Why not now
Corrections need an open draft; this says what to do instead.
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Help on every page
The question mark beside a page's heading opens this page's guide and its tour. All of Help, with the user guides and how to get support, is in the header.