Open the 
Work Procedures Card window.
Work Procedures are best viewed as descriptions of "how" work is to be accomplished. Procedures may be added to Work Orders, Templates or Policies. TAG allows you to create Work Procedures with or without Sub-Steps. While it is not necessary to create any Steps to perform a maintenance activity, Work Procedures may offer time saving advantages when manually creating Work Orders in creating Templates or Policies.
Work Procedures
In TAG, the work process for performing a maintenance activity may be pre-defined using the Planning menu group Work Procedures option. Once Work Procedures are created, you may include them in any Order, Template or Date Meter Policy as a Step.
General Tab
No. – The number for this Work Procedure. The numbers are typically system generated as defined on the "No. Series" tab of Asset Guardian Setup form.
Description/Description 2 – A meaningful description of procedure.
Standard Time – This input capable field is provided to establish a Standard amount of time this procedure will require for completion.
Estimated Step Time – This input capable field is provided to allow you to establish an Estimated amount of time the procedure will take to complete. The difference between a Standard time and an Estimated time may be slight. However, Estimated time could be your estimate of how long a work activity takes verses the Standard time being what the Manufacturer of the equipment publishes as the time it should take to complete this procedure.
Sub-Steps Total Standard Time – This is a calculated field value that comes from the total of Standard Time on each of the sub-steps to this procedure.
Sub-Steps Total Estimated Time - This is a calculated field value that comes from the total of Estimated Time on each of the sub-steps to this procedure.
Sub-Steps Exist – When a checkmark is present, there are Sub-Steps that exist for the Work Procedure.
Requirements Exist - When a checkmark is present, there are Related Requirements existing for the Work Procedure.
Qualifications Exist - When a checkmark is present, there are Required Qualifications in existence for the Work Procedure.
Attachments Exist - When a checkmark is present, there are Attachments associated with the Work Procedure.
Sub-Steps Total Standard Time Drill Down
Clicking on the Sub-Steps Total Standard Time or the Sub-Steps Total Estimated Time fields will allow you to drill into the detail that comprises the value shown. In this example, there are six sub-steps to this step with their Estimated and Standard Times entered. The totals are shown in the respective fields.
Search Description – Use this field to establish a meaningful set of letters, numbers or words to help find this Step through a search. The default is the value entered in the Description field and may be overridden by the user if the default value is not adequate for search purposes.
Work Code – If you choose, associate a Work Code with this Work Procedure.
Planned Work Orders – The number of Planned Orders that contain this Work Procedure.
Released Work Orders – The number of Released Orders that contain this Work Procedure.
Finished Work Orders – The number of Finished Orders that contain this Work Procedure.
Assigned Templates – The number of Templates in which the Work Procedure is included.
Assigned Date Meters – The number of Date Meter Policies in which the Work Procedure is included.
Created Date – Date this Work Procedure was created.
Last Date Modified – Date this Work Procedure was last changed.
Results Tab
No. Prior Results to Print – If you would like to print prior test results for the Equipment on the Work Order, enter a value in this field. When the Work Order print occurs, the number of prior results will print if they exit.
Results Input Required – Clicking this field will toggle a checkmark. When a checkmark is present, input is required into the Results Value field before the Work Order containing this Work Procedure can be Completed or Posted.
Validation Required – Clicking this field will toggle a checkmark. When a checkmark is present, TAG will use validation rules to check the data entered into the Results Value field. If the data does not pass the edit(s), an error message will be displayed. If validation is required, the Work Order cannot be Completed or Posted nor can the Step be set to Finished.
Results Tab Input Type
Input Type – There are six (6) Input Types which may be selected. Each Input Type has its own unique method of validation. However, in general, Steps cannot be Finished nor can a Released Order be Completed or Posted if a Step does not pass the edit associated with the Input Type where validation is required.
• Text - When the Input Type Text option is selected, all other fields on the form are disabled. Text Input allows you to collect text data of up to fifty (50) characters in length. When validation is enabled, at least one (1) character must be entered for the Released Order to be Completed or Posted.
• Numeric – A low and high value range may be defined in using the Acceptable Low and Acceptable High fields for the Numeric Input Type. When validation is required and a Results Value is entered on the Step of a Released Order, the value is compared to the values specified in these fields. If the value entered is outside of those values, an error message is issued. Steps cannot be Finished nor can a Released Order be Completed or Posted if a Step requires a Results input that does not pass this edit.
