Edit or Delete an SOP

To edit or delete an SOP:

  1. Click Settings >  SOPs

  2. Click an SOP from the pane to the left or enter search criteria in the Search field then click to select those results.

  3. To edit the settings, double click an individual item in the Rules, Notifications, Attachments, Links, or Check List sections to open their settings, then make changes as needed.

  4. To delete a setting, click the  icon beside a rule, notification, attachment, link, or checklist.

  5. To delete an SOP and all of its settings, select the SOP in the pane to left, click the  icon, then click Yes to confirm.