Delete Procedure Steps

Step-by-Step Instructions: Remove Steps and Substeps from a Procedure
Updated 1 week ago

Portfolio Administrators and Leads may modify Procedures.

  1. Navigate to the Procedure's Step list.
  2. Delete the Step in either of these ways:
    • Right-click the Step row, or press and hold it on a touch screen, and select Delete….
      Step row menu with Delete selected
    • Or select the Step, press the Actions tab in the detail pane, and press the Delete… button in the Disposal panel.
  3. Press Delete in the Delete Procedure Step confirmation dialog.
    Delete Procedure Step confirmation dialog

Deleting a Step also deletes its Substeps and any Resources used only by that Step or its Substeps. Resources shared with other Steps are kept for reuse. Deleting Steps cannot be undone.

Related Articles

Overview

  1. Procedures Overview
  2. Procedure Steps Overview

Step-by-Step

  1. Add Steps to a Procedure
  2. Update Procedure Step Name or Detail
  3. Reorder Procedure Steps
  4. Promote/Demote Procedure Steps
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