Edit a Submitted Transaction

Submitted transactions that have not been reviewed can be edited in SLIP. Note that transactions with one or more Open Tags cannot be edited. To edit a submitted transaction follow the steps below:

 

  1. Navigate to the Submission List screen by clicking the Submissions tab.
  2. Click the View icon for a row in the Submission List grid to view submission details.
  3. Select a policy by clicking the Policy Number hyperlink in the Submitted Transactions grid.
  4. Click the Edit icon to select a transaction with a Status of “Submitted” from the Transactions grid in the Transactions panel.
  5. Click Edit at the bottom of the Details tab to enable editing.
  6. Edit the transaction details as desired.
  7. Click Save.
Hints:

Submitted transactions can be edited or deleted as long as they do not have a status of "Under Review."