Edit, Clone and Delete Business Lines

Edit a Business Line

To edit the name of a Business Line follow these steps:

1. Make sure that you are in the correct entity and go to Settings.
2. Enter in Business Lines section.
3. Choose a Business Line and use the drop-down menu to click on Edit.
4. Make any changes and click on Save.

Note: You can desactivate the calculate Risks option to make a more simply Business Line.

Clone a Business Line

Use this option to duplicate a Business Line. You can modify the duplicate without altering the original. This will allow you to save time by creating templates for various uses.

To clone a Business Line follow these steps:

1. Make sure that you are in the correct entity and go to Settings.
2. Enter in Business Lines section.
3. Choose a Business Line and use the drop-down menu to click on Clone.
4. Confirm this action.

Delete a Business Line

To delete a Business Line follow these steps:

1. Select an entity and go to Settings.
2. Enter in Business Lines section.
3. Choose a Business Line and use the drop-down menu to click on Delete.
4. Make sure you want to do this action before confirm clicking on Yes.