Starting the Procedure
Navigate to the relevant work order (CMMS > Work Orders) and locate the Procedures section.
Click on the procedure name or click the three dots (⋮) and select Open.
The initial status will be Not Started.
Filling Out the Procedure
Team members can fill in the required and optional fields.
Progress can be saved at any time by clicking Save as Draft.
The procedure status will update to Draft.
You can return later to continue editing.
Adding Signatures
If the procedure requires signatures, they will remain disabled until all required fields are filled.
Once the required fields are completed:
Select the date and enter the name of the person signing.
After one signature is added, the procedure will be locked for editing.
To make changes, all signatures must be deleted, unlocking the procedure.
Finalising the Procedure
Once all required fields are completed and all signatures (if required) are added:
The Finalise Procedure button will become active.
Click Finalise Procedure to complete the process.
The status will change to Finalised.
Finalised procedures cannot be edited or deleted.
Accessing Finalised Procedures
A PDF copy can be downloaded by clicking the Download button.