Editing a Published Batch

There are three ways to edit a batch in the Published Batches section. You can change the configuration form names only; you can republish the batch, thus incorporating any changes made in form workspaces; or you can return the batch to an unpublished stage.

Click View beside the batch. The View Batch window appears.

Do any of the following:

• To change configuration form names, click Edit beside any name. Edit the text and click OK. You cannot create duplicate config form names within a bank. After making all your edits, click Save Renamed Forms to save the names without republishing.

• To recreate the forms altogether and incorporate any changes made in form workspaces, click Republish Forms.

• Click Revise to Mapping (returns the batch to the Mapping In Progress stage) or Revise to Assignment (returns it to the Assignment In Progress stage). Enter a comment in the pop-up explaining why you’re requesting revisions, then click OK. The batch is returned to a prior stage, where it can be edited.

  • If a batch has been published and revised to an earlier stage, but not resaved, you may open it for editing and use the Revert to Published button to return it to a published status without having to go through the approval process and republish.