Create a Task

  1. On the Copilots page, click on the piece of equipment you want to add a procedure to
  1. Under the tasks tab click the plus sign to create a new task (procedure)
  1. Enter the title of task
  1. Press Save
  1. After title is given, it will go automatically to the first step of task. At this point, enter the prompt you want to show up under “Title”
  1. To add details, click “Add New Instructions”

(These details will show up under the prompt of the step. Instructions can be input in the form of images, resources, texts, URL/Email, or videos)

  1. At this point "Info Only" should be enabled if the step is meant to inform the user without any result. If "Info Only" is not enabled this step will be a solution-based process where the procedure only proceeds if the problem persists (This is useful for troubleshooting/diagnosing)
  1. Press "Save"
  1. Press the plus sign in the Step to add another step

(Steps added will be shown on the left side in the form of an outline of the task process)

  1. Repeat steps 6-10 to add subsequent steps