Custom field content is editable directly in the Double Materiality module, so you can update the information held on each IRO.
This article covers editing the content held in custom fields on an IRO, not the fields themselves. To create or delete custom fields, set which IRO types they apply to, or make them editable by SMEs, see Managing Custom Fields.
Who can edit custom field content
- Analysis Owners can edit custom field content at any point, except while the IRO is out for SME assessment. During that time, the content is read-only for the Analysis Owner, and editing rights return once the SMEs submit their assessments.
- Assigned SMEs (Subject Matter Experts) can edit the content of custom fields that have Editable by the reviewer turned on, on the IROs assigned to them, while their assessment is open.
Note: SMEs edit their own copy of the custom fields. The Analysis Owner reviews each SME's entries at the aggregation step. See Aggregating Multiple SME Assessments.
For the SME workflow, see Reviewing and Submitting IRO Assessments as an SME.
How to edit Custom Field content as an Analysis Owner
- Open the relevant analysis.
- Navigate to the IRO Hub.
- Select a topic, then choose a specific IRO.
- Click on the IRO to open the side modal.
- Scroll to find the Custom Fields section.
- Click on a field to update its value.
- Click the Save icon before closing the modal.
To save the changes, click on the Save icon before closing the modal.
Notes
- Custom Fields can also be created via import using the IRO upload template. Imported Custom Fields are visible only if a value was provided during the initial upload.
- Creating, deleting, and setting the IRO type of Custom Fields is done at the Analysis Version level. See Managing Custom Fields.