Editing the Process Summary

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Written by Hanna Smith

Last published at: October 4th, 2019

To change process details (such as renaming a process) follow these steps:

  1. Click on Process Manager, located under Tools in the navigation menu
  2. Click on the Process you wish to edit
  1. Click on Edit Process Summary to expand it
  1. After Edit Process Summary has been expanded the name, date range, visibility, and description of the process can be changed.
  1. Save your changes by clicking the Save Summary button.