Create or Add a Procedure in a Work Order

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

This article explains how to create or add a procedure when creating or editing a work order.

Create a New Procedure in a Work Order

You can create a procedure or add a procedure in a work order.

To create a new procedure in a 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, select + Create a New Procedure to create a procedure from scratch.

6. Once done, 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 Fields.

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

Mobile

1. From the MaintainX mobile application, you can create a work order 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, you can do to create a procedure in the following ways:
   • With the MaintainX AI procedure generator.
   • From scratch.
5. Select Done to finalize the procedure creation.
6. (Optional) Select Add Procedure to add another procedure to the work order. For details, see Add an Existing Procedure to a Work Order.
7. Fill in the other fields that you need, as described in Work Order Fields.
8. Select Create to save the new work order and add it to the queue.

Add an Existing Procedure to a Work Order

You can add a procedure from your Procedure Library to a work order.

To add an existing procedure to a 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 Fields.

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

Mobile

1. From the MaintainX mobile application you can access the Procedures module 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 Fields.
9. Select Create to save the new work order and add it to the queue.

Learn more

• Create a Work Order
• Create a Procedure From Scratch
• Create a Procedure with the AI Procedure Generator
• Import a Procedure