1) Find procedure-based Work Orders
Routine Work Orders, such as PMs and inspections, often include templates with a task list. You can quickly find these by sorting Work Orders by Type.
Open the Work Order you’re working on and check the Tasks section. If a procedure has been added, you’ll see it there.
2) Follow the checklist
When you open a Procedure-based Work Order, required steps appear under Tasks.
These tasks come from a standardized checklist, so work is completed the same way each time.
3. Save progress as you work
Procedure-based work doesn’t always need to be completed in one session.
You can save progress as you go and return later, allowing you to:
handle urgent work when needed
complete inspections or PMs without starting over
4. Document what you find and what’s next
If you find an issue while completing a procedure:
add a comment describing what you repaired or observed
Note what still needs to happen (for example: follow-up repair, part order, vendor work)
This keeps context attached to the work and makes next steps clear.
5. Mark the Work Order complete
Once all required tasks are finished, mark the Work Order Complete so others know the work is done.
Who can do this?
All roles assigned to procedure-based Work Orders