-- Firm Author --

Adding Procedures to a Grouping or Sub Grouping

Procedure

  1. From the Document Manager, open the work program or checklist that has the procedure you would like to add to a group.
  2. Right-click on the procedure and set procedure to Modifiable. You may get a warning that you will need to change ownership if the procedure was not written by you.
  3. Right-click the procedure again and select Procedure Properties. A properties dialogue opens.

  4. Click to select an existing grouping or sub grouping.
  5. Click to add a new grouping or sub grouping.
  6. Click Manage to edit existing groupings or sub groupings.
  7. Click OK to save.