Procedure Card

A Procedure Card captures one simple, linear job: a swap, a clean, a refill, a reset or a calibration. It gives the steps in order, one action each, with the safety points and the lessons the field has learned doing the job. For jobs that need branching, recorded readings or sign-off, use a Task instead. For how Procedure Cards fit with the other card types, see Field Cards.

This page shows a complete Procedure Card, explains what each section captures, and then shows how to create one with the InSkill Field Card Creator skill.

📘

Note

The example is built from fictional AZ Copper Works records and the AZ Machine Works AM-650 manuals. Its pictures are illustrations marked For demo purposes only.

The Example Card

What Each Section Covers

Sections are numbered on the card. Steps are the core of a Procedure Card; everything else supports doing them safely and proving they worked.

Example Questions

These questions were asked in Ask on Copilot (Truck) with the card uploaded, and InSkill GPT answered them correctly. Use them to check the card after you upload it.

How to Create a Procedure Card

Procedure Cards are created in Claude with the InSkill Field Card Creator skill. It writes the steps from the manual and adds the lessons it finds in the records as safety points, steps and field notes.

Follow these five stages in order:

1. Gather the source data
2. Run the skill
3. Review the card
4. Upload to InSkill
5. Test the card in Ask

Gather the source data

Collect the records of the job being done: work orders, PM sheets and shift log entries, typed or handwritten, plus the manual section for the job.

The source for this example is the typed AZ Copper Works field log. These are the rows the skill used:

id,date,shift,unit,tech,area,entry
E0004,2026-07-09,Day,B43558,AL,Hydraulic,"1,000 h service: replaced both return filter elements 650-4310-00 with new cover O-rings, covers torqued 30 lb-ft, and the brake cooling spin-on filter 650-3310-00. Housing bottoms clean. Breather indicator blue. Level between marks after hoist cycle."
E0012,2026-07-27,Day,B43113,BS,Hydraulic,"Return filter bypass indicator up on the left cover. Changed both elements early. Tank top not cleaned before lifting the cover; grit fell into the left housing. Wiped housing clean before fitting the new element."
E0017,2026-08-10,Day,B43558,AL,Hydraulic,"Tank breather color indicator pink at about 640 h since last change. Replaced breather 650-4330-00 hand tight. Photo of old breather."
E0019,2026-08-14,Night,B43113,BS,Hydraulic,"Level checked with the body raised, read low. Night shift added HYDO-10 through the breather port. With body down level above the upper mark. Drained back to the mark through the filter-cart quick coupler. Breather port cleaned."
E0027,2026-09-02,Day,B43558,AL,Brakes,"AM-3021 recurring. TP-7 112 psi at high idle in HOLD. Replaced brake cooling filter 650-3310-00. TP-7 66 psi. No repeat in the next 3 shifts."
E0028,2026-09-04,Day,B43558,AL,Hydraulic,"Scheduled return filter change. Bronze-colored flakes in the bottom of the right housing. Reported to supervisor. Oil sample taken. Bypass indicators not reset after the change."
E0034,2026-09-21,Night,B43558,BS,Hydraulic,"Return filter bypass indicator up. Indicators had not been reset after the E0028 change. Reset both; no restriction found."

The manual used was the AMW-MP-650-25 Maintenance and Parts Manual (hydraulic oil and return filters, pages 31 and 32).

Run the skill

In Claude, attach the field log, the manual and the customer logo, and use a prompt like this:

Use the InSkill Field Card Creator skill.

Create a procedure card for changing the hydraulic return filters and the brake
cooling filter on the AMW AM-650 haul truck.
- Copilot: Copilot (Truck)
- Site: AZ Copper Works (prefix ACW)
- Keep the card generic to the AM-650: no unit numbers; note model-year differences
- Source: the attached field log, July to September 2026
- Take the steps and values from the attached AMW-MP-650-25 Maintenance and
  Parts Manual, pages 31 and 32, and cite the page
- Turn every lesson in the log into a safety point, step or field note
- Header: the attached AZ Machine Works logo

If the job has more than about eight steps with settings, measurements, branching or acceptance tests, the skill recommends a full Task instead.

Review the card

Before you upload the card, check:

• Every page reads cleanly, no heading is stranded at the bottom of a page, and the card ID fits the header.
• Every field value appears in the source records, and every source ID on the card exists.
• Every value taken from the manual cites its page.
• The To be confirmed list names every gap, and who should close it.
• The settings file has InSkill GPT Answers, App and Web all on.

Upload to InSkill

Field cards are uploaded with InSkill GPT Answers, App and Web all on. With App and Web off, InSkill GPT still uses a card, but doesn't show it as a resource in the answer.

1. Open the copilot, here Copilot (Truck), and open its Resources tab.
2. Click Bulk Upload and add the PDF.
3. Under Configure defaults for uploaded files, leave Published on. Under Visibility, leave App, Web and InSkill GPT Answers selected. Under InSkill GPT, leave Searchable and Parse selected.
4. Click Create 1 Resources, then Done.
5. Open the new resource and set Name, Keywords and Description from the settings file. Leave Prompt empty. Click Save. See Editing Resource Attributes.

📘

Note

Claude can do step 5 for you through the InSkill MCP Server: ask it to apply the .inskill.json settings file to the uploaded resource.

In this example the resource name is Field Card (Procedure) | Change the hydraulic return filters and brake cooling filter.

Test the card in Ask

Ask the example questions in Ask on the copilot and check the answers against the card.

Output Reference

Files

The skill writes two files for each card:

The skill writes the card in English, even when the source records are in another language. It writes another language version, for example ACW-AZMachineWorks-AM650-Truck-P-001-ES.pdf, only when you ask for one. On request, it also delivers a kit with the template, builder, content files and images, so the card can be rebuilt after edits.

Card ID

Every card ID follows the pattern <Site>-<Brand>-<Model>-<MachineType>-<Code>-<Number>, and each language version adds a suffix:

Value tags

Every value on the card is tagged so Technicians and InSkill GPT know how far to trust it:

Status, version and review

Settings file

The settings file for this Procedure Card:

{
  "card_id": "ACW-AZMachineWorks-AM650-Truck-P-001",
  "resource_title": "Field Card (Procedure) | Change the hydraulic return filters and brake cooling filter",
  "language": "en",
  "base_language": "en",
  "is_base": true,
  "translation_group": "ACW-AZMachineWorks-AM650-Truck-P-001",
  "card_type": "procedure",
  "status": "field",
  "version": "0.1",
  "review_date": "2027-01-29",
  "owner": "To be assigned",
  "copilot": "Copilot (Truck)",
  "visibility": {"vis_mvn": true, "vis_web": true, "vis_app": true},
  "keywords": ["hydraulic filter change", "return filter", "hydraulic return filters", "brake cooling filter", "spin-on filter", "bypass indicator", "filter popped", "breather", "desiccant breather", "pink breather", "sight gauge", "hydraulic level", "HYDO-10", "filter cart", "1,000 hour service", "650-4310-00", "650-3310-00", "AM-650"],
  "mvn_desc": "Change the hydraulic return filters and brake cooling filter. Procedure card for the AMW AM-650 rigid haul truck.",
  "source_entries": "E0004, E0012, E0017, E0019, E0027, E0028, E0034 (AZ Copper Works field log, Jul–Sep 2026, fictional demo data). Manuals: MP pp. 12, 20, 31–32, 51. SM = AMW-SM-650-25 Rev. A Service Manual, MP = AMW-MP-650-25 Rev. A Maintenance and Parts Manual.",
  "file": "ACW-AZMachineWorks-AM650-Truck-P-001-EN.pdf"
}