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How to edit an authorization? (Agency Access)

How to edit an authorization

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Written by Darwin Saiz
Updated over 3 years ago

Step 1- Click on the Recipients menu.

Step 2- Then click on the Recipient of your interest.

Fig. Steps 1 and 2.

Step 3- Go to the tab Authorizations and Click on the Edit button that corresponds with the authorization that you need to edit.

Fig. Step 3.

Edit Authorization

(Part A)

Step 4- Click on the Providers drop-down list and select one option (can be added more than one Provider to the same authorization).

Step 5- Select on the Unit dropdown list which one to work with.

Step 6- Establish on the Total Units box the Max that has been assigned to the Recipient.

Step 7- Pick from the ¨Date from¨ box the date when the authorization begins.

Step 8- Pick from the ¨Date to¨ box the date when the authorization ends.

Fig. Steps 4, 5, 6, 7, and 8.

(Part B)

Step 9- Click on the drop-down list of Status and select one option.

Step 10- Ingress the max units per day, month or year (at least one must be filled)

Step 11- Click on the Finish button to end.

Fig. Steps 9, 10, and 11.

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