# Modifying Completed Step Details To modify the information captured on the Record Details screen of a completed step, the CanEditCompletedSteps permission is required. This functionality allows for modifications to correct errors and/or bad data. The CanEditCompletedSteps permission is not assigned to any user roles by default. A Clarity LIMS administrator must explicitly assign the permission to each user who requires it. See the [User Roles](/clarity-lims/clarity-lims-v6.2-and-lablink-v2.4/clarity-lims-v6.2-guide/configuration/user-management/user-roles.md) and [Configured Role-Based Permissions](/clarity-lims/clarity-lims-v6.2-and-lablink-v2.4/clarity-lims-v6.2-guide/configuration/user-management/configured-role-based-permissions.md) sections for details. **NOTE**: Signature is not enforced again when editing completed steps. For recommended best practice, the role with CanEditCompletedSteps permission should be the same role that electronically signs off on steps. See [#rules-and-constraints](#rules-and-constraints "mention") for details. Users who have been assigned the CanEditCompletedSteps permission see an **Edit** button on the **Assign Next Steps** screen of completed steps. Selecting this button takes them to the **Record Details** screen, where they may modify certain step details. #### Editable details The following table lists and describes the step details that can be modified:
Step detailsDescription
Reagent lotsThe reagent lots that were originally used when executing the step can be removed, and new ones added, but at least one lot must be selected. Reagent lots of any status (Pending, Active, Archived) can be used. Archived and expired lots can be selected.
InstrumentsA new instrument can be selected. At least one instrument must be used. Instruments of any status (Active, Archived, Expired) can be used. Archived instruments can be selected.
Step custom fieldsStep custom fields can be modified with the same constraints as when the step was originally executed (e.g. readonly fields will still be readonly, required fields will still be required).
Sample table custom fieldsSample table custom fields can be modified with the same constraints as when the step was originally executed (e.g. read only fields will still be read only, required fields will still be required). The QC flag can be changed.
FilesExisting files can be removed and new files can be uploaded. Files that are script generated cannot be modified.
### Rules and Constraints To ensure the integrity of data, the following rules and constraints are in place when editing a completed step: * Only steps that were completed in Clarity LIMS v5.1 and later are editable. If the system is upgraded to Clarity LIMS v5.1 or later, steps that were completed in a previous version cannot be edited. * Steps that were executed using the API cannot be edited. * If the configuration of a completed step changes after the step was run, it cannot be modified. This constraint includes any changes made to the protocol or workflow in which the step is included. * The automations enabled on the step. * The automation triggers configured on the step. * An automation cannot be rerun on a completed step. The details of the automation command line cannot be viewed. * Manager review/escalation comments on completed steps cannot be edited. * The eSignature is not enforced again when editing completed steps. The eSignature from the original step execution is retained. There is not a prompt for a new signature when editing the step. ### Modify a Completed Step 1. On the **Assign Next Steps** screen of the completed step, select **Edit** (upper-right corner). A prompt displays to confirm the desire to proceed and edit the step details. 2. Select **Yes** to confirm. The **Record Details** screen displays. 3. Modify the step details as required. 4. Review your changes and select **Save**. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.connected.illumina.com/clarity-lims/clarity-lims-v6.2-and-lablink-v2.4/clarity-lims-v6.2-guide/lab-view/modifying-completed-step-details.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.