Edit a Report

This resource will instruct you on how to edit a report. Note that you can only make edits to the current report.

On the Dashboard home page, click Preview Report. You can also use the links in the Previous Reports module. Click View H1 Report or View H2 Report to view the H1 and H2 reports if they are available.

view reports from dashboard

Note: You can also access the report preview page by clicking on Reports in the main navigation.

reports page in main navigation

After clicking the report you wish to edit, you will be directed to the report details page. You will only be able to view the sections of the report you have permission to edit. You can use the Jump to menu located to the right of the page to view different sections of the report.

jump to menu

To the top right of the report preview page, you will see three buttons; Full ViewDownload and Edit. To edit the report, click Edit located to the top right of the page. You can also click Edit located to the top right of the section details page that you are viewing to edit that specific section.

full view, download, and edit buttons

When editing a report, you will see your available sections located to the left of the page. You can jump between sections by clicking these links.

left hand menu of live report

Edit the information for each section. Click Next to move forward in the section. Clicking Next will save the information on the page. Click Save at any point to save your progress in the section.

Use the "Previous" and "Next" buttons to review all answers to the questions in the section you are working on. Ensure that the information entered in the section is accurate and complete.

save, previous, and next buttons

Ensure that the appropriate individuals (at least two members of the Board of Directors or other governing body that oversees the OCHART submission) have reviewed and approved the information.

Note: Two people cannot edit the same section at the same time. If another person is editing the section you are viewing, you will see a message that tells you who is editing that section.