Edit monitor

Use this screen to review, change, or delete a monitor. Before saving, confirm the change will not affect other system flows.

Use this screen to review, change, or delete a monitor. Before saving, confirm the change will not affect other system flows.

When to use

Use this screen to review, change, or delete a monitor. Before saving, confirm the change will not affect other system flows.

How to edit monitor

1. Open the item from the list, search, or detail link.
2. Review the current data before changing it.
3. Update only the fields that need changes.
4. Save and confirm that the update looks correct.

How to delete monitor

When a delete action is available, use it only after confirming the item is no longer needed. The system may ask for confirmation before removing the record.

Important fields

• Search: Enter part of a name, phone number, email, or related term to narrow the list.
• Checklist: Select the checklist used to review or validate the item.
• Queue: Choose the queue responsible for receiving, routing, or filtering work.
• Status: Select the current state or use the field to filter results.
• Period: Fill it according to the screen context and review it before saving.

Available actions

• Import: bring data or files into the screen.
• Search: search using the current filters.
• Export: download or export information.
• Reevaluate: process the item again using the current criteria.