How to Edit Process Details

Overview

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:

  1. Click on Process Manager in the Navigation List
  2. Click on the Process you wish to edit
  3. Click on Edit Process Summary to expand it
  4. After Edit Process Summary has been expanded the name, date range, visibility, and description of the process can be changed.
  5. Save your changes by clicking the Save Summary button.
Please Click Here to download the full tutorial.
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