Add a Procedure

On the Work Order Edit screen, you can add a procedure to the work order.

To add a procedure, follow these steps:

1. Open a work order in Work Order Edit.

2. Select the Procedures tab (or other tab with the Procedures grid, if using a custom form).

3. Select Add next to the Procedures label.

4. Enter a Procedure Number, or click the Lookup button and search for the procedure to add.

5. Tap off of the Procedure Number field.

6. The remaining field values fill in based on the procedure record.

7. Select Save.