To revise or update existing personal reference information, select the desired reference by clicking on the magnifying glass icon located on the left side of the appropriate Reference List line. When this icon is clicked, a new window is opened (see example below) that contains the following:
An update form that is populated with the current information for the selected reference
An Address icon that enables the user to add/update address information associated with the reference
A function Bar that contains Save, Delete and Reset icons.
The user updates the personal reference information by entering or revising data in the appropriate fields. The following fields (marked with an asterisk on the update screen) are required entry:
First Name (*First Name on the screen)
Last Name (*Last Name on the screen)
Known Since Date (*Known Since on the screen)
Click on this link: Data Entry and Edit Guidelines to review information pertaining to what values may be entered into the various fields on the Personal Reference Information update form.
For information on how to use the Address
icon 
,
please see the chapter entitled "Add/Update
Reference Address".
Click on the Reset icon to restore the update form to its initial state. Any fields which were modified or updated by the user will be restored to their initial value, that is the value that was displayed when the update form was first opened.
To save the reference information, click on the Save icon. Clicking the Save icon will trigger an edit process that validates the user-entered data. If there are any errors, they will be displayed in a pop-up dialog box as shown in this example:
Click on the OK button to acknowledge the errors and return to the entry form. Modify the field(s) in error and again click the Save button.
If there are not any edit errors, the updated reference information will be written to the database, and the pop-up update window will be closed. The Reference List will be updated (if appropriate) to reflect the revised reference information.
To exit this process without saving the reference revisions, simply click on the Reference List browser window at any time to close the pop-up Personal Reference Information update window.