---
alias: user-guide-edit-workgroup
tags:
  - workspace
---

# Edit Workgroup

:lock: Workgroup.**Edit**

## Overview

This operation is used to edit a **Workgroup**.  

## Setup

No specific setup is required other than to meet the preconditions of the transaction.

## Preconditions

* The **Workgroup** exists and it's Active in the system.
* The **Workgroup** must have the property Is Main set to `true`.

## Sequence of Steps

The Edit Workgroup wizard can be called from the **Workgroup** page within the **Business Data** Group.

### Step 1: General Data

All non-system properties can be changed in this wizard. However, the Name of the **Workgroup** cannot be altered.

![Screenshot showing the Edit Workgroup wizard in the General Data tab.](images/edit_workgroup_general_data.png)

### Step 2: Workgroup Elements

1. Add or remove the **Workgroup Items** (**Resources**, **Steps**, or **Areas**) as desired using the :material-plus: and :material-trash-can: icons respectively. You may also edit each entry by removing the selected object and adding a new one.

    When adding **Workgroup Areas**, specify if you want:

    * Include Resources - if enabled, the system will include all the Resources associated with the selected Area. By default, this property is set to `false`.
    * Include Steps - if enabled, the system will include all the Steps associated with the selected Area. By default, this property is set to `false`.

    === "Resources"

        ![Screenshot showing the Edit Workgroup wizard in the Workgroup Elements tab for Resources.](images/edit_workgroup_resources.png)

    === "Steps"

        ![Screenshot showing the Edit Workgroup wizard in the Workgroup Elements tab for Steps.](images/edit_workgroup_steps.png)

        !!! info
            When modifying Workgroup Steps, specify the Facility it is associated with.

    === "Areas"

        ![Screenshot showing the Edit Workgroup wizard in the Workgroup Elements tab for Areas.](images/edit_workgroup_areas.png)

        !!! info
            When editing Workgroup Areas, specify if you want:

            * Include Resources - if enabled, the system will include all the Resources associated with the selected Area.
            
            * Include Steps - if enabled, the system will include all the Steps associated with the selected Area.

            By default, both properties are set to `false`.

2. Select **Save** to complete the operation.