Procedures and Assignments

Use assignments to identify the resource (person) responsible for completing the schedule. Assignments organize workflow and manage workload effectively. They identify who is responsible for each schedule, contributing to efficient operations.

Resources use procedures on work orders to follow specific instructions when completing or closing a work order.

When the schedule is generated and the work order is created, the procedures and people you assign on the schedule appear on the work order.

The default page view is List view, which displays all information in a spreadsheet-like format. Card view is where you can view the same items as blocks. You have the option to switch between views on desktop platforms. Click either the list or card icon located at the upper right of the list. Mobile phone and tablet devices only display Card view.

Procedures

The Procedures section includes:

• Procedure number: Unique identifier assigned to each procedure. It helps in tracking and referencing specific procedures within the system.

• Description: Provides a brief summary of the procedure.

• Estimated hours: Amount of time expected to complete the procedure. It helps in planning and allocating resources effectively.

• Checklist: Indicates whether a checklist procedure is applied. This means the entire procedure becomes a Fluke "medTester" procedure, which is used by an automated Fluke medTester device.

Add procedures

Many organizations define a unit of work with specific instructions called procedures. You add procedures to schedules so that they appear on work orders.

1. Go to the Procedures and Assignments tab.

2. In the Procedures section, click Add.

3. Enter the following:

   • Procedure number: Enter a valid procedure number or a partial number and click Search. If the procedure number is found, the description populates.

   • Estimated hours: Amount of time required to complete the procedure. The system uses this estimate to help plan and allocate resources.

4. Click Add.

   The system adds the procedure to the list.

5. Click Update to update the schedule.

Remove procedures

You might remove procedures from a schedule for several reasons, including if they are no longer needed, changes in project scope, scheduling conflicts, or resource constraints that require changes in priorities.

1. Go to the Procedures and assignments tab.

2. In the Procedures section, locate a procedure and select Remove from the Actions menu on the left.

3. In the confirmation dialog, click Remove.

   The system removes the procedure from the schedule assignment.

Assignments

The Assignments section includes:

• Name: Resource (person) assigned to complete the schedule.

• Phone: Phone number of the assigned resource for direct contact.

• Pager: Pager number of the assigned resourced for urgent communications.

Add assignments

Add one or more resources to a maintenance schedule to ensure that a specific person or team is responsible for completing the required tasks. This helps streamline the workflow by pre-assigning tasks, reducing the need for manual assignments.

Enter a resource number or add a resource from a list.

1. Go to the Assignments tab.

2. In the Assignments section, do one of the following:

   • Add by number: Enter the resource number if you know it.

   • Add from list: Select a resource from a pre-defined list. The list displays selections according to Classic TMS options.

3. If the resource is available, the system adds the resource to the list.

4. Click Update to update the schedule.

Update assignments

You might need to change the procedure associated with an assigned resource. For instance, new requirements for procedures might arise, issues with the current procedure might need addressing, or you might need to improve accuracy.

1. Go to the Assignments tab.

2. In the Assignments section, locate a resource and select Update from the Actions menu on the left.

3. In the Updates assignment window, select a procedure and click Update.

   The system updates the procedure associated with the assigned resource.

Remove assignments

Remove an assigned person from a schedule for various reasons, including reallocating resources, correcting errors, and adjusting the scope of tasks.

1. Go to the Assignments tab.

2. In the Assignments section, locate a resource and select Remove from the Actions menu on the left.

3. In the confirmation dialog, click Remove.

   The system removes the resource from the schedule assignment.