--- title: Create a Procedure | Makula Help Center description: Makula Help Center --- [Skip to content](https://help.makula.io/en/create-a-procedure-makula-help-center#main-content) English Show submenu for translations Makula Technology GmbH Open main navigation Close main navigation - English Show submenu for translations - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [Makula Help Center](https://help.makula.io/en?hsLang=en) 2. [Field Service](https://help.makula.io/en/field-service?hsLang=en) 3. [Digital Service Forms](https://help.makula.io/en/field-service?hsLang=en#digital-service-forms) # Create a Procedure | Makula Help Center ### Create a Procedure Learn how to create procedure templates in Makula Field Service, configure fields and sections, and prepare them for use in work orders. Written by George Newman June 30, 2026 ### What is a procedure? A procedure is a digital checklist or form that guides service engineers through a set of steps when completing work. You can define service steps, add reference resources, and attach procedures to work orders. Engineers can complete procedures digitally, upload photos as proof, and collect signatures from company managers. ### How do I create a procedure template? **Navigation:** Open your Field Service workspace, then select **Procedures** from the sidebar. 1. Click the **Create a procedure** button in the top right corner. 2. Enter a **Procedure Name** and optional **Description** (maximum 270 characters). 3. Click **Get Started**. Click the **Create a procedure** button in the top right corner. Enter a **Procedure Name** and optional **Description** (maximum 270 characters). Click **Get Started**. Your new procedure page will load, ready for you to add content. ​ Prefer to watch instead? Here's a quick walkthrough of the steps below. ### How do I build a procedure? You can add headings, fields, sections, and split fields to structure your procedure. **Add a Heading** 1. Click **Heading** under Add Item. 2. Enter the heading text. 3. Hover over the heading to Rename, Duplicate, or Delete it. Click **Heading** under Add Item. Enter the heading text. Hover over the heading to Rename, Duplicate, or Delete it. **Add a Field** 1. Click **Field** under Add Item. 2. Choose a field type from the available options. 3. Enter a field label. 4. Set the field as Required if needed. 5. Optionally add a description (maximum 300 characters) or attachments (PDF, Excel, or images up to 10 MB). 6. Use the icons to Duplicate or Delete fields. Click **Field** under Add Item. Choose a field type from the available options. Enter a field label. Set the field as Required if needed. Optionally add a description (maximum 300 characters) or attachments (PDF, Excel, or images up to 10 MB). Use the icons to Duplicate or Delete fields. **Add a Section** 1. Click **Section** under Add Item. 2. Sections allow you to group related headings and fields together. 3. Drag and drop items into the section to organise your procedure. Click **Section** under Add Item. Sections allow you to group related headings and fields together. Drag and drop items into the section to organise your procedure. **Add Split Fields** 1. Click **Split Fields** under Add Item. 2. Two fields will appear side by side. 3. Each field can be changed to any field type except Image and Table. 4. Use split fields to display related information together and save space on your procedure. Click **Split Fields** under Add Item. Two fields will appear side by side. Each field can be changed to any field type except Image and Table. Use split fields to display related information together and save space on your procedure. ### What field types are available? Procedure fields support various input types including: - Text - Number - Date - Single Select - Multi Select - Checkbox - Signature - Photo Upload - File Attachment Text Number Date Single Select Multi Select Checkbox Signature Photo Upload File Attachment ### How do I save a procedure template? You can save Procedure templates by clicking on save button in the top right corner. 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