Overview

Admins can update procedure templates at any time. Changes made to procedures will take effect going forward. In this article, we’ll go over everything you need to know to manage procedure templates. 

• Locate a Procedure Template
• Edit a Procedure Template
• Archive a Procedure Template
• Unarchive a Procedure Template

 

Locate a Procedure Template

Click Procedures in the left menu. 

The Procedures page will open. On the left, there will be a list of existing templates. Use the search bar to quickly find the desired template, and click the template name to open it. 

 

Edit a Procedure Template

Once you’ve located the desired procedure template, click to view the procedure entries. Click Edit procedure template in the top right. 

The Edit page will open. You can update the procedure title, sections, and fields in the Form tab. To update the locations, groups, or assets a procedure is assigned to, use the Configurations tab. 

For more information about the options for both tabs, see the article Create a Procedure Template. 

 Click Save to keep your changes. 

 

Archive a Procedure Template

Warning: Archiving a procedure template means you will not be able to attach it to tickets. Use caution when archiving a template.

To archive a procedure template, click the Configurations tab. Toggle the Active switch to the left. 

The switch will change to Inactive. 

 Click Save to keep your changes. 

 

Unarchive a Procedure Template

To unarchive a procedure template, click Procedures in the left menu. 

The Procedures page will open. On the left, there will be a list of existing templates, click the three dots in the top right and select Show archived. 

Use the search bar to quickly find the desired template, and click the template name. 

Click Edit procedure template in the top right. 

 Click the Configurations tab. Toggle the Inactive switch to the right. 

The switch will change to Active. 

 Click Save to keep your changes.