Setting up procedures

The procedure defines the steps that the technician takes, the cost estimates for each step, and the materials to be used. Procedure steps can be entirely self-contained or can reference external sources, such as equipment service manuals.

1. Select Maintenance > Procedures > Work.
2. Click the Add action.
3. On the Procedure Steps tab, add steps to the procedure, including cost estimates.
4. On the Materials tab, add materials to the procedure.
5. Click Create Draft.