Navigate to a procedure in EDIT mode and click Procedure Settings.
Enable / Disable Automation
Enable / Disable Strict Signoff
Enable / Disable Step Skipping
Enable / Disable Repeating a Step
Enable / Disable Suggested Edits
Set the Owner
Add or Create any Master Procedure Tags
Set the Default View to List or Single Card
Select The Project (if applicable)
Designate which role(s) are permitted to START or END the procedure
Select the Data Source (if applicable)
Add Headers / Footers / Variables as desired
Get a quick glance of the procedure settings from the Overview Screen for the procedure:
Settings that are disabled will have a strikethrough, whereas steps that are enabled will not.
Strict Signoff
This setting, which is configured on a per procedure basis, is disabled by default.
Once 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.
When a procedure is in Review, you can easily see if Strict Signoff is enabled at the top under Procedure Settings:
If Strict Signoff is disabled, nothing will be displayed:
With Strict Signoff enabled, Operators will still be able to Skip or Fail steps that have not been completed.
Skip Step / Repeat step / Suggest Edits
Fine-tune settings on the procedure level to control whether or not step skipping, repeating a step, or suggested edits are allowed during a procedure run.
This will apply to the entire procedure on a procedure by procedure basis.
Overrides can be set in individual step settings
Skip Step: When disabled, participants will not be able to skip steps.
Repeat Step: When disabled, participants will not be able to repeat steps.
Suggest Edits: When disabled, participants will not be able to repeat steps.
Individual Step Settings / Overrides
In Edit mode of a procedure, you can override the procedure wide settings for individual steps by clicking the gear icon in the top right corner of the step.
These settings will match the procedure settings unless changed on the step itself.
While editing, if the step settings differ from the procedure settings you will see a link icon with a strikethrough.
You can click the arrow to reset back to the procedure settings.
Once the procedure is released, you can see which steps have overrides in the procedure Overview screen represented by icons on the step:
Only the icons that differ from the procedure settings will be displayed, but they will still show with or without a strikethrough to indicate if the setting is enabled or disbaled.