Configure the Additional Settings for the Step

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

  1. In the Operating Procedure tab, open the Additional Settings expander.
  1. In System Browser, select the Manual navigation check box.
  1. Select Application View.
  1. Select Applications > Reports > Templates.
  1. Drag any report templates to the Links text box.
  1. (Optional) Use the Move Up and Move Down buttons to change the order of the links or the Remove button to remove unwanted ones.
  1. (Optional) You may want to restrict in what situations a particular report should be run. For details, see Filters of a Procedure Step.
    a. Select the step in the Links text box.
    b. Open the Filters expander.
    c. Do one or more of the following:
    - Open the Time and Organization Mode expander and specify the time-dependent pre-conditions that will cause this report to run. For details, see Time and Organization Mode Conditions.
    - Open the Events expander and specify the combination of events that will cause this document to display. For details, see Events Conditions.