Edit a Global Procedure
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 edit a global procedure.
When a Global Leader edits a global procedure and publishes the changes, those changes are automatically applied to all sub-organizations. The procedure is updated in:
- Each organization's procedure library.
- All work orders that use the procedure and have their status set to Open.
If a global procedure is attached to work orders with any status other than Open, the changes are not applied to them, to maintain progress made on these work orders.
Only Global Leaders can edit global procedures. Organization Administrators can set local meters, tags, locations, and assets on shared global procedures - but they do not have permission to edit global procedures.
Edit a Global Procedure​
- From the sidebar, select the organization picker.
- In the Global Organization section, select a global organization. The Procedure Library opens.
- Select the (Panel View) icon to switch to the Panel view.
- Locate the global procedure you want to edit, and select it to view its details.
- In the global procedure details, select Edit.
- Update the global procedure information as needed.
- Select Save Template to save the global procedure with your changes.
- Select Publish.
- (Optional) You can share the global procedure with your organization. For details, see Share a Global Procedure.
If you select Publish, open work orders are automatically updated with the new changes, including the procedures stored within the organization's libraries.