Procedure Templates Overview

During the drafting process, procedures are authored within the Tempo web application as procedure templates. Once a procedure template has been authored and approved, it can be assigned for execution as a procedure run. (Customers that use the MES package can also add procedures to batch templates; procedures may be arranged within specific unit operations within the batch template. Once a batch template has been authored and approved, it can be assigned for execution as a batch run.)

Accessing procedure templates

VERSION NOTE:
This article reflects Tempo v6.5. If you are using an earlier version, hover over the left navigation panel, then click Procedures > Templates.

From the left navigation panel, click cloud Tempo > Procedures > Templates. A list of the procedure templates that the user can view or edit displays.

From this page, users can access the following functions:

• Create a new procedure template
• Edit or review an existing procedure template
• Customize filter views to fit display preferences
  • Click Columns to select which columns to display in the list.
    • Columns reflect specific information stored on a procedure template within the system, including information such as Title, Type, and Created Date.
  • Click filter_list Filter next to a column of your choice, then select a filter criteria and enter a term in the search bar to filter results.
  • Click Reset Filters to reset the filter view.
• Import procedure templates

Creating a new procedure template

VERSION NOTE:
This article reflects Tempo v6.5. If you are using an earlier version, hover over the left navigation panel, then click Procedures > Templates.

Users can create a new procedure template from the Procedure Templates page (cloud Tempo > Procedures > Templates).

Before creating a new procedure template, collect any reference materials you may need (e.g., PDFs or other documents, etc.), then complete the applicable steps linked in the articles below:

1. Creating & configuring a procedure template (required)
   This article describes how to begin building a procedure template within Tempo, set the template's name, and configure execution-related template settings.
2. Adding dynamic content (if applicable)
   This article describes how to add parameters to a procedure template. Parameters can be used to specify values for a particular batch run when leveraging the same procedure for multiple products, variations, or iterations.
   PACKAGE NOTE:
   Parameters have limited functionality outside of batch runs, which are only included in the MES package.
3. Adding resources (if applicable)
   This article describes how to designate resources like equipment, materials, samples, and arrays to be used during a procedure run.
   PACKAGE NOTE:
   Resources are not available in the AWI package. Samples and arrays are only available in the LES package.
4. Adding links (if applicable)
   This article describes how to add links to other procedures for operator reference during execution.
5. Adding additional documents (if applicable)
6. Creating & managing augmented steps (required)
   This article describes how to add steps to a procedure template. Augmented steps can include instructions, technique media, inputs, actions, signatures, and step navigation conditions, as applicable.

Editing or copying an existing procedure template

Users can create a new procedure template from the Procedure Templates page (cloud Tempo > Procedures > Templates). The specific next steps depend upon the user's goal and the status of the procedure template:

• To edit a procedure template that is in the Draft status:
  1. Click the name of the procedure template to edit.
  2. Make any relevant edits or additions.
• To edit an existing procedure template that is in the Review or Pending Approval status:
  1. Click the name of the procedure template to edit.
  2. Click the procedure template stage near the top right of the page, then click Send back to Draft. (This action requires a user to sign off with a password or PIN).
  3. Make any relevant edits or additions.
• To edit an existing procedure template that is in the Effective status:
  1. Click the name of the procedure template to edit.
  2. Click the version number listed near the top right of the page, then click New Draft.
  3. Make any relevant edits or additions.
• To make a copy of an existing procedure template without editing the original procedure template:
  1. Click the name of the procedure template to copy.
  2. Click the more_horiz More Options icon near the top right of the page, then click Duplicate Procedure Template. Provide a new template name for the duplicate procedure template.
  3. Make any relevant edits or additions.

Next steps

• Review the Procedure Template Lifecycle & Stages Overview article to learn more about submitting a procedure template draft for review and approval, as well as general information about procedure template stages and versions.
• Review the links in the Creating a new procedure template section of this article to determine next steps in creating a procedure template.