How to modify or unrecord an assessment.

Modifying an existing assessment:

  1. Right click the field you wish to change and select Modify.
  2. The assessment text will turn purple.
  3. Enter or select the new value(s).
  4. Sign using the green tick.
  5. The modified value will show a small blue triangle to the bottom right.

    Un-recording an existing assessment:

    1. Right click the field you wish to unrecord and select Unrecord.
    2. In the pop up that appears select the reason – Other.
    3. Add a comment and click Sign.
    4. The value will now display as “In Error”. The value history can be accessed by double-clicking the field.


    Updated: 25 March 2026