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How do I edit a custodian name?
How do I edit a custodian name?

Logikcull makes it easy to correct a misspelling or edit a custodian name after you've uploaded data using File Upload or Cloud Upload.

John OHara avatar
Written by John OHara
Updated over a week ago

The following instructions are for editing an existing custodian name in either a File Upload or a Cloud Upload. Logikcull does not currently support reassigning a custodian. You'll find more information on the difference below.

Edit a Custodian Name

Steps:

  1. Navigate to the Uploads tab

  2. Locate an upload with the custodian you want to edit

  3. Click the three dots on the far right of the upload card

  4. Select Rename custodian

  5. Edit the custodian name and click Save Changes

Editing a custodian name v. Reassigning a custodian

Editing a custodian name (supported)

You perform the following uploads:

Upload 1: assigned custodian Adam Lie

Upload 2: assigned custodian Adam Lie

Upload 3: assigned custodian Carl Sims

Upload 4: assigned custodian Adam Lie

After uploading the data you notice that Adam's last name is misspelled and should be "Adam Lye". Use Logikcull's renaming feature and follow the instructions above (selecting either upload 1, 3, or 4) to edit Adam's last name. The end result will be:

Upload 1: assigned custodian Adam Lye

Upload 2: assigned custodian Adam Lye

Upload 3: assigned custodian Carl Sims

Upload 4: assigned custodian Adam Lye

Reassigning a custodian (not supported)

You perform the following uploads:

Upload 1: assigned custodian Adam Lye

Upload 2: assigned custodian Adam Lye

Upload 3: assigned custodian Carl Sims

Upload 4: assigned custodian Adam Lye

After uploading the data you're informed that uploads 2 and 4 should have been assigned to different custodians:

Upload 1: assigned custodian Adam Lye

Upload 2: assigned custodian Burt Sims

Upload 3: assigned custodian Carl Sims

Upload 4: assigned custodian David Small

In this scenario, using the renaming feature to edit the custodian name to "Burt Sims" for Upload 2 would change the custodian name to "Burt Sims" for Uploads 1, 2, and 4 because all three uploads were originally assigned to the same custodian.

In the scenario above, uploads 2 and 4 would need to be deleted and re-uploaded and the correct custodian assignment will take place during upload.

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