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.

Continue below for additional resources: