Creating procedure

This page allows you to create a procedure with a unique code and a description. Tell me more.

Select the “Create Procedure” link under the “Task” business component.

The “Create Procedure” page appears.

Enter the following fields in the “Copy” group box if you wish to create a new procedure by copying the details from a procedure that is already defined:

From Proc.	The procedure, the details of which are to be copied into the procedure that is currently being defined (Alphanumeric, 30). You have the option of including or excluding the additional resource requirements of the procedure being copied to the new procedure. The details of the existing procedure along with its tasks would be copied into the new procedure on clicking the “Copy” pushbutton.
	Help facility available.
Include Addl. Reqt. For Procedure	Check this box if you wish to copy the additional resource requirements defined for the existing procedure, to the new procedure. Leave the box blank if you do not wish to copy the additional resource requirements.

Click the “Copy” pushbutton to copy the details of the existing procedure to the procedure that is being defined.

Note: The system copies the details of the existing procedure to the new procedure, for those fields for which values have not yet been entered. The tasks that belong to the existing procedure are also copied along with its defined resources to the new procedure.

Enter the following fields:

Procedure	A unique identifier for the procedure (Alphanumeric, 30). Mandatory. This field can be a combination of alphabets and numbers and cannot be left blank.
	Enter the textual description of the procedure in the edit box alongside (Alphanumeric, 150).
	Zoom facility available

Enter the following fields:

Status	Use the drop-down list box to specify the status of the procedure. The system provides the options “Active” and “Inactive”. Set the status as “Inactive” if you wish to disable the procedure from any future reference from other activities. The system displays “Active” by default.
Procedure Type	Use the drop-down list box to identify the type of the procedure. The system lists all types that are in “Active” status as defined in the “Define Task Types” activity.
Est. Duration (Hrs.)	The estimated duration in hours within which the procedure must be completed (Decimal). Ensure that the duration is not negative. Also ensure that the duration for which any resource required for the procedure is not greater than the duration entered in this field. The system displays zero by default.
User Def. Text	Enter any additional information about the procedure (Alphanumeric, 30).
Procedure Category	Use the drop-down list box to select the category to which the procedure belongs. The system lists all categories that are in “Active” status as defined in the “Define Task Categories” activity. Leave the field blank if you do not wish to identify the procedure category. The system leaves the field blank by default.
Revision No.	Enter a revision number if you wish to track the changes done on the procedure (Alphanumeric, 40). This number represents the number of revisions made to the procedure.

The system displays the following field:

Revised On

The date on which the procedure is revised. The system displays the current date on clicking the “Create” pushbutton, if you have entered a revision number in the “Revision No.” field.

If you are copying the details from an existing procedure, the system displays all the tasks that belong to the existing procedure in the “Tasks” multiline.

Enter the following field in the ”Tasks” multiline if you wish to add new tasks to the procedure:

Task	The task that must be performed as part of the procedure (Alphanumeric, 30). This task should have already been defined in the “Create Task” activity should be a routine task in “Active” status. Ensure that the task is unique in the multiline.
	Press <Enter>. The system retrieves the “Description” and the “Type” fields in the multiline.
	Help facility available
	The system displays the following field in the “Tasks” multiline:
Desc.	The description of the task.

Note: Ensure that you enter at least one task in the multiline.

Enter the following fields in the “Tasks” multiline:

Task Duration (Hrs.)	The numbers of hours required for the completion of the task (Decimal). Ensure that the duration is not negative. Also ensure that the task duration is not greater than the duration of the procedure entered in the “Est. Duration (Hrs)” field. If you leave this field blank, the system assigns the task duration.
Eqp. Condition	Use the drop-down list box to specify the condition of the equipment based on which the task must be performed. The system provides the options “Online”, “Offline” and “Not Applicable”.
	Online - Select this option to indicate that the task can be performed on the equipment when the equipment is in operation.
	Offline - Select this option to indicate that the task must be performed on the equipment when the equipment is not in operation, or is in “Down” state.
	Not Applicable - Select this option to indicate that this task can be performed on equipment which is either offline or online. Also select this option when the task must be performed on a location.
	If you leave the field blank, the system sets the equipment condition as “Not Applicable”.
	The system displays the following field in the “Tasks” multiline:
Type	The type of the task, as defined in the “Create Task” activity.

