Procedure Templates

Procedure Templates allow you to build Standard Operating Procedures (SOPs), safety checklists, or maintenance workflows that can be attached to Work Orders. They guide technicians through tasks step-by-step and capture structured data.

Reference Guide: Task Input Types

Selecting the correct Input Type ensures your maintenance records remain clean and reportable.

Input Type	Description	Best Use Case
Text Field	Allows the technician to type a short, open-ended text response.	Logging serial numbers, specific part names, or brief observation notes.
Checkbox	A simple toggle box for single-item confirmation.	Basic visual verifications (e.g., “Guards in place,” “Area cleaned”).
Number Field	Strictly limits input to numerical values.	Recording meter readings, temperatures, PSI, or voltage levels.
Single Choice	Presents a custom list of options, forcing the technician to select exactly one answer.	Status conditions (e.g., “Pass / Needs Repair / Fail”).
Check List	Presents a custom list of options, allowing the technician to select multiple answers.	Multi-part checks (e.g., “Select all fluids topped off: Oil, Coolant, Brake Fluid”).
Inspect Check	A standardized condition input format specifically designed for asset inspections.	Routine physical asset condition audits.
Yes-No-N/A	Provides three pre-built quick-select buttons. Faster than creating a custom Single Choice list.	Standard compliance or safety questions (e.g., “Is the emergency stop functional?”).
Date	Opens a calendar picker to log a specific day.	Recording expiration dates or part installation dates.
Datetime	Opens a calendar and clock picker to log both the day and exact time.	Logging the precise moment an issue occurred or a test was completed.