Knowledgebase

Adding or Customizing Procedures

  • Go to Manage > Output > Procedures.
  • Click on '+' sign to add a new procedure.
  • Enter the procedure Name (should be short, just to allow someone to locate and identify the procedure)
  • Select the Industry (or Industries) and Project Type(s) to which the procedure will be mapped.
  • Enter the procedure Guidance (this can be more detailed than the procedure Name; for example, it can describe what the procedure is intended to do, or how it can be used).

  • Click Save & Close

    Important Note:  When you create or modify a procedure, after you hit save, you will need to refresh the platform after 3 minutes to update all the related components like industries, projects, categories and tools.

    You will not see these changes reflected until 3 minutes.

Comments:

No comments for this article.

You need to be logged in to write comments.