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Accepting Procedures (App)
Procedures provide instructions on how to operate inventory, complete processes or action tasks safely.
Note: If you do not see Procedures under Incomplete Documents you do not have any procedures assigned.
A red number indicator will indicate how many Procedures you have assigned.
- On Home
- scroll down to Incomplete Documents, or
- Tap Main menu select Documents > Procedures.
- If you have assigned procedures, Procedures will show with a red number indicator showing how many procedures are assigned to you for action.
- Tap Procedures.
- Select the To-Do tab (for assigned procedures) or select relevant procedures from the Procedures tab
- Tap a procedure to open. (If assigned, details of the procedure and any instructions will be shown.)
- Tap View to open the procedure (for assigned procedures only).
- Read the procedure and tap Accept
- Tick I have read and understood the Procedure and add any comments (optional)
- Tap Submit and Finish.