--- title: Procedures description: Procedures are division specific ACT guidelines that originators can reference when creating new events using the ACT module menu or through the Frontline Desktop event shortcut. --- [Skip to content](https://help.fldata.com/kb/act-settings-procedures#main-content) English Show submenu for translations [Customer portal](https://help.fldata.com/tickets-view?hsLang=en) ![fldata-logo.png\]](https://help.fldata.com/hs-fs/hubfs/fldata-logo.png?height=50&name=fldata-logo.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://help.fldata.com/tickets-view) - Go to fldata.com Go to fldata.com How can we help you? - There are no suggestions because the search field is empty. 1. [Frontline Data Solutions EHS Knowledge Base](https://help.fldata.com/kb?hsLang=en) 2. [Events & Action Items (ACT)](https://help.fldata.com/kb/events-action-items-act?hsLang=en) 3. [ACT Settings](https://help.fldata.com/kb/events-action-items-act?hsLang=en#act-settings) # Procedures ## Procedures are division specific ACT guidelines that originators can reference when creating new events using the ACT module menu or through the Frontline Desktop event shortcut. ### **Below are the Guidelines for Procedures** - ACT Power or Super User's at the division level are able to view, create, and edit procedures using the Settings \> Procedures section. - The ability to view procedures in divisions outside of a user's default division is determined by organization permissions. - Procedures are set up as links to existing documents the company's internal network. - The document can be in the following formats: Microsoft Office, PDF, or HTML file. There is no limit to the number of procedures that can be created, and separate procedures can even be created for each event shortcut. - The procedures button the new event screen allows users to view all the procedures created for their division. - This is an optional setting; therefore, it does not have to be configured to use the ACT module. - As experience with the ACT module develops there and there is a need for certain guidelines to maintain consistency, the procedures can then be added. ### **How to Create a Procedure** 1. Navigate to ACT \> Settings \> **Procedures** 2. Select **New** on the toolbar. 3. Enter the **Title** of the procedure. 4. **Description** is an optional field that can be used to further describe the procedure. Enter a description, if necessary. 5. To add the procedure document, select **Choose File** then navigate to the file and select **Open**. 6. Ensure Company, and Division are correct. 7. Ensure Active is **checked**, making the new priority available for use once completed. 8. Modify the Active and Inactive dates, if necessary. 9. Select **Save** on the toolbar. Effective the active date the procedure will be available to for users to view. Effective the inactive date the procedure will be unavailable for users to view. ### **How to Update a Procedure** 1. Navigate to ACT \> Settings \> **Procedures**. 2. Select the **Procedure** that needs to be updated. 3. Modify the fields that need to be changed. 4. Select **Update** on the toolbar to update the procedure with the modifications that were made on the Procedure Information form. ### **How to Delete / Inactivate a Procedure** 1. Navigate to ACT \> Settings \> **Procedures**. 2. Select the **Procedure** that needs to be deleted or inactivated. 3. To delete a procedure, select **Delete** on the toolbar. Then select **Ok** when asked "Are you sure you want to delete?" from the pop-up message. 4. To inactivate a procedure, **uncheck Active** from the Procedure Information form. 5. 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