Edit Procedure

Editing a procedure allows you to modify an existing procedure or further define a newly created procedure. The Procedure ID is assigned by the system and cannot be modified.

To edit a procedure:

1. In the Procedure Name field, modify the procedure name.

   Each procedure you create is automatically assigned a unique procedure ID, therefore, the procedure name does not need to be unique. Use caution when naming a procedure to avoid creating multiple procedures with identical names.

2. In the Asset Class field, select a value to associate this procedure with a particular class of asset.

   Associating an asset class with a procedure does not provide a link to the procedure from assets of that class. It provides a search filter than can be used when finding procedures.

3. Click the Property link to select a property to associate this procedure with.

4. In the Region field, select a region to associate this procedure with.

   Note:

   If you do not select a property or a region, the procedure is considered to be a global procedure and can be accessed by any user.

5. In the Inspection Class field, select a value to associate this procedure with a particular type of inspection class.

6. In the Inspection Type field, select the type of inspection to associate the procedure to.

   If you associate a procedure with an inspection class/type, any work request that uses the procedure will have a Create Inspection link that allows the user to perform the associated inspection as part of completing the work request.

7. In the Procedure Owner field, modify the name of the person responsible for the content of the procedure.

   The procedure owner does not have to be a system user.

8. In the External Procedure ID field, enter any value needed to cross-reference this procedure to an external system.

9. In the Priority field, select a value indicating the importance of this procedure.

   This value is used in reporting.

10. In the Recurrence Pattern (Default) field, select a value to indicate how often this procedure is performed.

    This value used to describe how often the procedure is usually utilized for planned/preventative maintenance. This is used for reporting and categorization only and does not impact how the procedure is utilized.

11. In the Frequency (Default) field, enter a value to further define how often this procedure is performed.

    This value is used for reporting and categorization only.

12. In the Procedure Type field, select a classification for the procedure.

13. In the Est. Labor Hours field, enter the estimated number of hours required to complete this procedure.

14. The File field allows you to attach an external file to the procedure.

    • Click the Browse button to locate a file to attach.

      A dialog box opens allowing you to locate the file you want to attach. You can attach a file from your local hard disk or any networked drive you can access. Files should be no larger than 20MB; the larger the file, the longer it takes to access.

    • Click the DELETE button to remove an attached file from the procedure.

15. In the Status field, select a value to indicate whether the procedure is Active or Inactive.

    Inactive procedures remain in the system, but are not selectable by users.

16. In the Procedure Text text field, modify the text of the procedure.

    You can copy and paste text from another source, such as a word processor or text editor.

17. Click UPDATE.

Copying a procedure allows you to create a new procedure based on the content of an existing procedure. Copying a procedure copies all of the information associated with the procedure, both the defined parameters such as the name and associated property as well as the text of the procedure.

Procedures are often copied to make a more-specific version of a generalized procedure. For example, a procedure associated with a region could be copied and then modified to make it specific to a single property within the region.

When copying a procedure, follow your organization's guidelines, and keep the following Best Practices in mind:

• In general, do not change existing procedures. Copy them and create versions particular to a property, request type/Subtype, or inspection.

• Remember to rename your copied procedure. The system does not prevent you from creating multiple procedures with the same name. Since the name is copied from the original procedure, modify the name of the new procedure to reflect its specific purpose or according to your organizations naming conventions.

To copy a procedure:

1. Click the Copy Procedure link.

   The Create Procedure page opens, containing all of the information from the original procedure.

2. Modify the procedure information and procedure body text.

   Remember to rename your new procedure.

3. Click OK.

   The procedure is added and the Procedure Details page is opened, allowing the procedure to be further defined.

A procedure can be deleted if it is no longer needed, as long as it is currently not being used. You cannot delete a procedure if it is used by any schedules or work requests, or is associated with any inspection classes. You can view the Where Used? pane on the Procedure Details page to determine whether the procedure is currently being used.

If all associations to a procedure have been removed, you can delete it by following these steps.

1. Click the Delete Procedure link.

   A dialog box opens asking you to confirm your choice.

2. Click OK.

   If there are any associations that prevent you from deleting the procedure, an error message will appear indicating why the procedure could not be deleted.