How do I edit a single (non staged) brief/form?

Sometimes you may need to edit a brief or form after it has been created or completed. Here are the main details on how you can edit a brief/form.

There are three key considerations to being able to edit briefs:

• A user should either be the creator of, OR be named on the brief/form
• The users should have edit permissions

There are two main ways to do edit:

1. From the brief/form homescreen:
   1. Click the Three Dots Menu (⋮) on the particular brief/form record you wish to edit, and then click Edit
   2. Make the required changes
   3. Scroll to the bottom of the page and click SUBMIT, SAVE AND EXIT, SAVE AS DRAFT or SAVE AND NEXT

2. From within the individual brief or form
   1. Select the brief or form you wish to edit
   2. In the top right hand corner, click the Three Dots Menu (⋮) and click Edit
   3. Make the required changes
   4. Scroll to the bottom of the page and click SUBMIT, SAVE AND EXIT, SAVE AS DRAFT or SAVE AND NEXT

*Please note that if you are unable to see the Edit option in the Menu, this will be because the brief/form has been approved/completed. In order to edit, you will need to revert the brief/form. Please review How do I edit a staged brief/form?