To update not applicable reasons, you must have Administrator or Manager permissions.
How not applicable descriptions are used
When a user marks a procedure or checklist item as Not Applicable, a box will appear allowing them to select a quick description from the dropdown menu or enter their own custom reason.
These reasons are created at the firm level for consistency across all users, and they are not customisable on a per-user basis.
Steps to update not applicable reasons
Access firm settings by selecting the cog icon in the navigation bar
Go to the Quick Descriptions tab
Locate the section called Not Applicable Descriptions
Select Edit
Edit the Not Applicable Descriptions by adding, deleting or re-ordering them as needed
Select Save once done
💡 Tip:
Keep the descriptions broad enough to apply across multiple procedures or checklists since they cannot be mapped as options for specific checklist or procedure items.
Use clear, concise language that applies to common reasons a task may not be applicable.