Organizer › Processes › Modify Processes

Modify Processes

You can modify processes when the mode is set to "Draft” or “On Hold”. You cannot modify processes with the mode is set to “Active.”

To modify a process

1. Select Organizer from the Personal menu.

   The Organizer: Action Items page appears.

2. Click the Processes tab.

   The Organizer: Initiated Processes page appears.

3. Select the Available subtab from the page toolbar.

   The Organizer: Available Processes page appears.

4. Click the name of the process you want to modify.

   The Process Definition: Properties page appears for that process.

5. Do the following:
   1. Modify the generic attributes for this process.
   2. Update the process steps as desired by adding, renaming, deleting, adding conditions to, or altering actions.
   3. Update groups by adding, removing, reorganizing, or renaming them.
   4. Update escalation properties by changing escalation type, level, grace period, or additional notifications.
   5. Click the Validation link to validate the process modifications. If errors are identified, correct them and re-validate the process. If no errors are identified, click Exit.
6. Click Save and Exit.