How do I Modify steps in the Order Guide and Report Guide?

You can decide which steps are shown for each category in the Order Guide and Report Guide. You can also set default values that apply even if a step is hidden.

1. Open System settings.
2. Go to Jobs and Categories.
3. Open the category you want to edit.
4. Select the Order Guide or Report Guide tab.
5. Uncheck the steps you don’t want to display.