Procedures Tab – Classifications

The Procedures tab lists the procedures and tasks commonly associated with assets of this classification. The procedures and tasks are listed for reference and reporting purposes. Procedures can be associated with classification records from the Classifications module (this page) or the Procedures module.

The Procedures List displays the Procedure ID and Name. The Tasks List displays the Task Description. A selection box is provided to enable removal of a procedure or task.

ClosedAdd a Procedure

To add a procedure to the list:

  1. Click the Add button.

    The Procedures lookup opens.

  2. Locate and select the desired procedure.

    The selected procedure is added to the My Selection(s) area at the bottom of the lookup.

  3. Continue to select any additional procedures you want to add.

  4. Click the Apply button.

    The Procedures lookup closes, and the new procedure records are added to the Procedures List.

  5. Click the Save button.

    Your changes are saved.

ClosedAdd a Task

To add a task to the list:

  1. Click the Add button.

    The Tasks lookup opens.

  2. Locate and select the desired task.

    The selected task is added to the My Selection(s) area at the bottom of the lookup.

  3. Continue to select any additional tasks you want to add.

  4. Click the Apply button.

    The Tasks lookup closes, and the new task records are added to the Tasks List.

  5. Click the Save button.

    Your changes are saved.

ClosedRemove a Procedure or Task Record

To remove a procedure or task record associated with this classification:

  1. Click the check box to the left of the record you want to remove.

    A check mark appears, indicating the record has been selected.

  2. Continue to select any additional records you want to remove.

  3. Click the Remove button.

    The records are removed.

  4. Click the Save button.

    Your changes are saved.