Restore Procedure Card Titles Automatically After Editing

When you create your policy, procedure or process in Way We Do, the related Procedure Card title and description summary populates automatically.

We have now enabled Procedure Card titles to restore automatically when you revised the main title. 

Keep in mind, you may still need to edit your card title to include numbering for ordering purposes, or a pithy summary that accurately describes the procedure’s purpose.

If you want to reorganize your procedure cards after editing the procedures, click on the wheel icon (Highlighted below) to edit the procedure card title by adding a number or letter to reorganize your procedures.

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You may also change the color or background image of the procedure card. 

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Click on Save on you're done to implement your changes. 

 

 

 

 

 

 

 

 

 

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