How to update details for an Accountable Person
-
Access the Accountable People records list.
-
From the ‘Accountable People’ list page, click the record of a person to open their details.
-
To change the ‘Accountable To’ person, click the ‘Accountable To’ 1 field to display the list of Accountable To people. Click the required ‘Accountable To’ 2 person from this list.
-
Once selected, the Relationship Selection options will appear. Select either, option 1All History to this relationship, or option 2 if the History is to show the relationship starting an a particular date. If later is chosen, click the ‘Date change applies’ 3 field and enter, or click the required Date 4 from the Date selector.
-
If the Date was selected, this will now display in the ‘Date change applies’ 1 field. Update the the SoR Supplementary fields Entity 2 and Information 3 as required. Click the Save 4 icon to update this record.
-
A confirming message is display that the record is updated.
Related Articles
Editing allocation dates for an Accountable Person
Access the Accountable People records list. From the ‘Accountable People’ list page, click the record of a person to open their details. The Accountable Person page is displayed with that record. Click the Allocations tab. Click the required ...Allocating an Accountable Person to an Overall Responsibility record
Access the Overall Responsibility records list. The ‘Overall Responsibility List’ page is displayed. Click on the Overall Responsibility record to display its details. The ‘Overall Responsibility’ page is displayed with that record. Click the ...How to add, edit and delete a note on an Accountable Person record
Access the Accountable People records list. The Accountable People list page is displayed. Click on the Accountable Person record to display their details. The ‘Accountable Person’ page is displayed with that record. Click the Notes tab. Add a new ...How to add, edit or delete a Certificate record for an Accountable Person
Access the Accountable People records list. From the ‘Accountable People’ list page, click the record of a person to open their details. The Accountable Person page is displayed with that record. Click the Certificates tab. Add a new Certificate ...How to add, edit and delete notes for a shared role on an Accountable Person record
Access the Accountable People records list. From the ‘Accountable People’ list page, click the record of a person to open their details. The Accountable Person page is displayed with that record. Click the Allocations tab. Click the Joint Notes 1 ...