Filled Procedures
We’ve introduced a new way to fill procedures independently of work orders, giving teams more flexibility in how and when procedures are completed.
What’s New:
A new “Filled Procedure” tab has been added inside the Procedures module.
Users can now fill out a procedure without attaching it to a work order. This is useful for standalone checks, audits, or pre-service documentation.
These filled procedures can later be assigned to a work order in two ways:
From the Filled Procedure Detail View, using the “Attach to Work Order” button at the top.
From the Work Order detail page, using the “Assign Procedure” button → then switch to the “Filled Procedure” tab in the modal.
Additional Behaviour:
Once attached, filled procedures behave the same as any procedure linked to a work order.
You can still download the PDF or view the audit logs.
This update supports more flexible workflows, enabling users to document tasks before linking them to active work orders.