Create a procedure

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.

Build 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. Add your Fields — one per thing the technician records. Each field has a label and a type, such as a checkbox, a number, or a photo. See Procedure field types for the full list.

6. Mark any field Required so the procedure can’t be completed without it, and use a Section header to group related fields.

7. If the job needs protective equipment or a specific permit, set the required PPE and Permit so the technician is prompted before they start.
8. 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.