Procedure types help you organize your firm's procedures. Some firms might have procedure types "Firm", "Services", "Client". Others may organize by "Accounting", "Consulting", "Internal". Still others may organize by the Solution Provider name of the various procedures they perform, i.e. "QuickBooks Online", "QuickBooks Enterprise", "Bill.com", "Aero", etc.
Procedure Types allow you to group your procedures by type in the Manage > Procedures grid and makes it easier to find a particular procedure when you need it.
To create a new procedure type, navigate to Setup > Procedure Types. On the Procedure Types screen, click the down arrow next to Setup Procedure Types and choose Add Procedure Type. The following fields are on the Create Procedure Type screen:
|Type *Required||The name you give the Procedure Type. This will help you organize your procedures into groups like “admin” or “how to”.|
|Active||Check the box to indicate that it is active. Uncheck for not. Inactive procedures will not appear on the procedure type dropdown.|
|Close||Return to the Setup Procedure Types screen without saving.|
|Save and Close||Save the new Procedure Type and return to the Setup Procedure Types screen.|