Procedures & Steps
Procedure Writing Best Practices
Overview: Tips for writing effective outline-based standard operating procedures
Procedure Steps Overview
Overview: Making Changes to Procedure Steps and Substeps
Navigate to a Procedure
Step-by-step instructions: Find and select a Procedure
View Procedure Steps
Step-by-step instructions: Navigate to the Procedure Step list and toggle Steps open/closed
Create a Procedure
Step-by-step instructions: Create a Procedure, an outline of work instructions
Add Steps to a Procedure
Step-by-step instructions: Create Steps and Substeps in a Procedure
Reorder Procedure Steps
Step-by-step instructions: Change the order of Steps and Substeps
Filter or Search Procedures
Step-by-step instructions: Filter or Search your Procedures
Promote/Demote Procedure Steps
Step-by-step instructions: Indenting, and outdenting Procedure Steps
Update Procedure Step Name or Detail
Step-by-step instructions: Change Procedure Step title or explanation
Delete Procedure Steps
Step-by-Step Instructions: Remove Steps and Substeps from a Procedure
Update Procedure Info
Step-by-step instructions: View/change Procedure name, description, default assignee, & categorization
Update Procedure or Step Default Assignee
Step-by-step Instructions: Save time with Default Assignees
Update Procedure Publish/Draft Status
Step-by-step instructions: Publish a Procedure draft
Update Procedure Archive Status
Step-by-step instructions: Archive an outdated Procedure
Move or Copy a Procedure
Step-by-step instructions: Move or copy Procedures within and between Manuals and Organizations
Print or Export a Procedure
Step-by-step instructions: Print or Export Procedure
Delete a Procedure
Step-by-step Instructions: Permanently remove a Procedure
View Activity History
Step-by-step instructions: Audit activity history for Procedures, Steps, Assignments, and Tasks