Edit 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 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.

note

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

1. From the sidebar, select the organization picker.
2. In the Global Organization section, select a global organization. The Procedure Library opens.
3. Select the (Panel View) icon to switch to the Panel view.
4. Locate the global procedure you want to edit, and select it to view its details.
5. In the global procedure details, select Edit.
6. Update the global procedure information as needed.
7. Select Save Template to save the global procedure with your changes.
8. Select Publish.
9. (Optional) You can share the global procedure with your organization. An update notification message appears in the procedure details. For more information, see Share a Global Procedure.

note

If you share the global procedure update with your sub-organizations:

• Work orders with the Open status are automatically updated with the new changes, including the procedures stored in the organization's libraries.
• Users can access a comparative view to see changes added to the global procedure. For details, see View Global Procedure Updates.

View Global Procedure Updates

After you share updates to a global procedure, organization Administrators and Full Users from your sub-organizations can access a comparative tool to view the previous and updated versions of the procedure.

note

Users can also view the procedure updates in the procedure History tab. For details, see Edit a Procedure.

To access the comparative tool:

1. From the sidebar, select Library > Procedures.

2. Locate the shared global procedure.

3. In the procedure details, select See Updates in the update notification message.

   

   See Updates notification

   The Procedure Updates dialog appears in a comparative view.

   

   Comparative view

   	Section	Description
   1	Previous	The previous version of the procedure.
   2	Updated	The new version of the procedure.
   3	Edited - Blue	A section that was edited in the procedure.
   4	Removed - Red	A section that was removed from the procedure.
   5	Added - Green	A section that was added to the procedure.

4. Select Got it to close the comparative view.