Web:

  1. Go to Procedure Library tab

  2. Click + New Procedure Template in top right corner

  3. Add procedure title in first field. If not entered, title defaults to creation date of procedure

  4. 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 ($): User can input amounts ($) only 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.

  5. To add image, attachment, or link in field, click image, attachment, or link icons in bottom right of field.

  6. To add heading or additional information above field, move cursor to insertion point.

  7. Select +Heading.

  8. Type heading or additional information. Text will appear in bold. Add headers to delineate sections of procedures or to add important information.

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