Start a new Run
Click the RUN button either from the Master Procedures list or from the procedure's home page.
You can run through the procedure in List View or Single Card View using the buttons at the top of the page .
TIP!
You can easily collapse or expand all sections at once using the arrow icons at the top of the page.
PARTICIPATING must be toggled on in order to input into fields or sign off steps
Add any desired Run Tags or add the run to an Operation using the drop down menu or entering text manually.
Run Sidebar
Input required data into fields and progress through the procedure.
During the run, the sidebar on the left can display a color coded List view or Flowchart view of the run.
The sidebar, which also contains the run Details (Completion Progress, Link to Master Procedure Version, Run Start Date/Time, Collaborators, Summary, CSV Export) can be collapsed using the arrow in the top right of the sidebar.
Indicates a step that has been successfully signed off
Indicates a step that has not been signed off / failed / skipped
Indicates a step that has been marked as Failed
Indicates a step that has been marked as Skipped
Indicates a step has been repeated followed by the Repeat #
Use the List view or Flowchart view buttons to switch between views. The Flowchart view also follows the same color coding as the List view.
Hover over the outer right edge of the sidebar to see the crossbar, which will allow you to click and drag the sidebar width wider or narrower.
Step Signoffs
If the step requires one or more signoffs, you will see either a single check box in the right corner or a check box next to Role(s) that are required for signoff in an AND or OR fashion.
Click the check or the Role ID to sign off.
The example below needs to be signed off by the TECH role AND either the OP1, SPCBY, or MD role.
The logged in user running the above procedure only has the OP1 and MD roles assigned, so will not be able to signoff the step entirely, as someone with the TECH role will still be needed.
Each separate signoff box will need to be complete to satisfy the step.
Strict Signoff
When enabled in the Procedure Settings, enabled, the setting will prevent step signoff until all field inputs are completed and passing, and all linked procedures are run and ended.
During a run with Strict Signoff enabled, if an operator tries to signoff on a step that is not completed they will see the following pop-up and the step will not be signed off.
With Strict Signoff enabled, Operators will still be able to Skip or Fail steps that have not been completed.
Skip / Repeat / Fail / Add Steps
Using the 3 dot menu to the right of the step you are able to:
SKIP STEP
REPEAT STEP
FAIL STEP
ADD STEP BELOW
You can also add a COMMENT, ATTACH a file, or SUGGEST EDITS to any steps while running through the procedure
Type @ in a comment field to bring up a list of users to tag in your comment. Select the user and once the comment is posted they will receive an email telling them they have been mentioned.
TIP
You can copy/paste images right into the comment filed!
End Run
When you are finished running through the procedure it can be ended as SUCCESS, ABORT, or FAILURE. Ending without selecting one of those options will result in a COMPLETED status.
Only operator roles selected in the END PROCEDURE section of Procedure Settings will be able to end the procedure. Check out the article Create New Procedure for more details!