Procedures page

The Procedures page lists procedure templates (reusable checklists) in your workspace. You can organize them in folders, search, filter, create or edit them, then link them to tickets later.

info

This help covers the templates management page. Using a procedure on a ticket (checking tasks, notes, history) happens from the ticket profile, not this page.

Prerequisites

• You must be signed in to Sequentia.
• A workspace must be selected.
• Permission to manage procedures:
  • Procedures menu link appears only if you have it;
  • without it, create and copy show Insufficient permissions / “You do not have permission to manage procedures”.

Permissions used from this page (edit dialog):

Action	Permission
Access page, create, edit, copy	Manage procedures
Delete or archive a procedure (trash / archive icon in dialog)	Archive a procedure — without it, icon does not appear
View model information log (info icon)	View activity log — without it, icon does not appear

Only non-archived procedures appear in the list.

Open the page

1. In the navigation menu, open Procedures.
2. When browsing folders, the breadcrumb shows your current level.

Grid / list view choice is remembered per workspace in your browser and restored on the next visit.

Empty state

With no procedures or folders in the workspace, the page shows the Procedures welcome card:

• explanation text: procedures help break work into clear steps on tickets;
• Add a procedure button → opens create dialog (after permission check).

Organize with folders

Breadcrumb

At top: All (root), then parent folders to current folder.

• Click All: return to root.
• Click a breadcrumb folder: open that level.
• You can drop a dragged procedure or folder onto a breadcrumb item (including All) to move it.

Folders section

• Add a folder tile → Add a folder dialog: name (2 to 31 characters), Confirm button.
• Each folder: folder icon, name, pencil to edit.
• Click a folder: enter that folder.

Edit / delete a folder

The Edit your folder dialog lets you rename or delete.

• Delete refused if subfolders or procedures remain inside: Cannot delete with matching explanation.
• Otherwise, confirm Are you sure you want to delete {name}?

Search

Search bar (placeholder Procedure or folder...).

Two behaviors:

1. Filter the current folder list: title, description, sequence number (#…), linked equipment name (accent insensitive).
2. Suggestions under the bar while typing:
   • Folders group;
   • Procedures group;
   • No results if nothing matches.

Click a folder in suggestions: open that folder. Click a procedure: open edit dialog.

Filter by equipment

Filter button (funnel icon). Badge 1 shows if a filter is active.

Option	Effect
With equipment	Procedures with linked equipment
Without equipment	Procedures without equipment
Cancel (if filter active)	Back to All

A second click on the same filter turns it off.

Grid and list views

Segment top right of My procedures:

View	Content
Grid	Cards: #sequenceId, title, optional equipment, task list, Copy button, creator chip. Create a procedure card. Drag handle for reorder.
List	Create a procedure row, then rows #sequenceId + title (+ equipment), badge with task count. No Copy button in this view.

Only procedures in the current folder (and active filter / search) are shown.

Create a procedure

1. Click Create a procedure (grid, list, or empty state).
2. If you manage procedures, Add a procedure dialog opens.
3. Fill at least a name and at least one task, then Confirm.
4. Message Procedure created. Procedure is created in the current folder (or root under All).

Dialog content

Field	Detail
Procedure name	Required, 2–50 characters
Description	Optional
Equipment	Optional: Choose equipment, open profile, or remove (confirmation)
Estimated duration	Optional (0h 0m placeholder)
Tasks	Reorderable list; new task: at least 3 characters, + button or Ctrl+Enter

Without a task: alert Please add a task to the procedure.

Open / edit a procedure

Click a card or row → Edit procedure #… dialog.

• Same fields as create.
• Confirm → message Procedure updated.
• Info icon (if you can view log): model information / log.
• Trash icon (procedure not used on a ticket) or archive (already linked to at least one ticket) if you can archive:
  • delete or archive confirmation;
  • message with possible undo depending on edit flow.

Copy a procedure

Available in grid view only (Copy button on card).

1. Permission check (else permissions alert).
2. Confirm Clone / “Do you want to copy this procedure?”.
3. A copy is prepared (title suffixed ** - Copy**, new number) and edit dialog opens to finalize.

Drag and drop

• Procedure → drop on folder or breadcrumb to change folder.
• Folder → drop on another folder or All to change parent folder.
• In grid view, use the handle to drag more easily.

In-app help

On the Procedures page, the header help menu opens this topic.

What this page does not do

• Check tasks or track a procedure on a ticket: ticket profile.
• Show archived procedures in the main list.

To confirm with product

• Search suggestions group label for procedures: confirm whether Procedures is the desired label.
• Folder name length error (“between 3 and 31”) vs actual validation (confirm from 2 characters) — align message and rules.
• From search, opening a folder updates local display but does not update the address like a grid folder click — confirm expected behavior.
• Linking a procedure to a ticket and tracking checked tasks are not handled on this page; document in ticket help if needed.