Edit a PCS

Editing a PCS allows the user to change:

1. The name of a process classification
   1. Access the PCS List.
      1. Select the Default GRC context from the context menu.
      2. Click the GRC Register tab.
      3. Select PCS List from the Frameworks group.

         

   2. Click the name of the PCS you wish to edit.

      

   3. Click Edit.
   4. Enter the new name and/or description.
   5. Click Save.
2. The order of an individual process classification
   1. Access the PCS List.
      1. Select the Default GRC context from the context menu.
      2. Click the GRC Register tab.
      3. Select PCS List from the Frameworks group.

         

   2. Click the name of the PCS to view corresponding process classifications.
   3. Click the name of the process classification you wish to move.

      

   4. Click Edit.

      

   5. Click Select to choose a new parent process.

      AND/OR

   6. Select the name of the new previous process from the drop-down list.

      Note: Selecting no previous process will move the PCS to the top of that list for that level.

   7. Click Save.

      Note: The attribute is renumbered.

   8. Click the process name to view the new outline of the PCS.
3. The attributes of the process classification
   1. Access the PCS List.
      1. Select the Default GRC context from the context menu.
      2. Click the GRC Register tab.
      3. Select PCS List from the Frameworks group.

         

   2. Click the process classification scheme that contains the process you wish to edit.
   3. Click the process you wish to edit.

      Note: Continue to click on child process if necessary.

   4. Click Edit.
   5. Make appropriate changes.
   6. Click Save.

Note: If the attributes or linked elements of a process classification are changed after the process classification has been linked to an organizational unit, the attributes and links in the process contained in the organizational unit will not change. The reason is that in some cases, you may wish for a process contained in one organizational unit to have different attributes or links than the same process classification contained in a different organizational unit. Instead, the Governance Portal also allows you to "push" changes made to process classifications to all processes linked to organizational units. You can synchronize at a global level or selectively through spreadsheet interface. See the Global Synchronization of Process Classification with Processes section or Push Process Classification Updates to Select Processes via Spreadsheet Upload section for more detailed information on this functionality.