Add a Procedure

availability

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

1. From the sidebar, select Work Orders.

2. Select + New Work Order.

3. Enter a title for the work order in the What needs to be done? field.

4. In the work order details, select + Add Procedure.

5. 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.

6. Select Add Procedure.

7. (Optional) Select + Add Another Procedure to add another procedure to the work order.

   note

   When you add several procedures to a work order, they appear in a table of contents.

8. Fill in the other fields that you need, as described in Work Order Form Fields.

9. Select Create to save and add the new work order to the queue.

Other Ways to Add a Procedure to a New Work Order

You can also add an existing procedure to a new work order through the Library module:

1. From the sidebar, select Library > Procedures.
2. In the Procedure Library list, select the procedure you want to add to the new work order.
3. In the procedure details, select Use in New Work Order.

Mobile

1. 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.
2. Enter a title for the work order in the What needs to be done? field.
3. In the Procedure section, select Add Procedure.
4. In the Create New Procedure dialog, select Add Procedure from library.
5. To find a procedure do any of the following:
   • Use the search bar to filter by specific keywords.
   • Select a procedure in the list.
6. Select the procedure you wish to add.
7. (Optional) Select Add Procedure to add another procedure to the work order.
8. Fill in the other fields that you need, as described in Work Order Form Fields.
9. Select Create to save and add the new work order to the queue.

Attach an AI-Generated Procedure to an Existing Work Order

You can use MaintainX CoPilot to generate a procedure and attach it to an existing work order with a CoPilot-enabled asset.

To attach an AI-generated procedure to an existing work order:

Web

1. From the sidebar, select Work Orders.

2. Locate the work order to which you want to add a procedure.

3. Select CoPilot. The CoPilot tab opens.

4. Do any of the following:

   • Select one of the suggested prompts.
   • In the search bar, enter a prompt to help CoPilot generate an answer. For details, see How to Write Effective Prompts.

5. Select Attach procedure. The procedure appears in the work order details.

Mobile

1. From the bottom navigation bar, select Work Orders.

2. Locate the work order to which you want to add a procedure.

3. In the work order details, select (CoPilot). The CoPilot tab opens.

4. Do any of the following:

   • Select one of the suggested prompts.
   • In the search bar, enter a prompt to help CoPilot generate an answer. For details, see How to Write Effective Prompts.
   • Press (microphone) to record a prompt using your microphone. MaintainX uses its AI engine to analyze and transcribe your voice recording before generating an answer.

5. Select Attach procedure. The procedure appears in the work order details.

Add a Procedure to Existing Work Orders

availability

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.

1. From the sidebar, select Library > Procedures.

2. Locate the procedure you want to add to the work orders.

3. In the procedure details, select (more options) then Use in Existing Work Orders. The Add to Work Orders dialog appears.

4. 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.

5. Select Add Procedure. The procedure is added to each selected work order.

Add a Procedure to Existing Work Order Templates

availability

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.

1. From the sidebar, select Library > Procedures.

2. Locate the procedure you want to add to the work order templates.

3. In the procedure details, select (more options) then Use in Existing Work Order Templates. The Add to Templates dialog appears.

4. 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.

5. Select Add Procedure. The procedure is added to each selected work order template.