Create a Procedure from a MaintainX CoPilot® Answer

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Platform:	WebMobile
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This article explains how to create a procedure from a MaintainX CoPilot answer. For details about MaintainX CoPilot and all the ways you can use it, see MaintainX CoPilot.

After you search an asset manual from the Assets or Work Orders module, and MaintainX CoPilot returns an answer, you can create a procedure from the answer. For details, see Search Asset Manuals with CoPilot.

Procedure-Oriented Prompts

You must structure your prompt in a procedure-oriented format to explicitly instruct MaintainX CoPilot to generate a procedural output. Let's say you want to generate a weekly cleaning procedure for a specific asset in your organization, you could ask MaintainX CoPilot to: 'Generate a weekly procedure to clean the interior of a car'.

For more details, see How to Write Effective Prompts.

Create a Procedure From a MaintainX CoPilot Answer

Web

1. Search your asset manuals. For details, see Search Asset Manuals with MaintainX CoPilot.

2. Select Generate Procedure to create a procedure from the MaintainX CoPilot answer.

3. (Optional) If you're not satisfied with the generated procedure, enter a follow-up prompt to create a new procedure. This is useful when you want to refine the prompt to generate a version of the procedure that better matches your requirements.

4. After MaintainX CoPilot creates the procedure, do any of the following:

   Option	Description
   Generate Procedure	Select the procedure name to open, review, and edit it. You can select any of the following options: Use in Existing Work Orders. For details, see Add a Procedure to Existing Work Orders. Use in Existing Work Order Templates. For details, see Add a Procedure to Existing Work Order Templates. Add to a new work order. For details, see Add a Procedure to a New Work Order. Add to a new work order template.
   Add to...	Do any of the following: Add the procedure to existing work orders. For details, see Add a Procedure to Existing Work Orders. Add the procedure to existing work order templates. For details, see Add a Procedure to Existing Work Order Templates. Add the procedure to a new work order. For details, see Add a Procedure to a New Work Order. Add the procedure to a new work order template.
   Save to Procedure Library	Save the procedure to your Procedure Library.
   Edit	Do any of the following: Add and edit procedure fields to structure your procedure. For details, see Procedure Fields. Add tags and team assignments to make it easier to filter procedures in the Procedure Library. For details, see Add Tags and Team Assignments. Turn on procedure scoring to assign points to fields in a procedure. For details, see Procedure Scoring. When you're finished, do any of the following: Select Save Draft to save the procedure as a draft. The procedure appears with a Draft tag in your Procedure Library. Select Save Template. The procedure appears in your Procedure Library.

Mobile

1. Search your asset manuals. For details, see Search Asset Manuals with MaintainX CoPilot.

2. Select Generate procedure to generate a procedure from the MaintainX CoPilot answer.

3. After you generate the procedure, do any of the following:

   Option	Description
   Generate Procedure	Select the procedure name to open, review, and edit it. You can also select (more options) to do any of the following: Select See Work Order History to see how work orders are created and completed on the asset. For details, see About Work Orders. Select Use in New Work Order to add the procedure to a new work order. For details, see Add a Procedure to a New Work Order. Select Copy to New Template to copy the procedure. For details, see Copy a Procedure. Select Delete to delete the procedure. Select Cancel to close the procedure options.
   Add to...	Do any of the following: Add the procedure to a new work order. For details, see Add a Procedure to a New Work Order. Add the procedure to existing work orders. For details, see Add a Procedure to Existing Work Orders.
   Save to Library	Save the procedure to your Procedure Library.
   Edit	Add fields and structural elements to your procedure. For details, see Procedure Fields. When you're finished, you can: Select (more options) to do any of the following: Reorder the procedure. Delete Procedure to delete the procedure and start again. Discard Changes to discard the changes added to the procedure draft. Select Update to save the procedure with your changes.