Authoring
126 articles across 9 sections.
Topics
1 articlesGet started
12 articlesChecklists
14 articles- Annotate a procedure or subprocedure
- Add guidance information for staff members
- Manage synced checklists for central planning
- Add a checklist
- Checklist components
- Review and modify the checklist default settings
- Add a group or a subgroup
- Add a procedure
- Add or remove a link in the procedure description
- Add a data link in the procedure description
- Review and customize procedure settings
- Add a response type to a procedure
- Add authoritative references in a procedure
- Rearrange procedures
Template setup
10 articlesVisibility Logic
8 articlesFormatting and Display Options
10 articlesLetters and Memos
10 articles- Add a letter or memo
- Add a Table of Contents in a letter or memo
- Add a grouping area in a letter or memo
- Add text in a letter or memo
- Add or remove a link in text areas in a letter or memo
- Add placeholders in text areas in a letter or memo
- Add data links in text areas in a letter or memo
- Add a page break in a letter or memo
- Add a header and footer in a letter or memo
- Set up the print options for a letter or memo
Queries
14 articles- Add a query
- Add contact instructions
- Add question sets
- Add a query question
- Add or remove a link in a query question
- Add a data link in a query question
- Add a document reference in the query question
- Change engagement glossary terms and dynamic text
- Review and customize query question settings
- Modify or add a response type to a question
- Link a query question to a checklist procedure
- Rearrange query questions and question sets
- Add Author IDs
- Copy Author IDs