Edit Checks¶

Change a check's filter, properties, coverage, owner, description, tags, or metadata, one check at a time, or a few shared settings across many checks at once. The rule type and the table or file cannot change after a check is saved. To use another one, create a new check.

Permission Required

Editing a Draft check requires the Drafter team permission on its datastore. Editing an Active check requires the Author team permission. A new owner must have at least the Drafter team permission on the same datastore. See Team Permissions.

Checks from a template or AI Managed

On a check linked to a Locked template, only the target can change. See Locked and Unlocked Templates. On an AI Managed check, changing its filter, properties, coverage, or fields converts it to Authored. See AI Managed Checks Introduction.

Qualytics cannot be the owner again

The Qualytics user is never offered in the Owner list. Once an AI Managed check owned by Qualytics moves to a person, it cannot go back. While Qualytics still owns the check, the list warns Once transferred, ownership cannot be returned to Qualytics. See Check Ownership.

Where you can do this

These actions are on the Checks tab of a datastore, a table or file, a field, and a check template. Each one lists the checks of that context, with the same tabs, row menu , and bulk selection.

Editing an AI Managed Check¶

The check form is the same for an AI Managed check. Whether saving converts it to Authored depends only on which field you change. See AI Managed Checks.

Keeps It AI ManagedConverts It to Authored

These edits are organizational. Profile keeps managing the rule on future runs.

Section in the form	Field	What it controls
Header	Status (Active / Draft)	Whether the check is evaluated by future Scans (Active) or paused (Draft).
Target → Advanced	Custom Anomaly Description	Whether the anomaly shows the value of a source record field you pick as its description, instead of the one Qualytics writes.
Ownership	Owner	The user responsible for the check.
Ownership	Anomaly Assignee	The user automatically assigned to anomalies the check produces.
Metadata	Description	The plain-language description shown in the Summary section.
Metadata	Tags	Tags applied to the check for filtering and organization.
Metadata	Additional Metadata	Custom key-value pairs, such as links to tickets or governance records.

Saving any of these removes the AI badge and the AI Managed label when you click Update, so the check is shown as Authored. It also transfers ownership to you (if Qualytics owned it), and removes the check from automatic Profile management. See AI Managed Checks for the full conversion rules.

Section in the form	Field	What it controls
Target	Field	The fields the rule applies to.
Target	Filter Clause	A SQL `WHERE` expression that limits the rows the check evaluates.
Properties	Rule properties	The values that define how the rule evaluates the data, for example the threshold on a Min Value check, the regex on a Matches Pattern check, or the accepted values on Expected Values.
Pass Criteria	Coverage	The percentage of records that must satisfy the rule for the check to pass.

Steps¶

One CheckIn Bulk

Step 1: Open the Checks tab of the datastore, table or file, or field that holds the check.

Step 2: Click the Active or Draft tab, depending on the check's status. To narrow the list, pick a subtab, such as Important, Owned, or Favorite, or search and filter it. See Filter and Sort Checks.

Step 3: Open the check form: click on the check, then Edit . Or click the check, then on its page click at the top right and Edit . The check form opens.

Step 4: Change the fields you need. To hand the check to someone else, click the Owner list under Ownership and pick the new owner. The list shows every user with at least the Drafter team permission on the datastore. Each rule type's fields are described on its Edit a Check page, listed in Getting Started with Checks.

Step 5: Click Validate. Qualytics tests the check against its data without saving it, and a message shows whether validation succeeded.

Step 6: Click Update. A success message appears, and the check is saved.

Step 1: Open the Checks tab of the datastore, table or file, field, or check template that holds the checks.

Step 2: Click the Active or Draft tab, depending on the checks' status. To narrow the list, pick a subtab, such as Important, Owned, or Favorite, or search and filter it. To hand over a teammate's checks, use the Owner filter to list only theirs. See Filter and Sort Checks.

Step 3: Select the checkboxes of the checks to edit. A selection bar appears with the number selected.

Step 4: Click in the selection bar, then click Edit . The bulk edit dialog opens.

Step 5: Turn on each setting to change, and enter its new value:

Setting	How it is applied
Filter Clause	Replaces the filter of every selected check.
Owner	Replaces the owner of every selected check.
Anomaly Assignee	Replaces the anomaly assignee of every selected check.
Tags	Overwrite (the default) replaces the tags. Add keeps them and adds yours, without duplicates.
Additional Metadata	Overwrite (the default) replaces the metadata. Add keeps it and adds yours. An entry with the same key takes your value.

Step 6: Click Save. A success message appears, and the selected checks are updated.

Pages of checks

Bulk selection covers the current page of the list. When the checks to change span several pages, repeat the selection on each page.

Each change, including a new owner, is recorded in the check's Timeline. See Check Timeline.

Rule types without a filter clause

A Filter Clause set in bulk is refused for checks whose rule type takes no filter, with Check type '<rule type>' does not support a filter clause. A check saved before its rule type stopped accepting a filter or a coverage can still hold one. Bulk editing that check, for any setting, removes the unsupported filter or coverage instead of failing.