From the Setup drop down menu, choose Procedure Types. Use the sort and filter features of the grid to find the procedure type you want and click the blue View button. The Edit Procedure Type screen will open with the following fields:
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 | Click the Close button to return to the Setup Procedure Types screen without saving. |
Save and Close | Click the Save and Close button to save your changes and return to the Setup Procedure Types screen. |
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