Creating Procedures

To create a Procedure, you create it as an Action first and then transform it into a Procedure by adding Action Steps.

You can also create a new Procedure while creating an Action.

1. Click Actions from the Manage ribbon.

   Ensure you create all Actions before you link them as Action steps in a Procedure.

2. To create a procedure, follow the steps for creating an Action, enter the name of the Procedure as the Action Name.

   See Creating Actions.

   Leave the day, hours and minutes blank, as these will be automatically calculated from the Action steps.

3. On the Action Steps tab, right-click and click Add Action Step. The New Action Step dialogue box is displayed.
4. Click the KwikSelect to search for and select the required Action, click OK.
5. If required, the Action details can be modified to suit the procedure they're being added to.
   
   To modify the defaults:
   1. Clear the option you wish to change, that is, Use Action Time, Use Action Cost, Use Action Assignee.
   2. Set the new required details for the fields to be updated.

   NOTE: Changing the details of an Action within a Procedure will not change the values of the original Action.

6. On the Instructions tab, add details as to how the Procedure should be used.
7. Click OK.

   The dialogue box closes and in the Actions list, the Action's icon has changed to a Procedure icon.

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