Creating operating policies

You use operating policies to record the policies and operational strategies that are associated with work assets. You can associate work that is done on a work asset with the operating policy that defines the reason for that work.

1. In the Operating Policies application, click New Operating Policies on the toolbar.
2. On the Operating Policy tab, specify details for the policy record, such as site and organization.
3. Specify details such as the source of the operating policy and the operating procedure that is associated with the operating policy.
4. On the Where Used tab, use the sub tabs to specify assets, locations, job plans, or preventive maintenance records.
5. Proceed with specifying details for the additional tabs, and save the record.