1. On the site navigation click on Procedures.

2. Click the Create Procedure option to create a new procedure.

3. This will take you to the Procedures Creation page. You will need to Add the following:

• Procedure Name
  • Best to make a human readable name for the procedure.
• Description
  • The description should help differentiate this procedure from other similarly named procedures.
• System Codes
  • System Codes allow technicians to search easily via system code within search. 
  • System Codes are created at the site level. Learn how to create these here.
• Tags
  • Tags allow for better search-ability based on familiar single word associations.
  • For continuity across sites these are created at the Organization Level.
  • Learn how to create tags here.

4. Once you have added this information you can now click Create. This will create an empty Procedure.

5. You are now ready to create version by clicking Create New Version. 

6. Add information about your new version in Description of Changes. In this case adding the text “Initial Version”. This will be shown in the version list view so others can understand the reason for the new version.

7. Continue building out sections of the procedure with the grey circle with a + inside. On hover this will turn blue. You can currently create three different parts of a Procedure. The following is a breakdown of those parts:

• Text Block
  • The Text Block is for generalized text. It gives you a spot to label the section and an open text area. This might be used for text that is not part of a procedures checklist.
• Section Block
  • The Section Block is the main driving block of the Procedures block.
    • You can create as many steps as necessary
    • You can request confirmation from the technician
    • You can add any helpful links for this specific procedure item.
• Emphasis Block
  • The Emphasis Block is a way to alert the technician with helpful Notes, Cautions or Warnings. Utilize this when you need to call out specific information.

8. Once you have configured your procedure you can scroll up to the top and optionally Preview what the procedure will look like once published.

9. If you are happy with the Procedure Preview click on X which will return you to the main creation page.

10. Click on Publish. Your Procedure will then be published and be ready to be accessed by your team.