Add a Procedure or a Sub Procedure to a PM Schedule

Many organizations have specific instructions called procedures which define a unit of work.  You can add procedures to PM schedules so that they appear on PM work orders. You can add both procedures and sub procedures to a PM schedule.

Add a Procedure

To add a procedure to a PM schedule, follow these steps:

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

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

2. Click the Procedures and Assignments 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.

Add a Sub Procedure

Sub procedures are the specific tasks that need to be completed for a procedure to be finished. To add a sub procedure to an existing procedure, follow these steps:

1. Click the Edit icon to the right of the procedure to which you would like to add a sub procedure or double click its title.

   The Procedure pane opens.

2. Click the Sub Procedures tab on the left side of the pane.

3. Click the New Sub Procedures button.

   The New Sub Procedure dialog box opens.

4. In the Sub Procedure ID field, enter the ID of the sub procedure.

   You can click the Lookup button if you do not know the ID or the New button to create a new sub procedure.

5. Once you have located the desired sub procedure, enter values for all required fields.

6. Click Save.

   The Procedure Master is displayed and your sub procedure will be listed on the Sub Procedures tab

7. Close out of the Procedure pane.

   Your sub procedure(s) will now be grouped together under the procedure you added them to.