Adding Procedures

How to add procedures to your supervisory activity.

About this task

For single-state supervisory activities, only core standard procedures and your core state-specific procedures are added when the scope is marked complete. If you want to add non-core procedures, you can add them this way.

For multi-state supervisory activities, only core standard procedures are added. If you want to add your state-specific procedures, you can add them this way.

Procedure

  1. Navigate to your supervisory activity.

    Supervisory Activities button on the Main Menu
  2. Click Examination.
    The examinations tab in the Supervisory Activity module
  3. Click Add Procedure.

    Add Procedures menu button
  4. Select the desired area for review from the Area for Review drop-down menu.

    Areas for Review list
  5. Click on the desired Applicable Procedure(s) > Add Procedures.

    Applicable Procedures Screen, showing the Add Procedures button at bottom right
    Note: Standard and state-specific non-core procedures will appear for selection

Results

The selected procedures appear under the Procedures section of the Examination page.

The Procedures tab on the Examination page