Create a Procedure Template

Build a step-by-step checklist that operators follow to execute a process consistently.

Before You Start

• You need Manager or Supervisor permissions
• Procedure templates use only Yes / No / N/A responses — for more complex needs, use an Inspection Template

When to Use a Procedure Template

Procedure templates are ideal for:

• Linear, step-by-step processes
• Compliance checklists
• Standard operating procedures (SOPs)
• Simple verification lists

If you need numeric inputs, text fields, photos, or multiple choice options, create an Inspection Template instead.

Steps

Step 1: Access the Templates module

1. Click Templates in the left navigation bar
2. Click New Template
3. Select Procedure from the template type options

[Screenshot: New Template modal with Procedure option highlighted]

Step 2: Enter basic information

1. Enter a Title that describes the procedure (e.g., "Machine Startup Procedure")
2. Add a Description explaining what the procedure covers
3. Add Tags to categorize (e.g., Operations, Safety, Maintenance)

[Screenshot: Procedure template header fields]

Step 3: Add steps

Each step in a procedure template is a question with Yes / No / N/A response options:

1. Click to add a new step from the right menu
2. Enter the step description (e.g., "Verify power switch is in OFF position")
3. The response options are automatically set to Yes / No / N/A

[Screenshot: Procedure step with Yes/No/N/A options]

Operators will mark each step as:

• Yes — Step completed successfully
• No — Step could not be completed
• N/A — Step does not apply

Step 4: Organize with sections

Group related steps under sections:

1. Add a Section from the right menu
2. Name the section (e.g., "Pre-Start Checks", "Startup Sequence")
3. Add steps within each section

[Screenshot: Procedure template with sections]

Step 5: Add pages (optional)

For longer procedures, use multiple pages:

1. Add a Page from the right menu
2. Name the page
3. Add sections and steps to each page

Step 6: Configure conditions and triggers (optional)

Procedure steps can trigger actions:

1. Select a step
2. Add a condition (e.g., "If answer is No")
3. Select a trigger:
   • Require an action
   • Create a ticket
   • Notify someone
   • Require evidence
   • Add a nested field

Example: If "Safety guard in place?" is answered No, trigger a notification to the supervisor.

[Screenshot: Condition configuration for a procedure step]

Step 7: Save the template

1. Review your procedure structure
2. Click Save
3. The template appears in the main Templates list

Tips

• Write steps as clear, actionable instructions
• Order steps in the exact sequence they should be performed
• Use N/A option for steps that may not apply in all situations
• Add conditions to "No" answers to capture issues immediately
• Keep step descriptions concise — one action per step

Example Structure

Machine Startup Procedure

Section	Steps
Pre-Start Checks	Power switch in OFF position?, Area clear of obstructions?, Safety guards in place?
Startup Sequence	Turn on main power?, Wait for system initialization?, Verify status lights are green?
Post-Start Verification	Check for unusual sounds?, Verify operating parameters?, Log startup time?