Procedures

The Procedures module stores the collection of tasks defined for a particular procedure, along with associated costs. Procedures are typically defined for preventive maintenance processes, but can be manually inserted into any work order. In addition to defining the set of tasks that must be completed, procedures often include time and cost estimates, such as required parts, tools, and labor.

Procedures can include estimated labor, indicating the type of craft/skill required or a specific individual to be assigned. These designations are then used in the work order assignment process to ensure individuals with the right skills are assigned. The tasks that are defined for inclusion in a procedure can be entered free form, or tied to a predefined task maintained in the Tasks module.

The Procedures module offers some special features to consolidate tasks performed on multiple assets. For example, a task can be defined as linked to all assets under a particular node of the Asset List or all assets of a particular classification below a designated node. When the work order is generated for the parent asset, tasks are generated for each asset below this node and presented on the Work Order Task tab.

Also refer to the Smart Share Application for information on sharing procedures with the MC Community.

Access the Procedures module:

1. Click the Open icon on the toolbar or click the Module Menu control.

   The Module menu displays.

2. Click the word Procedures.

   • If you accessed the Module menu from the Open option on the toolbar, the Procedure list and the Procedure Work Center Home Page display.

   • If you accessed the Module menu from the module Menu control, the Procedure list displays, but the content of the Work Center does not change until you have selected a record.

   The procedures defined for your organization are listed in the Procedure list.

3. Click a procedure to open and view it in the Work Center.