Introduction to Procedures

Watch this brief video to learn how Procedures work on MaintainX.

Caroline Eisner avatar
Written by Caroline Eisner
Updated over a week ago

A Procedure is a form that contains a sequence of steps required for completion by workers. Procedures can be helpful in avoiding unnecessary costs/repairs to your equipment or area.

These procedures can be in the form of:

  • Checklists

  • Information Sheets

  • Inventory Checks

  • Maintenance Instructions

MainainX makes it easy to create your procedures and to attach them to work orders. With this, your maintenance resources are readily available to anyone, at any time. In this way, your procedures can include videos, manuals, task lists, accident reports, inventory requirements, and more to help technicians perform and complete tasks effectively and efficiently.

Procedures should identify preconditions and precautions, provide clear instructions for work to be done, and be used to ensure that maintenance is performed in accordance with the maintenance strategy, policies, and plans. The best procedures should be accurate, verified, validated, authorized, and periodically reviewed.

In this video, you will learn to:

  • Create Procedures

  • Edit Procedures

  • Copy Procedures

  • Delete Procedures

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