Preserving Data Integrity While Editing Past Reporting Period Data

Users with the Data Manager role may edit data from past reporting periods while cleaning data.
Keep in mind the following precautions while editing past reporting period data:
  • Some lists, such as curriculum, may change each reporting period. When editing a record from a past reporting period, options displayed for these fields may be those associated with the current reporting period. Be sure all fields are updated accurately, based on the reporting period of the record.
  • Over time, new required fields may be added. When changing a record in a past reporting period, fields added since the record was created will appear and may need to be filled out before saving the record.
  • Make sure any linked records are modified as needed. For example, many records can be linked to Action Plans.

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