Training FAQ
FAQ Detail
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How do I create procedures and assign them to entities in GamePlanPro™?
Create Procedure:
To associate a new procedure to an entity (such as a work order):
View this tutorial for more details.
- Go to the Admin screen.
- Select Procedure Setup.
- Ensure nobody already created the same Procedure.
- Use the Action/Create New menu to create a new Procedure.
- Specify the Entity Type this Procedure template will apply to.
- Enter steps and all necessary details.
- Save.
To associate a new procedure to an entity (such as a work order):
- From the entity screen, use the Action/Create Procedure menu.
- Select the appropriate Procedure.
- Complete the Procedure steps.
- You can find the Procedure in the entity's History & Files tab.
- You may also search for Procedures using the Find/Procedures menu
View this tutorial for more details.