Who this guide is for: System administrators. Requires 'Carry-over Records' permission.
Overview:
This guide explains how to update or cancel a carry-over/transfer record via the Admin Panel where required to do so.
How Updating/Cancelling Carry-over Records Works:
Admins can modify existing carry-over records (e.g., correcting details) or cancel them (marking as inactive while retaining the record). Both actions follow similar steps.
How to Update or Cancel a Carry-over/Transfer Record:
- Navigate to Admin Tools > Admin Panel > Records > Carry-over records.
- Use search filters (user, transfer type, status) to locate the record.
- Click Edit on the relevant row.
- To update: Modify any details (dates, amounts, etc.)
- To cancel: Set Authorisation Status to Cancelled
- Click the Save Record button in the top right corner of the page.
Additional Information:
- Requires 'System Admin' with the 'Carry-over Records' role.
- Tip: Use the search function to quickly locate specific records.
- Best Practice: Add a note in the details when cancelling to explain the reason.
- Warning: Cancelled records remain visible but are marked as inactive (unlike deletions which are permanent).