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Overview

The Procedures page is the primary workspace for managing procedural content in Altoura Frontline. After signing in to the Altoura Portal, make sure Procedures is selected in the left navigation to open the Procedures page. Procedures created here power guided experiences across Web and HMD, scoped to the selected organization. All procedures are organized by Organization, allowing teams to maintain separate procedure libraries for different business units, customers, or environments. When you open the Procedures page, you are always working within the context of a selected organization.
The Procedures page in the Altoura Portal, showing the procedure list, search bar, organization selector, Create Procedure button, and Procedures selected in the left navigation.

Organizational Context

Altoura Frontline supports multiple organizations within a single account. Each organization maintains its own independent set of procedures. The currently selected organization determines:
  • Which procedures are displayed
  • Where new procedures are created
  • Which users have access to those procedures
Procedures are not shared across organizations unless explicitly configured.

Selecting an Organization

Use the Organization selector in the top navigation to switch between organizations.
The Organization selector in the top navigation, expanded to show the available organizations.

How It Works

  • The selector lists all organizations you have access to.
  • Selecting an organization refreshes the Procedures page.
  • Only procedures belonging to the selected organization are shown.
This allows you to manage procedures for different teams or customers without overlap.

When to Switch Organizations

Switch organizations when you need to:
  • Create procedures for a different customer or team
  • Review or update procedures in another organizational context
  • Ensure procedures are authored and published in the correct environment

Procedures Within an Organization

Once an organization is selected, the Procedures page displays only the procedures belonging to that organization. Within an organization, you can:
  • Create new procedures
  • Search and filter existing procedures
  • Run procedures
  • View or update procedure properties
  • Set procedures as active or inactive
  • Share procedures
  • View procedure reports
  • Delete procedures
All actions apply only to the currently selected organization.

Creating Procedures in the Correct Organization

When you create a new procedure:
  • It is automatically created under the currently selected organization.
  • The procedure will only be visible to users with access to that organization.
Before creating a procedure, always confirm that the correct organization is selected.

Procedure List

Each procedure is displayed as a card on the Procedures page. Each card shows:
  • Procedure name
  • Last updated date and author
  • Procedure thumbnail, when available
Use the controls above the procedure list to sort or filter the procedures displayed on the page. Available options include:
  • Recents
  • A-Z
  • Z-A
  • Oldest
  • Status
You can also switch between the available grid and list views.

Procedure Actions

Hover over a procedure card to display the available action icons at the bottom of the card.
A procedure card with the Run, Properties, Set Active or Set Inactive, and More options actions visible.

More Options

Select the More options (⋮) icon to open additional procedure actions.
The More options menu for a procedure showing Share, View Report, and Delete.
The menu includes:
Deleting a procedure removes it permanently from the selected organization and cannot be undone.

Scope of This Page

The Procedures page is used for organizational procedure management. The following activities occur elsewhere:
  • Detailed step authoring, in the procedure editor
  • Spatial authoring and 3D model placement, in the HMD
  • Procedure execution, by frontline users on supported devices

Best Practices

  • Always verify the selected organization before creating or editing procedures.
  • Use consistent naming conventions within each organization.
  • Avoid duplicating procedures across organizations unless required.
  • Regularly review procedures to keep organizational content up to date.

Next Steps

From here, you can: