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Creating an Instruction

Proliance enables you to create an instruction to request work, to notify someone of a change that has a workspace budget impact, or to instruct someone to proceed with a job.

You can create an instruction document from any of the following locations:

• From the Instructions register. This is described below.
• From another workspace document. For more information, see "Creating an Instruction from Workspace Documents".
• From the Instructions dialog box. This is useful for creating a new document when the instruction you need isn't found in the dialog box.

To create an instruction from the register

1. Open the Instructions register.
2. Click New to create a new instruction using the default template.

—or—

Click the arrow next to New to select the template to use. For more information, see "About Document Subtypes".

A blank instruction appears. Some information may already be filled in, depending on the template used.

3. In the Title field, type a title used to identify the instruction.
4. If you are performing a workflow action on the instruction, complete the information required for this action. For more information, see "Instruction Workflow Actions" for a list of preconditions for a specific action.
5. Complete any additional required information. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

Please refer to the following for more information on the fields for each page:

• Main 
• Document References 
• Line Items 
• Settings 
• Properties 
6. Click Save when done.

Proliance saves the new instruction.

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