Skip to main content
This page is for procedure authors working on the HoloLens. By the end of it, you will have located your procedure, opened it, and entered Author mode — ready to anchor it to your workspace.
The web Procedures Portal is the primary authoring surface: that is where you create the procedure itself — its tasks, steps, instructions, media, and branching. See Authoring in the Procedures Portal. On the HoloLens, Author mode is where you place and fine-tune that content in the physical space — 3D models, step anchors, and spatial alignment. If you are unsure how the two roles differ, see Author vs Operator.

​
Open the Procedures Page

Altoura Frontline global side menu with Procedures, Remote Expert, and Profile buttons
1

Select Procedures in the side menu

Select the top icon (list icon) in the left-side navigation menu. The Procedures page opens with the procedures available for your currently selected organization.
Procedures landing page with the global side menu, organization dropdown, search field, and a grid of procedure cards
Each procedure appears as a card showing its name (for example, Air Filter Replacement), Created by, and Last Modified by details. A count indicator on the right (for example, 1/7) shows how many procedures are displayed relative to the total available.

​
Find the Procedure You Want to Author

If your account has access to more than one organization, switch to the right one first.
Procedures page with the organization dropdown open, showing All Organizations, Altoura, Production, and Staging options
1

Filter by organization (optional)

Select the organization dropdown at the top of the page and choose an option — for example All Organizations or a specific organization. The list refreshes to show only procedures belonging to your selection.
2

Search by name

Select the Search field in the top-right area of the page and enter a procedure name or keyword. For example, entering Air shows only procedures with “Air” in the title, and the results count updates (for example, 1/1).
Procedures page filtered by a search term, showing the matching procedure card and an updated results counter

​
Select the Procedure

The Procedures landing page with a procedure card in focus and the 'Say select' tooltip visible beneath it
1

Focus the procedure card

Point the ray or move your head-gaze cursor onto the card. A “Say ‘select’” tooltip appears beneath it.
2

Activate it

Air-tap the card — or say “Select” while it is focused. See Voice Commands for everything you can do hands-free.

​
Choose Author Mode

Because your account has the Author role, a mode-selection dialog appears after you choose a procedure. (Users without the Author role go straight into Operator mode and never see this dialog.)
Select-a-role dialog for the chosen procedure with Author (Edit a procedure), Operator (Use a procedure), and Cancel options
The dialog offers two ways to enter the procedure: A Cancel option closes the dialog and returns you to the Procedures page.
1

Select Author

Focus Author and air-tap it, or say “Select”. Choose this whenever you need to modify or update the spatial content of an existing procedure.
After selecting Author, the system prompts you to scan a QR code to anchor the procedure to the physical space. Access to the procedure is granted only after the anchor is confirmed.
You will come back to this same dialog later and pick Operator to verify your work from the operator’s point of view — see Preview and Publish.
For an exhaustive tour of the Procedures landing page and the mode dialog, see the reference pages: Procedures Landing Page and Mode Selection.
Next: Anchor and Set Up the Space