Editing a Procedure - Update Positions

Editing a Procedure - Update Positions

Positions in procedures allow a procedure to be directed towards team member position(s) that could use the procedure to complete a task at work.

To update a procedure’s related positions:

1. Click “ Knowledge Base” in the upper right-hand corner next to your name.

2. Select “Operating Procedures”

3. Click into the operation procedure you would like to update.

4. Click the blue "Edit" button in the upper right-hand corner of the procedure.

5. Click into the "Positions" field and select the positions you would like to add to this procedure.

5. When done, click out of the text box.

6. Changes will be automatically saved.