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Edit Essential Record in My Profile

Summary

This article explains how Admins, Managers, Users, and Custom Roles can edit Essential Records in My Profile on Plumm. It covers the permissions required to edit Essential Records and the steps to update the fields in the Essential Records section.


In this article

  • Before you begin
  • Step 1: Log in and navigate to My Profile
  • Step 2: Edit Essential Record
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the required permissions to edit Essential Records in My Profile.
  • Admins and Managers can edit Essential Records for users they manage, while Users and Custom Roles can edit their own Essential Records if they have the necessary permissions.
  • Make sure you have the necessary details to update the Essential Records section, such as:
    • Biometric Resident Permit
    • National ID
    • Passport
    • Proof of Address
    • Qualification
    • Resume/CV
    • Right to Work
    • Other

Step 1. Log in and navigate to My Profile

  1. Log in to Plumm using a valid user account (as Admin, Manager, User, or Custom Role).
  2. Go to My Profile.
  3. In My Profile, locate the Essential Records section.

Step 2. Edit Essential Record

  1. Admins and Managers with the correct permissions can edit Essential Records in My Profile.
  2. If you have the required permissions, the option to Edit Essential Record will be available.
  3. Click on Edit Essential Record to open the section.
  4. The document types that can be added or edited include:
    • Biometric Resident Permit
    • National ID
    • Passport
    • Proof of Address
    • Qualification
    • Resume/CV
    • Right to Work
    • Other
  5. For each selected document, an attachment is mandatory.
  6. Once you've made the necessary changes, click Save to confirm the Essential Record.

Additional Options

  • You can edit multiple Essential Records by clicking Edit Essential Record and entering the relevant details for each document.
  • If you no longer need a record, you can delete it by clicking the Delete button next to the entry.

Frequently Asked Questions (FAQ)

1. Who can edit Essential Records in Plumm?

  • Admins and Managers with the correct permissions can edit Essential Records.
  • Users and Custom Roles can edit their own Essential Records if they have the appropriate permissions.
 

2. What if I can't see the option to edit Essential Records?

If you don’t have Admin or Manager permissions, you will only see the information in View mode. You will need to contact an Admin to request permission to edit the Essential Records.

3. What information is required when editing Essential Records?

The mandatory fields for editing Essential Records include:
  • Document Type
  • Attachment (mandatory for each document selected)
 
 

4. Can I edit multiple Essential Records?

Yes, you can edit multiple Essential Records by clicking Edit Essential Record for each and updating the relevant details.

5. Can I delete an Essential Record?

Yes, you can delete any Essential Record by clicking the Delete button next to the entry.

This article covers how Admins, Managers, Users, and Custom Roles can edit Essential Records in My Profile, focusing on the mandatory fields and the permissions required.