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Learn More - PM Procedures

PM Procedures



Overview

This section lets you identify or associate multiple procedures with a PM Schedule, and to indicate the sequence in which they should be performed. You can import a task from the PM Task section or you can hand-type your own procedure.

NOTE: When a PM is generated and becomes an open PM Work Order, the procedures that are associated with the PM schedule will be displayed at the bottom of the Work Order detail screen in the Work Procedures section.

Adding a PM Procedure

  • Click the Add link on the PM Procedure section.
  • If linking to a PM Task, click the 'folder' icon to the right of the 'Task Description' field to display the list of tasks in your PM Task File Listing. Select the first procedure that is appropriate to perform on this PM schedule from your PM Task Listing that is displayed. The task description and task details will populate.
  • If you are not using the PM Task section, hand-type your Task Description and Task Details into the fields provided.
  • Insert a numeric value (1, 2, etc.) into the 'Sequence' field to indicate which procedure should be performed first, second, third, etc. You can use the 'Web Link' Field to enter a URL Web link to online documentation for this procedure, or other online details associated with this procedure. You would enter the expected amount of time to complete this procedure into the 'Standard Time' field.
  • Click the Save New Record link at the top left of the screen to complete your addition or Cancel Changes to exit without saving.
  • Click the Go Back link at the top right of the window to return to the PM Procedures section to continue adding more procedures.

Editing an existing PM Procedure

From the PM Procedure Listing Section, click the GoTo link to the left of the procedure you wish to edit. The procedure will display and you can then click the Edit link at the top or bottom left of the procedures form.

Once you are finished editing the Procedure, you have the option to Save Changes or Cancel Changes at the top and bottom left of the window. You can click Go Back at the top right of the window to return to the PM Schedule detail and the PM Procedure Listing section.

Deleting an existing PM Procedure

From the PM Procedure Listing Section, click the GoTo link to the left of the PM Procedure you wish to delete. The PM Procedure Detail view will display with the option to click the Delete link at the top or bottom left. Clicking this link will mark the record for deletion. This will be noted at the top right of the window with a red “Marked For Deletion” message and the Delete link will turn into an Undelete link. Once you have marked your record for deletion you can click Go Back at the top right of the window to return to the PM Schedule detail and the PM Procedure Listing section.

To undelete a record that is marked for deletion, enter the PM Procedure detail by clicking the GoTo link and click the Undelete link at the top left of the window.

NOTE: To fully delete the PM Procedure record(s) form your system go to the Administrations section of Navigation tab and click Remove Deleted Records. Then click on the trashcan icon next to 'PM Procedure ' to delete all PM Procedure that are marked for deletion.