Change the procedure or module of a task

Compliance allows general managers to change the procedure or module of a task so that they can maintain clear and tailored guidelines for their team to follow.

Start from: The Compliance Central Overview.

• Navigate to Tasks > Areas/Checklists.
• Locate the specific task you want to modify and select Edit.

• Once in the task’s editing screen, locate the General Setup block.

Change Procedure

• Under Categorisation, select the Edit button next to Procedures.

• Use the Search bar to find and select the appropriate Procedure.
• Select Save.

Change Module

• Under Categorisation, select the Edit button next to Module.

• Use the Search bar or scroll down the list to locate the desired Module.
• Select Save.

Originally published at https://help.mapal-os.com/compliance/central-level/central-tasks/areas-checklists/change-the-procedure-or-module-of-a-task/