1. Access the Accountable People records list.

  2. From the ‘Accountable People’ list page, click the record of a person to open their details.

  3. The Accountable Person page is displayed with that record. Click the Allocations tab.

  4. Click the required Allocation 1 record.

  5. The ‘Edit Dates’ window displays. Update the From 1 and To 2 fields as required. Click the Save 3 icon to save these updates. (Or, click the Cancel 4 icon.)

  6. A confirming message is displayed that the record is updated.



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