- Select the Procedure's Portfolio, then press the arrow at the end of the Procedure's row (View Procedure Steps). The list pane shows its numbered Steps.
- Expand or collapse Steps to show or hide their Substeps:
- Press the triangle before a Step's name to expand or collapse it.
- Right-click, or press and hold, the triangle for more options: Expand group, Expand subgroup(s), Collapse group, Expand All, and Collapse All.
- Press a Step to see its details in the detail pane, on its Specification, Guide, Actions, and Activity tabs.
See the Steps as a Flow
The list header has two layouts: Outline, the numbered list, and Flow, a diagram of what each Step waits on.
- Press the Flow button in the list header.
- Read the diagram:
- A Step with Substeps is drawn as a group around them.
- Lines show what each Step waits on: another Step's status, a Field's value, or a date. Their tags name the status, the Field, or the test.
- Badges on a Step mark its approval, Exit Criteria, Materials & Tools, and Fields. Press one to open that Step's Specification tab at the matching panel.
- A wait that could never be met is listed below the diagram.
- Select a Step to add or change what it waits on, in its Entry Criteria.
Press Outline to return to the numbered list.
Press Assignments at the top of the list to see the Assignments made from the Procedure, and Steps to return.
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Overview
Step-by-Step
