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Overview

Procedures are the building blocks for guided frontline experiences and are managed within the context of a selected organization. This page covers how to create, edit, run, and delete procedures from the Procedures page.

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Before You Begin

  • Sign in to Altoura Frontline
  • Ensure the correct organization is selected
  • Verify you have permission to manage procedures

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Creating a Procedure

Use this process to create a new procedure from scratch.

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Step-by-Step Instructions

  1. Select Create Procedure on the Procedures page.
  2. Choose New Empty Procedure from the dropdown.
Create Procedure dropdown opened, with the New Empty Procedure option highlighted.
  1. The Create New Procedure dialog opens. Enter a descriptive procedure name (up to 100 characters).
Create New Procedure dialog with an empty name field showing the placeholder 'e.g., Equipment Maintenance Guide' and a character counter at 0/100.
  1. Once a name has been entered, the Create Procedure button becomes active. Select it to confirm.
Create New Procedure dialog with the name 'Procedure on Alternators' entered; the Create Procedure button is now active.

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What Happens Next

  • The new procedure is added to the Procedures list.
  • The Step Editor opens automatically so you can begin adding tasks, steps, media, and 3D assets right away.
  • The procedure is ready for further editing and authoring.
The Step Editor opened for a newly created procedure, showing the Procedure Tasks panel on the left, the step canvas in the center, and the Properties panel on the right.
Use a clear, consistent naming convention so procedures remain easy to find as your library grows.

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Editing a Procedure

Use this process to make changes to an existing procedure.

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When to Use

  • To update steps, instructions, or content
  • To improve or correct an existing workflow

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Step-by-Step Instructions

  1. Locate the procedure in the list.
  2. Hover over the procedure card and select the Edit icon.
A procedure card with the Edit icon highlighted and an Edit tooltip visible.
  1. The Step Editor opens with the procedure’s existing tasks, steps, and properties.
The Step Editor opened for an existing procedure, showing the Procedure Tasks panel on the left, the step canvas in the center, and the Properties panel on the right.
  1. Make the required changes: add or reorder steps, edit text, attach media, or adjust 3D assets.
  2. Save your updates.

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Running a Procedure

Use this process to preview or execute a procedure directly from the Procedures page.

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When to Use

  • To validate a procedure end-to-end before sharing it with frontline operators
  • To preview the experience as a user would see it

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Step-by-Step Instructions

  1. Locate the procedure in the list.
  2. Hover over the procedure card and select the Run icon.
A procedure card with the Run icon highlighted and a Run tooltip visible.
  1. The procedure launches in Run mode, ready for execution.
You can also launch Run mode directly from the Step Editor using the Run button in the top-right of the editor. This is the fastest way to test a change immediately after editing, without returning to the Procedures list.

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Deleting a Procedure

Use this process to permanently remove a procedure.

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When to Use

  • The procedure is no longer needed
  • The workflow should not be available for execution

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Step-by-Step Instructions

  1. Locate the procedure in the list.
  2. Hover over the procedure card and select the Delete icon.
A procedure card with the Delete icon highlighted and a Delete tooltip visible.
  1. A Delete Procedure confirmation dialog opens, naming the specific procedure you are about to delete.
  2. Select Yes to permanently delete the procedure, or Cancel to keep it.
Delete Procedure confirmation dialog asking 'Are you sure you want to delete the procedure - Procedure on Alternators?' with Cancel and Yes buttons.

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What Happens Next

The procedure no longer appears in the list.
Deletion is permanent and cannot be undone.