How to Edit a Procedure Template

AVAILABILITY

Permission: ✓ Edit Procedure Template

Platform: ✓ Web ✗ Mobile

Follow these steps to modify an existing SOP while keeping technician output predictable.

Step 1: Open the template in edit mode

1. Navigate to Maintenance > Procedure Templates.
2. Find the target template.
3. Click More (⋯) and select Edit.

Step 2: Update structure and logic

The builder opens in EDITOR mode with current values. Update as needed:

• General metadata: Name, Asset, Types, Description
• Task blocks: text, input type, required toggle, and descriptions
• Conditional rules: operators/thresholds and nested sub-tasks
• Layout blocks: Heading and Callout for clarity and safety instructions

You can also copy/delete individual blocks using row icons (20-field limit still applies).

Step 3: Validate and submit

1. Switch to PREVIEW and verify full runtime behavior.
2. Return to EDITOR.
3. Click Submit to save.

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.

Safe edit checklist

• Required tasks are still marked correctly.
• Conditions still reveal/hide sub-tasks at the right thresholds.
• Wording is clear for technicians executing in the field.