Introduction: Learn how to edit a process tool that already exists.
To edit items in process tools:
1. In Work Plans, Check Lists, Scripts, Documents, Policy Notes, and Custom Forms:
Step 1: Click the item you wish to edit and the edit box will appear.
Step 2: Type text into the edit box and click “Save”.
2. In Uploaded Files:
In uploaded files, select the edit pencil to replace the existing file with a new file
3. In videos and audio:
Select the arrow icon to replace an existing video or audio file with a new file.