View Procedure Steps

Step-by-step instructions: Navigate to the Procedure Step list and toggle Steps open/closed
Updated 6 days ago
  1. 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.
    Procedure with numbered Steps and a Step's Guide in the detail pane
  2. 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.
      Expand and collapse menu on a Step's triangle
  3. Press a Step to see its details in the detail pane, on its Info, Guide, Actions, Fields, and Activity tabs.

Press Assignments at the top of the list to see the Assignments made from the Procedure, and Steps to return.

Related Articles

Overview

  1. Procedure Steps Overview

Step-by-Step

  1. Add Steps to a Procedure
  2. Update Procedure Step Name or Detail
  3. Reorder Procedure Steps
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