Procedure Reporting

Before you start

• You will need to have Added a Procedure
• (Optional) You will need to have Attached a procedure to an Inventory Item**Pro and Enterprise Subscription only
• A user will need to have Viewed and accepted a Procedure

All accepted procedures
A User's accepted procedures
Procedures accepted for an Inventory Item

All Accepted Procedures

On Desktop

1. In the side menu, select Administration > Reporting > Procedures > Show me all Accepted Procedures Report
   
   
   
2. Here you can search procedure log records by using the Filter functionality.
   
   
3. Click Export as CSV/Export To Excel/Print Report to export the data. 
   
   

A User's Accepted Procedures

On Desktop

1. In the side menu navigate to People > Manage People, and select view on the applicable user.
2. Navigate to the  Acceptance Logs and this will display a record of all procedures and policies accepted by the user.
   
   

1. For further details, you can click on the applicable acceptance log. 

On the App

1. In the main menu, navigate to People select the applicable user, and select View Procedure Logs.
   
      
2. To view a checklist record in detail tap the applicable record.
3. This is also available from the Procedures Tab. Under My Accepted Procedures. 
   
   

Procedures accepted for an Inventory Item

On Desktop

1. In the side menu, select Inventory > Machinery and Equipment, Structures or Tools and find the applicable inventory item.
2. Click the three-dot button and then select Procedures.
   
3. Navigate to the Procedure Acceptance Logs and this will provide you with a list of all accepted procedures for this inventory item.