Procedures
Learn how to create and manage procedures, customise templates, and use them in Work Orders to streamline maintenance and service tasks.
Create a ProcedureLearn how to create procedure templates in Makula, configure fields and sections, and prepare them for use in Work Orders.
Attach a Procedure to a Work OrderLearn how to attach procedures to work orders so your technicians can easily access and complete them during maintenance or service tasks.
Fill a Procedure Attached to a Work OrderLearn how service engineers can fill out, sign, and finalise procedures attached to work orders in Makula.
How to Use Internal ProceduresCreate procedures that remain hidden from customers even when attached to external work orders. Ideal for documenting internal steps, notes, or sensitive workflows.
How to Use Filled ProceduresFill out procedure forms independently of work orders. Useful for audits, inspections, or documentation that needs to be completed before a work order is created.
Tracking Changes with the Activity Log in ProceduresTrack all actions taken on filled procedures or procedures linked to work orders, with detailed previews showing what changed, when, and by whom.
Customising the Procedure HeaderCustomise the header of each procedure template by hiding, renaming, or adding fields from work orders, assets, or connections tailored to internal or external use.
Assigning Procedures to TeamsAssign procedures to specific teams to control who can access or fill them. Finalized procedures remain visible to everyone, ensuring transparency where needed.
Using Split Fields in Procedure TemplatesDesign more compact procedures by placing two fields side by side in a single row. Ideal for related inputs like dates, measurements, or technician info.