Delete a Procedure

Step-by-step Instructions: Permanently remove a Procedure
Updated 1 week ago

Portfolio Administrators and Leads may delete Procedures created in error. Deleting a Procedure also deletes an Assignments that have been created from it, as well as any Resources connected to a Procedure or one of its Steps that is not also connected to a different Procedure or its Steps. In most cases, Archiving a Procedure is preferable to deleting it.

  1. Navigate to the Procedure to be deleted.
  2. Press the Actions tab in the details pane to display the Action panel, if necessary.
  3. Press the Delete button in the Disposal section.

  4. Press the Delete button on the confirmation dialog.


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Step-by-step

  1. Archiving a Procedure
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