PE Schedule (TMS Enterprise) - Procedures/Participants Tab (Edit Mode)

The Procedures/Participants tab allows you to add procedures and participants to the PE schedule. When the PE schedule is generated and the PE work order is created, the procedures and participants you place on the PE schedule appear on the work order.

  • Procedures are used on work orders to identify specific instructions for the Resource (person) to follow when they complete or close a work order. For PE schedules, procedures make up the checklist of work to complete for the PE. You can add procedures to the PE schedule, and delete procedures from the PE schedule in the Procedures grid on this tab.

  • Participants are the resources assigned to do the work on the work order generated by the PE schedule. In the Participants grid you can add resources to or delete resources from the PE schedule. You can also assign specific procedures to resources.