How to Create and Use Snippets

Summary

Snippets are small, reusable pieces of text or information that can be quickly inserted into a record to save time and maintain consistency.  

From the top right corner of the screen:

Create a Snippet

1. Click the down arrow next to user name
2. Choose Settings
3. Find Snippet Management
4. Choose Create Snippet
5. Name and create the Snippet
6. Click Submit

Edit a Snippet

1. Click the down arrow next to user name
2. Choose Settings
3. Find Snippet Management
4. Find the Snippet you want to edit.
5. Click the pen and paper icon.
6. Edit Snippet.
7. Click Submit.

Remove a Snippet

1. Click the down arrow next to User Name.
2. Choose Settings.
3. Find Snippet Management.
4. Find the Snippet you want to delete.
5. Click the trash can icon.

From the Issue, Action Plan or Audit register: 

Using Snippets

1. Choose a record to edit
2. Click the pen next to Details
3. Choose Snippet in the field being edited
4. Select the Snippet
5. Click Submit

Note:  The Snippet library is pre-populated with a RASCI table.  

Where to Find your Snippets

Snippets are saved to a library can be accessed when editing a record to save time and maintain consistency.  

Within the Record

When creating or editing a record:

1. Go to the text field (Description, Resolution Criteria, Assumptions, Notes) where you want to insert the Snippet.
2. Click Snippets above the text field.
3. Choose the Snippet to insert.

Snippet Library

1. Click the down arrow next to user name
2. Choose Settings
3. Find Snippet Management