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Execution

The execution view is where operators carry out procedure steps, record outcomes, and collect evidence.

Step Actions

Execute steps with granular completion statuses: Succeeded, OK with Complications/Warnings/Errors, or Failed.

Step actions →

Notes & Comments

Add instance-level notes and step-level comments to document observations, issues, and decisions.

Notes & comments →

Attachments

Upload evidence files (screenshots, logs, outputs) to steps for audit and compliance.

Attachments →

Force Actions

Use force actions (Force OK, Force Skip, Force Abort) for exception handling during execution.

Force actions →

Status Flow

Understand the instance and step status lifecycle: Draft → Planned → Running → Completed.

Status flow →