How to create a procedure
What you need in order to be able to create a new procedure -
- Access to the Zaptic Portal through my.zaptic.com
- Procedure Management permissions within the portal
How to Create a Procedure
1. Access the Zaptic Portal through my.zaptic.com
2. Navigate to the 'Procedures' tab across the top of the portal page
3. Select the 'Create new procedure' option found towards the top-left of the procedures page
4. Add a title
5. Add necessary tags to the procedure
Understanding how to navigate the Zaptic Portal - The four main tabs
How to access the Zaptic portal - Navigate to my.zaptic.com This can be done on computers or mobile devices/tablets We recommend Google Chrome where possible The four main tabs of the Zaptic portal Procedures Boards Teams Data-management 1. ...
How to export data from the procedures page
What you need to be able to export data from the procedures page - Access to the Zaptic Portal through my.zaptic.com Procedure Management permissions within the portal How to export data from the procedures page 1. Navigate to the procedures page in ...
How to add teams to a procedure
What you need in order to be able to add teams to a procedure - Access to the Zaptic Portal through my.zaptic.com Procedure Management permissions within the portal You need to be a collaborator on the procedure you are adding teams to How to add ...
How to add collaborators to a procedure
What adding collaborators to a procedure allows - Collaborators get full visibility of the procedure Collaborators get full editing rights for the procedure, including the ability to - create and edit content manage procedure teams manage procedure ...
How to add tags to procedures and filter the procedures page
Background: Within the Zaptic portal, the procedure page can be organised by implementing tags which allow you to filter the procedures shown. Implementing tags will allow for easier navigation within this page of the portal and will help you group ...