Before you begin
Start with a form you can edit. Have the instructions and questions your team needs ready before publishing a reusable setup.
Step by step
- If you manage procedures, open Forms and choose an available starter or create a form.
- Add the questions and instructions people need. Preview the form and check required answers.
- Save and publish the form when it is ready. Published versions keep earlier work connected to the instructions it used.
- Use Blueprints to save a reusable setup for recurring work, including the published procedure.
- When you do the work, open Procedure on the work order, complete the required answers and save.
What happens next
A published form or saved blueprint can support the next suitable work order. People doing the work use the procedure attached to their order.
For people completing the work, see Answer a form or procedure.
Need a hand?
The questions available depend on the form and your access. A later form change does not silently change a procedure already attached to work. If a required answer cannot be completed, tell your supervisor before submitting the task.
Still need help? Find support options.