Creating a Procedure Document

To create a procedure document, perform the following steps:

  1. Use the left side bar menu to select Procedures then the sub-menu Documents.
  2. If this is the first procedure document to be created then the message on the window will say “You do not have any documents. Click + to create a document".
  3. To create a new procedure document, click on the add () icon at the top right of the screen.
  4. On the popup, enter the following details:
    • Number - this is the associated alphanumeric reference that will be associated with this procedure document, and all of its revisions.
    • Name - this is the associated name of the document (e.g. “work instructions”).
    • Discipline - this is the associated discipline the document is relevant to. Select by clicking on the small triangle to the right of the field, to bring up the drop-down menu.
    • Type - this is the type of document you are creating. Select by clicking on the small triangle to the right of the field, to bring up the drop-down menu.
  5. Click Save.
  6. Tip - if the new procedure document did not appear, try refreshing the page.

Editing a Procedure Document

To edit an existing procedure document, perform the following steps:

  1. Use the left side bar menu to select Procedures then the sub-menu Documents.
  2. Find the procedure document you wish to edit by scrolling or using the search function.
  3. Click on the edit () icon, then follow the instructions from step 4 in Creating a Procedure Document, above.