Knowledgebase

Adding a New Procedure in Engagement

  • Go to Engage section. 
  • Search for the engagement you want to view in search box shown in the table and click on the engagement name (in blue font).
  • Click on 'Procedures.'
  • Click on 'Plus Icon (Highlighted in Yellow)'

  • Add the required details
    • Name
    • Assigned To (select from the drop-down menu)
    • Due Date (select from the calendar menu or type manually)
    • Procedure Guidance
    • Comment
  • A new procedure will be added exclusive to this engagement (it will not reflect in manage section).

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