Editing procedure details

To edit the details of a procedure, select a procedure and locate the details section.

To add steps to a procedure, enter the desired line in the blank text box located to the left of the "Add Line" button, and then click the "Add Line" button or press the Enter/Return key.

To move a step, check the box next to the step in the procedure and a box containing different actions will appear. Click the "Move" button.

A grey bar will appear before and after each line of the procedure. To move a step to the desired location, select the blank gray area to which you wish to move the step.

To edit a previously created step, click the "Edit" button corresponding to the specific line, and the step will become a text area. Clicking "Save" will save any modifications made.

To delete a step, check box next to the step of the procedure and select the "Delete" button from the actions menu. A confirmation message will appear; click "Delete" again to confirm the deletion of the step.

To edit the tools necessary for the procedure, click the "Edit" button located across from the tools header.

A list of available tools appears. The tools listed here will be based on what has been entered in the tools section of the site (see Tools in Assets for more information). If there is no data in that section, then no options will be shown. To select a tool, select the check box to the left of the tool name.

To edit the materials needed for the procedure, click the "Edit" button located across from the materials header.

A list of available materials appears. Materials shown here will be based on what has been entered in the inventory section of the site (see Inventory in Assets for more information). If there is no data in that section, then no options will be listed. To select a material, check box to the left of the material name, and enter the appropriate quantity. The default value for each material is 1, but unless a material has been checked, it will not be counted in the materials list.

Remember to click the "Save" button at the bottom of the list when entering tools or materials data.

To add labor estimates, select a rate from a dropdown and enter the predicted hours in the form under the estimated labor section, and then click the "Add Labor" button to add the entry.

To delete a labor estimate, check the box next to it and an actions menu will appear. Click the "Delete" button.

Administrators, in addition, are able to see hourly rates and total costs for estimated labor.

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