Click Edit to change the display name of the workspace for all users.

Click the Edit icon next to "Section labels should be displayed as"

Select Numbers or Letters from the drop down

Click SAVE

Any changes will be effective immediately to all procedures and runs

Click the Edit button next to Timezone for Workspace and select the desired timezone from the dropdown menu.

Click SAVE once the new timezone has been selected. This will reflect immediately throughout the application.

Timestamps will be displayed in the set timezone. If you hover over the timestamp you will also see your local time displayed as well as UTC.

Enable this setting to display details like names of procedures, parts, etc within the email notification.

Disable the setting will send a more generic notification without specific names mentioned. Ex: A procedure is waiting for your review.

With this setting enabled, procedures will be blocked from Release (the release button will be inactive) if there are any unresolved actions including comments or redlines.

Hovering over the inactive Release button will display a pop up to review all actions.

As soon as all actions have been resolved the release button will become active.

This setting enables the Labor Time Tracking feature.

Learn more about this feature in this article: Labor Time Tracking

With this setting enabled, when an Operator clicks into a running procedure, they are automatically toggled ON for Participating.

With the setting disabled, the Participating toggle will be OFF by default and will need to be manually toggled ON before the Operator is able to interact with the run.

Learn more about this feature in this article: Participating Toggle

Keep your run view tidy and improve performance by automatically collapsing steps that are currently locked and can not be completed by any role at the start of the run. The steps can be expanded at any time.

With this setting enabled, live telemetry streams will continue to update even when the steps are collapsed.

With this setting enabled, when clicking the Send button next to a command will bring up a confirmation window requiring confirmation before the command is actually sent.

With this setting enabled, step activity such as Signoffs and Revoke Signoff etc, will automatically be collapsed.

Click Show Activity to expand again.

This setting allows signing off on steps in a run via PIN.

Learn more about this feature in this article: Run Procedure

With this setting enabled, comments will NOT be allowed on runs that have been ended.

With this setting enabled, Operators will be required to enter a comment any time a step is skipped or failed in a running procedure.

With this setting enabled, a step will automatically be marked as Failed if there is a command that failed within the step.

With this setting enabled, Operators will be able to add steps to a running procedure.

Learn more about this feature in this article: Add Step in Running Procedure

There are two parts to this setting. The first "Require approval for new suggested edits" means that when suggested edits are made they are not automatically incorporated into the run, but have to be manually approved. If disabled, the edits will automatically be included in the run.

The second setting "Sync redlines between runs on the same procedure version" requires the first setting to be enabled.

This allows for realtime redline updates so when a user adds a step or redline to a run, the added step or redline becomes available in all other actively running instances of the same version. The redlines would then need to be approved to be included in that run as well.

Learn more about this feature in this article: Suggest Edits While Running

This setting is for adding/saving addresses for your internal company locations. These addresses can be selected when creating a PO.

Click +Add New Address to add additional company locations.

Fill in the info and click save.

In a PO, saved company address will be selectable as shipping address in the drop down.