Procedure details menu and toolbar
- Last UpdatedFeb 25, 2025
- 3 minute read
The following functions are available in the File menu:
-
Close: Closes the view of the current Procedure Instance, returning the user to the Auditor Plus main screen.
-
Delete: Deletes the Procedure Instance currently displayed.
-
Approve: Marks the currently displayed Procedure Instance as "Approved." Disabled if the Procedure Instance is already so marked.
-
Reject Approval: Removes the "Approved" mark from the currently displayed Procedure Instance. Disabled if the Procedure Instance is not so marked.
The following functions and mechanisms are available on the toolbar:
Close: Closes the view of the current Procedure Instance, returning the user to the
Auditor Plus main screen.
Export to PDF: Produces PDF output similar to the Printing Procedure report (see
Print Procedures) available through Procedure Scheduler and Procedure Builder, including mobile application
user-entered values. After invoking this function, choose a location and filename
to save.
Delete: Deletes the Procedure Instance currently displayed.
Approve: Marks the currently displayed Procedure Instance as "Approved." Disabled
if the Procedure Instance is already so marked.
Reject Approval: Removes the "Approved" mark from the currently displayed Procedure
Instance. Disabled if the Procedure Instance is not so marked.
Expand: Expands the Node currently selected in the Procedure Tree, and all of that
Node’s collapsed Children.
Collapse: Collapses the Node currently selected in the Procedure Tree, and all of
that Node’s expanded Children.
-
The Filter Selector, immediately to the right of the "Collapse" toolbar function, allows definition of a filter to affect the Filter Tree.
-
The text search box immediately to the right of the Filter Selector enables the user to search for a text string appearing in the Procedure (see Procedure Tree - Text search).