Source: https://sprinto-test.docs-staging.pageloop.ai/data-library/workflow-checks/dashboard-actions/manage-workflow-checks

# Manage Workflow Checks

After creating Workflow Checks, you can manage them from the **Data Library → Workflow Checks** page. This includes editing check details, updating owners or reviewers, disabling irrelevant checks, or deleting them permanently.

### Edit Workflow Checks

1. Navigate to **Data Library → Workflow Checks**.
2. Select the Workflow Check you want to manage.
3. Click **Edit**.
4. Update the details as required. You can modify:
   - **Title and description** – update the name or purpose of the check.
   - **Instructions** – revise evidence collection or reporting guidelines.
   - **Frequency** – adjust how often the check runs.
   - **Assignment** – change the owner or reviewer.
   - **Custom fields** – update organisation-specific details.
   - **Zones** – reassign the check to the appropriate zone.
5. Save your changes.

### Disable or Delete Workflow Checks

1. Open the Workflow Check details.
2. Select **Disable this check** to stop future activations.
   - The check remains in the system but will no longer trigger.
3. To permanently remove the check, select **Delete**.

> [!INFO]
>
> Disabling is recommended if you want to pause a check temporarily. Use Delete only when a check is no longer relevant.

### Mark Workflow Checks as Special Cases

Sometimes, a Workflow Check is not applicable. In such cases, you can mark it as a **Special Case**:

1. Open the Workflow Check details.
2. Select **Mark as special case**.
3. Add supporting details:
   - **Reason** – choose why the check is marked as a special case.
   - **Notes** – include remarks to clarify context.
   - **Evidence (optional)** – upload supporting documentation.
   - **Validity** – choose _Valid forever_ or set an expiry date.
4. Click **Mark as Special Case**.

Once marked, the check is set to _Passing_ for the defined period but is categorised under “Special Cases” for audit clarity.

### Best Practices

- Use **Edit** when process instructions or frequency change.
- Use **Disable** for temporary suspensions, such as checks not needed during a short project.
- Use **Delete** sparingly to maintain historical records.
- Always provide context when marking a check as a special case to support audit reviews.