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:

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

To see how the Steps depend on one another, switch the Steps list to Flow. See View Procedure Steps.

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
10. Add Entry & Exit Criteria
11. Add Materials & Tools