Edit a Data Group

You can edit information for individual or all data groups from the Data Group panel on the case summary page or from the Case Data page.

NOTE: The administrator may have configured case details to automatically populate based on assets added as addresses to the case. See Configure GIS Data Fields in the Admin 3.8 Guide for more information.

  1. Open a case.
  2. Scroll to the Data Group panel on the case summary page.
  1. Tap the edit icon to the right of the data group.

The Data Group Edit panel opens.

NOTE: These fields may differ according to the data groups set on the case. When a case data detail is configured to show a Yes/No value, only Yes is displayed next to the check box in the Data Group Edit panel.

  1. Tap any of the fields to edit the information.

NOTE: A lock icon next to a case data detail indicates the case data cannot be edited by others. See Lock or Unlock Case Data Details for more information.

See Data Group Panel Fields for an explanation of the consistent Data Group panel fields.

  1. Open a case.

The Case Data page lists data groups associated to the case.

  1. Tap any of the fields to edit the information.

NOTE: A lock icon next to a case data detail indicates the case data cannot be edited by others. See Lock or Unlock Case Data Details for more information.

For an explanation of the consistent Data Group panel fields, see Data Group Panel Fields.