Updating in OTR Administration

OTR Administration allows users to perform certain standardized updating operation. This functionality applies uniformly in OTR Administration.

Updating in OTR Administration

The updates or changes are made from the edit (pen) icon. Clicking the icon opens the page or pop-up window in edit mode.

Once the information has been modified and confirmed (via the Save button), the user is redirected to the original page. When the icon is unavailable, no change is possible. This procedure is standardized and applies to all pages and whenever the user wishes to modify an item.

The following example explains how to update or modify business information in the Parameters section:

1. Click the App Settings hyperlink at the top right. This actions opens the Report on Fields page;
2. Find the Taxpayer Type Name you wish to update;
3. Click the edit icon of the taxpayer subject of the request. This action opens the Form Fields page;

4. Apply the changes;
5. Click the Save button. This action updates the Report on Fields page.