Sub Procedures

The Procedures > Sub Procedures tab records individual readings or measurements taken while maintaining or inspecting the device. It ensures that you have everything you need, stay organized, and streamline your workflow.

Set up sub procedures for each step in a procedure. For example, create a procedure called "AHU Inspection Procedure" and then create data reading sub procedures for each step of the inspection where your technicians will record data.

Types of sub procedures:

• Data reading: Results in a value and includes a data label. For example, hour meter readings for an asset.

• Notes/comments: Includes a text field, similar to other comment fields in Accruent TMS, where you record notes according to the sub procedure’s instructions.

• Yes/no reading: Results in a Yes or No flag on the sub procedure, indicating that the technician took a reading. Many Accruent TMS customers need to visually inspect assets and answer Yes or No questions.

The Sub Procedures tab includes sections that you can expand or collapse.

The Sub procedures section includes the following:

• ID: Unique identifier for each sub procedure.

• Type: Indicates the type as described above.

• Text: The value describes the purpose of the sub procedure. It comes from the field of the same name on the sub procedure record.

• Required: Indicates Yes/No (previously True/False). It shows the user whether the sub procedure must be completed before the work order it is attached to can be closed.

Create sub procedure

Create new sub procedures to customize workflows and meet specific needs. Develop sub procedures for each step of a procedure's workflow, providing detailed instructions within a procedure.

1. On the Procedures > Sub procedures tab, in the Sub procedures section, click Create.

2. When you select a type on the Main tab, only certain fields shown below are available, while others are read-only.

   • Data reading: Type, Text, Data type, Data reading label, Instructions, and Required

   • Notes/comments: Type, Text, Instructions, and Required

   • Yes/no reading: Type, Text, Instructions, and Required

3. Navigate through the tabs and enter details based on your selection. For Choices and Ranges, you must define at least one.

   • Ranges: Click Add to create ranges. Define the range of values for the sub procedure by setting minimum and maximum values to ensure it operates within defined limits.

4. Do one of the following:

   • Click Create to save.

   • Click Create another to save and then clear the values to create another record.

The system creates the sub procedure.

Add a single sub procedure

If you know the sub procedure ID, search for it. If the sub procedure exists, it automatically gets added to the procedure.

1. On the Procedures > Sub procedures tab, in the Sub procedures section, enter a sub procedure ID in Add by ID and press Enter.

   If the sub procedure exists, it's added to the list.

2. Click Update to save.

Add multiple sub procedures

Adding multiple sub procedures at once saves time and increases efficiency. This approach streamlines the workflow and reduces the need for repetitive actions.

1. In the Sub procedures section, click the search icon next to Add by ID.

2. In the Lookup sub procedures window, enter details in or select one or more filters.

3. Click Apply filters.

4. The Results list displays sub procedures that match your search criteria.

5. In the Results list, select each sub procedure you want to add and click Add selected. To restart the search, click Back.

6. The selected assets get added.

Update sub procedure

You may need to update sub procedures if details change, to ensure data accuracy, comply with regulatory requirements, or address other considerations.

1. In the Sub procedures section, select Update from the Actions menu on the left of a row.

2. In the Update sub procedure window, make changes.

3. Click Update to save.

   The sub procedure updates.

Remove sub procedure

If a sub procedure is obsolete, you may want to remove it from the attached procedure. This action removes the association between the sub procedure and the procedure, but doesn't delete the sub procedure from the database

1. In the Sub procedures section, select Remove from the Actions menu on the left of a row.

2. In the confirmation message, click Remove.

   The system removes the sub procedure from the procedure and the record remains in the database.

3. Click Update to save.