What are Procedures?

Not every recurring task requires a technician on the shop floor. Monthly budget reviews, annual insurance renewals, quarterly safety committee meetings — these are administrative and compliance activities that need a schedule and accountability, but no Work Order and no asset. The Procedures module is designed exactly for this gap.

What is a Procedure?

A Procedure is a recurring administrative or compliance activity. You define a title, an optional category, a frequency (in days), and an assignment (user or role). On each cycle, a designated user marks it complete — with optional notes — and the system automatically schedules the next due date.

When to use Procedures

• Monthly safety committee meeting
• Quarterly budget review
• Annual insurance policy renewal
• Monthly KPI report for management
• Regulatory compliance audit (OSHA, ISO, GMP)
• Fire drill and emergency response drill
• IT system access review
• Software subscription renewal

Procedures vs Preventive Maintenance

Preventive Maintenance (PM) is for equipment — it generates Work Orders, tracks labor and parts, and closes with a technician sign-off. Procedures are for admin and compliance work — no Work Order is created, no asset is required, and completion is a one-click action with optional notes. Use PM for your machines; use Procedures for your meetings, audits, and renewals.

Recurrence modes

• FROM_COMPLETION: the next due date is calculated from the date you actually complete the cycle. If you complete it 10 days late, the next cycle starts 10 days later too. Best for flexible tasks that can drift.
• FROM_DUE_DATE: the next due date is calculated from the original due date, regardless of when you complete it. This preserves calendar alignment — a monthly report due on the 1st will always be due on the 1st. Best for fixed-calendar obligations.

Availability

The Procedures module is available from the Starter tier. Administrators can enable or disable the module at any time from Company Settings.