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Procedures

A procedure in VueOps is a standardized, reusable set of instructions that guides technicians through a maintenance task step by step. Procedures ensure that work is performed consistently, safely, and in compliance with regulations-regardless of who completes the task.

Procedures use the prefix PC in their code (e.g., PC-PCDC-1) and are managed in the dedicated Procedures module, accessible from the sidebar navigation.

What is a Procedure?

A procedure is a structured form that contains fields organized into sections. Each section covers a specific aspect of the task-safety checks, equipment information, step-by-step instructions, approval sign-offs, and more.

When attached to a work order or program, a procedure provides technicians with a structured checklist to follow during execution. Completed procedure data is stored with the work order for compliance, auditing, and record-keeping.

Procedures - Procedure Module

The Procedures module showing the list of available procedures with their codes, types, and field counts.

Procedure Types

When creating a procedure, you select a type that classifies its purpose:

  • Preventive Maintenance - Step-by-step instructions for routine maintenance tasks (e.g., chiller inspections, HVAC servicing, equipment calibration).

  • Audit - Structured assessment forms for compliance audits and facility condition assessments.

  • Compliance - Procedures ensuring adherence to regulatory requirements.

  • General - General-purpose procedures for miscellaneous tasks.

  • Inspection - Inspection checklists for verifying equipment or facility conditions.

  • Janitorial - Cleaning and janitorial service procedures.

  • Safety - Safety-related procedures including lockout/tagout (LOTO), hazard assessments, and emergency protocols.

  • Other - Any procedure that doesn't fit the above categories.