Merge Procedures with the Procedure Merge Wizard
To merge one or more procedures into another procedure, follow these steps:
When merging procedures, information other than documents and sub procedures from the merged procedures won't be saved. If you have special instructions tied to the original procedures, such as Shutdown Required, be aware that these won't carry over to the "merged into" procedure.
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From the Tools menu, select Data Maintenance > Procedures > Procedure Merge.
The Procedure Merge Wizard dialog box opens.
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Click Next.
The Procedure Query window opens.
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Enter criteria to search for the procedures you want to merge.
Only procedures of the same type can be merged, for example, all Checklist-type procedures or all Planned Event-type procedures.
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Click Execute.
The Results Viewer lists all procedures that match the specified criteria.
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Select the check box preceding each procedure you want to merge and delete.
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Click the Save Items toolbar button.
These procedures will be deleted when the merge operation is completed. This process cannot be reversed once complete
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If you want to move the "To" procedure after the merge, select a segment in the Target Segment drop-down menu.
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In the To Procedure Number field, enter the procedure you want to merge the selected procedures into.
You can click the Lookup button to locate the appropriate procedure.
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Click Next.
TMS validates the merge you want to make and displays the validation results. If you need to make changes, you can use the Back button.
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Click Next to start the merge.
Once the merge is completed, the results are displayed.
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Click Finish.
All documents and sub procedures that were part of the original procedure/procedures are now part of the "To" procedure.
