Import a procedure

Workflow allows the system administrator to import a procedure into a particular folder. Workflow only accepts documents in HTML format. This segment of the guide explains how to import a procedure.

Step 1 - Go to the Maintain Procedures page

1. Go to the Procedure Information page;
2. Click on Maintain Procedures. This opens the Maintain Procedures page (604:2003);

Step 2 - Import a procedure

3. Go to the List Of Procedures section;
4. Find the procedure serving as a model for the new version;
5. Click on the line of the procedure that is the subject of the request (the line becomes grayed and the Operations button becomes available);
6. Click on the Operations button. This action opens a drop-down list allowing you to choose between different options;
7. Click on the Import Procedure option. This action opens the pop-up window Import a Procedure;

8. Go to the section Select a File;
9. Click on Choose File and choose the folder to import from your desktop (only files in HTML format are accepted);
10. Go to the Import Type;
11. Use the radio buttons to choose from the two options provided;
12. Complete the fields in the section New Procedure Information, as the case may be;
13. Click on Import Procedure.