Web:
Go to Procedure Library tab
Select Procedure to copy
Click 3 dots (⋮) next to Edit in top right corner
Select Copy to New Template
Click Confirm
New Procedure title defaults to original title with “- Copy” attached to end of title
To change Procedure title, click Edit in top right corner
In the Procedure Name field, edit Procedure name
Click in any field(s) needing edits
Make any necessary changes to field
To add link to field, click link icon in bottom right corner of field
To add picture or file to field, click paperclip icon in bottom right corner of field
To delete field, click trash icon in bottom right corner of field
To reorder fields, drag 6 dots (⋮⋮) on left side of field to new location
When finished editing Procedure, click Continue in top right corner
Under Settings, add Tags to Procedure
Categories: Click in box and start typing to display already created Categories or to create new Category
Teams in Charge: Click in box and start typing to display already created Teams
Procedure Visibility:
Click Keep Private: Procedure will only be visible to teammates in MaintainX org
Click Make Public: Procedure will be public for MaintainX Community in Global Procedure Library
Under Settings, add Tags to Procedure
When finished, click Save Template in upper right corner
For more information, check out Writing Procedures: Best Practices for Maximum Efficiency
Mobile:
Click More in bottom right corner
Select Procedure Library
Select Procedure to copy
Click OK to confirm
New Procedure title defaults to original title with “- Copy” attached to end of title
To change Procedure title, click Edit in top right corner
In Procedure Name field, edit Procedure name
Click Use in New Work Order