Procedure Materials

The Procedures > Materials tab helps you efficiently track and manage the materials required to complete a procedure. It ensures that you have everything you need, stay organized, and streamline your workflow.

The Materials tab includes sections that you expand or collapse.

1. On the Procedures > Material tab, in the Materials section, click Add.

   The Add procedure material window opens.

2. Enter the material information:

   • Material: Enter an existing material number and click Search.

   • Description: Populates automatically based on the item number. It's helpful for those who are not familiar with part numbers on their own.

   • Quantity: The amount of material issued.

3. Click one of the following:

   • Add to add the material.

   • Add another to keep the window open and add another asset material.

   • Cancel to cancel the process.

Update material

Change the quantity of materials.

1. On the Procedures > Material tab, in the Materials section, find a material to update.

2. Select Update from the Actions menu on the left of a row.

3. In the Update procedure material window, in Quantity, enter a value of 1 of greater and click Update.

Remove material

Remove materials from procedures. For instance, you might remove materials if they're outdated or redundant, non-compliant with new regulations, or no longer relevant to the current process.

1. On the Procedures > Material tab, in the Materials section, find a material to remove.

2. Select Remove from the Actions menu on the left of a row.

3. In the confirmation message, click Remove.

   The system removes the material from the procedure while the record remains in the database.

4. Click Update to save the procedure.