Notes and Process Steps Report

The Notes and Process Steps Report allows for storage and documentation of the steps used in the creation of the recipe, adding additional notes if necessary. 

How to use this enhancement:

1. Open the Recipe. 
2. Click Reports tab and open the Notes and Process Steps card by clicking on View. 
3. Add the desired Process Steps. 
   • Process Step Header is required. 
   • Description is an optional detail to be populated. 
4. Click the pink plus sign to save the information entered. 
   • Multiple steps may be added .
5. Once they are saved (using the plus icon) they remain editable. Simply click on the information to be edited and adjust as necessary.
   
   
6. The order of the steps may be rearranged once they appear under Arrange Process Steps by clicking on the hamburger menu to the left of the step and dragging it to the proper order. Once these steps are complete, Click on Generate Report. The Step numbers will be automatically generated.
7. If the report is not appearing as desired, please click on the Manage Process Notes button and return to the Notes and Process Steps page for modifications and/or edits. 
   
   

To share the Notes and Process Steps

1. Navigate to the kebab menu and select one of the following:
   • Copy Text to Clipboard: This will copy the text only without formatting. then past it into a word-processing document. 
   • Print: This will print the report as a hard copy, formatted with bold header text. 
   • Export to PDF: This will allow the information to be saved as a PDF, formatted with bold-header text.
2. The report will include the name of the recipe and the steps.