Note: Approved Procedures can only be edited in the Best Practice service area.
To access Procedure records, click on the hamburger menu in the upper left of the HEMS One window (1), followed by the Information Lists menu (2), then the Procedures & Tasks submenu (3) followed by Procedures (4).
The Procedure Record
Name: The name of the Procedure
Not for PM? checkbox: Check this box if the Procedure should not be counted in PM reporting.
Active checkbox: If this box is checked, the Procedure is active.
Type: The type of procedure selected from a list of predefined types.
Season: The Season associated with the procedure (e.g. Summer for AC units or Winter for heaters)
Specialty: The professional specialty associated with the procedure, selected from a list of predefined specialties.
Number: The system generated Procedure Number.
Compliance Code: An available field for organizational compliance codes associated with the procedure.
Source: The source of the procedure.
Notes: This is an open text field.
- To add a timestamp to the Notes field, use the clock icon to the right of the field.
- To expand the Notes field, use the Show Expanded View magnifier icon.
- To use predefined text in the Notes field, use the Predefined Text list icon.
OneQA: For users with OneQA integration, the OneQA Procedure will show here.
Schedule Frequency: The frequency/ies associated with the Procedure.
Task tab: A list of all tasks associated with the procedure.
Description tab: The description of how the Procedure will appear in a PM WO.
Attachments tab: The attachments associated with a procedure.
Print Task Description checkbox: If this box is checked, the Task Text associated with the selected Tasks will appear in the PM WO request text field.
Restrict Tasks by Frequency: If this box is checked, HEMS One will generate PM WOs that only show the tasks associated with the PM WO Frequency, not all the tasks in the Procedure.
Update Task Information button: Clicking this button allows the user to add, remove, and/or re-order the tasks associated with the procedure.