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CORE GUIDE TOPIC · maintenancebuilder

About these instructions

This reader standardises presentation, not the entire procedure library. The original instructions, version labels and warnings are retained. Some topics describe the local Windows hub or earlier interface labels. They must not be read as proof that all desktop setup, imports or recovery work is available in the hosted browser.

The full wording, hosted/local scope, native Help and PDF review remains on the development list. Use only company-approved operational procedures; viewing Help does not approve a checklist, release equipment or verify work.

User instructions

Build a maintenance routine

Browser alternative: Administration > Templates & routines supports checklist/routine text authoring, hub drafts and separate publication review. Native Admin remains available for imports, original documents, source-review resolution and reference pictures. See Browser checklist and maintenance authoring.

A guided path from your procedure to a saved draft

  1. Open Admin → Maintenance → Maintenance builder…. Start blank or paste your reviewed outline, one step per line with # before a section. No manufacturer limits or technical instructions are generated.
  2. Enter the routine title, equipment/system, optional code and stage names. One or two labelled stages are available. The maintenance work order records each applicable step; stage labels organise the work and do not operate equipment or substitute for procedural sequencing.
  3. Add and arrange sections and steps. Each step can have text or numeric readings, units, required fields, reference pictures, optional/required photo evidence and a named or department approver.
  4. Add optional introductory text, warnings and pictures. Record document ownership and procedure references, and optionally link exact original-document revisions.
  5. Preview and check reviewer setup. Leave Publish now unticked to save an unfinished draft. Select Publish now, confirm the content review and save to make that routine revision available for new work orders.

Back and Next keep the unsaved wizard contents. Nothing is saved until Save routine on the last step. Reopen a saved draft using Edit routine / builder…. A validation error does not publish the routine; correct the issue before retrying.

Publication records the administrator and time, not a free-text signature. Later published revisions retain their prior revision history and do not alter existing work orders. Archive a routine to stop choosing it for new orders while keeping old records.

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