Way We Do Basics

Documentation about the Way We Do application.

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138 articles in this collection
Written by Dan Sargeant and Andrew Sutton

Using the Basic Procedure Template

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Written by Dan Sargeant
Updated over a week ago

Adding & Editing Active Criteria

Instructions for how you can edit active criteria when a procedure or checklist is in either draft or published status.
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Written by Andrew Sutton
Updated over a week ago

Add new procedure using the "no template" option

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Written by Dan Sargeant
Updated over a week ago

Assigning roles to procedures

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Written by Dan Sargeant
Updated over a week ago

Inserting video into your procedure

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Written by Dan Sargeant
Updated over a week ago

Inserting an image (picture) into your procedure

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Written by Andrew Sutton
Updated over a week ago

Inserting a table into your procedure

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Written by Dan Sargeant
Updated over a week ago

Inserting special characters and symbols into your procedure

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Written by Dan Sargeant
Updated over a week ago

Inserting PowerPoint and other presentations into your procedure

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Written by Dan Sargeant
Updated over a week ago

Adding an Acceptance Request

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Written by Andrew Sutton
Updated over a week ago

Create Web-Based Image Files To Insert Into Documents

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Written by Andrew Sutton
Updated over a week ago

Add or Delete A Row or Column In A Table

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Written by Dan Sargeant
Updated over a week ago

Resize A Table's Width and Height (Rows and Columns)

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Written by Dan Sargeant
Updated over a week ago

Change The Width Of A Table Column

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Written by Dan Sargeant
Updated over a week ago

Top Level Navigation

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Written by Andrew Sutton
Updated over a week ago

Push Navigation

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Written by Andrew Sutton
Updated over a week ago

Add a New Procedure

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Written by Dan Sargeant
Updated over a week ago

How to Cut and Paste Content

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Written by Andrew Sutton
Updated over a week ago

Expand the Editing Space to Full Screen

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Written by Dan Sargeant
Updated over a week ago

Increasing or Decreasing the Size of Text

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Written by Dan Sargeant
Updated over a week ago

Changing the Colour (color) of Text

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Written by Dan Sargeant
Updated over a week ago

Highlighting Text with a Different Colour (color)

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Written by Dan Sargeant
Updated over a week ago

Using Bold, Italics and Underline

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Written by Dan Sargeant
Updated over a week ago

Creating Ordered (Numbered) list

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Written by Dan Sargeant
Updated over a week ago

Creating a Bullet Point (Un-ordered) List

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Written by Dan Sargeant
Updated over a week ago

Linking To Another Procedure or External Website

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Written by Dan Sargeant
Updated over a week ago

Removing a Link

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Written by Dan Sargeant
Updated over a week ago

How to Add a Revision Date to a Procedure

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Written by Andrew Sutton
Updated over a week ago

Print a Procedure

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Written by Andrew Sutton
Updated over a week ago

Retire or Delete a Procedure

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Written by Dan Sargeant
Updated over a week ago

View and Edit an Existing Procedure

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Written by Andrew Sutton
Updated over a week ago

Browsing and Viewing Pre-written Policy and Procedure Templates

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Written by Andrew Sutton
Updated over a week ago

Searching For Templates in the Market Place

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Written by Andrew Sutton
Updated over a week ago

Am I Able To Change My Manual's Footer Details?

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Written by Dan Sargeant
Updated over a week ago

How Do I Change The Font In My Manual?

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Written by Dan Sargeant
Updated over a week ago

Do You Have Businesses In The US or UK Using Way We Do?

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Written by Dan Sargeant
Updated over a week ago

Why Can't I Cut, Copy or Paste Using The Rich Text Editor?

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Written by Andrew Sutton
Updated over a week ago

Linking to an Email Address

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Written by Dan Sargeant
Updated over a week ago

Use of Indention to Create Formatted Lists

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Written by Dan Sargeant
Updated over a week ago

How to Make Videos Private to Your Company Manual

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Written by Dan Sargeant
Updated over a week ago

How to Attach Files and Link to them within your policy or procedure

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Written by Andrew Sutton
Updated over a week ago

Editing Attachments, Saving and Reattach To Procedure

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Written by Andrew Sutton
Updated over a week ago

Editing and Linking Attachments That Are Hosted By A File Sharing Solution

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Written by Andrew Sutton
Updated over a week ago

Adding Tasks to a Procedure

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Written by Andrew Sutton
Updated over a week ago

How to Restrict a Procedure and Keep it Private

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Written by Andrew Sutton
Updated over a week ago

