Creating, Editing, Cloning, or Archiving a Record

Creating any SurePact record starts from that record’s Summary page. 

For example, if you want to create a grant, click Grants along the left, and Add Grant at the top right.

To edit a record, find it in its Summary page – the search bar can help. Then simply double-click any field of the record you want. 

This opens the record’s lifecycle page. At the top right you’ll see a three-dot icon, which you can click to get the Clone option.

Cloning a record copies the record details and overview (and profile, in the case of a grant). The next available stage for a cloned record is risk profile and approval. Details in previous stages and steps can, of course, be edited.

At this time, records can be permanently deleted only by a SurePact system administrator. But archiving a record works similarly – removing the record from your Summary list, while keeping the record in the system. 

Archiving can be done at certain points in a record lifecycle. For example, if a grant is not approved, the Grant Manager can choose to revise the grant and try again, or to archive the grant for future reference. Archiving is also the last step in the lifecycle of any record.

To find an archived record, open the relevant Summary page, click the Filter icon, and tick Show Archived.