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Overview

Procedures are the building blocks for guided frontline experiences and are managed within the context of a selected organization. This page covers how to create, edit, run, and delete procedures from the Procedures page.

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Before You Begin

  • Sign in to Altoura Frontline.
  • Open Procedures from the left navigation.
  • Ensure the correct organization is selected.
  • Verify you have permission to manage procedures.

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Creating a Procedure

Use this process to create a new procedure from scratch.

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Step-by-Step Instructions

  1. Select Create Procedure on the Procedures page.
  2. Choose New Empty Procedure from the dropdown.
The Create Procedure menu also provides options to Import from Guides, Import from Package, and View Import Status.
Create Procedure dropdown showing New Empty Procedure, Import from Guides, Import from Package, and View Import Status.
  1. The New Empty Procedure dialog opens. Enter a descriptive procedure name of up to 100 characters.
You can also upload a thumbnail for the procedure. Supported thumbnail formats are PNG and JPG, and a square image is recommended.
New Empty Procedure dialog with an empty procedure name field, optional thumbnail upload, Organization selector, and disabled Create Procedure button.
  1. Select the Organization where you want to create the procedure.
The organization is required before the procedure can be created.
  1. After entering a procedure name and selecting an organization, the Create Procedure button becomes active.
Select Create Procedure to confirm.
New Empty Procedure dialog with a procedure name entered, an organization selected, and the Create Procedure button active.

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What Happens Next

  • The new procedure is added to the Procedures list.
  • The Step Editor opens automatically so you can begin adding tasks, steps, media, and 3D assets right away.
  • The procedure is ready for further editing and authoring.
The Step Editor opened for a procedure, showing procedure tasks and steps on the left, the step canvas in the center, and assets and properties on the right.
Use a clear, consistent naming convention so procedures remain easy to find as your library grows.

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Editing a Procedure

Use this process to make changes to an existing procedure.

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When to Use

  • To update steps, instructions, or content
  • To improve or correct an existing workflow

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Step-by-Step Instructions

  1. Locate the procedure in the Procedures list.
  2. Select the procedure card to open the procedure.
  3. The Step Editor opens with the procedure’s existing tasks, steps, and content.
The Step Editor opened for an existing procedure, showing procedure tasks and steps on the left, the selected step in the center, and available assets and properties on the right.
  1. Make the required changes. Depending on the procedure, you can:
    • Add or reorder steps
    • Edit instructions
    • Add or update media
    • Add or adjust 3D assets
    • Update procedure properties
  2. Ensure your updates are saved.
If an issue prevents the procedure from being saved, a message appears in the editor indicating that the procedure is invalid.

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Running a Procedure

Use this process to preview or execute a procedure directly from the Procedures page.

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When to Use

  • To validate a procedure end-to-end before sharing it with frontline operators
  • To preview the experience as a user would see it

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Step-by-Step Instructions

  1. Locate the procedure in the Procedures list.
  2. Hover over the procedure card to display the available actions.
  3. Select the Run icon.
A procedure card with the available hover actions displayed and the Run tooltip visible.
  1. The procedure launches in Run mode, ready for execution.
You can also test the procedure directly from the Step Editor by selecting Preview in the top-right corner. This allows you to test changes without returning to the Procedures list.

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Deleting a Procedure

Use this process to permanently remove a procedure.

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When to Use

  • The procedure is no longer needed
  • The procedure should be permanently removed from the organization
If you only want to prevent a procedure from being available for use, consider setting it to Inactive instead of deleting it.

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Step-by-Step Instructions

  1. Locate the procedure in the Procedures list.
  2. Hover over the procedure card to display the available actions.
  3. Select the More options (⋮) icon.
  4. Select Delete from the menu.
The More options menu also provides Share and View Report.
The More options menu for a procedure showing Share, View Report, and Delete.
  1. A Delete Procedure confirmation dialog opens, showing the name of the procedure you are about to delete.
The message confirms that the procedure will be permanently deleted and that the action cannot be undone.
  1. Select Delete to permanently remove the procedure, or select Cancel to keep it.
Delete Procedure confirmation dialog showing the procedure name, a message that the deletion cannot be undone, and Cancel and Delete buttons.

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What Happens Next

The procedure no longer appears in the Procedures list.
Deletion is permanent and cannot be undone.