How to Create or Edit a Procedure

Create a Procedure

1. As an Admin member, click on your Account from the Dashboard
2. Click the "+ Add Procedure" button from the Activity or Procedures page
3. Give the Procedure a Title and Description
4. Click the "Add a Step" button to add steps
5. Click "Create Procedure" button on the top right of the page 

Edit a Procedure

1. As an Admin member, mouse over on the left and a toolbar will appear
2. Click the pencil icon to open the editor

If you are a view-only member, we recommend using the comment feature to suggest or request edits.