Procedure Work Instruction

Click here to see:

1. In the Procedure Module from the Operations pull down select ‘New Procedure’ as shown below:

2. Enter the Procedure name or number unique identification as shown below:

Note: All Procedures should have a unique identification that will be associated with the type of PM it will be used in.  The example used in this Work Instruction Process will be for PM’s associated with Test Equipment Calibration.  For PM standardization across the ATS, the only difference between sites for Test Equipment Calibration Procedures would be the site code.   Procedures setup for equipment item PMs will not use a site designator but will use an Equipment Type (i.e. WST, LS, CCT, etc.) and a Frequency designator (i.e. Daily, Monthly, etc.) as part of the Procedure Number.  The PM & P IPT has a set of Procedure Number schema rules that must be applied with setting up a new Procedure.

3. Enter a Description, select the Scroll icon to expand the Description box as shown below:

Select the  after entering the description.

4. The next section of the Procedure circled below should be left blank in most cases with the exception of the Department which will auto fill, however these data elements can be used if needed.

Note: Remember that any information contained in a Procedure will be applied to all PMs that use that Procedure.

5. Set the Data Division to 1.1.2 or if the equipment item is for the TSSC set the Division to 1.1.1.   Select the Lookupicon to bring up a sub-screen to choose from as shown below if needed.

6. Next select the  icon at the bottom of the page.  At this time a Select Fields to Update PM sub-screen will appear which allow the user to check the appropriate Data Elements to update in the PM when a PM is created from the Procedure (See PM Criteria).  Select the boxes as required and then select the  icon.

Note: The selections do not show after they are saved.  If the  icon is selected on the main page again the Select Fields to Update PM sub-screen will appear with all boxes unchecked.

7. Next select the Estimates Tab.  It will default to the Tasks Tab.  Select the Addicon at the bottom of the page to bring up the Action Taken sub-screen.  Enter the Action No. and the Action Taken Description then select the  icon as shown below:

Note: Repeat for additional tasks.