Giving your work orders clear, accurate procedure names helps everyone on your team know exactly what needs to be done, whether it’s a repair, parts replacement, renewal, or something else. If the default list doesn’t include what you need, you can simply create a custom procedure name.

Here’s a simple, step-by-step guide to adding your own custom procedure names right in your TMS. 

Step 1:  Navigate to Settings
From the left-hand navigation, select Settings.

Step 2: Go to Work Order
In the TMS Customization locate Work Order.

Step 3: Select Work Order Type
Once the screen opens, you can select an existing Work Order Type that best fits your new procedure. e.g Renewal, Repairs, Accidents etc.



Step 4: Add a New Procedure Name

1. Click on Create to add a new procedure or double click on the existing procedures.

2. Enter the procedure name (e.g., Hydraulic Fluid Replacement, Brake Pad Renewal).

Note: You can also create a new Work Order Type while adding a new procedure name.

Step 5: Save Your Changes

1. Click Save to finalize your new procedure name and type.

2. Once saved, this custom procedure will appear in the dropdown menu when you create or edit a work order.

Step 6: Use the Custom Procedure Name in Work Orders

1. Go to the Maintenance section. 

2. Create a new work order or open an existing one.

3. From the Procedure Name dropdown, select the custom name you just added.

That’s it! Your custom procedure is now live and ready to be used by your team.

We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support.