Updating a Reference in the Library

references can be updated to change title, description, SA type, business type, hyperlink, and whether to share with other agencies.

About this task

Tip: Use the Filters function to limit the list of library items to those added by your agency.


  1. Log into SES as a Staff Director or User role.
  2. Click View and Manage Library on the home page.
    SES Home Page commands available to staff users and staff directors.
  3. Click the References tab.
  4. Note: If you know the ID of the item you wish to update, you can search for the item by Library ID. Otherwise, filter the list of items to show only those belonging to your agency.
    To find a library item:
    1. Optional: Type the Library ID and click Search.
      Library Search by ID field
    2. Click Show Filters, select My Agency from the Type list, and click Search.
      Show Filters command
      Select My Agency from the Type list
    3. Scroll to the bottom of the page and navigate to the next page until you find the Library item.
      Library Page navigation arrows
  5. Click the Library ID of the desired Library item.
    Click the Library ID hyperlink to open the Library item
  6. Click Update Reference.
    The commands for deteling or updating procedures
  7. Change the Title if necessary.
  8. Change the Business Type if necessary.
  9. Change the SA Type if necessary.
  10. Change the Milestone if necessary.
  11. Choose whether to Share with Other Agencies.
  12. Optional: Add or change the Link.
    The link must include a protocol (https: http: or ftp:) and use a common format. If you do not add a link, you must upload a document.
  13. Change the Description if necessary.
  14. Drag any associated documents to the Upload Documents field, and click Upload.
    Drag any associated documents to the Upload Documents field and click Upload
  15. Click Update Reference.
    Click Update Reference to save changes to the reference item