Skip to main content
This page is for field workers executing a procedure that is already anchored to the workspace. By the end of it, you will have worked through every step and reached the procedure’s completion summary. For how procedures break down into tasks and steps, see Procedures, Tasks & Steps.

​
Read the Step Panel

Procedure view with the Step Panel showing step details and navigation arrows
Each step in the Step Panel displays:
  • Step number and task name
  • Task progress
  • Instructions describing the task to complete
  • Supporting media, such as images, videos, or 3D models
Tap the task list icon to view all tasks in the procedure. Use the navigation arrows at the bottom of the Step Panel to move through the procedure:
1

Complete the current instruction

Perform the task described on the panel.
2

Tap Next

Next opens the next step. Tap Previous to return to the previous step.

​
Use Media Controls

Procedure steps can contain video or photo content. You can view the media directly within the current step or expand it for a larger view.

​
Video

If the current step contains a video, you can:
  • Play or pause the video.
  • Expand the video to open it in a larger media player.
Video displayed within a procedure step
When the video is expanded, you can:
  • Play or pause the video.
  • Seek to a specific position using the progress bar.
  • Mute or unmute the audio.
  • Select Close to return to the procedure.
Expanded video with playback, seek, audio, and close controls

​
Photo

If the current step contains a photo, you can view it directly within the procedure step.
Photo displayed within a procedure step
Expand the photo to view it in a larger view. Select Close to return to the procedure.
Photo displayed in the expanded view with the Close button
Media controls are displayed only when the current step supports them.

​
Follow Directional Guidance

When the next instruction is outside the current camera view, a directional indicator appears near the bottom of the screen. It shows:
  • The direction in which to move or look.
  • The approximate distance to the next instruction.
For example, the guidance may display Slight Left & Down, 59.8 Ft.
Directional guidance showing where to focus for the next procedure instruction

​
Complete the Procedure

Every procedure includes a default completion step. Depending on how the procedure was authored, additional completion steps may appear before the final one. When you reach the final completion step, the procedure summary displays:
  • Number of completed steps
  • Total procedure time
  • Number of completed tasks
Procedure completion screen showing completed steps, total time, and tasks
You can then choose to:
  • Restart the procedure to perform it again.
  • Exit the procedure.
Stuck on a step? You can bring in a specialist without leaving the device — see Invite an Expert to a Call.
Next: Invite an Expert to a Call