Save as Snippet
Snippets are a great way to save entire Sections or Steps that you want to reuse when building out procedures
Hover over the Section or Step you would like to save for future use
Click the + sign next to the Section or Step and select Save as Snippet
A window will pop up to enter the NAME and DESCRIPTION of your Snippet
Click Submit to save
Insert Snippets in a Procedure
Click the + sign next to a Section or Step
Select Insert Snippet
Select the + next to a Section name to add a Section Snippet or next to a Step name to add a Step Snippet
The new Section / Step will appear below the selected Section / Step
Use the drop down menu to select the Snippet you want to add
Click Insert Snippet
Make changes to only this snippet
Make changes to only this snippet
If you want to make changes to this snippet but you do not want to change the original snippet you can DETACH the snippet
This will bring up the following warning:
Click Proceed to continue with detaching the Snippet and allow changes
View / Edit Saved Snippets
Navigate to Settings in the left navigation pane and click into the Snippets section
Use the eye, pencil, or paper icons to view, edit, or duplicate a snippet
Viewing the snippet will display the snippet in a new window
You can DELETE or EDIT the snippet from the view window
Clicking either the pencil icon or the EDIT button will enter Edit mode where content can be added or modified
When a snippet has been modified, entering Edit mode for a procedure containing that snippet will alert you to the changes and give you the option to either retain the original / procedure version and detach the snippet or switch to the latest version and accept the changes.
