Create a New Procedure

Most shops have established specific procedures or tasks to be completed during inspections and scheduled maintenance. The Procedures module is where you can input those procedures into TMS.

To create a new procedure, follow these steps:

1. From the Modules menu, select Procedures > New.

2. In the Description field, enter a description for your new procedure.

3. From the Status drop-down menu, select a procedure status.

   Select one of the following values:

   • ACTIV – Specifies that this procedure is active.

   • RETIR – Specifies that this procedure is retired. You can retire a procedure after it has been added to a PM schedule, or work order, or procedure group, however, you won't be able to add the retired procedure to any new PM schedule, or work order, or procedure group. Retired procedures are not added to work orders during PM Generation.

4. From the drop-down menus, select the procedure Type and Skill.

5. In the Options area, select any of the following options:

   • Shutdown Required – Select this check box for procedures that can only be preformed when the asset is shut down. This is usually a safety consideration.

   • Checklist – Select this check box if you use a medTester 5000C, Fluke Biomedical's electrical, safety, and performance inspection device; then you will use checklist procedures. You must have a medTester 5000C in order to use a Checklist procedure.

6. In the Instructions field, enter specific procedure instructions.

   You can use the Tab key to help format your procedure instructions.

7. Click Save.

   A unique procedure number is assigned and appears in the Procedure Number field.

Due to the differences between forms, detailed descriptions of the fields on each tab of the Procedure Master (TMS Enterprise) form are included. For more information, see Standard Form Reference: The Procedure Master Form.