The Main Tab
The Main tab of the Procedure Master (TMS Enterprise) page contains the following fields. Required fields are marked with a red asterisk.
Required
| Field | Alternate Field Name | Definition | Setup Location |
|---|---|---|---|
| Procedure Number | Procedure # | The Procedure Number is an identification number automatically generated by TMS when the procedure is saved. | N/A |
| Description | N/A | This is the description of the procedure to be performed. | N/A |
Properties
| Field | Alternate Field Name | Definition | Setup Location |
|---|---|---|---|
| Status | N/A | Examples of Status codes are Active, Inactive, and Retired | Setup > Procedures > Codes |
| Type | N/A | Type codes classify the kind of procedure it is, for example, Corrective Maintenance Procedure or Preventative Maintenance Procedure. | Setup > Procedures > Codes |
| Skill | Skill, Trade | This field indicates what skill or trade is required to complete the procedure | Setup > Resources > Codes |
| Shop | N/A | This code indicates what shop the procedure should be performed in. This is an optional field. | Setup > Work Orders Codes |
| Estimated | N/A | This is the estimated length of time the procedure will take to complete. | N/A |
Options
The following options are available during procedure creation. Once the procedure has been saved, you cannot change these options.
- Shutdown Required – This option identifies procedures that you can perform only when the asset is shut down. This is usually a safety consideration. Select this check box if shutdown is required.
-
medTester Checklist – If you use a medTester 5000C (Fluke Biomedical's electrical, safety, and performance inspection device), then you will use a checklist procedure. You must have a medTester 5000C to use a checklist procedure .
Instructions
The Instructions field is where you can list the steps necessary to complete the procedure. To expand this field, click the Zoom button to open a child window with a full screen Instructions field. Once you are done typing in this field, click OK to save your entry.
