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Glenn Hegar  ·  Texas Comptroller of Public Accounts

Reporting Requirements for Annual Financial Reports of State Agencies and Universities

Pass-Through Activity

Instructions for the SEFA Web Application
Step 5. Viewing/Editing/Deleting an Existing Record

Viewing Existing Records

  1. Access the Main Menu.
  2. Click Main Record List and leave the CFDA No and RECORD No fields blank to view all entered data.
    –OR–
    Enter a CFDA No or RECORD No and click Main Record List to view a limited number of records.

    Note: If you want to print the list of records, use the Print option in your web browser’s menu bar. Some browsers/printers may require you to print this screen in “landscape” orientation in order to print the whole screen.

Editing an Existing Record

  1. Access the Main Menu.
  2. Click Main Record List.
  3. Select the record you wish to edit.
  4. Click Change Selected Record.
SEFA Change Record List
  1. Edit the data as necessary and re-submit the data by clicking Save. The previous RECORD ID number is no longer valid and a new one is assigned to the changed record. The message Record saved displays indicating your edit was successful.

Deleting an Existing Record

  1. Access the Main Menu.
  2. Click Main Record List.
  3. Select a record you wish to delete.
  4. Click Delete Selected Record.
SEFA Delete Record Screen

The message ***Record deleted*** displays at the top of the screen indicating the delete was successful.

Note: If documentation is necessary, use the Print option in your web browser’s menu bar to print the record prior to deleting it. Records deleted from the SEFA web application cannot be recovered.

Glenn Hegar
Texas Comptroller of Public Accounts
Questions? Contact statewide.accounting@cpa.texas.gov
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