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Edit Information of a Process, Value Stream or Managed Document

Change a title, objectives, tags and groups. Set as public or private, set business continuity classification, change review cycle and review date.

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated over a week ago

The Edit Information button is always located at the top of the map or document, except on a future state. A window with three tabs will appear: Details, Properties, Change log.

Quick Steps

  1. Open the item you want to update the properties of

  2. Click on the Edit Information button

  3. Three tabs will display: Details, Properties and Change log

    1. On the Details tab update the title, document type, tags, group, or upload a document or link

    2. Switch to the Properties tab to update the review cycle, business continuity and to set the item as private or public

    3. Switch to Change log to view it

  4. Click Update Process to save the changes

To access the change log, click on the Edit Information button and switch to the change log tab. The change log will look like the following:

Note

  • Edit Information button is not available on a future state. It will be available once the future state has been published.

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