# Edit Checks

Source: https://userguide.qualytics.io/data-quality-checks/checks/how-tos/managing/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.

> **Note: 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](https://userguide.qualytics.io/settings/access/teams/team-permissions/overview/).

> **Note: 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](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/how-it-works/#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](https://userguide.qualytics.io/data-quality-checks/checks/deep-dive/ai-managed-checks/).

> **Warning: 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](https://userguide.qualytics.io/data-quality-checks/checks/deep-dive/ownership/).

> **Info: 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](https://userguide.qualytics.io/data-quality-checks/checks/deep-dive/ai-managed-checks/).

**Tab: Keeps It AI Managed**

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. |

**Tab: Converts It to Authored**

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](https://userguide.qualytics.io/data-quality-checks/checks/deep-dive/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

**Tab: One Check**

**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](https://userguide.qualytics.io/data-quality-checks/checks/how-tos/filter-and-sort/).

**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](https://userguide.qualytics.io/data-quality-checks/checks/getting-started/).

**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.

**Tab: In Bulk**

**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](https://userguide.qualytics.io/data-quality-checks/checks/how-tos/filter-and-sort/).

**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.

> **Tip: 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](https://userguide.qualytics.io/data-quality-checks/checks/deep-dive/check-details/timeline/).

> **Note: 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.

*Last updated: November 10, 2026.*