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Add a Procedure to an Inspection

You can add a procedure to a new or existing inspection. When the inspection is generated, the procedure will appear on the work order.

To add a procedure to an inspection schedule, follow these steps:

  1. Open the inspection schedule you want to add a procedure to on the Inspection Edit page.

    You can create a new Inspection schedule or use Inspection Edit or Inspection Query to locate an existing inspection schedule.

  2. Click the Procedures and Participants tab.

  3. In the Procedures area, click New Procedure.

    The Procedure dialog box appears.

  4. In the Procedure Number field, enter the number of the procedure you want to add.

    You can click the Lookup button to locate a procedure. When a procedure is located, the Description is automatically displayed.

  5. In the Estimated Time field, enter the amount of time the work will take.

  6. Click Save to add the procedure or click Another to add this procedure and start another.