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
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