Details Tab – Procedures Module

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 Procedure ID and Name are both displayed in the Procedure list.

• Category — The category for the item.

• 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.

  Note:

  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.

  Note:

  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—for example, 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 — A field to indicate the type of approval, if any, that is needed for work orders generated through this procedure.

• Indicators — A series of check boxes. Each of these indicators populates onto all work orders associated with this procedure.

  • Chargeable — Used to indicate whether or not the procedure is chargeable to a customer.

  • Attachments — Used to indicate whether or not documents are attached.

  • Shutdown — Used to indicate whether or not the procedure requires the shut down of the affected asset.

  • Lockout / Tagout — Used to indicate whether or not the procedure requires a lockout.

• Photo — Controls to attach or remove a photo.