View and Complete a Procedure

To view a procedure attached to a work order and then complete it, follow these steps.

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

2. Select the procedure you want to view and complete from the Procedures grid list. This will redirect you to the Readings list where all procedures associated with your WO are listed and any sub procedures associated with those procedures are grouped together under their procedure. From here you can complete both procedures and sub procedures.

3. To update the Estimated Hours for the procedure, select the field and then enter a new value for the hours.

4. Select the Instructions field to expand the procedure instructions to the full size of the pop-up window. (Selecting the Procedures button in the top-left returns you to the Procedure view.)

5. Complete the instructions for the procedure.

6. To copy the procedure instructions to the work order's Completion Comments, click the Copy Procedure Instructions to Completion Comments button.

   This TMS option must be enabled in the main application for this button to be visible.

7. If there is a sub procedure attached to the procedure, enter a data reading or notes. For more information about procedure readings, see Add or Update Procedure Readings.

8. If the sub procedure is marked as Is Required in the main TMS application, you will need to complete the sub procedure. If you do not, you will receive an error message stating that the sub procedure is required.

9. Tap Save when you're done reviewing the procedure.