Availability
Packages: Essential, Premium, Enterprise
User Roles: Admin, Manager
Creating Procedure Templates
Option 1: In Main Menu
Click on “Library” in the main menu on the left side
Select “Procedures”
Option 2: In Work Orders
Create or open a Work Order
Go to the "Procedure" tab
Click on "Select procedure" or if a procedure is already selected, click on the procedure name and then on "Select new Template"
Option 3: In Maintenance Plans
Create or open a Maintenance Plan
Go to the "Work Order Template" tab
Click on "+ Add" in the instructions section
Click on the plus icon
Give the Procedure template a name
Optional: Add a description to help you distinguish between the templates later
Click on “Add item” on the right to add the individual steps
You can find an overview of all available Procedure items here:
Setting the Procedure Type
Availability
Packages: Enterprise
User Roles: Admin, Manager
You can assign a type to a Procedure template that controls its role and sequence within a Work Order. The type is shown by a symbol in front of the ID, both in the template selection dialog and on the Work Order detail page.
Type | Use Case | Locking Behavior |
Safety Check | Safety verification before the actual work begins | Must be completed first, blocks all following Procedures; not editable after completion |
Maintenance | The actual maintenance or inspection work | Multiple Maintenance Procedures can be executed in parallel; editable again via Reopen after completion |
Validation | Final sign-off | Remains locked until all other Procedures are completed; locks the entire Work Order once completed |
To set the type:
Create a new Procedure template or open a existing one to edit it
Select the desired type in the "Type" field
Save the template
In the template selection dialog, you can then filter by type to find Safety Check, Maintenance, or Validation templates specifically.
💡Note: Ad-hoc Procedures are always of type Maintenance.
Editing Procedure Templates
Procedure Templates that have already been created can also be edited later. To do this, proceed as follows:
Option 1: In Main Menu
Click on “Library” in the main menu on the left side
Select “Procedures”
Option 2: In Work Orders
Create or open a Work Order
Go to the "Procedure" tab
Click on "Select procedure" or if a procedure is already selected, click on the procedure name and then on "Select new template"
Option 3: In Maintenance Plans
Create or open a Maintenance Plan
Go to the "Work Order Template" tab
Click on "Add" in the instructions section
Select the desired template from the list
Click on “Edit” in the top right corner
Edit the relevant information
Confirm by clicking on “Save”