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SmartProcedures®

Digitalize the Entire Procedure Lifecycle

SmartProcedures® is ATR's Connected Worker platform for creating, governing, executing, and continuously improving mission-critical procedures.

Give frontline workers guided digital procedures at the point of work while capturing structured execution data, feedback, deviations, and field knowledge as work happens.

 
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What is SmartProcedures?

More Than Digital Procedures

SmartProcedures is a digital procedure management and connected worker platform designed for complex, high-risk operations.

It provides one controlled environment for creating, managing, executing, reviewing, and continuously improving procedures while capturing valuable operational data throughout the process.

Instead of procedures ending as PDFs, Word documents, or static files, SmartProcedures turns them into dynamic operational assets that connect the people performing the work with the information, governance, and insights needed to improve it.

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Govern Procedures

Control content, revisions, approvals, ownership, and access.

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Guide Work

Deliver the right procedure to the right worker with step-by-step digital execution.

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Capture Operational Data

Turn execution into structured data that reveals what actually happened in the field.

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Turn Procedures Into Operational Intelligence
SmartProcedures vs. Procedure Writer

Build Better Procedures, Faster


SmartProcedures separates content from formatting so procedure writers and subject matter experts can focus on technical accuracy, usability, and risk reduction instead of manual document formatting.

Structured Authoring
Create consistent, database-driven procedures using reusable content, standardized fields, and controlled templates.

Human-Factors Analysis
Use the Step Analyzer Module (SAM) and Risk-Based Analyzer to identify vague language, complex steps, readability issues, and other human-error precursors.

Electronic Enforcement
Apply approved rules, styles, and templates automatically to maintain consistency across authors, sites, and procedure types.

Reusable Content and Global Changes
Reuse approved content and update equipment data, limits, warnings, or other shared information across multiple procedures from one controlled source.

Rich Media
Embed photos, diagrams, videos, references, and other supporting content directly within the procedure.

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Keep Procedures Current, Controlled and Audit-Ready


SmartProcedures provides centralized governance across the procedure lifecycle, helping ensure workers always have access to current, approved information while supporting internal standards, regulatory compliance, and audit readiness.

Integrated Review & Approval
Route procedures through defined workflows and approvals.

Built-In Version Control
Maintain controlled content at the procedure and step level.

Role-Based Access
Control who can create, review, approve, execute, and access information.

Single-Step Review
Help reviewers focus on individual actions and identify potential errors.

Audit-Ready Records
Maintain a traceable record of revisions, reviews, approvals, ownership, and published versions.

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Turn Work Into Data


Move beyond PDFs and static digital documents. SmartProcedures delivers interactive, guided procedures to frontline workers on the devices they use in the field.

Guided Digital Execution
Guide workers step-by-step through mission-critical work.

Mobile + Offline
Execute procedures even where connectivity is limited or unavailable.

Interactive Workflows
Capture readings and inputs that can trigger alerts, branching logic, or additional actions.

Digital Verification
Capture user, date, time, completion, and sign-off information automatically.

Multimedia Work Guidance
Provide photos, diagrams, videos, warnings, cautions, and supporting information at the point of work.

Right information. Right person. Right time.

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Turn Every Execution Into Better Work 


SmartProcedures closes the procedure lifecycle loop by transforming field feedback and execution data into opportunities to improve procedures, performance, and workforce readiness.

Integrated Field Feedback: Allow workers to flag individual steps, add comments or supporting evidence, and initiate controlled change requests directly from the field.

Performance Insights: Use execution data and reporting to identify procedural weak points, recurring deviations, bottlenecks, and opportunities for improvement.

Automated Training: Automatically transform current procedure content into interactive, step-by-step training so learning remains aligned with approved procedures.

Competency and Verification: Integrate with your LMS and support learning, demonstration, and simulation models to track workforce readiness. 

Continuous Improvement: Route approved changes back into the controlled procedure source so improvements become available to every future user.

Every execution becomes an opportunity to learn.

Everything you need to author, execute, and improve your procedures and operations.

SmartProcedures combines robust procedure management with digital execution, giving teams the tools to create, control, execute, analyze, and continuously improve procedures across the organization.

Procedure Authoring

Structured authoring, standardized templates, rich text, tables, images, attachments, reusable content, step and section properties.

Dynamic Procedures

Conditional logic, conditional steps, role-based steps, configurable execution paths, dynamic content.

Document Control

Revision control, version history, procedure ownership, controlled publishing, effective dates, audit trails.

Workflow & Approvals

Configurable review and approval workflows, assignments, notifications, electronic approvals, change management.

Digital Execution

Step-by-step execution, required actions, acknowledgements, data capture, sign-offs, comments, and execution history.

Competency & Verification

Connect controlled procedures with training, competency, and verification activities.

Mobile Worker Experience

Field access to current procedures, mobile execution, intuitive step-by-step guidance, frontline feedback.

Forms & Data Capture

Checklists, forms, inspections, rounds, field inputs, execution results, and structured operational data.

Search & Access

Centralized procedure library, search, filtering, permissions, role-based access, and controlled distribution.

Feedback & Improvement

Worker comments, procedure feedback, execution history, deviations, and opportunities for continuous improvement.

Reporting & Analytics

Procedure activity, execution data, completion history, trends, and operational insights.

Integration

Connect procedure and execution data with enterprise systems, analytics tools, and the broader operational technology ecosystem.

See it in your operations.

Walk through the platform with our team or start with a free program evaluation.

ATR’s SmartProcedures software delivers a verifiable return on investment (ROI). One facility recorded savings of $360,000 over a five-year period simply by streamlining procedure costs.

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Flexible Views & Mobility

FlexViews™ automatically present procedure content based on the user’s needs, role, and device capabilities. Because SmartProcedures content is property-driven and managed at the discrete step level, it can be intelligently reused and presented across multiple views and output formats without recreating or manually reformatting entire documents. XML is one potential output when needed.

On tablets and phones, procedures adapt to provide clear, step-by-step instructions with images, videos, warnings, cautions, and supporting information at the point of work.

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Training Aligned With the Work

SmartProcedures automatically turns governed procedure content into interactive, step-by-step computer-based training (CBT). Because training comes from the same living content workers use in the field, it stays current when procedures change.

Training modules support video, graphics, and diagrams, and track learner progress to confirm acknowledgment of every step, note, warning, caution, and attachment.

Connect Procedure Data Across Your Operation

ATR SmartProcedures is a connected system

Procedure Management Software for Smarter, Safer Operations

SmartProcedures leads to safer, faster, and more profitable operations. By mitigating risk and streamlining the procedure lifecycle, you achieve verifiable ROI and improved performance.

Reduced Risk and Incidents

Mitigates incidents and ensures equipment reliability by enforcing effective SOPs/procedures and user adherence.

Audit Readiness

Provides extensive reporting and management systems needed for internal oversight and regulatory compliance in an audit-ready environment.

Cost and Time Savings

Reduces procedure development time by up to 75%, allowing staff to focus on quality.

“Your operating procedures are the last safeguard and layer of protection to ensure successful, safe and optimum performance.”

— VP Operations, Top 5 Petrochemical Company

Turn Procedures Into Operational Intelligence.

Go beyond digital documents. ATR SmartProcedures® connects people, processes, and operational data to help ensure mission-critical work is performed safely, consistently, and efficiently.

Every execution becomes an opportunity to learn, improve, and build the foundation for AI-ready operations.