> ## Documentation Index
> Fetch the complete documentation index at: https://docs.altoura.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Procedures

> Create, edit, run, and delete procedures in Altoura Frontline.

## 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.

***

## Before You Begin

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

***

## Creating a Procedure

Use this process to create a new procedure from scratch.

### Step-by-Step Instructions

1. Select **Create Procedure** on the Procedures page.
2. Choose **New Empty Procedure** from the dropdown.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/procedures-portal/manage-procedures/portal-create-procedure-new-empty.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=00f2cadfc394016fbb429d89203cfa64" alt="Create Procedure dropdown opened, with the New Empty Procedure option highlighted." noZoom width="1145" height="262" data-path="frontline/images/procedures-portal/manage-procedures/portal-create-procedure-new-empty.png" />
</Frame>

3. The **Create New Procedure** dialog opens. Enter a descriptive procedure name (up to 100 characters).

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/procedures-portal/manage-procedures/portal-name-procedure-dialog-empty.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=7fc2b92bd1f384dc02f01dafa15d115f" alt="Create New Procedure dialog with an empty name field showing the placeholder 'e.g., Equipment Maintenance Guide' and a character counter at 0/100." noZoom width="3173" height="1577" data-path="frontline/images/procedures-portal/manage-procedures/portal-name-procedure-dialog-empty.png" />
</Frame>

4. Once a name has been entered, the **Create Procedure** button becomes active. Select it to confirm.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/procedures-portal/manage-procedures/portal-name-procedure-dialog-filled.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=c066f7001e2c7243218d54db108ae031" alt="Create New Procedure dialog with the name 'Procedure on Alternators' entered; the Create Procedure button is now active." noZoom width="3172" height="1752" data-path="frontline/images/procedures-portal/manage-procedures/portal-name-procedure-dialog-filled.png" />
</Frame>

### 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](/frontline/procedures-portal/authoring).

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/procedures-portal/manage-procedures/portal-procedure-step-editor.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=1b7abda325b269c68d9e80287081714c" alt="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." noZoom width="3167" height="1817" data-path="frontline/images/procedures-portal/manage-procedures/portal-procedure-step-editor.png" />
</Frame>

<Tip>
  Use a clear, consistent naming convention so procedures remain easy to find as your library grows.
</Tip>

***

## Editing a Procedure

Use this process to make changes to an existing procedure.

### When to Use

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

### Step-by-Step Instructions

1. Locate the procedure in the list.
2. Hover over the procedure card and select the **Edit** icon.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/procedures-portal/manage-procedures/portal-procedure-card-edit.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=96cc2aeb32cdcd40ff21d64cd0c99df8" alt="A procedure card with the Edit icon highlighted and an Edit tooltip visible." noZoom width="934" height="780" data-path="frontline/images/procedures-portal/manage-procedures/portal-procedure-card-edit.png" />
</Frame>

3. The **Step Editor** opens with the procedure's existing tasks, steps, and properties.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/procedures-portal/manage-procedures/portal-procedure-step-editor.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=1b7abda325b269c68d9e80287081714c" alt="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." noZoom width="3167" height="1817" data-path="frontline/images/procedures-portal/manage-procedures/portal-procedure-step-editor.png" />
</Frame>

4. Make the required changes: add or reorder steps, edit text, attach media, or adjust 3D assets.
5. Save your updates.

***

## Running a Procedure

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

### 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

### Step-by-Step Instructions

1. Locate the procedure in the list.
2. Hover over the procedure card and select the **Run** icon.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/procedures-portal/manage-procedures/portal-procedure-card-run.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=078ef968822c3d0294298362528e3993" alt="A procedure card with the Run icon highlighted and a Run tooltip visible." noZoom width="934" height="769" data-path="frontline/images/procedures-portal/manage-procedures/portal-procedure-card-run.png" />
</Frame>

3. The procedure launches in Run mode, ready for execution.

<Tip>
  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.
</Tip>

***

## Deleting a Procedure

Use this process to permanently remove a procedure.

### When to Use

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

### Step-by-Step Instructions

1. Locate the procedure in the list.
2. Hover over the procedure card and select the **Delete** icon.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/procedures-portal/manage-procedures/portal-procedure-card-delete.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=45d948332b53d1ee0a22b6e0d131f027" alt="A procedure card with the Delete icon highlighted and a Delete tooltip visible." noZoom width="989" height="789" data-path="frontline/images/procedures-portal/manage-procedures/portal-procedure-card-delete.png" />
</Frame>

3. A **Delete Procedure** confirmation dialog opens, naming the specific procedure you are about to delete.
4. Select **Yes** to permanently delete the procedure, or **Cancel** to keep it.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/procedures-portal/manage-procedures/portal-delete-procedure-confirmation.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=bb897da6a896fba5c4006b571040d133" alt="Delete Procedure confirmation dialog asking 'Are you sure you want to delete the procedure - Procedure on Alternators?' with Cancel and Yes buttons." noZoom width="3151" height="1715" data-path="frontline/images/procedures-portal/manage-procedures/portal-delete-procedure-confirmation.png" />
</Frame>

### What Happens Next

The procedure no longer appears in the list.

<Warning>
  Deletion is permanent and cannot be undone.
</Warning>
