As an administrator, you have several options for making changes to others' documents and questionnaires. Depending on a document's/questionnaire's status, you may be able to make changes directly as if you were the document owner, or you may need to use the Edit in Current State (EICS) feature, as shown in the tables below.
Changing Document Elements
| Document Element | Editing Method by Status | ||||||
|---|---|---|---|---|---|---|---|
| Draft | Collaboration | Review | Approval | Pending | Published | Archived | |
| Content (Edit Document tab) | Direct* | Direct | EICS† | EICS | EICS | EICS | Not editable |
| Properties (Properties Wizard tab) | Direct | Direct | Direct | Direct | Direct | Direct | Not editable |
| Questionnaire (Edit Questionnaire tab) | Direct | Direct | EICS | EICS | EICS | EICS | Not editable |
*Edit in same way as the document owner would.
†Use the Edit in Current State feature.
Changing Stand-Alone Questionnaire Elements
| Questionnaire Element | Editing Method by Status | ||||||
|---|---|---|---|---|---|---|---|
| Draft | Collaboration | Review | Approval | Pending | Published | Archived | |
| Content (Edit Questionnaire tab) | Direct* | Direct | EICS† | EICS | Not editable | Not editable | Not editable |
| Properties (Properties Wizard tab) | Direct | Direct | Direct | Direct | Direct | Direct | Not editable |
*Edit in same way as the document owner would.
†Use the Edit in Current State feature.
See the following
Editing a Document or Questionnaire as a Document Owner Would (direct editing)
Editing a Document or Questionnaire in Its Current Status
In addition to the above mentioned elements, an administrator can also edit a document's/questionnaire's change summary while the document/questionnaire is any status except archived. See Editing a Document's or Questionnaire's Change Summary for details.