Create, edit, and delete post orders

Overview

Post orders provide a way to document the standard operating procedures for any site. These documents offer users specific instructions for handling certain situations that may arise during their shift. Post orders can contain images, text, or attachments.

Create a new post order

You can create a new post order in the site profile. It will be accessible to any user signed in to the site. To create a new poster order for a site:

  • Select Sites (Client)
  • Choose the site from the list and click View.
  • Click the Operations Reports tab.
  • Select Post Orders under Exceptions & Audits.
  • Use the pop-up window to add content to the post order. You can copy and paste the text from existing documents into the text box. You can use the drop-down menu at the top to assign a subject to the post order. You can select from a list of preset subjects or create a new one. If you want to include an image or a PDF attachment, use the attachment field at the bottom to add a file.
  • To finish and publish the post order, click Save.

Create new post order.png

Note: The subject line of a post-order can be up to 255 characters, while the text/description can be up to 65,535 characters.

Edit or delete a post order

Post orders can be edited or deleted at any time. To modify or delete an existing post order:

  • Select Sites (Client)
  • Choose the site from the list and click View.
  • Click the Operations Reports tab.
  • Select Post Orders under Exceptions & Audits.
  • Click the Edit or Delete button next to the post order you want to change.
  • After making your modifications, click Save.

edit or delete a post order.png

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