Add a procedure
Procedures are the checklist items that users need to go through and provide responses for. You can only add procedures in groups or subgroups.
To add a procedure:
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Open the document and select Edit (
). -
Go to the group or subgroup that you want to add a procedure in.
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Select More actions (
) | Add Procedure or select + Procedure. -
Select the default description to change it.
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Toolbar icon
Description
Bold, italicize or underline selected text.
Add a bullet or number list.
Indent selected text or paragraph.
Align selected text or paragraph.
Add a table.
Insert a reference to a visible or hidden document in the engagement file.
Remove all formatting for a selected text or a paragraph and revert to the default.
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Select More actions (
) | Settings to review and customize the procedure settings.You can also add a sub-level procedure to create a multilevel structure in the procedure.
A new procedure is added with a default description New Procedure and the default response type (if specified in the document settings).
Once you select the text field, the formatting toolbar displays. Use the toolbar to make the following changes:
You can also select the Summary field above the description to enter a short name for the procedure.
To add a sub-level procedure:
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Open the document and select Edit (
). -
Select the procedure or sub-procedure that you want to add sub-levels for.
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Select More actions (
) -
Select More actions (
) | Settings to review and customize the settings for the newly added sub-procedure.
If you selected a main procedure in Step 1, select More actions () | 2nd Level Procedure. A second level list is added with the new procedure and alphabetic numbering.
If you selected a 2nd level procedure in Step 1, select More actions () | 3rd Level Procedure. A third level list is added with the new procedure and roman numerals numbering.
To hide the numbering for the sub-procedure, select More actions () | Hide sub-procedure numbers.
