Web:

  1. Go to Procedure Library tab

  2. Click + New Procedure Template in top right corner

  3. To start Procedure from scratch, click Blank Template

  4. To add optional image, click circle

  5. Add required Procedure name

  6. Add optional Procedure description

  7. Click Next in bottom right corner

  8. Add Headings/fields: Select and add field type that best fits items in Procedure:

    • Check Box: Standard checkbox.

    • Text Field: User inputs text in field.

    • Number Field: User can input numbers only in field.

    • Amount ($): User can only input amounts ($) in field.

    • Multiple Choice: Add multiple items in field. User can select only one option.

    • Checklist: Add multiple items in field. User can select multiple options.

    • Inspection Check: Auto populates field choices with Pass, Flag, and Fail. User can select only one option. Notification sent for all Fail inspections.

    • Yes, No, N/A: Auto populates field choices with Yes, No, and N/A. User can select only one option.

    • Picture/File Field: User attaches image or file from device in field.

    • Signature Field: User enters signature in field.

    • Date: User enters date in month/day/year format. Click on calendar to find date. Option to include time of day in hour/minutes format.

    • Meter Reading: Add request for meter reading from Meter library. User enters meter reading as specified.

  9. To add link to field, click link icon in bottom right corner of field

  10. To add picture or file, click paperclip icon in bottom right corner of field

  11. To delete field, click trash icon in bottom right corner of field

  12. Continue through Procedure by adding new items: new Fields, new Headings, new Sections, and/ or new Template (to add Procedure from Local Library)

  13. Once finished creating new Procedure, click Continue in top right corner

  14. Under Settings, add Tags to Procedure

    • Categories: Click in box and start typing to display already created Categories or to create new Category

    • Teams in Charge: Click in box and start typing to display already created Teams

    • Procedure Visibility:

      • Click Keep Private: Procedure will only be visible to teammates in MaintainX org

      • Click Make Public: Procedure will be public for MaintainX Community in Global Procedure Library

      • Under Settings, add Tags to Procedure

  15. When finished, click Save Template in upper right corner

For more information, check out Writing Procedures: Best Practices for Maximum Efficiency

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