Copying and modifying an existing process
You are provided with a number of predefined processes. If you find that you do not need to create a new process, you can make a copy of the existing ones and modify the copy to suit your organization's work practices.
To copy an existing process:
- In Process Designer, expand the Processes tree.
- Select the process you want to copy, then on the Actions menu, click Copy Process.
A deactivated copy of the current process appears in the Processes tree.
If you are using Asset Manager, and you are copying a Configuration Item process, you can select which Target Business Object you want to copy the process to. This enables you to create a copy of a Configuration Item process for a different CI type.
- Make the required changes, then click
.
Modifying an existing process
Alternatively, you can create a new process and modify it later on. You can modify only deactivated processes. This ensures that you do not disrupt users by making a change to the process they are currently using.
If you want to use a supplied process as a template, we recommend that you first copy the process, then make changes to the copy. You cannot make changes to an active process.
To modify an existing process:
- In Process Designer, select the process you want to modify, then on the Actions list, click Deactivate Process.
- Make the required changes, then click
.
You must activate the process before your users can access it using the Activate Process action.