Edit and Retire Log

Edit/Revise a Log

Navigation:
View Logs → Locate Log → Action Column (⋮) → Revise

Users with appropriate permissions may revise an existing log to:

• Modify log name
• Update task names
• Change task frequencies
• Adjust schedules, result types, or instructions
• Update associated details

Once revisions are complete, users must choose one of the following options:

Option A: Update Existing Version (Minor Change)

Select “Update only, no new version” when:

• Changes are minor and non-procedural
• No impact to compliance intent or workflow
• Examples:
  • Typo correction
  • Clarifying task instructions
  • Adjusting notification recipients
  • Minor frequency timing adjustment (e.g., 9 AM → 10 AM)

Outcome:

• Log version number remains unchanged
• Changes are reflected immediately
• Audit trail captures who modified the log and when

Option B: Create New Version (Major Change)

Select “Save changes and create a new version” when:

• Changes affect compliance, workflow, or SOP intent
• Examples:
  • Adding or removing tasks
  • Changing frequency type (daily → weekly)
  • Changing result type (numeric → pass/fail)
  • Major procedural updates
  • Instrument scope changes

Outcome:

• New log version is created
• Previous version is retained as read-only
• Full version comparison is available
• Audit trail preserves historical integrity

Retiring a Log

Navigation:
View Logs → Locate Log → Action Column (⋮) → Retire

Use Retire Log when:

• Instrument is decommissioned
• Procedure is discontinued
• Log is replaced by a newer version or workflow

Behavior:

• Retired logs cannot be edited or used for new entries
• Historical records remain accessible
• Retired logs can be filtered via:
  • View Logs → Filter → Status → Retired