Procedure Fields

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This article explains the different types of items you can add to a procedure in MaintainX, how to add and remove them, and how to customize them.

Add an Item to a Procedure

1. In the Procedure Fields tab, use the New Item panel to add items to your procedure.
2. In the New Item panel, select any of the following items:

• Field
• Heading
• Section
• Procedure

You can use this icon to reorder the items by drag and drop.

Add a Field to your Procedure

You can add up to 350 fields in a procedure.

To add a field:

1. Select Field. The field appears in the procedure.

2. Add a name for the field. It can be up to 512 characters long.

3. Select the type of the field. The field can be:

   Field Type	Description
   Checkbox	A checkbox field. You can add as many options to check as necessary.
   Text Field	A text box field.
   Number Field	For numerical values.
   Amount	For amount values in the currency defined by your organization.
   Checklist	A checklist field. Select Add Option to add as many options as necessary.
   Multiple Choice	A multiple choice field. You can add as many options as necessary.
   Inspection Check	For inspection checks. The value can be any of the following: Pass Flag Fail If the value is either Flag or Fail, MaintainX prompts you to create a corrective action. For details see, Corrective Actions through Procedure Inspection Checks.

4. If needed, add additional options.

   Option	Description
   Add Condition	Select this option to add conditional logic to the field. This option is not available for Text Field. Conditional logic allows you to add fields that appear only when you set other fields to specific values.
   Add Link	Select this option to add a link. You can use this option to add a link to the impact asset's manual for example.
   Add Pictures/Files	Select this option to attach a file or a photo. You can use this option to add an image of the part that needs an inspection for example.
   Required	Turn on the Required toggle to make a field mandatory. If the field is not filled, the procedure cannot be completed.
   	Select Add a description to add a specific description for the field. The description appears under the field name.

Duplicate or Delete a Field

You can duplicate or delete an existing field in a procedure.

To duplicate a field:

1. In the field details, select .

2. Select Duplicate. The duplicated field appears under the original section.

   note

   Duplicating a field also duplicates its content.

To delete a field:

• In the field details, select Delete. The field is deleted.

Add a Heading to your Procedure

A heading helps you add structure to your procedure by emphasizing the purpose of a procedure part.

1. Select Heading. The heading appears in the procedure template.
2. Add a name for the heading.

Duplicate or Delete a Heading

You can duplicate or delete an existing heading in a procedure.

To duplicate a heading:

• Next to the heading name, select Duplicate. The duplicated heading appears under the original heading.

To delete a heading:

• Next to the heading name, select Delete. The heading is deleted.

Add a Section to your Procedure

A section helps you structure a procedure by organizing a procedure by themes.

1. Select Section. The section appears in the procedure template.
2. Add a name for the section.
3. In the section, you can add one of the following:
   • A field.
   • A procedure.

Reorder, Duplicate, or Delete a Section

You can reorder, duplicate, or delete an existing section in a procedure.

To reorder a section:

1. Next to the section name, select .
2. Select Reorder. The Reorder Sections dialog appears.
3. Drag and drop the section in the order you want.
4. Select Done.

To duplicate a section:

1. Next to the section name, select .

2. Select Duplicate. The duplicated section appears under the original section.

   note

   Duplicating a section also duplicates the fields in that section.

To delete a section:

1. Next to the section name, select .
2. Select Delete. A dialog appears.
3. Do any of the following:
   • Select Delete Section & its Content to delete the entire section and its content.
   • Select Delete Section Title to only delete the section title, but keep its content in the procedure.

Add an Existing Procedure to your Procedure

Add an existing procedure to the template. A nested procedure is an existing procedure embedded in another procedure, it can be necessary to complete a work but might not be specific to the principal procedure. For global procedures, you can only select global procedures to add as nested procedures.

For example, you can add a "Fuse replacement" procedure to an "Air Compressor Monthly Maintenance" procedure as a sub-procedure to accomplish.

To add a nested procedure:

1. Select Procedure.
2. Select a procedure from your local procedure library. You can use the search to quickly find a procedure with keywords.
3. (Option) Select Preview to see the content of a procedure before selecting it.
4. Select a procedure.
5. Select Add Procedure. The selected procedure appears in the procedure details.
6. (Optional) You can add more existing procedures.
7. Select Save Template.

Edit or Delete a Nested Procedure

You can edit or delete a nested procedure.

To edit a nested procedure:

1. Next to the nested procedure's name, select Edit. A dialog appears.

2. Do any of the following:

   • Select Edit standalone to edit the procedure directly in the Procedure Library. This action updates the nested procedure, and keeps it as a standalone entity. Other procedures with this nested procedure will benefit from the update.
   • Select Merge into parent procedure turn the nested procedure into a section of the parent procedure.

To delete a nested procedure:

• Next to the nested procedure name, select Delete. The nested procedure is deleted.