This is used to modify the Verify Instance, add/remove processes, set the Instance to “active” or flag the Instance as a template. 


User Admins and Editors


  1. Click on the Edit icon In the Edit column for the Instance you want to edit. You will get a screen that looks like this

There are a number of actions you can take from here: 
  • You can change the name of the Governance Instance (it can not be blank) 
  • You can toggle the “Active” flag on or off
  • You can toggle the “All Processes” flag on or off. When it is “off” you have to individually select governed process from the list underneath.
  • You can toggle the “Template” flag on or off. When it is on, that Instance can be copied when creating a new Instance
  • In the Select Process list:
    • If a process in unchecked, any existing Task Definitions will be removed once you click on the Update button
    • If a process is checked, any Task definitions in the Template the Instance was created from will be copied into this Instance once you click the Update button.
    • Do not tick the “Externally Defined” flag unless you are managing the process outside of Navvia