Edit a Sub Procedure

The Sub Procedures Setup page allows you to edit the contents of a sub procedure. Neither the sub procedure ID nor the type can be modified once the sub procedure is saved.

To edit a sub procedure, follow these steps:

  1. From the Setup menu, select Procedures > Sub Procedures.
  2. Click the Edit button next to the sub procedure you want to edit.
  3. Edit the Text and Instructions fields as needed.
  4. Edit the Data Reading Label field (Data Reading and Ranged Data Reading types only) as needed.

  5. For Ranged Data Reading sub procedures, you can add, edit, or delete a range to the sub procedure (see the steps below).

  6. For Choice List sub procedures, you can add, edit, or delete a choice (see the steps below).

  7. Click Save to save the changes to the sub procedure.

ClosedSub Procedure Readings Worksheet

If you would like to view and edit all sub procedures associated with your project together, instead of grouped by procedure as they are on the Procedures tab, click the Sub Procedure Readings Worksheet icon in the banner at the top of the pane.

You will be redirected to the Sub Procedure Readings Worksheet where all sub procedures associated with the work order are listed and can be completed.

  1. Enter any information about readings and add any comments that you would like.

  2. Click OK at the bottom of the pane.

    You will be redirected to the Procedures tab. The information you entered will be listed in the Reading column of the relevant sub procedure

ClosedModify a Ranged Data Reading Sub Procedure

  1. On the Sub Procedures Setup page, click the Edit button next to the Ranged Data Reading sub procedure containing the range you want to edit.

  2. Select the Ranges tab.

  3. To edit a range in the grid, click the Edit button (the pencil icon) next to the range to edit.

  4. To delete a range in the grid, click the Delete button (the X icon) next to the range to delete.

  5. To add a new range, follow these steps:

    1. Click the Add New Range button.

      The Add New range dialog box appears.

    2. In the Minimum value field, enter a numeric value and then select the greater than (>) or greater than or equal to (>=) option.

      This value can be blank.

    3. In the Maximum value field, enter a numeric value and then select the less than (<) or less than or equal to (<=) option.

      This value can be blank.

      You can choose to fill in both the Minimum Value and the Maximum Values for a sub procedure range, or you can leave one or the other empty. These combinations are defined as the following range types:

      • Closed Range = Minimum Value and Maximum Value are both defined.

      • Open Max = Minimum Value is defined, and Maximum Value is undefined.

      • Open Min = Minimum Value is undefined, and Maximum Value is defined.

    4. In the Message field, enter a message to be displayed if a data reading exceeds the designated range, for example "This value is outside of the acceptable range."

    5. Clear the Value can be saved check box if you want to prevent saving when a value is in the defined range.

      By default, this check box is selected.

    6. Click OK to save the range or click Another to save this range and define another.

  6. Click Save to save the sub procedure.

ClosedAdd a Choice to a Choice List Sub Procedure

  1. On the Sub Procedures Setup page, click the Edit button next to the Choice List sub procedure you want to edit.

  2. Select the Choices tab.

  3. To edit a choice in the grid, click the Edit button (the pencil icon) next to the choice to edit.

  4. To delete a choice in the grid, click the Delete button (the X icon) next to the choice to delete.

  5. To add a new choice, follow these steps:

    1. Select the Choices tab.

    2. Click the Add New Choice button.

      The Add New Choice dialog box appears.

    3. In the Label field, enter a label to be shown for this choice in the list.

    4. In the Value field, enter a value or text to be stored as the procedure reading in the TMS database.

    5. In the Message field, enter text to be displayed if this choice is selected.

    6. Click OK to save the choice or click Another to save this choice and define another.

    The choices you have added are displayed in the grid. Once you have entered choices, you can edit an item, delete an item, or use the up/down arrows to change the order in which they are displayed.

  6. Click Save to save the sub procedure.