Prerequisites

• Access to the File > Procedure (MA053) menu.
• Previously created procedure type.

Introduction

Procedures are records containing the guidelines necessary for proper execution of maintenance, verification, and calibration activities involving assets. These records are essential to ensuring that all actions are carried out in accordance with technical specifications and standards, promoting the accuracy and reliability of results.

Examples of procedures

• Verification procedures: detailed instructions on how to check the condition of an asset, including specific steps, required tools, and acceptability criteria.
• Calibration procedures: documents that describe gage calibration processes, detailing methods, frequencies, reference standards, and necessary records.

Practical example

During the calibration activity involving a measuring gauge, the technician accesses the specific procedure associated with its standard activity. This document provides all necessary instructions, from preparing the equipment to documenting the results, ensuring that the calibration is performed correctly.

Creating a procedure

1. Access the File > Procedure (MA053) menu.

2. Click on the toolbar button.

3. On the screen that will open, enter an ID # and a name for the procedure.

4. In the Procedure type field, select the type that classifies the procedure.

5. Use the Revision field to control the versions of the procedure.

6. Select one of the following options to indicate the procedure format:

• File: the procedure is in electronic file format. In this case, click on the button, then locate and select the desired file.
• URL: the procedure is in URL format. In this case, enter the desired address. Use the button to check if the provided URL is valid.

7. In the Description field, write important notes about the procedure.

8. Click on the button to save the record.

Conclusion

Once saved, the record will be ready to be associated with the standard activity in the Procedure field.

Using the procedure resource is vital to maintaining the quality and reliability of activities. With well-defined and accessible procedures, the organization ensures that all actions are carried out in accordance with best practices.