A maintenance procedure is a list of instructions that allows technicians to record various types of information on a work order. These sets of instructions can be critical and can ensure guidance, consistency, safety, and efficiency for maintenance. This guide explains how to use procedures and best practices. Take a look at the following example of a monthly air handler unit (AHU) inspection and how it helps to use a procedure.
Create Procedure
Admin users must first create a procedure template from the Procedure module.
Procedure templates are global, so available to all entities, to ensure standardization. |
This should be a detailed list of anything you want the technician to take specific note of. Here are examples of the types of items you can have on your lists or the data you can gather on your Procedures template.
When an AHU is checked monthly, the goal is to make sure it works well, is more effective, and lasts longer. Take a look at the suggested checklist created for technicians to check off during a monthly PM inspection.
Add Procedure to WO
Once the procedure template is created and saved in the Procedures module, you can add it to any new or existing Reactive or Preventive work order. Simply locate the Procedures section on a work order form and select the template you want to add to the work order.
Mark Procedure
When you click on the name of the procedure from the work order form, it displays what's been done.
Click on the Edit Procedure button to mark the items. In the Monthly AHU Procedure, there's a checklist of items to checkoff. Hit the Close button for incomplete lists that are autosaved, to get back to the work order form. You can only click the Complete button once all procedure items have been marked.
Leave a comment after any procedure item. Just select the Comment dropdown under any task, then click the Add Comment button. Add your comment, image, file, doc, etc. and hit Save from the Add Comment window. These comments display from the procedure list.
If you try to mark a work order Completed, an admin setting may require a comment to be entered in the Comment section of the work order. This is to record why the procedure wasn't fully completed as planned.
The History tab at the bottom of the work order lets you see who does what and when. It also includes each item in a procedure template.
The range of items that can be incorporated into your process offers limitless possibilities for collecting data.Think about the audits you might have or the signatures you should gather. Keep in mind that when you print a work order, it includes the procedures list, date marked on each item, and any comments made. The procedure posibilities are endless.