Overview

Procedures are standard checklists or forms that help ensure all necessary steps are completed for tasks like preventative maintenance.

An admin starts by creating a procedure template. This template is a custom form with up to six different types of fields for user responses. There is no limit to the number of fields that you can use and admins can customize the fields and their instructions.

Once the template is ready, it can be attached to a ticket and scheduled.

When a user opens the ticket, they can access the procedure as a simple form to fill out. After the ticket is closed, their responses are saved as a procedure entry.

All procedure entries are recorded and saved for admins to review.

 

Learn More

To learn more about procedures, see the articles below: 

• Create a Procedure Template
• Procedure Template Fields
• Manage Procedure Templates
• View Procedure Entries
• Create a Ticket
• Schedule a Ticket