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Copy and rename a process

You can copy and rename a standard process if you want to use it in another context. For example, your organization may want to use the standard hearing process in a requisition working process. You can make a copy of the standard hearing process and rename the copied process as well as related labels that appear in the user interface so that the process matches the new context.

You can make copies of processes but you can only rename the labels of processes in the Basis, Extended, and Agency packages:

• Submission (Basis)
• Hearing (Basis)
• Distribution (Extended)
• Submission (Extended)
• Ministerial

You can copy and rename all standard processes but note that if you copy and rename a main process, it will still use the standard sub process as opposed to a copied and renamed sub process. For example, if you copy and rename the ministerial process, the standard distribution sub process will still be used.

Copy a process

You copy processes in WorkZone Configurator.

1. Open WorkZone Configurator, and click Process.
2. Click Processes.
3. Point to the process you want to copy, and click Copy in the menu.
4. Enter a name and a description of the new process, and click Copy.
5. Point to the process you just copied, and click Edit parameters to configure the process.

Note: You cannot make a copy of a copied process.

Rename labels

You can rename labels in copied processes so that they match the name and context of the copied process, for example a requisition workflow. You can rename the labels that appear in:

• The Start process dialog box
• User tasks and smartmails
• The Processes overview

1. Open WorkZone Configurator, and click Process.
2. Click Processes.
3. Point to the process you just copied and for which you want to rename labels, and click Edit labels in the menu.
4. Change the standard labels as needed.

Administrator's Guide for WorkZone Process 2019.2