Usage on Tablets and Mobile Devices

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Written by Andrew Sutton
Updated over a week ago

Editing the Source Code of a Procedure

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Written by Dan Sargeant
Updated over a week ago

Autosave Content

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Written by Dan Sargeant
Updated over a week ago

How to Stop Revision Reminder Emails

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Written by Andrew Sutton
Updated over a week ago

How to Stop Task Reminder Emails

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Written by Andrew Sutton
Updated over a week ago

How to Paste a Drawing into a Procedure

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Written by Andrew Sutton
Updated over a week ago

How to Change the Order of Procedure Cards

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Written by Dan Sargeant
Updated over a week ago

Installing and Re-Installing a Pre-Written Procedure Template

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Written by Andrew Sutton
Updated over a week ago

Paying for Premium Templates in the Marketplace

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Written by Andrew Sutton
Updated over a week ago

Creating Jump Links or Anchor Links In Procedures

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Written by Dan Sargeant
Updated over a week ago

How do I center text?

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Written by Dan Sargeant
Updated over a week ago

How do I center an image?

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Written by Andrew Sutton
Updated over a week ago

How to Report Bugs to Way We Do

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Written by Dan Sargeant
Updated over a week ago

Insert Flowcharts

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Written by Andrew Sutton
Updated over a week ago

How to Upload a Large List of Users Into Way We Do

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Written by Dan Sargeant
Updated over a week ago

Procedure Publishing Status Overview

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Written by Andrew Sutton
Updated over a week ago

View or locate the procedures I am editing from the filter status

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Written by Andrew Sutton
Updated over a week ago

How to Invite Others to Review a Procedure (Pending Review Status)

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Written by Dan Sargeant
Updated over a week ago

How to Use the Review Tools in a Procedure while it is in Pending Review Status

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Written by Dan Sargeant
Updated over a week ago

Integration with Box.com - Cloud Storage Solution

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Written by Dan Sargeant
Updated over a week ago

Integration with Dropbox - Cloud Storage Solution

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Written by Dan Sargeant
Updated over a week ago

Integration with Google Drive - Cloud Storage Solution

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Written by Dan Sargeant
Updated over a week ago

Keyboard Shortcuts

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Written by Dan Sargeant
Updated over a week ago

Why are images appearing rotated?

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Written by Dan Sargeant
Updated over a week ago

How to Insert Page Breaks

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Written by Dan Sargeant
Updated over a week ago

How do I retrieve or restore content I accidentally deleted?

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Written by Dan Sargeant
Updated over a week ago

How to Turn Off Email Notifications from Way We Do

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Written by Andrew Sutton
Updated over a week ago

Embedding Forms

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Written by Dan Sargeant
Updated over a week ago

Document Storage

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Written by Dan Sargeant
Updated over a week ago

Can I get a list of the procedures that are pending review?

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Written by Dan Sargeant
Updated over a week ago

Can I change the color (colour) of a table or table cell?

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Written by Dan Sargeant
Updated over a week ago

Who can create, edit or publish a procedure?

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Written by Dan Sargeant
Updated over a week ago

How do I arrange SOP's (Policies and Procedures)?

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Written by Dan Sargeant
Updated over a week ago

How do I export or print documents (policies and procedures) from my manual?

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Written by Andrew Sutton
Updated over a week ago

How can I share my Way We Do manual?

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Written by Andrew Sutton
Updated over a week ago

Can I write my company manual in another language?

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Written by Dan Sargeant
Updated over a week ago

API

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Written by Dan Sargeant
Updated over a week ago

Which steps are mandatory or optional in a Checklist?

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Written by Andrew Sutton
Updated over a week ago

Can I restart or resume an Abandoned Checklist?

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Written by Andrew Sutton
Updated over a week ago

Resume Checklist Instance

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Written by Dan Sargeant
Updated over a week ago

Add Way We Do To Your iPhone

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Written by Dan Sargeant
Updated over a week ago

Create a Shortcut On Your Computer With Internet Explorer 11

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Written by Dan Sargeant
Updated over a week ago

Company Name in PDF Version Footer and Email Header

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Written by Andrew Sutton
Updated over a week ago

How to view procedures in a list

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Written by Dan Sargeant
Updated over a week ago

Edit Locking

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Written by Dan Sargeant
Updated over a week ago

Can I cut and paste images into my manual?

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Written by Dan Sargeant
Updated over a week ago

Checklists Daily Reminder Email

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Written by Andrew Sutton
Updated over a week ago

How do I save my Activated Checklist and come back to finish it later?

