Add Sub Procedures to a Procedure

On the Procedure Edit page, you can add sub procedures to the procedure, like sub procedures. A sub procedure is an individual unit of work that is recorded as a procedure reading, for example, a data value, a yes/no response, or notes.

To add a sub procedure, follow these steps:

1. Open the Procedure Edit page.

2. Select the Sub Procedures tab.

   If you are using a custom form, select the tab containing the sub procedures grid.

3. Click the New Sub Procedure button.

   The New Sub Procedure window opens.

4. In the Sub Procedure ID field, enter the ID number for the sub procedure you want to associate with the procedure.

   To search for the sub procedure, click the Lookup button and then enter criteria to locate the sub procedure. Once you have specified a sub procedure ID, TMS automatically completes the Type, Text, and Instructions fields.

5. If the user should be required to enter the reading or notes for the sub procedure before a work order can be closed, check the Is Required option.

   Whether or not a sub procedure completion is treated as a requirement to completing/closing a work order depends on whether there are asset ties in the work order and on the sub procedure.

   • For a work order with no assets tied to it, only required sub procedures with no asset tie are treated as required.

   • For a work order with one or more assets tied to it, only required sub procedures with an asset tied to them are treated as required. Required sub procedures with no asset tie can be incomplete without barring the work order from being completed or closed.

6. If the type selected is Ranged Data Reading, select the Ranges tab and enter the necessary ranges. For more information, see Ranged Data Reading Sub Procedure.

7. If the type selected is Choice List, select the Choices tab and enter the necessary choices. For more information see Choice List Sub Procedure.

8. If the type selected is either Choice List or Yes/No Reading, you can select a Default Value that is prepopulated into a work order when the Sub Procedure wizard or worksheet is used to complete Sub Procedure Readings.

9. Click Save to add your new sub procedure to your procedure, or click Another to save and add another sub procedure.

The new sub procedure is added to the Sub Procedures grid. Those sub procedures that are required to complete/close a work order have a value of "True" in the Required column of the grid.

Once a sub procedure is added to the grid, you can:

• Click the Edit button next to the sub procedure to edit it.

• Click the Delete button next to the sub procedure to delete the it.