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Navigate to a Procedure

Step-by-step instructions: Find and select a Procedure
Updated 5 days ago
  1. In the Navigation pane, open your Organization's panel if it is closed.
  2. In the Portfolios panel, press the Portfolio that holds the Procedure. The list pane shows its Procedures.
    Portfolios panel with a Portfolio selected, and its Procedures in the list pane
  3. Press the Procedure's name to see its details, or the arrow at the end of its row to see its Steps.

To see the Published Procedures in every Portfolio you can access, press Published Procedures at the top of the Portfolios panel.

To find a Procedure by name or content, see Filter or Search Procedures.

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Overview

  1. Procedures Overview
  2. Navigation Overview

Step-by-Step

  1. Filter or Search Procedures
  2. View Procedure Steps
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