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Procedures Main Menu

Overview

The Procedures page provides a centralized view of all available procedures within the selected organization. It allows you to:
  • View procedure names and ownership details
  • Filter procedures by organization
  • Search for specific procedures
  • Navigate through the available list
This page serves as the primary location for locating and accessing procedures.

When to Use This Feature

Use the Procedures page when you need to:
  • Find a specific procedure by name
  • Review procedures created or modified by a specific user
  • Switch between organizations to view different procedure sets
  • Browse available procedures within your current organization

Access the Procedures Page

Main Side Panel

Step-by-Step Instructions

  1. Select the top icon in the left-side navigation menu (list icon).

What Happens Next

The system opens the Procedures page and displays the list of available procedures for the currently selected organization.

View Procedures

Each procedure is displayed as a card containing:
  • Procedure name (for example, Air Filter Replacement)
  • Created by information
  • Last Modified by information
On the right side of the page, a count indicator (for example, 1/7) shows the number of procedures currently displayed relative to the total available. If multiple procedures are available, they appear in a grid layout.

How to Search for a Procedure?

Search Procedure Page
Use the search field to quickly locate a specific procedure.

Step-by-Step Instructions

  1. Click the Search field in the top-right area of the page.
  2. Enter a procedure name or keyword.

What Happens Next

The system filters the procedure list and displays only procedures that match your search criteria. For example, entering Air shows procedures that contain “Air” in the title. The results count updates accordingly (for example, 1/1).

Filter Procedures by Organization

Use the organization dropdown to switch between procedure groups.
Org Dropdown Procedure Page

Step-by-Step Instructions

  1. Click the organization dropdown at the top of the page (for example, Altoura).
  2. Select one of the available options for example:
    • All Organizations
    • Altoura
    • Production
    • Staging

What Happens Next

The system refreshes the list to display procedures associated with the selected organization. Only procedures within the selected organization are shown.