Re-order or Delete Procedures

In Work Order Edit, you can re-order how procedures are listed on the work order, or if you need to, you can also delete procedures from the work order.

Re-order Procedures

To reorder procedures, follow these steps:

1. Select the Procedures tab (or other tab with the Procedures grid, if using a custom form).

2. Select Edit Grid, the last button in the row on the right of Procedure Readings.

3. Select the drag handle on the right side of the procedure you want to move and drag the procedure to its new position in the list.

4. Select Save to save your changes.

Delete a Procedure

To delete one or multiple procedures, follow one of these sets of steps:

1. Select the Procedures tab (or other tab with the Procedures grid, if using a custom form).

2. Select the Select Items button at the top of the grid.

3. When the red Delete buttons appear to the left of the procedures in the list, select Delete next to the procedures you want to delete.

4. Repeat step 3 for each procedure you want to delete.

5. Select Save to save your changes.

OR

1. Select the Procedures tab (or other tab with the Procedures grid, if using a custom form).

2. Swipe across the procedure you want to remove from the Procedures grid.

3. Select the Delete button when it appears.

4. Repeat steps 2 and 3 for each procedure you want to delete.

5. Select Save to save your changes.