Procedure Steps Overview

A Procedure's Steps are its individual work instructions. Each time the Procedure is assigned, every Step becomes a Task in the Assignment, which its Assignee completes. Steps can be nested up to four levels deep, so related Steps group under a broader one, and TaskTrain numbers them automatically (1, 1.1, 1.1.1, …).

What a Step holds

Select a Step to see it in the detail pane:

• Info: its Default Assignee and whether it requires approval, its Entry Criteria, its Materials & Tools, and its Exit Criteria.
• Guide: its detailed instructions and its Resources, which every Task made from it shows.
• Actions: deleting the Step.
• Fields: the values its Task takes in and produces.
• Activity: the history of changes to the Step.

To add Steps or make other changes, navigate to the Procedure, then follow the articles below.

Related Articles

Overview

1. Procedures Overview
2. Procedure Writing Best Practices

Step-by-Step

1. View Procedure Steps
2. Add Steps to a Procedure
3. Update Procedure Step Name or Detail
4. Reorder Procedure Steps
5. Promote/Demote Procedure Steps
6. Delete Procedure Steps
7. Update Procedure or Step Default Assignee
8. Require Approval on a Step
9. Define Procedure Fields