This article guides users through editing a Safe Environment Program (SEP) requirement record in ParishSOFT, including updating requirement details, managing compliance data, and ensuring records reflect current organizational needs.

1. On the Home page, click the Settings tile to open the Settings page.
2. Select the Requirements tab to display a list of requirements currently defined for your organization.
3. The page opens in grid view. To view the page in card view, click this button in the toolbar:
4. Find and click on the requirement record you want to edit.
5. Edit fields in the record as necessary.
6. Click or .
7. The system displays a message to inform you that the update was successful.

Updated October 16, 2025 16:43