Dynamic Procedures

Turn approved procedures into interactive, auditable workflows

Author, approve and execute interactive digital procedures across desktop and mobile, with guided steps, structured data capture, verification and an auditable execution record.

DP Read Run

THE OPERATIONAL CHALLENGE

Static procedures cannot support live execution

Author once. Execute step by step. Retain one complete record.

TAShelix Dynamic Procedures

Paper and PDF procedures can show what to do, but they cannot guide a user through branching logic, required data, verification or out-of-sequence work. Important evidence is often recorded elsewhere and transcribed after the task. That increases manual interpretation, weakens visibility during execution and makes it harder to confirm which version was used and what happened at each step.

HOW TASHELIX SUPPORTS THE WORKFLOW

One controlled workflow from authoring to execution

TAShelix Dynamic Procedures combines authoring, approval, pre-job briefing, execution, verification and retention in one role-based workflow. Teams can build or import procedures, configure logic and data capture, execute on web, desktop or mobile, and retain an attributable record of each completed run.

KEY CAPABILITIES

01

Procedure authoring and control

Build from reusable templates or import approved content, with structured sections, verification steps and controlled revisions.

02

Dynamic routing and logic

Route users through the correct path using field values, rules, expressions and conditional steps.

03

Structured data capture

Capture text, numbers, dates, selections, calculated values, media and reusable data directly within each step.

04

Guided field execution

Support pre-job briefing, placekeeping, equipment validation, PPE prompts, scratchpad capture and out-of-sequence work.

05

Supervision and verification

Monitor active runs, surface warnings and late thresholds, and support co-verifier, independent and remote sign-off.

06

AI-assisted authoring

Use AI-assisted import, revision review and test generation to accelerate authoring while keeping approval controls in place.

HOW IT WORKS

From authoring to a retained quality record

01

Author the procedure

Build from a template or import approved source content into a structured digital procedure.

02

Review and approve

Route the procedure through configured review, change and approval controls.

03

Brief the team

Assign the work, confirm roles and complete the pre-job briefing before execution.

04

Execute step by step

Guide users through instructions, data capture, placekeeping and conditional logic.

05

Verify and complete

Apply required co-verification, independent sign-off and final review.

06

Retain the execution record

Preserve the completed run, captured data, signatures and timestamps as an auditable quality record.

OPERATIONAL OUTCOMES

Interactive procedures replace static documents with controlled, data-driven execution and one complete record of the work performed.

Fully paperless procedure execution in place of paper and static PDFs

Fewer skipped steps and manual transcription errors

Stronger point-of-work verification and procedural control

Faster authoring and revision cycles

Better visibility across active and completed runs

One attributable record of every procedure execution

BEST FOR AND WHERE IT FITS

Operations, maintenance and engineering teams in regulated or asset-intensive environments that require controlled procedures, independent verification and retained quality records.

GOVERNANCE, INTEGRATION AND AUDIT

Controlled authoring, change requests and approval workflows

Host-system security and dynamic access profiles

Attributable actions, data capture, signatures and timestamps

Encrypted offline execution with secure synchronisation

Retained execution records linked to work and document systems

Move from static documents to controlled digital execution.

See how TAShelix Dynamic Procedures can support authoring, field execution, verification and auditable records in one workflow.

Dynamic Procedures User with Tablet

Dynamic Procedures

Turn approved procedures into interactive, auditable workflows

Author, approve and execute interactive digital procedures across desktop and mobile, with guided steps, structured data capture, verification and an auditable execution record.

DP Read Run

THE OPERATIONAL CHALLENGE

Static procedures cannot support live execution

Author once. Execute step by step. Retain one complete record.

TAShelix Dynamic Procedures

Paper and PDF procedures can show what to do, but they cannot guide a user through branching logic, required data, verification or out-of-sequence work. Important evidence is often recorded elsewhere and transcribed after the task. That increases manual interpretation, weakens visibility during execution and makes it harder to confirm which version was used and what happened at each step.

HOW TASHELIX SUPPORTS THE WORKFLOW

One controlled workflow from authoring to execution

TAShelix Dynamic Procedures combines authoring, approval, pre-job briefing, execution, verification and retention in one role-based workflow. Teams can build or import procedures, configure logic and data capture, execute on web, desktop or mobile, and retain an attributable record of each completed run.

KEY CAPABILITIES

01

Step-by-step execution

Guide users through the approved sequence with clear instructions and controlled progression.

02

Conditional logic

Show or skip steps based on responses, field conditions or procedural rules.

03

Data and evidence

Collect readings, comments, photos, attachments, timestamps and signatures within the procedure.

04

Validation and hold points

Require specific values, approvals or checks before the user can continue.

05

Cross-platform access

Ensure teams execute the current approved procedure and preserve the record of the version used.

06

Cross-platform access

Ensure teams execute the current approved procedure and preserve the record of the version used.

