Displaying assigned procedures

If procedure allocation has been implemented for the client file, you can configure the checklist to display only the procedures that have been assigned to you.

To display the assigned procedures:

1. Open the checklist.

2. In the row of tabs located just below the toolbars, click the Procedures tab.

3. In the row of tabs that appears, click My Procedures.

Note: The My Procedures tab is available only if procedure allocation has been implemented.