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Create a Procedure when technicians should capture the same actions, readings, decisions, or evidence each time a job runs.

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Build a Procedure

  1. Open Procedures.
  2. Select New Procedure.
  3. Under Basic Information, enter the required Procedure Name.
  4. Add Est. Duration in minutes and a Description when useful.
  5. Under Procedure Tags, add the assets and locations where this Procedure applies.
  6. Under Procedure Structure, select Add Section to group related work, or Add Field to add a root-level field.
  7. Give each field a clear Field Name and choose its type.
  8. Add help text, mark the field Required, and configure units, limits, or options where the type supports them.
  9. Drag sections and fields into execution order.
  10. Select Create Procedure.

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Write effective fields

Start labels with the action or observation the technician should make:
  • Inspect belt tension.
  • Record motor temperature in °C.
  • Select Pass, Flag, or Fail for the guard condition.
  • Upload a picture of the damaged panel.
  • Sign after lockout is removed.
Use help text for acceptance criteria, safe-work context, or measurement instructions. Use Heading for orientation only; headings stay outside the progress count. For Multiple Choice and Checklist, add options in the order technicians should see them. Multiple Choice stores one selected option. Checklist stores one or more selected options.

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Use tags intentionally

Asset and location tags describe where the Procedure applies. Tag the narrowest useful scope: a specific machine for an equipment-only instruction, or a location for a site-wide routine. Tags preserve the intended asset and location context on the Procedure. To place the Procedure on every work order created from a pattern, also add it as the Default Procedure on a Work Order Template.

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Revise or reuse a Procedure

Open a Procedure and use:
  • Edit to publish updated authoring content as the next template version.
  • Duplicate to create a separate Procedure with copied sections, fields, options, and tags.
  • Use in New Work Order to open a new work-order form with the Procedure selected.
  • Delete to remove it from future work while preserving existing work-order snapshots and responses.
Review existing Work Order Templates and Maintenance Plans when a revised Procedure should become the source for future generated work.