Sales Training 2014 - E-Products

Lippincott Procedures

Customize Procedures On the Content Management tab, click the New Procedure button. Lippincott's Procedures refreshes the tab with options.

Follow these steps to create a custom procedure. 1. On the Procedure sub-tab, type a procedure name. 2. Assign the new procedure to categories and subcategories. 3. Customize the new procedure. See options in Table B. 4. Optionally add skills checklists, quick lists, or a test which can be published at the same time as the procedure if desired. Notes cannot be added until the procedure is published. 5. Click the Publish or Save Draft button. – Click the Publish button when you complete your custom changes and want the procedure available to all users in your facility. – Click the Save Draft button if you have not completed the custom changes for your procedure (as well as the checklist and quick list if created). Draft procedures will not be available to users in your facility.

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