# Write a Procedure

A **procedure** is the step-by-step instructions a technician follows. You write it once and attach it to work order templates, so every work order generated from them carries the same instructions, and every result is recorded.

| Part | What it is |
|---|---|
| **Step** | A major phase of the job, with an estimated time |
| **Check** | One task or verification within a step, with a data type for recording the result |
| **Entry options** | How the technician records the result, such as OK / Not OK |
| **Images** | Diagrams or photos that show the technician what to look at |

:::action[Create the Machine 1 weekly PM procedure]

1. Navigate to **Configuration → Maintenance → Procedures** and create a category `Machining`.
2. Add a procedure in it named `Machine 1 Weekly PM`, with the description `Weekly preventive maintenance for the Machine 1 machining center.`, and make sure it's enabled.
3. Add three steps, all enabled and required:

   | Step | Estimated time | Checks (all Boolean, entry method OK / Not OK) |
   |---|---|---|
   | `Lubrication` | 10 mins | `Way lube reservoir filled`, `Spindle lube level OK` |
   | `Coolant System` | 15 mins | `Coolant concentration in range`, `Coolant filter clean` |
   | `Safety Guards` | 5 mins | `Door interlock working`, `E-stop tested` |

4. On the `E-stop tested` check, clear **Allow N/A**, so the technician can't skip it.
5. Save the procedure.

:::

:::tip
Attach an image to any check where the technician needs to know exactly where to look, such as the lube fill point. It shows on the work order next to the check.
:::

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