Edit a Refinement, Scorecarding, or No Action Stage

Edit a Refinement, Scorecard, or No Action Stage

*Note: You must be an administrator or moderator to perform this action

Click on the gear icon in the top right hand corner of your screen

Screen Shot 2022-05-05 at 11.22.34 AM

Select 'manage workflows' from the dropdown menu

Screen Shot 2022-05-20 at 11.50.13 AM

Select the workflow you would like to change a stages title or description

Screen Shot 2022-05-20 at 12.32.43 PM

The stage edit screen will appear where you can update the title and description for that stage

Screen Shot 2022-05-20 at 12.33.48 PM

Click on the green 'save changes' stage

Screen Shot 2022-05-20 at 12.35.24 PM