How to Edit a Procedure Template

AVAILABILITY

Permission: ✓ Edit Procedure Template

Platform: ✓ Web ✗ Mobile

Follow these steps to update an existing SOP or modify its checklist tasks.

1. Navigate to Maintenance > Procedure Templates.
2. Locate the procedure. Click the More (⋯) icon and select Edit.
3. The builder opens in EDITOR mode pre-filled with the current data. You can update:
   • Name, Asset, Types, Description
   • Existing step blocks (text, input type, required toggle, logic rules)
   • Use the toolbar (H, !, +) to add new sections, warnings, or tasks (20-field limit applies)
   • Use the icons on any block to copy or delete it
4. Toggle to PREVIEW to verify your changes, then click Submit.

Operational Note

Updating a Procedure Template alters the master blueprint. This change applies to any future work orders using this template, but does not retroactively alter previously completed work orders.