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Can I edit a process item once it has been published?

To edit the details of a published process item (RFIs, Transmittals, Instructions etc - clickherefor more information on what a process is):

  1. Search for the process item you want to edit
  2. Click on the System Reference to open the item
  3. Go to the More Details dropdown menu and select Edit Details
  4. Make any changes required and click Modify (note that the fields you can edit here are controlled by the configuration of the process - this can only be changed by your conject Consultant)

Other options in the More Details menu allow you to edit Associated Documents, Associated Work Packages and Associated Navigation Tree Nodes. For example, to edit Associated Work Packages:

  1. Search for the process item you want to edit
  2. Click on the System Reference to open the item
  3. Go to the More Details dropdown menu and select Associated Work Packages
  4. The Available (unassigned)and Assigned Work Packages are displayed in separate boxes. Select from the Available list and click Update to move these to the Assigned list -select from the Assigned list and click Update to move these to the Available list.

Rights: This option is only available to the process Originator, Controller or a PIC.