9.6.2 Editing process work board information

This subsection describes how to edit process work board information. Only users who belong to the process work board management role and the process work board manager can perform these operations.

1. From the list of process work boards in the main window (Item list), select the process work board you want to edit.

   You can select a process work board by clicking its name.

2. From the menu, select Action and then Edit the process work board.

   The Edit the process work board window appears. The Edit the process work board window has the Basic settings tab, the Settings - Automatic item input tab, and the Threshold setting tab. Individual tabs contain different elements for editing. The following figure shows the Edit the process work board window.

   Figure 9‒17: Edit the process work board window

3. Edit the process work board information.

   For details about the elements on these tabs, see 9.6.1 Adding process work boards. Note that you cannot edit the System or Process field.

   Changing the Item form on the Basic settings tab

   Make sure that the status of the process work board is Stopped before changing the Item form. If you change the Item form while another user has the New item window, Specify item search conditions window, or another window that depends on the Item form open, the other user might experience difficulty using the window.

4. From the menu, select Register.

   The process work board information is edited and you are returned to the main window (Item list).

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