Edit or delete a group

Goal: correct a group, or remove one. Where: Catalog → Clinical → Formulary Brand Groups. Edit needs formulary.edit. Delete needs formulary.delete.

Who can be edited

Status	Edit	Delete
Draft	Yes	Yes
Rejected	Yes. The detail page also offers Edit & Resubmit	Yes
Approved	Yes, while no modification is already waiting	Yes
Pending Approval	No. Approve or reject it first	No
Approved, with Mod. Pending on the list	No, until that modification is decided	The row can still be deleted if your role allows delete

The ⋯ menu on approved Paracetamol: View Details, Edit, and Delete. A pending row adds Approve and Reject, and omits Edit and Delete.

Edit

1. Open the ⋯ menu and click Edit, or open the group and click Edit.
2. The wizard opens on Edit Formulary Brand Group with the current category, formulation, and assignments.
3. Change the formulation or the ranking, then Save Draft or Submit for Approval.

A rejected group was never approved, so resubmitting writes the new version and sends it for approval again.

An approved group keeps the live version until the modification is approved. The list then shows Mod. Pending next to Approved. The detail page shows Pending Modification, including the proposed name and the proposed SKU count, and says current data is preserved until approved.

Approved Paracetamol offers Delete and Edit. There is no pending modification on this sample.

Delete

1. Click Delete on the group or in the row menu.
2. Confirm Delete Formulary Brand Group. The dialog names the group and says the action cannot be undone.
3. Cancel leaves the group. Delete removes it.

Amoxicillin is pending, so this header has Reject and Approve only.