Following creation of your Work Order, if you have created a new Procedure and would like to store for future use, please follow the steps below:

  1. Select Work Order tab

  2. Go to your created Work Order and select the Edit option

  3. Locate and select your created Procedure

  4. Clicking on the three dot option will provide option to Save as Template

  5. Your Procedure will be saved in your Procedure Templates.

    Below is a quick summary video if pre

Procedure video save as template
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