Edit a SmartFACT Purchasing policy with manual controls

Change the precedence of the reviewed Calder approval rule from ten to eleven. Keep its exact currency, value condition and two-supervisor outcome.

For authors

Change the precedence of the reviewed Calder approval rule from ten to eleven. Keep its exact currency, value condition and two-supervisor outcome.

Read these instructions on any device. Watch or practise a chapter on a desktop or laptop, with a desktop or mobile application layout. Demonstrations use sample data and simulated scanners.

Prepare and save the complete policy change

  1. Load the current SmartFACT Purchasing configuration

    Read the complete current policy before making a change.

  2. Choose the approved policy change

    Change the precedence of the reviewed Calder approval rule from ten to eleven. Keep its exact currency, value condition and two-supervisor outcome.

  3. Enter the revised policy value

    Change the precedence of the reviewed Calder approval rule from ten to eleven. Keep its exact currency, value condition and two-supervisor outcome.

  4. Prepare the complete private change

    Prepare the complete source-bound edit for review before saving.

  5. Upload the prepared private change

    Transfer the complete change privately. Uploading alone does not save the policy.

  6. Confirm the complete prepared change

    Confirm that this is the intended change for this exact current policy.

  7. Save the native draft change

    Save the draft in its owning product. Testing, independent review and activation remain separate.

Watch or practise this chapter

The source draft is saved. Check independent expected outcomes and complete native proof before requesting a separate release review.

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