HOW IT WORKS

From authoring to a retained quality record

01

Author the procedure

Build from a template or import approved source content into a structured digital procedure.

02

Review and approve

Route the procedure through configured review, change and approval controls.

03

Brief the team

Assign the work, confirm roles and complete the pre-job briefing before execution.

04

Execute step by step

Guide users through instructions, data capture, placekeeping and conditional logic.

05

Verify and complete

Apply required co-verification, independent sign-off and final review.

06

Retain the execution record

Preserve the completed run, captured data, signatures and timestamps as an auditable quality record.

OPERATIONAL OUTCOMES

Interactive procedures replace static documents with controlled, data-driven execution and one complete record of the work performed.

Fully paperless procedure execution in place of paper and static PDFs

Fewer skipped steps and manual transcription errors

Stronger point-of-work verification and procedural control

Faster authoring and revision cycles

Better visibility across active and completed runs

One attributable record of every procedure execution

BEST FOR AND WHERE IT FITS

Operations, maintenance and engineering teams in regulated or asset-intensive environments that require controlled procedures, independent verification and retained quality records.

GOVERNANCE, INTEGRATION AND AUDIT

Controlled authoring, change requests and approval workflows

Host-system security and dynamic access profiles

Attributable actions, data capture, signatures and timestamps

Encrypted offline execution with secure synchronisation

Retained execution records linked to work and document systems

Move from static documents to controlled digital execution.

See how TAShelix Dynamic Procedures can support authoring, field execution, verification and auditable records in one workflow.

Dynamic Procedures User with Tablet

Dynamic Procedures

Turn approved procedures into interactive, auditable workflows

Author, approve and execute interactive digital procedures across desktop and mobile, with guided steps, structured data capture, verification and an auditable execution record.

DP Read Run

THE OPERATIONAL CHALLENGE

Static procedures cannot support live execution

Author once. Execute step by step. Retain one complete record.

TAShelix Dynamic Procedures

Paper and PDF procedures can show what to do, but they cannot guide a user through branching logic, required data, verification or out-of-sequence work. Important evidence is often recorded elsewhere and transcribed after the task. That increases manual interpretation, weakens visibility during execution and makes it harder to confirm which version was used and what happened at each step.

HOW TASHELIX SUPPORTS THE WORKFLOW

One controlled workflow from authoring to execution

TAShelix Dynamic Procedures combines authoring, approval, pre-job briefing, execution, verification and retention in one role-based workflow. Teams can build or import procedures, configure logic and data capture, execute on web, desktop or mobile, and retain an attributable record of each completed run.

KEY CAPABILITIES

01

Procedure authoring and control

Build from reusable templates or import approved content, with structured sections, verification steps and controlled revisions.

02

Dynamic routing and logic

Route users through the correct path using field values, rules, expressions and conditional steps.

03

Structured data capture

Capture text, numbers, dates, selections, calculated values, media and reusable data directly within each step.

04

Guided field execution

Support pre-job briefing, placekeeping, equipment validation, PPE prompts, scratchpad capture and out-of-sequence work.

05

Supervision and verification

Monitor active runs, surface warnings and late thresholds, and support co-verifier, independent and remote sign-off.

06

AI-assisted authoring

Use AI-assisted import, revision review and test generation to accelerate authoring while keeping approval controls in place.

HOW IT WORKS

From authoring to a retained quality record

01

Author the procedure

Build from a template or import approved source content into a structured digital procedure.

02

Review and approve

Route the procedure through configured review, change and approval controls.

03

Brief the team

Assign the work, confirm roles and complete the pre-job briefing before execution.

04

Execute step by step

Guide users through instructions, data capture, placekeeping and conditional logic.

05

Verify and complete

Apply required co-verification, independent sign-off and final review.

06

Retain the execution record

Preserve the completed run, captured data, signatures and timestamps as an auditable quality record.

OPERATIONAL OUTCOMES

Interactive procedures replace static documents with controlled, data-driven execution and one complete record of the work performed.

Fully paperless procedure execution in place of paper and static PDFs

Fewer skipped steps and manual transcription errors

Stronger point-of-work verification and procedural control

Faster authoring and revision cycles

Better visibility across active and completed runs

One attributable record of every procedure execution

BEST FOR AND WHERE IT FITS

Operations, maintenance and engineering teams in regulated or asset-intensive environments that require controlled procedures, independent verification and retained quality records.

GOVERNANCE, INTEGRATION AND AUDIT

Controlled authoring, change requests and approval workflows

Host-system security and dynamic access profiles

Attributable actions, data capture, signatures and timestamps

Encrypted offline execution with secure synchronisation

Retained execution records linked to work and document systems

Move from static documents to controlled digital execution.

See how TAShelix Dynamic Procedures can support authoring, field execution, verification and auditable records in one workflow.

Dynamic Procedures User with Tablet