Create Procedures

Most shops establish specific procedures for inspections and scheduled maintenance. You can create new procedures 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 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.

Create a new procedure:

1. Go to Procedures > Create.

2. On the Main tab, enter the details within each section.

3. Navigate through the tabs and enter additional details.

4. Click Create.

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