Edit Procedure Actions
You can set a procedure action response in checklists to delete documents or procedures based on tags.
To edit a procedure action:
- In a checklist, right-click on a procedure and select Edit Procedure Action, the Edit Procedure Action dialog appears.
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Select from the following options:
Option Description Behavior
Select Custom to create the procedure action.
Recommend actions when the response is
The User Response type that triggers the procedure action. You can create a different procedure action for each user response.
Delete documents
Delete documents with selected tags or without selected tags.
Delete procedures
Delete procedures with selected tags or without selected tags.
- Click OK to add the actions. A procedure action icon () displays beside the procedure to indicate there is an action.
You have edited a procedure action. To update the tooltip on the procedure action icon, ensure to click the update tooltip icon () on the Audit toolbar.