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Who this is for: everyone — field workers and authors alike. This walkthrough is run in Operator mode by everyone, because it’s the fastest way to understand how a finished procedure behaves on the headset. What you’ll accomplish: in about 10 minutes, you’ll open a procedure, anchor it to your physical workspace with a QR code, follow a few steps, and complete it end to end. Before you start, make sure you have:
  • A HoloLens 2 with Altoura Frontline installed and signed in (Install & Sign In)
  • A published procedure available in your organization
  • The procedure’s physical QR code available at your workspace (see Anchoring & QR Codes for why this matters)

1

Open the Procedures page

On the Global Side Menu, select Procedures (the top, list icon).
Procedures button (top icon) focused on the global side menu with a 'Say select' voice-command hint
The Procedures page opens, listing the procedures available in your currently selected organization. Each procedure appears as a card with its name, Created by, and Last Modified by details.
2

Pick a procedure

If the list is long, use the Search field in the top-right area of the page to filter by name — for example, entering Air shows procedures that contain “Air” in the title. You can also use the organization dropdown at the top of the page to switch organizations.
Procedures page filtered by a search term, showing the matching procedure card and an updated results counter
Select the procedure card you want to run.
If your account has the Author role, a mode-selection dialog may appear after you select the procedure. Choose Operator (Use a procedure) for this walkthrough — you’ll explore authoring later.
3

Start the QR scan

A Scan QR Code instruction panel appears, asking you to locate the QR code. A Cancel button appears at the bottom of the panel.
Scan QR Code instruction panel with 'Locate the QR code', 'Select Initiate Scan to anchor', and a Cancel button
Locate the physical QR code at your workspace. A scanning frame appears on screen with the label Scan the QR code.
Scanning frame labelled 'Scan the QR code' shown alongside the Scan QR Code instruction panel with the Cancel button
4

Align and confirm the anchor

Hold your device so the QR code appears inside the scanning frame, align it within the bracketed area, and keep steady until the system detects the code. When it does, a confirmation panel appears titled Anchor found.
Anchor found confirmation panel next to the detected QR frame with Rescan and Confirm buttons
Check the blue outline:
  • Aligned? Select Confirm — either in the Anchor found panel or below the QR frame.
  • Not aligned, or wrong QR code? Select Rescan. The detection is cleared and you can realign the code within the frame.
After you confirm, the system anchors to the QR code and opens the procedure in Operator mode.
5

Read the step panel

You’re now inside the procedure. The Step Main Panel is always visible and shows the step number, task title, step description, Back/Next navigation arrows, and a Step List icon.
Operator Mode step main panel in focus showing the step number, task title, description, and Back and Next navigation arrows
If the author attached an image or video to the step, a Media Panel appears beside it — videos auto-play in a loop, and you can pause, resume, mute, or unmute playback. If no media is attached, the panel doesn’t appear.
Media panel displaying an attached video for the current step with a play button
Any 3D models placed during authoring appear in your space at their saved positions.
6

Move through a few steps

Select the right arrow to advance to the next step. The panel updates with the new step number and task title, and the media and 3D content refresh to show only what’s attached to that step.Select the left arrow to go back — the previous step and its content return.Try moving forward through two or three steps to get a feel for the rhythm. (Curious how steps roll up into tasks and procedures? See Procedures, Tasks & Steps.)
7

Peek at the Step List

Select the List icon at the top-left of the Step Panel (before the Back button). A panel opens showing the procedure name, all tasks, all steps under each task, and all completion steps.
Task / Step List panel showing tasks and steps in focus
From here you can jump directly to any task or step without following the Next/Back sequence — the selected step becomes active immediately, with its media and 3D content loaded as authored. Select Close (X) to return to your current step.
8

Complete the procedure

Continue through the steps (or use the Step List to jump ahead) until you reach the Completion Step. It displays the message “Congratulations! You have successfully completed this Procedure.” along with two buttons.
Completion Step panel in Operator Mode displaying the congratulations message with Restart Procedure and Exit Procedure buttons
  • Restart Procedure resets everything to the first step, clearing in-session progress.
  • Exit Procedure closes the procedure and returns you to the Home environment.
Select Exit Procedure — you’ve completed your first procedure.

Where to Go Next

You’ve now seen the full operator loop: find, anchor, follow, complete. Pick your path based on your role (not sure which you are? See Author vs. Operator):

Field worker?

Continue to the Operate section for the full details on finding, anchoring, and executing procedures day to day.

Author?

Learn how to enter Author mode and build or refine procedures directly on the headset.