How to create a Standardized Procedure template

1. Introduction

The standardized procedure template is used to guide the technician's work implement.

During work implement, if the service item is bound to a standardized procedure template, the technician must follow the steps.

The standardized procedure template could be created on Brand OS.

To create a standardized process template, you need to provide template serial number, template name, step serial number, step name.

2. Use case

The manager uses Brand OS to create a tyre balancing procedure for the workshop.

  • The manager logs in to Brand OS, clicks"Service -> Procedure -> New+", a window for creating templates pops up.

  • The manager types in the serial number, template name, then clicks "Continue".

  • The manager clicks "New+" to add steps.

  • The manager types in serial number, step name, then clicks "Continue".

You can also add descriptions or pictures for steps.

The "Product" step could be skipped.

  • The manager continues to add other steps.

After adding steps, the manager could change the steps' sequence.

  • The creation of the tyre balancing procedure template has been completed.

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