Create a procedure

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Procedures may not be turned on for your workspace or plan. If you don't see it, contact your workspace admin.

A procedure is a reusable checklist or inspection that a technician completes while doing a job. Attach one to a work order and the technician can’t mark the work resolved until the checklist is done — so the safety step, reading, or photo actually gets captured every time.

Follow these steps to build one and publish it for use.

Create the procedure

1. In the sidebar, select Procedures.

2. Select New procedure.

3. In Name, describe what the procedure is for — for example, “Monthly fire extinguisher inspection”.

   Caution

   A few names are reserved for the system — like inspection, checklist, and toolbox talk. If your name is rejected, add a word or two to make it specific.

4. Choose the Kind that fits: a Checklist, an Inspection, a Toolbox talk, a Safety briefing, or a Recovery procedure.

5. Select Create procedure. This creates the procedure and drops you into the builder, where you add its fields and requirements.

Build and publish

In the builder, add the fields that make up the procedure, then publish it.

1. Add your Fields — one per thing the technician records. Each field has a label and a type, such as a Yes / no, a number, or a photo. See Procedure field types for the full list.
2. Mark any field Required so the procedure can’t be completed without it, and use a Section header to group related fields.
3. Set the procedure’s pre-work requirements — required PPE, tooling, a Permit kind, and whether a photo or signature is required to complete it — so technicians are prompted before they start.

4. Select Publish to make the procedure available to use.

Tip

You can keep editing a procedure after you publish it. Each time you publish, you create a new version — and any job already in progress keeps following the version it started with, so nobody’s checklist changes underneath them.

Attach it to work

Once published, a procedure can be attached to a work order or a preventive maintenance schedule. When the technician runs the job, they fill in the fields; required fields, photos, and signatures are checked before they can complete it.

What happens next

Your workspace also comes with a few starter procedures — like a generic inspection checklist and a pre-work PPE check — that you can use as-is or copy as a starting point for your own.