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Editing a Business Process Record Quickly

Overview

From the Business Processes page you can change the name, owner, and status of a business process record.

Editing a Business Process Record
1
From the left side of the page, hover the mouse over the Data Mapping & Risk Manager icon, and then select Business Processes.
Left navigation showing the Business Processes option
2
On the Business Processes page, locate the record you want to edit.
3
To edit the record name, hover the mouse over the record name and click the Edit icon.
Business Processes page showing the Edit icon appearing on hover over a record name
4
Enter the new name and click Save.
Inline name editor showing the updated record name and Save button
5
To change the record owner, hover the mouse over the owner name and click the Edit icon.
Business Processes page showing the Edit icon on hover over the owner name
📋 Note: If the Owner column does not appear on the Business Processes page, you need to configure the columns first. See Configuring the Columns in the Business Processes page.
6
Assign the new owner and click Save.
7
To change the record status, hover the mouse over the status in the Status column and click the Edit icon.
Business Processes page showing the Edit icon on hover over a record status
8
Select the new status and click Save.
TrustArc  ·  Editing a Business Process Record  ·  support.trustarc.com