Add a Procedure
Platform: | WebMobile |
---|---|
Plan Type: | BasicEssentialPremiumEnterprise |
User Type: | RequesterFull UserAdministrator |
This article explains how to add a procedure to a new work order and how to add a procedure to existing work orders and existing work order templates.
Add an Existing Procedure to a New Work Order​
You can add a procedure from your Procedure Library to a work order.
To add an existing procedure to a new work order:
- Web
- Mobile
-
From the sidebar, select Work Orders.
-
Select + New Work Order.
-
Enter a title for the work order in the What needs to be done? field.
-
In the work order details, select + Add Procedure.
-
In the Add Procedure dialog to find a procedure, do any of the following:
- Use the search bar to filter by specific keywords.
- Select a procedure in the list.
-
Select Add Procedure.
-
(Optional) Select + Add Another Procedure to add another procedure to the work order.
noteWhen you add several procedures to a work order, they appear in a table of contents.
-
Fill in the other fields that you need, as described in Work Order Fields.
-
Select Create to save and add the new work order to the queue.
You can also add an existing procedure to a new work order through the Library module:
- From the sidebar, select Library > Procedures.
- In the Procedure Library list, select the procedure you want to add to the new work order.
- In the procedure details, select Use in New Work Order.
- From the MaintainX mobile application, you can access the Procedures module in the following ways:
- From the Overview screen, select + Create then Work Order.
- From the bottom navigation bar, select Work Orders > + New Work Order > Create Work Order.
- Enter a title for the work order in the What needs to be done? field.
- In the Procedure section, select Add Procedure.
- In the Create New Procedure dialog, select Add Procedure from library.
- To find a procedure do any of the following:
- Use the search bar to filter by specific keywords.
- Select a procedure in the list.
- Select the procedure you wish to add.
- (Optional) Select Add Procedure to add another procedure to the work order.
- Fill in the other fields that you need, as described in Work Order Fields.
- Select Create to save and add the new work order to the queue.
Add a Procedure to Existing Work Orders​
This feature is only available on the MaintainX web application.
You can add a procedure with up to 350 fields from your Procedure Library to multiple work orders.
-
From the sidebar, select Library > Procedures.
-
Locate the procedure you want to add to the work orders.
-
In the procedure details, select (more options) then Use in Existing Work Orders. The Add to Work Orders dialog appears.
-
In the Add to Work Orders dialog, do any of the following:
- Use the filter buttons or search bar to filter the list of work orders by specific keywords.
- Select work orders in the list.
-
Select Add Procedure. The procedure is added to each selected work order.
Add a Procedure to Existing Work Order Templates​
This feature is only available for the Enterprise and Premium plans on the MaintainX web application. For more information, contact your MaintainX Account Manager.
You can add a procedure with up to 350 fields from your Procedure Library to multiple work order templates.
-
From the sidebar, select Library > Procedures.
-
Locate the procedure you want to add to the work order templates.
-
In the procedure details, select (more options) then Use in Existing Work Order Templates. The Add to Templates dialog appears.
-
In the Add to Templates dialog, do any of the following:
- Use the filter buttons or search bar to filter the list of work order templates by specific keywords.
- Select work order templates in the list.
-
Select Add Procedure. The procedure is added to each selected work order template.