Procedures

Shops establish specific procedures or tasks for inspections and scheduled maintenance. Using procedures ensures consistency and adherence to best practices across the organization.

The Procedures tab contains two primary sections

• Procedures grid Provides a read-only overview of all procedures attached to the work order.
• Procedure Readings grid Enter and manage specific data for each procedure and sub-procedure.

Procedure readings

Enter all required procedure and sub-procedure readings before closing a work order. Readings may include yes/no selections, notes, specific data values, or ranged values. A summary at the top of each procedure identifies Errors, Blank readings, and Warnings.

To ensure data integrity, Accruent TMS validates required fields during the save process. If you attempt to save a work order with missing required values, Accruent TMS remains on the Update page and displays a toast message identifying the missing fields. The system automatically activates the Procedure Readings tab to fix the errors. After you save the required values, the system redirects you to the previous page.

Enter procedure readings

1. Navigate to the Procedures tab and locate the Procedure readings section.
2. In Asset number, select the relevant asset. The procedures table opens in a read-only format.
3. Click the arrow on the right of a procedure to expand or collapse the section.
4. Click Update procedures to enable data entry for sub-procedures.
5. Do any of the following
   • Select a different procedure from the Go to menu to enter different readings.
   • Click Clear all to remove all entered values and start over.
   • Click Cancel to exit without saving.
6. Click Update to save your changes.

Section	Description
Procedures grid	Read-only overview of attached procedures.
Procedure Readings grid	Data entry for procedure and sub-procedure values.