User guide

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ENTERPRISE User Guide 4-

To save a procedure:

1. To save the file:

a. Click Save Procedure on the Primary Options taskbar (you can also click File>Save).

b. In the Browse or Save As window, navigate to the directory where you want to save the file, -

or - accept the default location.

c. Click Save.

2. To save a file to a different location:

a. From the Main Menu, select File>Save As>To Server (to save the file to the server)

- or -

File>Save As>Local (to save the file to your local drive).

b. In the Browse or Save As window, navigate to the directory where you want to save the file,

enter the file name for the procedure, and then click OK.

3. In the Procedure Change Record window, enter information into the following text boxes:

•

By:

Type your name or select a name from a drop-down list.

•

Reason/Comment:

Enter the reason for the change, or other comment.

4. To continue saving the procedure, click OK or click Cancel to stop the save.

Note: If you chose the Save method for a previously unsaved file, the application will

automatically switch to Save As to allow you to enter a file name and specify a location.

Note: Whenever you save a procedure to the server, a PDF copy of it is automatically

saved under the same name on the server for others to view using a web browser. (See

“Viewing & Printing Procedures with a Web Browser” on page 4-10.) No additional steps

are required to create these copies.