How to Duplicate a Procedure Template

AVAILABILITY

Permission: ✓ Duplicate Procedure Template

Platform: ✓ Web ✗ Mobile

Use duplication when you want to reuse an existing SOP structure and create a variant without rebuilding every task manually.

Step 1: Open Procedure Templates

Go to Maintenance > Procedure Templates.

Step 2: Duplicate the source template

1. Locate the template you want to reuse.
2. Click the More (⋯) menu in the row actions.
3. Select Duplicate.
4. The builder opens with an exact copy of the original configuration (fields, tasks, input types, and conditional logic).

Crucial First Step

Immediately update the Name field so technicians can clearly distinguish the duplicate from the original.

Step 3: Adjust the duplicated template

Review and update the template before saving:

• General fields: Name, Asset, Types, Description
• Task content: wording, required toggles, and input types
• Conditional logic: thresholds/operators and sub-task branches

Step 4: Preview and save

1. Switch to PREVIEW to confirm technician-facing flow.
2. Return to EDITOR.
3. Click Submit.

Duplicate checklist

• New Name clearly identifies the variant.
• Conditions and thresholds match the new scenario.
• Hidden/conditional sub-tasks still behave as expected in preview.