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Updating a Process

Updating a Process

Updating publishes a new process version under the same group. Use this to add or remove role members, rename the process, or change its description.

Steps

1. From Overview → action menu, click Update process.

2. The creation wizard opens pre-filled with current data.

3. Edit Roles and/or Process Information as needed.

4. On the Archive Option step, decide what happens to existing chains:

  • Leave active (default)Existing chains continue under the old version.

  • Archive on update Existing chains are archived when the new version publishes.

5. Review the Summary and click Publish.

6. The workbook metadata updates to the new process version ID and you return to Overview.

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