Procedures are used to add specific information to one or more companies, that are then available for recall by the user, or reminded in different situations.
To manage procedures go to the SETTINGS/PROCEDURES menu.
Here you will see a list of existing procedures.
Create procedure
To create a new procedure, press create new procedure button.
Here you will be able to add the following information:
- Title: The name of the procedure
- Searchable: Whether the procedure should be searchable in the company search menu
- Show in app: If a procedure should be visible in the app
- Visible for: Which company types the procedure should be visible for
- Where to show a warning: Where in the system should the procedure be warned to the user
After completing, simply press save and the procedure will then be available.