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Accepting Procedures (App)

When a Procedure is assigned to a user, it's shown under Incomplete Documents on the Home screen. A Procedure can also be accepted if it hasn't been assigned - but need a refresher.

Note: Your Access Level may restrict the use of some features.

To accept a Procedure linked to an Inventory item, see Accepting Attached Procedures (App).

  1. To accept a Procedure:
    1. From Home icon-home-jpg, tap Procedures under Incomplete Documents, or
      This will be not be shown if there are no assigned Procedures to accept. 

      IMG_1453
    2. From the main menu icon-hamburgermenu, tap Documents > Procedures > To Do.

      This will be not be shown if there are no assigned Procedures to accept.

    3. From the main menu icon-hamburgermenu, tap Documents > Procedure to accept an un-assigned Procedure.
  2. Tap the name of the Procedure to open. If the Procedure has been assigned, tap View. 
    IMG_1454
  3. Read the Procedure and tap Accept once completed. 
  4. Tick the checkbox besides I have read and understood the Procedure. Tap Submit.