Adding and removing steps from a procedure planTopic number: 1547820709025

Remove steps from a procedure plan or add steps to it.

Prerequisite
The Procedure plan field must be displayed in the Text area.
To add and remove steps from a procedure plan
  1. In the Text area, on the study tab, on the Procedure plan line, click View.
  2. To add a step to the procedure plan, do the following:
    1. On the General info tab, click Add.
    2. Use the Name, Type, and Procedure plan name filters to filter results. Filter
    3. Select a step and click Add.
    4. Optionally, add a description, products, and documents.

      Depending on the step type added, a preparation, acquisition, or follow-up task is created.

  3. To remove a step from a procedure plan, select it and click Delete.

    You cannot delete steps for which a task is in progress or completed.

    Related data, such as handed out documents, submitted e-questionnaires, and used products, is kept.

Required permission: Can add/edit/remove procedure plan step. (For more on permissions, see Security roles: Concepts.)