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Creating One-Time Procedures

Learn here how you can create one-time Procedures for repairs, for example, directly in the Work Order.

Written by Katharina Kos

Availability

Packages: Essential, Premium, Enterprise

User Roles: Admin, Manager

With remberg Procedures, you can document work progress directly within a Work Order. Below, you will learn how to create one-time Procedures directly in a Work Order.

  1. Select "Work Orders" from the main menu on the left

  2. Click on a Work Order

  3. Go to the "Procedures" tab

  4. Click on the "Create Procedure" button

  5. Now complete the Procedure. You can also fill it in partially and continue at a later date. Your progress will be saved.
    ​​Tip: The AI Copilot can take over the creation of a Procedure directly from a Work Order. You can find more information on this in this article.

  6. Optional: Add a note
    ​

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