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Create a Procedure From Scratch

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Platform:WebMobile
Plan Type:BasicEssentialPremiumEnterprise
User Type:RequesterFull UserAdministrator

This article explains how to create a procedure template from scratch.

Creating a procedure from scratch is the most time consuming way, but it gives you the most control over the procedure's steps and structure. Based on your organization processes and expertise, create a procedure by adding text, checklists, inspection checks, etc. Structure the information with headings and sections to make each step easy to understand and identify. Use your procedure in work orders and assign it to a team in your organization.

Create a Procedure from the MaintainX Web Application​

  1. From the sidebar, select Library > Procedures.

  2. Select + New Procedure Template.

  3. Select Create from blank.

  4. In the Bring your new procedure to life dialog, set the following options:

    OptionDescription
    Select the icon to add an image to the procedure.
    Give it a nameEnter a name for the procedure. It can be up to 255 characters.
    Add a description (optional)Enter a description of the procedure. It can be up to 4096 characters.

  5. Select Next.

  6. Do the following:

  7. Select Save Template. The procedure appears in the Procedure Library.

Add and Edit Procedure Fields​

Add fields and structural elements to your procedure from the Procedure Fields tab. For details, see Procedure Fields.

Add Tags and Team Assignments​

Add tags and team assignments from the Settings tab. Tags and team assignments make it easier to filter procedures in the Procedure Library.

tip

We recommend assigning a team to your procedure at this stage. This assignment will serve as an indicator to help you or others to select the right team when adding the procedure to a work order.

  1. In the Tag your procedure section, set the following options:

    TagDescription
    CategoriesDo any of the following:
    • Select a default category from the dropdown list.
    • Create custom categories.
    AssetsSelect the asset(s) the procedure applies to from the dropdown list.
    LocationsSelect the location(s) where the procedure will be performed in the dropdown list.

  2. In the Teams in charge section, select the team(s) responsible for the procedure.

  3. In the Procedure Visibility section, do any of the following:

    • Select the Keep Private option to keep the procedure only visible to the members of your organization.
    • Select the Make Public option to share it on the Procedure Hub for everyone in the MaintainX Community.

Turn on Procedure Scoring​

Toggle Scoring on to assign point values to fields in a procedure, and give the procedure a total score. For details, see Procedure Scoring. When the procedure score is under the goal score, it triggers a corrective action.

Add a Procedure from the MaintainX Mobile Application​

  1. From the MaintainX mobile application you can access the Procedures module the following ways:
    • From the Overview screen, select + Create then Procedure.
    • From the bottom navigation bar, select More, Procedures, then + New Procedure.
    • From a work order creation screen, select Add Procedure.
  2. Select Start from blank.
  3. Select (Procedure icon) to add an image to the procedure.
  4. Enter a name for the procedure.
  5. Enter a description of the procedure.
  6. Select Next.
  7. Add fields and structural elements to your procedure. For details, see Procedure Fields.
  8. Select Create. The procedure appears in the Procedure Library.

Learn More​