Portfolio Administrators and Leads may modify Procedures. A Resource can be used by several Procedures and Steps in the same Portfolio, so you can either Remove it from one Procedure or Step and keep it for reuse, or Delete it everywhere.
- Navigate to the Procedure or Procedure Step that uses the Resource.
- Press the Guide tab in the detail pane.
- Press the Actions menu button on the Resource, then select the last item:
- Remove from this Step (or Remove from this Procedure) appears when other Procedures or Steps also use the Resource. It removes the Resource from this Step or Procedure only.
- Delete appears when this is the Resource's only use. Choose what to do in the Delete or Remove Resource dialog:
- Press Remove to take it off this Procedure or Step but keep it in your Library for reuse. It stays on the Portfolio's Resources tab, where you can reuse it on the Portfolio's other Procedures and Steps.
- Press Delete to delete it permanently from your Library and from all related Assignments.
You can also remove or delete a Resource from its edit dialog. Open the Resource with Edit, then press the Remove or Delete… button at the left of the dialog footer.
To delete a Resource from every Procedure and Step at once, delete it from the Portfolio's Resources tab. See Manage a Portfolio's Resources.
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