This tutorial provides the steps on how to changa a Process Name, Process Visibility, Change Date Range, or Process Description.
Editing Process Details
To change process details (Such as renaming a process) follow these steps:
- Click on Process Manager in the Navigation List
- Click on the Process you wish to edit
- Click on Edit Process Summary to expand it
- After Edit Process Summary has been expanded the name, date range, visibility, and description of the process can be changed.
- Save your changes by clicking the Save Summary button.