Knowledgebase

Sorting Procedures

  • Go to Manage > Outputs > Procedures
  • Click on the 'Sort procedure' icon.
  • Select the Industry and project type and press "Show Procedures".
  • Once you click "show Procedure", a list of procedures related to that engagement will be presented.
    • Just drag and drop procedures, in case you need to update the order of a procedure in same category and stage.
  • However if you need to move a procedure in different category or stage follow these steps.
    • Select the edit button (Pencil button) besides the procedure you need to update.
    • Select the engagement stage or procedure category you want to update.
    • For further details on editing a procedure please refer to article "How do i edit a procedure which was added earlier?". 

 

 

 

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