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[Column with Checkbox Heading]: Checkbox selector.
Procedure Name: The name of the procedure.
Trigger Info: Provides a brief description of trigger information, including the number of triggers assigned to the procedure and the type of triggers (i.e. document, status, etc.)
Action Info: Provides a brief description of the action information, including the number of actions and the type of actions to be performed.
Enabled: Whether or not the procedure is enabled. An enabled procedure is indicated by a checkmark.
Date Created: The date the procedure was created.
Date Modified: The most recent date the procedure was modified.
Action: Includes an Action icon that allows you to edit, enable (if not current enabled) or disable (if currently enabled), copy, or delete a procedure.
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Right-click anywhere in the row representing the procedure you wish to edit. This will display a menu allowing you to edit the procedure, enable or disable the procedure, delete or copy the procedure.
Alternatively, you can click the Edit icon in the Actions column of the row representing the procedure you wish to edit. This will bring up an Add/Edit panel for the procedure with the existing information filled in.
The options in this menu allow you to edit, copy or delete the rule, and it will also give you the option to enable or disable the rule depending on its current status. Disabling a procedure will stop it from taking place without deleting it from the system. This allows you to go back and enable the procedure at a later date if you choose.
Select the Edit Procedure option in the menu. This will bring up an Add/Edit panel for the procedure, with the existing information filled in.
Fill the fields in with your desired information. See the Add/Edit Automated Procedure Details Panel for details about the fields.
Click Update to save the changes and close the panel.
If you decide you do not wish to save the changes, click Cancel instead of clicking Update to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
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