Page Comparison

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1. Right-click anywhere in the row representing the procedure you wish to edit. This will display a menu allowing you to edit the procedure, enable or disable the procedure, delete or copy the procedure.

   1. Alternatively, you can click the Edit icon in the Actions column of the row representing the procedure you wish to edit. This will bring up an Add/Edit panel for the procedure with the existing information filled in.

   2. The options in this menu allow you to edit, copy or delete the rule, and it will also give you the option to enable or disable the rule depending on its current status. Disabling a procedure will stop it from taking place without deleting it from the system. This allows you to go back and enable the procedure at a later date if you choose.

2. Select the Edit Procedure option in the menu. This will bring up an Add/Edit panel for the procedure, with the existing information filled in.

3. Fill the fields in with your desired information. See the Add/Edit Automated Procedure Details Panel for details about the fields.

4. Click Update to save the changes and close the panel.

   1. If you decide you do not wish to save the changes, click Cancel instead of clicking Update to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.

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1. Click the Add New Procedure button. This will bring up an Add/Edit panel for automated procedures that is blank.

2. Fill the fields in with your desired information. See the Add/Edit Automated Procedure Details Panel for details about each field.

3. Click Save to save the procedure and close the panel.

   1. If you decide you do not wish to save the procedure click Cancel instead of clicking Update to undo the changes and close the panel Alternatively, you can click the white X in the top right of the panel to do the same thing.

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1. Click the Add New Trigger button in the Add/Edit Automated Procedure Details Panel to open the Trigger Edit Panel.

2. Inside the Trigger Edit Panel, there will be a dropdown that allows you to choose from a number of different triggers. Once you have selected the broad trigger type, more dropdowns will appear to prompt you to enter specific details related to the trigger.

3. Once you have finished setting the trigger(s), simply press save to add it to the procedure.

   1. If you decide you do not wish to add this trigger, you can press cancel to discard any changes made in this panel. Additionally, you can press the white X in the top right corner of the panel to do the same.

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1. Click the Add New Action button in the Add/Edit Automated Procedure Details Panel to open the Action Details Panel.

2. Inside the Action Details Panel, you will be prompted to enter information related to the Action Type, Action Start Dates, and specific details related to the specific Action Type. For more details on the fields inside this panel see Action Details Panel.

3. Once you have finished adding the action(s) settings, simply press save to add it to the procedure.

   1. If you decide you do not wish to add this action, you can press cancel to discard any changes made in this panel. Additionally, you can press the white X in the top right corner of the panel to do the same.

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