DM Funds - Appeals: How to edit an appeal type

How to edit an appeal type

  1. Go to the Funds page by selecting Funds from the Navigator Bar or by selecting the Go to Funds page link listed on the Funds Card.
    Izzy_Home_Fund-Page-Selection-border.png
  2. Find and select the fund. See How to search for a fund.
  3. Click the Appeals tab.
    Izzy_Select-Funds_Select-a-Fund_Select-Appeals.png
    • Appeal types that have previously been added will be listed.
  4. To make changes to either the name or to the active status of the appeal type, select the edit action button to the left of the record.
    Izzy_Select-Funds_Select-a-Fund_Select-Appeals_Edit.png
    • The appeal type details will display.
      • You may make changes to the appeal type's name.
      • You may make changes to the active status of the appeal type.
      • If you decide not to save your changes, select the undo action button which will remove your changes.
  5. Click the save action button
    Izzy_Select-Funds_Select-a-Fund_Select-Appeals_Add.png

 

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