Add a Procedure

On the Work Order Edit screen, to add a new procedure to the work order, 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 the Add button (+) 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 the Procedure Number field. The remaining field values fill in based on the procedure record.

6. Tap Save.

The Procedures appears. To add another procedure, repeat steps 3 - 6 above.