How to Create a Procedure Template
Section titled “How to Create a Procedure Template” AVAILABILITY
Permission: ✓ Add Procedure Template
Platform: ✓ Web ✗ Mobile
Follow these steps to build standard operating procedures (SOPs), safety checklists, or maintenance workflows.
Step 1: Navigate to Procedure Templates
Section titled “Step 1: Navigate to Procedure Templates”From the main sidebar, expand Maintenance and select Procedure Templates. Click the + Create button in the top-right corner.
Step 2: Define General Parameters
Section titled “Step 2: Define General Parameters”| Field | Instruction | Required |
|---|---|---|
| Name | Enter a clear identifier (e.g., “Air Compressor Daily Pre-Start Check”). | ✅ Yes |
| Asset | Link this procedure to a specific asset. Leave blank for a global template. | — |
| Types | Categorize the template using the dropdown (e.g., “Preventive”). | — |
| Description | Provide overarching instructions or safety context for the technician. | — |
Step 3: Understand the Builder Toolbar
Section titled “Step 3: Understand the Builder Toolbar”Use the top toolbar to construct your workflow. You can add a maximum of 20 fields per template.
| Button | Function |
|---|---|
| H (Add Heading) | Inserts a visual separator to group tasks into distinct sections. |
| ! (Add Callout) | Inserts a non-actionable informational block (e.g., a safety warning). |
| + (Add Task) | Inserts an actionable step that the technician must complete. |
Step 4: Configure Tasks and Inputs
Section titled “Step 4: Configure Tasks and Inputs”When you add a Task block:
- Enter the Task Name and Description.
- Toggle Required if the technician must complete this step to submit.
- Select the Input Type from the dropdown menu (see About Procedure Templates for full reference).
Step 5: Configure Conditional Logic (Optional)
Section titled “Step 5: Configure Conditional Logic (Optional)”Build dynamic workflows where specific follow-up tasks only appear based on a technician’s answer.
- Activate Logic: On any Task block, click the Logic Tree icon.
- Set the Condition: Define your rule using “When answer is” with operators: Higher Than, Lower Than, Equal To, Not Equal To, or Between.
- Define the Value: Enter the target value.
- Add Sub-Tasks: Click + inside the logic block to create follow-up tasks.
Step 6: Preview and Save
Section titled “Step 6: Preview and Save”- EDITOR mode — for building and configuring.
- PREVIEW mode — shows exactly how the SOP will look to the technician.
Review in Preview mode, then switch back to Editor and click Submit.