Edit an Application Record
In Unite, each person has a record that includes all the application records associated with the person. Even if a person record is archived and an application is closed, you can edit application records. If you edit a closed application, Unite saves the changes, but the application remains closed. If the person record is archived, the record remains archived.
To edit an application record
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On the main menu, click PEOPLE.
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Find and open the person record.
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You can find person records by performing a search, opening a view on the Search Results tab, or checking the Recents grid. Each person name is a hyperlink to open the record. |
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Click the tab for the application you want to edit.
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Click .
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If you want to make changes only to application documents, you do not need to click to unlock the person record. |
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Click to expand the section where you want to make changes.
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Apply your changes.
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Click .
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Click to close the person record.