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Copy a Global Procedure

availability

This feature is only available in the MaintainX web application for Enterprise accounts. To use it, you must have a Global Leader user role. For details, see Global Leader.

This article explains how to copy a global procedure.

To copy a global procedure:

  1. From the sidebar, select the organization picker.
  2. In the Global Organization section, select a global organization. The Procedure Library opens.
  3. Locate the global procedure you want to copy, and select it to view its details.
  4. In the global procedure details, select (more options) then Copy to New Template.
  5. When prompted, select Confirm to copy the procedure. The new global procedure appears in the Procedure Library with Copy - followed by the name of the global procedure.
  6. (Optional) Edit the procedure fields. For details, see Edit a Procedure.
  7. Select Save Template to save the global procedure.
  8. (Optional) You can share the global procedure with your organization. For more information, see Share a Global Procedure.