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.