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Written by Andrew Sutton
Updated over a week ago

What do the Colors and Symbols on the Checklist Activity page/tab mean?

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Written by Andrew Sutton
Updated over a week ago

How to Integrate Files from Cloud Storage (Google Drive, Box.com, Dropbox)

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Written by Dan Sargeant
Updated over a week ago

Integration with OneDrive - Cloud Storage Solution

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Written by Dan Sargeant
Updated over a week ago

How to Print a Table of Contents for the Manual

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Written by Andrew Sutton
Updated over a week ago

Customize Procedure Cards by adding Titles, Descriptions, and Images

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Written by Andrew Sutton
Updated over a week ago

Can I bulk upload content from Word documents to my Way We Do manual?

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Written by Andrew Sutton
Updated over a week ago

Embed a Google Drawings Image

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Written by Dan Sargeant
Updated over a week ago

Microsoft Azure Active Directory Single Sign-On Setup

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Written by Andrew Sutton
Updated over a week ago

Add Headings to your Policy or Procedure

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Written by Dan Sargeant
Updated over a week ago

Procedure Card Colors

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Written by Andrew Sutton
Updated over a week ago

API Key

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Written by Dan Sargeant
Updated over a week ago

Microsoft Flow - Action - Create Checklist Instance

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Written by Dan Sargeant
Updated over a week ago

Update Your Personal Details in Way We Do

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Written by Dan Sargeant
Updated over a week ago

Embed Loom Video in Way We Do

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Written by Dan Sargeant
Updated over a week ago

Setting up your branding within Way We Do

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Written by Dan Sargeant
Updated over a week ago

Restore Procedure Card Titles Automatically After Editing

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Written by Dan Sargeant
Updated over a week ago

Short Links for Third-Party Apps

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Written by Dan Sargeant
Updated over a week ago

Edit History / Revision History

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Written by Dan Sargeant
Updated over a week ago

Time Zones and Time and Date Stamps

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Written by Dan Sargeant
Updated over a week ago

Using Emoji for your Labels, Procedures and Activated Checklist/ Step-by-Step process

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Written by Andrew Sutton
Updated over a week ago

How to Change Your Email Address

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Written by Andrew Sutton
Updated over a week ago

How to add a quote to a procedure

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Written by Dan Sargeant
Updated over a week ago

Supervisor Sign-off

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Written by Dan Sargeant
Updated over a week ago

Attach Files to Role Descriptions

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Written by Andrew Sutton
Updated over a week ago

Filter Overview

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Written by Dan Sargeant
Updated over a week ago

Adding version numbers to your procedures

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Written by Dan Sargeant
Updated over a week ago

Editing already published procedures

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Written by Dan Sargeant
Updated over a week ago

Adding editing annotation

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Written by Dan Sargeant
Updated over a week ago

Delete a Draft or Pending Review Procedure

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Written by Dan Sargeant
Updated over a week ago

Procedure Editing Screen Overview - How to Edit, Publish and Delete Procedures

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Written by Andrew Sutton
Updated over a week ago

How do I get back to the dashboard?

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Written by Dan Sargeant
Updated over a week ago

Terms to Know: Process, Procedure, Task, Checklist

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Written by Andrew Sutton
Updated over a week ago

Dashboard Tour

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Written by Andrew Sutton
Updated over a week ago

"MailTo" templates in Way We Do

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Written by Andrew Sutton
Updated over a week ago

Setting up your default email on your device

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Written by Dan Sargeant
Updated over a week ago

Active Criteria Overview

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Written by Andrew Sutton
Updated over a week ago

Strikethrough, Superscript & Subscript Short Cut Keys and HTML

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Written by Dan Sargeant
Updated over a week ago

Updating Checklist Instance Activity Titles

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Written by Andrew Sutton
Updated over a week ago

Conducting an Advanced Search in Way We Do

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Written by Andrew Sutton
Updated over a week ago

On time, Overdue, Confirmed, & Unconfirmed statuses

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Written by Andrew Sutton
Updated over a week ago

Checklist Instance Search and Due Dates

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Written by Andrew Sutton
Updated over a week ago

How to Copy a Procedure or Checklist

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Written by Dan Sargeant
Updated over a week ago

How to create a Procedure or Checklist Template

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Written by Dan Sargeant
Updated over a week ago

Duplicate & Template

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Written by Dan Sargeant
Updated over a week ago

Setting Conditions on Decision Points

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Written by Andrew Sutton
Updated over a week ago