Enter the following field in the “Tasks” multiline:

Seq. No.

The order in which the task must be performed (Integer). Ensure that the sequence number is a positive integer and is unique in the multiline.

If you have left the sequence number blank for all the multiline rows, the system automatically assigns a sequence number to each of them, in multiples of five, on clicking the “Create” pushbutton.

Note: If you have left the sequence number blank for some of the multiline rows, the system arranges those rows in the order in which they are entered in the multiline, and numbers these rows to be the last in the sequence. The system then rearranges the rows in the ascending order of the sequence number and renumbers the rows with multiples of five.

Check the box in the “Select” column of the multiline to remove a task from the procedure.
Click the Delete icon in the tool bar above the multiline to remove the selected task in the mutliline.

Note: The selected task is deleted along with its resource requirements.

Click the “Create” pushbutton to create the procedure.

The system displays the following fields in the “Record Statistics” group box:

Created By	The login ID of the user who created the procedure.
Created Date	The date on which the procedure was created.
Last Modified By	In this activity, this field contains the login ID of the user who created the procedure.
Last Modified Date	In this activity, this field contains the date on which the procedure was created.

To proceed, carry out the following

Select the “Spare Part Requirement” link from the bottom of the page to specify the spare parts that are required for the procedure.

Select the “Tool Requirement” link from the bottom of the page to specify the tools that are required for the procedure.

Select the “Skill Requirement” link from bottom of the page to specify the skills that are required for the procedure.

Select the “Other Resource Requirement” link from the bottom of the page to specify the other resources that are required for the procedure.

Create Procedure – An overview

In this page, you can create a procedure with a unique code and a description.

You can identify the type of the procedure, set the status and enter the estimated duration for the completion of the procedure. The type of the procedure has to be selected from the set of user–defined types that have been defined in the “Define Task Types” activity. You can also specify the category to which the procedure belongs from the set of user–defined categories that have been defined in the “Define Task Categories” activity.

You can also specify a revision number for the procedure.

Note: A revision number is used to trace the changes that are made to the procedure. A procedure can undergo multiple revisions based on the modifications that are made to the procedure.

You can also create a new procedure by copying the details from a procedure that is already defined in the system. If you know the procedure from which the details are to be copied, you can directly enter it or you can make use of the help facility and select a procedure. You have the option of including or excluding the additional resources while copying the details from the procedure that is already defined.

You can specify the tasks that belong to the procedure along with the sequence number to indicate the order in which the tasks must be performed within the procedure. You can also specify when the task has to be performed on equipment along with the duration for the completion of the task. A task can be performed on an equipment when the equipment is in one of the following states:

Online – This indicates that the task must be performed on an equipment when it is in operation.
Offline - This indicates that the task must be performed on an equipment when it is not running
Not Applicable - This indicates that the task must be performed on a location or if the task can be performed on equipment that is either in operation or not in operation.

The procedure creation date is set to the current system date and stores the login ID of the user who has created the procedure.

Prerequisite

Define Task Types.

What you can do in this page

Create a procedure

Create a procedure by copying the details from an existing task.

Create a procedure

You can create a procedure in this page.

Enter the identifier of the procedure in the “Procedure” field.
Specify the procedure type in the “Procedure Type” field.
Select the status of the procedure in the “Status” field.
Enter the estimated duration of the procedure in the “Est. Duration (Hrs)” field.
Enter the tasks that must be performed as a part of the procedure in the “Tasks” multiline.
Click the “Create” pushbutton to create the procedure.

Create a procedure by copying the details from an existing task.

You can create a procedure by copying the details from an already existing procedure. You can also copy all the details of the procedure or to copy the details of the procedure along with its resource requirements.

Enter the procedure from which you wish to copy the details in the “From Proc.” field in the “Copy” group box.
Check the “Include Additional Reqt. For Procedure” box to copy the procedure along with its resource requirements.
Click the “Copy” pushbutton to copy the details of the procedure to the procedure being created.