Modify an Existing Process

Processes displayed on the Ready tab and the Draft tab of the Processes page can be modified. You may need to modify a process in case you want to review objects imported from a different data source, use different filters so as to generate reviews for different objects or if you wish to assign the reviews to different set of Reviewers.

Modify an existing process as follows:

  1. On the Processes page, click the required process. The page for that process is displayed.
  2. Modify the required details on the Process Details tab, Filters tab or the Reviewers tab. The Process Name cannot be modified.
  3. Click Save. A confirmation pop-up window is displayed:
    • Select Save Process in Draft Mode to save the process in the 'ready' mode on the Ready tab. This process can be executed by clicking the Execute icon on the Processes page to generate reviews.
    • Select Save Process in Draft Mode to save the process in the 'draft' mode on the Draft tab. This process cannot be executed until it is saved in the 'ready' mode.

    These changes impact the next review occurrence of the process and not the occurrences that are in progress. The reviews generated for this process before modifying the process are not impacted by the modification.

    Note:  Click the notification icon on the upper right side of the user interface to notify users via email about the events relevant to this task.