How to Go to Edit Mode Online

Depending on your security level, you can add to or edit the information displayed on the screen. Although this example shows how to go to Edit mode in the Demographic Info screen, the procedure is similar for most CPAS Version 5 screens.

Note: The Edit link is unavailable if you don't have editing privileges or if a field has been flagged Read-only by the system (e.g. fields automatically populated during a retirement calculation).

To go from View mode to Edit mode:

  1. Use the information from How to Find and Open a Member Online to open the record you want to edit.

  2. Select the process and event for the browser you want to edit.

  3. Click the Edit link.

The information fields become available for editing.

 

  1. Make the changes required and click Submit.

 

For information on other modes, see Screen Tools.

Build 1136

See Also