Add Procedures to a Work Order

Procedures and procedure groups are used to identify specific instructions for the resource (technician) to follow when they complete or close a work order. For PM work orders, procedures make up the checklist to complete for the PM. You can add one or multiple procedures to a work order on the Work Order Edit screen.

You can reach the Work Order Edit screen by going to Work Orders > Edit and entering a valid Work Order Number, or by going to Work Orders > Query and searching for the work order.

Add Single Procedures

To add a single procedure, follow these steps:

1. On the Work Order Edit screen, select the Procedures tab, or other tab containing the Procedures grid, if using a custom form.
2. In the Procedures Readings area, click New Procedure. The Procedures pop-up window opens.
3. In the Procedure Number field, enter the Procedure Number or click the Lookup icon to select the procedure that you want.  If the procedure already exists, then the description of the procedure is visible and the Est. Time field is automatically filled in by TMS.
4. Click Save, or click Another to add an additional procedure. The procedure is added to the Procedure Readings grid.

Add a Procedure Group

To add a procedure group, follow these steps:

1. On the Work Order Edit screen, select the Procedures tab, or other tab containing the Procedures grid, if using a custom form.
2. In the Procedures Readings area, click New Procedure. The Procedures pop-up window opens.

3. Select the Group Toggle button next to the Procedure Number field.

4. In the Procedure Group drop-down menu, select your procedure group.
5. Click Save, or click Another to add an additional procedure group. The procedure group is added to the Procedure Readings grid.