Create Procedure Groups

Procedure groups allow you to group two or more procedures together, making it faster to add them all to the same schedule without adding them one by one. You can create new procedure groups in the Procedures module.

Create includes tabs with sections of information. Collapse or expand sections to show more content. Hiding detailed information helps keep the page uncluttered, making it easier to view other sections as needed. To expand or collapse a section, click the section heading.

Create a new procedure group by entering details on one or multiple tabs. After inputting the information, click Create. The system creates the procedure and opens the Update page.

Your organization's administrator sets up a default form within the Classic TMS modules, which varies its display of tabs, field groupings, and fields, depending on whether it's in Create, Update, or Query mode.

The tabs and fields you see within this content may differ from those configured by your organization's administrator. Use this information as a guideline.

If an administrator added custom fields to forms in Classic TMS, they display in the module when you create or update the record.

1. Go to Procedures > Procedures groups > Create.

2. On the Main tab, enter a Group name and select a Segment.

3. Click Create.

   The procedure group gets created and the Update page displays, where you can add further details to the procedure group.

Add procedures to a group

Adding procedures to a group streamlines workflows. You can easily find and manage procedures, especially when dealing with a large number. It also organizes them systematically.

1. Perform a procedure group query.

2. In the Results list, select a procedure group.

3. On the Procedure group page, click the Procedure tab.

4. In the Procedures section, click Add.

5. In the Lookup procedures window, select one or more filters from one or more tabs.

6. Click Apply filters.

   The Results list displays procedures that match your search criteria.

7. In the Results viewer, select the form you want to use to view the results.

   The list updates based on the form.

8. In the results list, select one or more procedures and click Add selected.

   The selected procedures are added to the procedure group.

9. Click Update to save.

Remove procedures from a group

You might remove a procedure if it contains steps already covered by another procedure, it's no longer relevant, it doesn't meet updated compliance standards, or something else.

Removing procedures from a group help streamline the workflow and avoid duplication.

1. Perform a procedure group query.

2. In the Results list, select a procedure group.

3. On the Procedure group page, click the Procedure tab.

4. In the Procedures section, select Remove from the Actions menu on the left of a row.

5. In the confirmation message, click Remove.

   The system removes the asset from the work order while the asset record remains in the database.

6. Click Update to save.

Update procedure group name

By renaming procedure groups, you can better organize and manage procedures, making it easier to find and access them when needed. You can change the group name. The segment is read-only.

1. Perform a procedure group query.

2. In the Results list, select Update from the Actions menu on the left of a row.

3. On the Main tab > Identity, change the Group name and click Update.