1. Once you have downloaded the Procedure template file, please complete it as follows

    1. Column A- Enter the title of your Procedure e.g.Maintenance checklist etc.

    2. Column B- Select the field type and enter values e.g. NUMBER etc.

      1. NUMBER

      2. TEXT

      3. RADIO (this is Multiple choice)

      4. CHECK (Checkbox)

      5. CHECKLIST

      6. INSPECTION_CHECK

      7. AMOUNT

      8. FILE

      9. IMAGE

      10. YESNONA

      11. SIGNATURE

      12. METER

      13. HEADING

    3. Column C- Based on the value chosen for Column B e.g CHECKLIST, enter " Check air pressure" in Column C, "Battery water" in Column D, etc.

    2. Once the Procedure file is complete, please save the file using a .csv format and submit it to MaintainX Support through the Website chat

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