The user may select Symbols to accompany the value entered into the Results Value entry. When this option is utilized, the symbol entered must precede the number. When an incorrect symbol is entered, an error message is displayed. Steps cannot be Finished nor can a Released Order be Completed or Posted when an improper symbol is entered into the Results Value field.
Messages to be displayed at the time of entry of data into the Results Value field may be created. This is accomplished by entering a numeric value into the Validation 1 Low, Validation 1 High fields and text data in the Validation 1 Message field. Values may also be established for Validation 2 Low, Validation 2 High and Validation 2 Message. When data is provided in these fields and the value entered is within the Acceptable low and high range, the value is checked for each low and high specified in the validation. If the number entered falls within the range established, the message is displayed as a warning for the person entering the data. Finishing a Step, Completing or Posting the Released Order is affected by these edits and resulting warning messages.
• Specific Value - When the Specific Value option is selected, all other fields on the form except the Specific Value Required field are disabled. For a Specific Value validation test TAG compares the Results Value entered on the Released Order Step to the value provided in the Specific Value Required field. Up to fifty (50) characters may be entered into the Specific Value field. If a difference is found, an error is issued. Steps cannot be Finished nor can a Released Order be Completed or Posted when an improper specific value is entered into the Results Value field.
• Meter Reading – Choosing the Meter Reading Input type allows you collect a meter reading for the Equipment specified on the Step in the Work Order. At the time of entry, the value in the Results Value field is compared to the Current Meter on the Equipment or Sub-Assembly. If the value entered is less than the current meter, two conditions are possible. If Allow Rollover is activated on the Equipment or Sub-Assembly Card, the entry is accepted. If Allow Rollover is not active, an error message is issued. Steps cannot be Finished nor can a Released Order be Completed when an improper meter value is entered into the Results Value field.
At the time a valid entry is provided in the Results Value, the Current Meter from the Equipment or Sub-Assembly Card is captured. When the Work Order is Posted and the Current Meter on the equipment is not equal to the captured Current Meter, an error message is issued and posting stops. If all edits are passed and Rollover is enabled and the Results Value is less than the Current Meter, two entries are created in the Meter History table; one with the difference between the Rollover Point and the Current Meter and the second with the Results Value. The Current Meter on the Equipment or Sub-Assembly Card is updated with the Results Value.
• Meter Reset – This Input Type should be used to reset the Current Meter on the Equipment or Sub-Assembly Card. The Results Value is edited to ensure it is a number. If it is not a valid number, an error message is displayed. Steps cannot be Finished nor can a Released Order be Completed when an improper value is entered into the Results Value field.
At the time a valid entry is provided in the Results Value, the Current Meter from the Equipment or Sub-Assembly Card is captured. When the Work Order is Posted and the Current Meter on the equipment is not equal to the captured Current Meter, an error message is issued and posting stops.
• Binary - When the Binary option is selected, all other fields on the form except the Positive and Negative Value fields are disabled. Text or numeric data of up to thirty (30) characters may be entered into either of these fields. At the time of entry of data in the Results Value field, the Results Value is compared to the content of both the Positive and Negative Value fields. If no match is found, an error message is issued. Steps cannot be Finished nor can a Released Order be Completed or Posted when an improper value is entered into the Results Value field.
Default Unit of Measure – This field is available for use with the Input Type. Select the UOM that is associated with the Input Type. Selection made for this field serves as the default value in the UOM field of the Step.
Date/Time Option
Date/Time Option – The option chosen for this field controls how the Results Date and Time are captured and stored in the Test Results and/or Meter History Tables. If the Input Type of Meter Reading or Meter Reset is selected, the Date/Time option you choose may affect the calculation of Average Usage per Hour and Average Usage per Day for the Equipment or Sub-Assembly Card.
If no date and time is entered on the Step of the Work Order when a Result Value is required, the four Date/Time options control how the Result Date and Time are populated during Posting:
• None – When the Work Order Posting occurs and this option is used, the work date and time are use to populate the Results Date and Time fields.
• Use Creation Date/Current Time – When the Results Value is entered on the Step of a Work Order, the system date and time are captured and used to populate the Results Date and Time fields when posting occurs.
• Use Posting Date/Time – With this option selected, the system date and time are used to populate the Results Date and Time fields when posting occurs.
• Use Work Date/Current Time – When the Results Value is entered on the Step of a Work Order, the work date and system time are captured and used to populate the Results Date and Time fields when posting occurs.
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