Without standardized procedures, your maintenance quality depends entirely on who shows up. Standard Work Templates ensure every technician follows the same approved steps... and those steps are attached directly to the work order, not buried in a binder.

Template Authoring

  • Work Template EntityNEW
    Create named procedure templates linked to asset types and maintenance categories.
  • Versioned Template RevisionsNEW
    Full version history... publish a new revision without losing the previous approved version.
  • Task Steps with ClassificationNEW
    Break procedures into individual steps with classification flags (safety, inspection, repair, etc.).
  • Per-Task Reference MediaNEW
    Attach reference photos and videos to individual task steps... viewable in a lightbox on the work order.
  • Version-Level Document AttachmentsNEW
    Attach manuals, drawings, and specs at the template version level for technician reference.
  • Controlled distribution of SOPs (Standard Operating Procedures), control plans, work instructions, and SDS (Safety Data Sheets)... versioned, approved, and shown to operators at the point of execution.

Approval & Deployment

  • Template Approval ChainNEW
    Configurable approval chain... templates must be approved before they can be assigned to work orders.
  • Active Revision IndicatorNEW
    Clear visual indicator of which revision is currently active and approved for use.
  • Three-Level ResolverNEW
    Resolver logic selects the best matching template based on asset type, failure mode, and category hierarchy.
  • Task Materialization on WONEW
    Tasks from the template are materialized directly onto the work order at creation... no manual copy.
  • Template Admin UINEW
    Full admin interface for creating, reviewing, versioning, and deploying standard work templates.

See Standard Work Templates in action.

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