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Remove a Resource

Step-by-step instructions: Remove or delete a Resource
Updated 1 day ago

Portfolio Owners or Managers may modify Procedures.

  1. Navigate to the Procedure or to the Procedure Step from which you would like to remove a Resource.
  2. Press the Guide tab in the detail pane to display the Guide panel, if necessary.
  3. In the lower right of the Resource entry in the Guide panel, press the Unlink (broken chain link) icon if the Resource is linked to more than this Procedure or Step, otherwise press the Delete (orange minus) icon:
    Resource entry showing the Unlink icon
    Resource entry showing the Delete icon
  4. In the Delete or Remove Resource dialog, press Remove to unlink the Resource from this Procedure or Step (keeping it for reuse in the Library), or press Delete to permanently remove it from the Library and all related Assignments.
    Delete or Remove Resource confirmation dialog

Related Articles​

Overview

  1. Resources Overview

Step-by-Step

  1. Add Resources to a Procedure or Step
  2. Reuse a Resource
  3. Reorder Resources on a Procedure or Step
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