Adding products to procedure plan stepsTopic number: 1425412054339

If additional products were used, you can add these to the procedure plan steps of the procedure plan that is linked to a procedure.

Prerequisite
In the List area, the Procedure plan column is displayed.

You can add these products during order review or acquisition-related tasks.

This change only applies to the selected procedure. If the same procedure plan is linked to other procedures, it is not changed for those procedures.

To add products to procedure plan steps
  1. In the List area, find the item you need and click the procedure plan.
  2. Under Steps, select the step to add the product to.
  3. Click the add button next to Products for this step. Gray plus sign

    If the procedure status is Canceled, Completed, or Discontinued, the buttons to add, edit, or delete products are disabled.

  4. Type part of the product name.
  5. Select the product you need and click Add.
  6. Select the checkboxes in the Used column for products that you used.
  7. If configured by your administrator, sign off on the used product:
    1. In the Product Sign off window, type your user name and password.
    2. To use your signature for all products that you add, edit, or remove, select the Use this signature for used products in the current procedure/order checkbox.

      If not selected, you must sign off on each product that you add, edit, or remove.

    3. Click OK.

    Your name is shown next to the used product in the Signed off by column in the Products table in the Text area.

The product you added is displayed under Additional products used.

If needed, click the edit button to modify the product information.

Required permissions:
  • Can add/edit products
  • Can remove products
(For more on permissions, see Security roles: Concepts.)