Procedure 2.0 - General information

• Execution Order in Procedure 2.0

  Enter Details Give the execution order a title. Select the rig. Choose the start date for the first procedure in execution order (timelines for the first and all the next ones will be recalculated automatically as soon as you create thFew readers

• Create Templates in Procedure 2.0

  Open the procedure you want to save. In the detailed view, click the three-dot menu on the right-hand side. Select "Save as Template" from the options.Few readers

• Duplicate Procedure 2.0

  Duplicating a procedure allows you to create an exact copy, including all comments, documentation, and attachments. You can duplicate a procedure in two ways: 1. From the Procedure Menu Navigate to the top menu of the procedure section. Click the "Duplicate Procedure" button. A copy of the procedure will be created with all its details. 2. From the Detailed View Open tFew readers

• Revision in Procedure 2.0

  Make a new revision: Once a procedure is approved—or even during its execution—you can initiate a new revision to make updates. Identifying an Open Revision: Procedures with an open revision are clearly marked with a “Revision” label in the header. Updating a Procedure During Revision: The core update logic remains unchanged: Started activities and their steps cannot be mFew readers

• Change title in Procedure 2.0

  To change the title of a DOP, hover your mouse over the title and click the pencil icon. Here, you can also duplicate or delete the DOP.Few readers

• Light\Dark modes i Procedure 2.0

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• Create New Procedure 2.0

  To create a new procedure, go to "Procedure" in the top menu and click the "Create Procedure" button. You can also duplicate an existing procedure if you want to start with a copy: Or, you can duplicate a procedure direcFew readers

Procedure 2.0 - Activities information

• Text Editor Toolbar in Procedure 2.0

  Text Editor Toolbar is hidden by default, and displayed only when you clicked on a text that is needed to updated.Few readers

• Add Responsible in Procedure 2.0

  To add a responsible to a step, click "Add field" and select "Add responsible" from the menu. Select a responsible from the drop down list, add description if needed.Few readers

• Add Report Parameters in Procedure 2.0

  To add Report Parameters to a step, click "Add field" and select "Add report parameters" from the menu: Add "Description", "Value" and "Unit" to the Report parameter:Few readers

• Add Risk and Notes in Procedure 2.0

  To add a note or risk to your activity, simply click one of the icons in the top-right corner of the activity line. When a note or risk is added to an activity, a blue dot appears on the corresponding icon, allowing you to quickly identify activities with associated comments or risks.Few readers

• Add Checks in Procedure 2.0

  To add a check to a step, click "Add field" and select "Add check" from the menu. Then, enter a title, assign a responsible person, and add a comment if needed.Few readers

• Add Supplementary Information in Procedure 2.0

  To add supplementary information to a step, click "Add field" and select "Add supplementary information" from the menu.Few readers

• Add Input Parameters in Procedure 2.0

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• Add Activity in Procedure 2.0

  Add at the End: Click the "Add Activity" button below the activity list to create a new activity at the bottom. Insert in the Middle: To add an activity between existing ones, right-click on the desired activity and select "Add Before" or "Add After" to place it in the correct position.Few readers

• Add Step in Procedure 2.0

  Add step at the Top: Click the "Add Step" button that is located in the top right corner of each activity. Insert step in the Middle: To add a step between existing ones, right-click on the desired step and select "Add step above" or "Add step below" to place it in the correct position.Few readers

• Add Step Code in Procedure 2.0

  Select a "Step code" from the drop down list, and add "Description" if needed.Few readers

• Add Comments in Procedure 2.0

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• Copy activity in Procedure 2.0

  You can easily copy any activity and paste it into the same or a different procedure. Select the activity you want to copy. Click "Copy" in the menu that appears. You can copy several activities at once: Select all the activities you need. Click the "Copy" button. To paste activities at thFew readers

• Copy step in Procedure 2.0

  You can easily copy any step and paste it into the same or a different procedure. Select the step you want to copy. Click "Copy" in the menu that appears. You can copy several steps at once: Select all the steps you need. Click the "Copy" button. To paste steps into an activity, OpFew readers

• Add Field in Procedure 2.0

  The “Add field” button is located in the top right corner of each step. The “Add field” putton allows you to: Add step code Add responcible Add risk Add input parameters Add report parameters Add checks Add supplemtentary informationsFew readers

• Delete Activity in Procedure 2.0

  You can delete an activity easily by right-clicking on the activity you want to remove and selecting "Delete" from the menu.Few readers

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Procedure 2.0 - Checklist information

• Checklist in Procedure 2.0

  The Checklist is located in the top menu of the procedure. To add a check, click the "Add Check" button on the right side of the top menu. Next, enter a title, assign a responsible person, and add a description if needed. Click "Create" to save or "Create & Add new" to add multiple checks. (https://storage.crisp.chat/users/helpdesk/website/76b02a159d611400/imagegbxaau.pFew readers

Procedure 2.0 - Documentation information

• Documentation in Procedure 2.0

  Documentation can be found in the top menu of the procedure. Click "+ Add" to apply new documentation to the selected fields.Few readers

Procedure 2.0 - Attachments information

• Attachements in Procedure 2.0

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Procedure 2.0 - History information

• History in Procedure 2.0

  In the History tab, located in the top menu of the procedure, you can track all actions taken and by whom. Click on each step for a more detailed view.Few readers

Procedure 2.0 - Preview information

• Preview and PDF in Procedure 2.0

  You can choose to download or print the procedure. You can also coose to include Checks Attachments CommentsFew readers