Inspection Procedures ensure greater accuracy in identifying and correcting failures. The Tractian platform automatically suggests specific procedures based on the type of Insight and asset information.
Important note: Suggested procedures are based on the information registered for your assets. Make sure the technical sheet is properly filled out to receive accurate suggestions.
You can also customize procedures with steps specific to your maintenance process or internal safety standards.
Managing Procedures
To access, go to the top menu and click on "Procedures".
The page lists all created procedures, which can be filtered by:
Creator
Asset or Location
Equipment Type
To create a new procedure, click “+ Add”.
Creating a Procedure
1. Define Name and Description
Give the procedure a clear name and add a brief description of its purpose.
2. Associate a Location or Asset
This association is for organizational purposes within the procedure library. The procedure can still be used for any location or asset.
Ways to Create a Procedure
You can create a procedure in two ways:
Manual
Use this option when you need to create a procedure from scratch, fully customized for your operation.
Fill in the initial information
Procedure name: Enter a clear and objective name that describes the activity.
Description: Explain the purpose of the procedure and, if necessary, the execution context.
Link assets, locations, and team
Related Assets and Locations: Select where this procedure can be applied.
Equipment Types: Define which equipment types the procedure applies to.
Team: Assign the team responsible for execution.
Add tasks manually
Click "+ Task";
In Task description, clearly describe what must be done;
(Optional) Use Observation to add additional instructions.
Define the task response type
For each task, choose the most appropriate field type, such as:
Short text or long text
Checklist or inspection list
Number, value, or metrics
Multiple choice, selection box, or yes/no
Photo/file, audio, or signature
Date, user, or selector
Configure the task
For each task, you can:
Attach Files
Duplicate fields
Delete fields
Make field required
Enable Audio, Notes, and Files
Organize with sections (optional)
For longer procedures:
Click "+ Section";
Name the process stage;
Add tasks within the section.
After reviewing all information, save the procedure. It will be available in your library according to the defined links.
Generated by Tractian Copilot
Use AI to speed up the creation process. Just follow these steps:
Click "Generate Procedure with AI"
Select the Procedure Type:
Preventive Maintenance: Routines to ensure proper functioning and prevent failures.
Sensitive Inspection: Early detection of wear or invisible damage.
Operational Safety: Ensures safe machine and equipment operation.
Corrective Maintenance: Repairs after failures or malfunctions.
Associate an Asset: Select the equipment the procedure applies to.
Describe the Procedure: Explain in detail what should be done. The more specific the description, the more accurate the result.
The AI is trained with technical standards, manuals, materials, and industrial information.
Editing and Customizing Copilot-Generated Procedures
Once generated, your procedure will be displayed on the setup screen. You can:
Edit text, values, or steps
Remove or add sections
Adjust standard Yes/No inspection responses
To learn more about editing standard fields, see the dedicated article.
You can also send new instructions to adjust the procedure exactly to your needs.
Once you're satisfied, save the procedure. It will be available immediately for use in inspections.