Steps

  1. Open the current published procedure and its execution/template panel. Historical publications cannot be used as though they were the active source.

  2. Choose the offered conversion type and enter the template name/description. Build a preview and inspect every required and optional step and the source publication version.

  3. Choose the Confirm and create template action only after reviewing that preview. If the source changed, generate a fresh preview; an unsuccessful creation is not an active template.

  4. Use the created execution template to instantiate the intended task, checklist, inspection or other offered operational record. Review the returned record reference and follow it through its own completion workflow.

  5. To associate an existing record, open operational links, choose its record type and enter its actual ID plus optional block/relationship. Save the link and check the result. Linking a record does not execute or complete its work.