Edit a Procedure

After you create a new procedure, the Procedure Edit page opens. Additional tabs become available, depending on what form you are using, and you can add information to the procedure, such as sub procedures and related materials. You can open the Edit procedure page in either of the following ways:

To open the Procedure Edit page from the menu bar, follow these steps:

1. From the Modules menu, select Procedure > Edit.

   The Edit Item dialog box opens.

2. In the Procedure Number field, enter the procedure number of the procedure you want to edit.

3. If you want to open the procedure using a specific form, select a value from the Open Using Form drop-down menu.

4. Click OK.

To open the Procedure Edit page from the toolbar, follow these steps:

1. In the Edit field, enter the procedure number of the procedure you want to edit.

2. Click Load.

Due to the differences between forms, detailed descriptions of the fields on each tab of the Procedure Master (TMS Enterprise) form are included. For more information, see Standard Form Reference: The Procedure Master Form.