Modifying Documents
Many factors determine whether or not a document and/or its identifying elements (identification fields, attributes, and relationships) can be modified. In general, when a document status is set to Planned or Not Approved you can edit most parts of the document, and when the document status is set to Approved or Change Controlled you cannot edit most parts of the document.
| Approval Status | Modification Restrictions |
| Planned / Not Approved | There are no restrictions on these status types. Users can clear information fields and/or edit, save or delete relationship links. |
| Approved (Not Change Controlled) | Identification fields cannot be changed except Date. Obsolete and the Approval Status can be moved back to Not Approved. All other relationships can be saved, edited, or deleted. |
| Approved (Change Controlled) | Identification fields cannot be changed except Date Obsolete. All other relationships can be saved, edited, or deleted. A change request must be raised to add a new revision. |