Update/Edit Follow-up Process Option
3 - Click on the Follow-up Process tab.
4 - Double-click on the Follow-up Process you want to change and edit as desired.
5 - Click Save.
Note: A red triangle in the upper left corner of an entry indicates the item has not been saved. Once it’s been saved, the red triangle will disappear.
Warning: Editing a Follow-up Process Option will permanently change the information for all associated Registrant Details and Reports. Any Follow-up Process Options that are edited will be updated wherever they are used throughout Lasso, including Registrant Details and related Reports. If you wish to keep any record of old Follow-up Process Options, create new ones instead of editing existing types.