Editing Standards

Login steps:

Getting to the editing screen:

Entering search criteria for records to edit:

Your search will depend on what records you assigned to edit. It is important to remember, always include Disposition equals SERNEC in the search criteria. Those are the only records you should edit.

! Be sure to save edits when you make changes. The program will remind you. You can save by clicking Save Edits at the bottom of the screen, or hit enter when making edits in a field.

SERNEC Search Form
Example SERNEC Search Form

General Standards:

Problem records / questions:

Field Specific Standards:

Collector Info

Latest Identification

Determination History (tab adjacent to Occurrence Data tab)
If the specimen record has only one identification, it may be entered on the Occurrence Data screen in the Latest Identification section. But, when there are multiple identifications, use the Determination History tab. Be sure to save any occurrence data entered, before choosing the Determination History tab.

We prefer that identifications format in reverse order of date (newest on top). The Sort Sequence field for each identification will control the position. This will be available in the identification edit screen. The “make this the current determination” checkbox will also help in positioning.

The first time you enter Determination History, a blank record will display (below).

Determination History Form

Identification data entry fields are essentially the same as the Latest Identification fields (above).

Use the “make this the current determination” checkbox to push this determination to the latest identification fields on the occurrence data screen. It will still also appear in the Determination History tab section.

Check the “Add to Annotation Print Queue” to add the annotation to a file for printing.

Example of Determination History section with multiple identifications.

The pencil symbol opens an identification for editing. The green plus creates a blank identification for new entry.

Determination History Form

Example of a previously entered identification opened for editing.
The sort sequence field is available to control display order of identifications.

Example of a previously entered identification opened for editing