STEP 1: Create a new Procedure Rule
Select the Procedure Pathway menu option from the menu panel on the left of the dashboard screen. Click on the down arrow next to the New button on the top right of the screen and choose New Procedure Rule from the drop down menu.
STEP 2: Add details
In the step 2 of the wizard, you add the key details for the Procedure Rule. Start by adding a Title for the rule using a consistent naming scheme such as R2.1 (R = reading, 2 = sequence number). Add a Description and select the Language used for the rule. Click the next arrow to proceed to step 2.
STEP 3: Add Content
In the step 3 of the wizard, you add the action that would be executed by the rule. You can just select on the action at a time. After selecting the action you can add the details of the said action ( for example, if you select form then from the details modal, you can select the form you have to send). After selecting the action press okay. Click the next arrow to proceed to step 3.
STEP 4: Add Individual
In this step, you decide on the audience for the rule. I.e. who would the rule affect. After you decide the audience for the rule, Click on the next arrow to proceed to step 5.
STEP 5:Add Timing
In this step, you decide on when the rule will be executed within a pathway. After you decide on the timing for the execution of the rule, click on the arrow button to transition to the next step.
STEP 6: Review the created Procedure Rule
Here you will review the details of the rule. Press the back arrow if you want to change any details. Click on the Save button to create a new rule.
