Editing Non-Personnel Entries with CoBro Compass

In this process, you'll learn how to efficiently edit non-personnel entries using the CoBro Compass system. This involves navigating the system's interface, using filters to locate specific entries, and updating the records with any additional information required. Following these steps will ensure your records are accurate and up-to-date.

Step 1

Begin by navigating to the main menu located in the top left-hand corner of the CoBro Compass interface.

Step 2

Select "Match," then choose "Non-Personnel" from the options provided.

Step 3

On the non-personnel screen, utilize the advanced filter feature to refine your search by specific date, partner, or other criteria.

Step 4

Locate the desired entry and click on the pencil icon on the right side, or click directly on the record and then select "Edit."

Step 5

Proceed to add any additional information you might have overlooked, such as notes or documents.

Step 6

After updating the record with the necessary information, click on "Save" to apply the changes.

Step 7

A confirmation message stating "Action Successful" will appear, and the updated non-personnel entry will be visible on the screen.