Configure the General Settings for the Step

You must specify the general parameters of an operating procedure step.

  1. Select Project > System Settings > Operating Procedures > […] > [operating procedure] > [step].
  1. In the Operating Procedure tab, open the General Settings expander.
  1. Specify the following settings:
  • Repeatable
  • Mandatory
  • Execution Mode
  1. (Optional) In the Notes field, enter any additional information.

 

Report step execution mode

When configuring the report step with the Event Details Log—which is a capture of the event logs/event details of the entire event life cycle—to prevent an inconsistent result (empty report sent out as email attachment), for this type of report step, do not set Execution Mode = Automatic on creation. Instead, it is recommended to set Execution Mode = Manual.