Creating operating procedures

You create operating procedures to provide information about standards and procedures that are associated with operating policies and job plans.

About this task

You can use the same identifier for multiple operating procedures, but the combination of organization, site, and procedure number must be unique.

Procedure

  1. In the Operating Procedures application, click New Operating Procedure on the toolbar.
  2. On the Operating Procedure tab, specify details, such as type and category of operating procedure.
  3. Specify details such as the date and time when the operating procedure can be used.
  4. On the Procedure Lines tab, specify the actions that are associated with lines in the operating procedure.
  5. Use the Log subtab to relay important information to your team.
  6. Save the record.