Library
28 articles
RisksAssociate risks with procedures for mitigation or acceptance.
Create New ProcedureQuick guide to creating a new procedure.
Duplicate / Copy ProcedureInstructions for how to copy / duplicate a procedure to create a similar procedure or create a procedure template
Create / Edit DraftInstructions for creating / editing a procedure draft.
Preview ModeDetails about preview mode while editing a procedure.
Procedure ImportUpload a procedure in .csv, .docx, .pdf, and .prl file formats.
Procedure SettingsConfigure settings for a procedure including Owner, Tags, Default View, Project, and more.
QR CodesProcedures, Parts, and Tools are now shareable via QR Codes.
Add MarkdownQuick guide on how to use markdown to create bold or italics text, code blocks, hyperlinks, and bulleted or numbered lists.
Anatomy of a StepEverything you need to know about building a Step, and all of the content options.
ConditionalsLock or Unlock steps based on certain conditions being met.
Edit Menu Quick ActionsCopy / Paste / Delete Keyboard Shortcuts
Step and Section DependenceA Guide to Step/Section Dependency and logic.
Batch Steps in ProceduresRun steps in a procedure multiple times and define conditionals, dependencies, input references etc between batched steps.
AI-Powered Procedure GenerationUse Natural Language prompts to help get started building your procedure through the use of AI.
Procedure Locations and WorkstationsFilter your procedure view by specific locations or workstations that each step will taken place in.
Assign or Remove ReviewersAdd, Edit, or Remove Reviewers from a procedure.
Procedure Review DiffsNavigate and review details that have been edited in a procedure draft.
Resolving Comments in EditResolve comments made during review after they have been actioned.
Review and Release OverviewOverview of the Review and Release process.
Review a ProcedureOverview of a procedure in Review.
Version HistoryView & Compare Previous, Current, and Draft Versions of Each Procedure.