Procedure Details

The following fields are displayed on the left side of the Procedure Details page:

• ID/Name: Identifying fields for the procedure.

  The Procedure ID is used to uniquely identify the procedure. The Name field is typically a more descriptive indicator. The ID and name are both displayed in the Procedure list.

• Category: The category for the procedure.

• Reference: Additional reference information for the procedure.

• Target Hours: The target hours estimated for completion of the procedure.

  The target hours are populated to work orders associated with this procedure.

  The selected priority can affect the Work Order Target Completion Date. For more information on setting priority rules, see Work Order Priority Manager.

• Type/Priority: The type and priority for the procedure.

  Both values populate to any work order associated with this procedure.

  Work Order priority can be set by default through a preference, procedure, asset, or defined preventive maintenance schedule. Should a work order have associations to multiple priority values, such as if a procedure and an asset with differing priority values were both associated with a work order, preference is given in the following order: asset, PM, procedure, manual entry or preference default.

• Project: If the procedure is associated with a project, you can use the Project lookup to designate the project.

• Shop/Supervisor: The shop and/or supervisor under which the procedure is managed.

• Library: The library (repair center) to which the procedure is associated, which is used to filter records in the list and lookup results.

  To ensure this procedure shows up for all libraries, leave the field blank.

The following fields are displayed on the right side of the Procedure Details page:

• Active Status: Used to indicate if the procedure is active.

  If the procedure is no longer used, the check mark should be removed from the indicator, ensuring that the procedure does not show up in Procedure lookups. The procedure continues to be available in the Procedure module list, allowing you to reinstate it to active status at a later date.

• Authorization: Indicates the type of approval, if any, that is needed for work orders generated through this procedure..

• Indicators: Each of these indicators populates onto all work orders associated with this procedure.

  • Chargeable: Indicates whether the procedure is chargeable to a customer.

  • Attachments: Indicates whether documents are attached.

  • Shutdown: Indicates whether the procedure requires the shut down of the affected asset.

  • Lockout/Tagout: Indicates whether the procedure requires a lockout.

• Photo: Controls to attach or remove a photo.