To change an existing data sheet, click on the specific title of the program under “Your programs” on your Dashboard. Then go to  “Data sheets” and click on the title of the data sheet you wish to change.

There are three different scenarios when changing data of existing data sheets: Changing data of a data sheet in a control yet to be performed, changing data of a data sheet where some of the control has been performed, and changing data of a data sheet where the control has been performed. The three scenarios will be further elaborated:

Changing data of a data sheet in a control yet to be performed:

When changing the data of a data sheet in a control yet to be performed, the data sheet will be updated immediately. If users are already assigned to the control but have not yet performed the control, the data will be updated in their control as well.

Changing data of a data sheet where some of the control has been performed:

If the assignee has performed some of the control and selected “Save work and come back”, and the data of the data sheet in that control is then changed, the data no longer match. A name or value in the data sheet can be added, removed, or changed. Since the assignee might already have completed this part of the control, the changes are illustrated with different colors.

  • Red: A row or column has been removed from the data sheet
  • Yellow: A name or value has been changed
  • Green: A row or column has been added to the data sheet

When the assignee begins performing the control again, these colors will be visible until the assignee clicks on “Save work and come back”. If the changed rows have been edited, the “Verified” check will be removed. It is still possible to see comments and attached files from rows that have been removed or edited.

Changing data of a data sheet where the control has been performed:

If the control has already been performed, the assignee will not be getting a notification of the changes, since the control has already been completed. In order to get the assignee to perform the control with the new data, the control will have to be sent again.