What a procedure is
A procedure is a digital, interactive, step-by-step work instruction. Think of it as a paper job aid made alive — anchored to the real equipment, enriched with 3D models and media, and followed hands-free on your device. Procedures solve the two problems of traditional work instructions:- Authored once, updated centrally. The Procedures Portal is the single source of truth. Updates reach every device automatically.
- Delivered where the work happens. Steps, 3D models, and media appear anchored to the real equipment — not on a clipboard or a screen off to the side.
The hierarchy: procedure → tasks → steps
Tasks
High-level groupings of related work. A procedure can have many tasks — for example, Prepare Equipment, Replace Filter, Validate.
Steps
The individual actions within a task that the worker performs in sequence. Each step can carry its own media and 3D content.
Step types
Most steps are simple, sequential instructions. Two special step types shape the flow:What a step can carry
Each step can be enriched so it guides the worker precisely:- Media — images, video, and audio shown in a media panel alongside the step instructions.
- 3D models — assets from the shared asset library, positioned, scaled, and rotated by the author to appear exactly where needed in the physical environment.
- Anchor gems — spatial markers that visually link the step to a specific physical location, connected to the step panel by a tethered line. See Anchoring & QR Codes.
- Completion criteria — rules for how a step or task is considered complete: explicit confirmation, a choice, or progress through a sub-list.
The lifecycle, in one glance
1
Design
A subject-matter expert decides what procedure is needed and identifies the tasks and steps.
2
Author
They author the procedure in the Procedures Portal (browser) or directly on a device in Author Mode.
3
Enrich
They add 3D models, media, choice logic, and anchor gems so the procedure guides the operator precisely.
4
Publish
The procedure is published and becomes available to operators across the tenant.
5
Run
Operators open the procedure on their device and follow step-by-step AR guidance.
6
Iterate
Authors update the procedure based on field feedback. Operators automatically get the latest version next time they run it.

