Corrections To Closed Activities

Audited corrections can now be made to Activities, Assessments and Contact Records (forms) that have been closed.

Admin Setting (Permissions)

  • A new setting in ‘Admin’ controls whether corrections can be made by:

    • Nobody (i.e. the functionality is disabled)
    • Admin and Elevated users only
    • Admin and Elevated users plus the user who created the form

Applying Corrections

  • When the new functionality is enabled and a user with permissions (based on the above) views a closed form, they will see a new icon (or button) next to each question which allows for editing the answer

    • Note: Where a form has been used as the basis for an indicative budget calculation (using ‘Formulate’), the form will not be eligible for corrections.
  • The user will need to read and confirm a warning message before they can make the correction (with the text of the message being locally configurable within Admin)

  • They can then edit the answer to the question within a pop-up modal and confirm

    • Corrections can be made to drop-down, radio button, check box, text, date and attachment fields - but not number fields (due to the potential impact on calculations within forms)
  • The closed form view will then show a ‘Corrected’ label next to the question

  • Clicking on the label will show the previous answer along with who updated it and when

    • In the circumstance where multiple corrections are made to the same question, the label will only show the details of the most recent correction)
    • For attachment fields where the attachment file has been changed, the previous filename is not shown (due to the risk of it having contained another service user’s name)

Exporting/Printing

  • Changes to the exporting/printing of Activities, Assessments and Contact Records have not been in scope during the development of this functionality.
  • Exporting/printing a form with corrections will therefore just include the corrected answers - with no indication that these have been changed.

Audit

  • Once a correction is made:

    • The ‘Last modified’ information shown for the related form will be updated to reflect the correction
    • An event will be added to the system audit to represent the correction activity (including the ability to filter the audit to only show ‘Corrections’ events)