Introduction: Learn how to edit a process tool that already exists.

To edit items in process tools:

In Work Plans, Check Lists, Scripts, Documents, Policy Notes, and Custom Forms:

Step 1: Click the item you wish to edit and the editor will appear.

Step 2: Type text into the editor and click “Save”.

For Uploaded Files, Video and Audio

Select the file to be replaced, then drag and drop the new file or video or audio file into field.

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Continue below for additional resources:

• Documenting Work Processes
• Edit Title and Objective of Process
• Creating New Process Tools
• Delete a Process Tool
• The Deleted Folder
• Archiving a Process Tool and the Archive Folder
• Printing and Downloading Process Tools
• Saving Process Tools
• Reordering Process Tools and Process Tool Items
• Inserting a Hyperlink
• Building Work Plans
• Deleting Tasks and Expectations
• Editing Existing Tasks and Expectations
• Check Lists
• Scripts
• Upload Files
• Documents
• Custom Forms
• Policy Notes
• Video
• Audio