How to Delete a Procedure Template
Section titled “How to Delete a Procedure Template” AVAILABILITY
Permission: ✓ Delete Procedure Template
Platform: ✓ Web ✗ Mobile
Use deletion when a template is obsolete and should no longer be available for new work orders.
Step 1: Open Procedure Templates
Section titled “Step 1: Open Procedure Templates”Go to Maintenance > Procedure Templates.
Step 2: Delete the target template
Section titled “Step 2: Delete the target template”- Locate the template you want to remove.
- Click More (⋯) in the row actions.
- Select Delete (trash icon).
danger: Critical Warning Deleting a Procedure Template is a permanent action.
- Future Impact: This template will no longer be available to attach to new Work Orders.
- Historical Data: Deleting the master template does not erase data from Work Orders already completed using this SOP — your past compliance records remain intact.
Step 3: Confirm deletion
Section titled “Step 3: Confirm deletion”Confirm the action in the dialog to permanently remove the template.
Before you delete
Section titled “Before you delete”- Ensure no team still relies on this template for active planning.
- Consider duplicating first if you only need a revised version.
- If you only need minor updates, use edit instead of delete.