Editing allocation dates for an Accountable Person
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Access the Accountable People records list.
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From the ‘Accountable People’ list page, click the record of a person to open their details.
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The Accountable Person page is displayed with that record. Click the Allocations tab.
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Click the required Allocation 1 record.
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The ‘Edit Dates’ window displays. Update the From 1 and To 2 fields as required. Click the Save 3 icon to save these updates. (Or, click the Cancel 4 icon.)
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A confirming message is displayed that the record is updated.
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