---
# System prepended metadata

title: How to Update Data in the Admin — an Editor's Guide
tags: [Infra-Finder-documentation]

---

# How to Update Data in the Admin — an Editor's Guide
*(For authorized users)*

*Last updated: 2024-10-25*
* URL for this page: https://hackmd.io/@investinopen/rkPyYb411g
* Open the sidebar [using this link](https://hackmd.io/@investinopen/Infra-Finder) to see all Infra Finder documentation.

## Set up your account
In order to access the Infra Finder admin, you will first need to accept an emailed invitation. The invitation will look like this:
![](https://hackmd.io/_uploads/SkFQr68k1x.png)


In the email, click the "change your password" link to accept the Terms & Conditions and change your password.

If you receive a message that your link has expired, you can request a new one by visiting the [Infra Finder admin](https://infrafinder.investinopen.org/admin/login) and clicking "Forgot your password?"

## Subscribe/Unsubscribe to Admin notifications
Ensure you know when there are updates during draft review by navigating to the Notifications tab and subscribing to comment and workflow notifications. Once subscribed, you'll receive an automated email any time there's an update to your draft.
![1 Subscribe to notifications](https://hackmd.io/_uploads/rJsuBTUkke.png)


## Create or update a draft version of your entry
Once you log into the admin with your editor username and credentials, you will be directed to your dashboard. 

1. Click the name of the solution that you want to edit.
![2 Dashboard - Test Solution Link](https://hackmd.io/_uploads/ryqFS68J1e.jpg)


As you're editing, please be aware of the following:
* Free text fields are limited to 1000 characters (including spaces).
* Required fields are marked with an asterisk (*)
* Definitions for the fields can be found in [Definitions](https://hackmd.io/@investinopen/Infra-Finder-definitions)

2. To start a version of the entry to edit, click "Start Draft"
![4 Start Draft button](https://hackmd.io/_uploads/HkgUIpIJye.jpg)

3. Once you are directed to your new draft, click "Edit Solution Draft" to begin making edits to this version.
![5 Edit Solution Draft Button](https://hackmd.io/_uploads/SkiDIpLkke.jpg)


4. Click the tab where you want to edit the entry. In this case, we selected "Additional Information"
![6 Additional Information tab](https://hackmd.io/_uploads/H1lnUTUJkx.jpg)



5. Navigate to the field that you want to edit. In this case, we are going to edit the "Organizational history" field.
![7 Organizational history](https://hackmd.io/_uploads/HJtaIaIkye.jpg)


6. To save your changes, click "Update Solution draft" at the bottom of the page.
![8 Update Solution Draft Button](https://hackmd.io/_uploads/HkVAI6LJkl.jpg)

- If any required information is missing or exceeds the 1,000 character field limit, you'll get a red message that explains what needs to be changed.
![9 Helper message](https://hackmd.io/_uploads/rJWJwpLyyl.png)


- Make the requested changes, and click "Update Solution draft" at the bottom of the page.

- If all required information is completed, you'll see a green "Solution draft was successfully updated" message.
![10 Solution was successfully updated message](https://hackmd.io/_uploads/B127DaLJkg.png)




## Request a review
1. When your edited entry is ready for review, navigate to the right sidebar of your draft. Optionally, leave the IOI staff a memo about what was changed and any other comments.
![11 Request Review box](https://hackmd.io/_uploads/r1rSPTIk1x.jpg)



2. Once you've left your memo, click the "Request Review" button to send your edits to the IOI team.
![12 Request Review Button](https://hackmd.io/_uploads/HJrIvaIkyl.jpg)

## Track status
From your dashboard, you can view the drafts that you have submitted for review as well as other drafts that are currently in progress. Any drafts in “Your Pending Drafts” are the ones that need your action. 
![13 Dashboard - Pending Drafts, Drafts Under Review](https://hackmd.io/_uploads/HJN5Da8ykl.png)


Once a draft is reviewed by IOI, it will be approved, rejected, or returned for edits. If it is returned for edits, you will receive an e-mail notification, and the draft will re-appear in Your Pending Drafts.
![14 Your Pending Drafts Link](https://hackmd.io/_uploads/SJsowT8Jkx.png)


To view any memos or comments, click the name of the draft and scroll to the bottom of the entry. Memos will appear in “History”, and comments will appear in the “Comments” box. 
![15 Pending and Comments boxes](https://hackmd.io/_uploads/B1n3Dp81yx.png)


To make revisions, click the draft link, then click the “Edit Solution Draft” button and repeat the [draft update process](#Create-or-update-a-draft-version-of-your-entry).


Once your submission is approved, you'll receive a notification within the Admin — and in email if you've subscribed to Solution Workflow Notifications — and your page will be visible in Infra Finder online.

## If no updates are needed

If no changes are needed, let IOI know by leaving a comment in the Comments box and clicking the "Add Comment" button.
![No updates needed.](https://hackmd.io/_uploads/BJJveexlyg.png)

## Give feedback or report a bug

If you discover a bug or want to suggest a feature, please use the [Give Feedback form](https://form.asana.com/?k=_SIAKr0YcFgxdAgWY3fCNQ&d=1204039279428915). 

You can also find this form in [Infra Finder](https://infrafinder.investinopen.org/) by clicking "Give Feedback" in the green navigation bar.

---

This page first published: 2024-10-11

###### tags: `Infra-Finder-documentation`

---

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