This article will instruct how to edit or delete a Compliance Process Template.

Edit a Compliance Process Template

  1. Access the Compliance Process Templates list page.

  2. Click a Template record 1.

  3. The Edit Template window displays. Update the required details for fields. Click the Save 1 icon to save this Template. (Click the Cancel 2 to cancel the save and close this window.)

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  4. Click the Close window icon to close this window.

Delete a Compliance Process Template

  1. Access the Compliance Process Templates list page.

  2. Click the Delete icon 1 of the Template record to be deleted.

  3. The ‘Confirm’ window appears. Click OK to delete, or click Cancel.

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