1. Select the Types submenu from the Maintenance Menu.
2. Select the Find button on the Find Type screen to view the list of available Types. Highlight the desired Type and select the OK button (or double click the desired Type).
3. If there is Procedure listed in the Procedures tab, highlight the Procedure in the list on the Procedure tab. Select the Modify Procedure Link (4^th button) on the right side of the Procedures tab. Go to step 9.
4. Select the “+” on the right side of the Procedures tab. The Edit Type Procedure Default screen is displayed.
5. Select the “…” button next to the Procedure box.
6. Select the Find button on the Find Procedure screen to view the list of available Procedures. Highlight the desired Procedure and select the OK button (or double click the desired Procedure).
7. Enter in the Std. Price for the service.
8. Enter the interval for the calibration
9. Select the “…” button next to the Data Sheet box.
10. Select the Find button on the Attach File find screen to view the list of available Files. Highlight the desired File and select the OK button (or double click the desired File).

HINT: If you are trying to select a spreadsheet enter XLS in the File Name search field then select the Find button. Only the File Types with an .XLS file extension will be displayed.

11. Select the Save button on the Edit Type Procedure Default screen
12. The Procedure has been added to the list in the Procedures tab.
13. Select the Save button on the Types screen.
14. Select the Close button.

Note: When an Asset using this type is received and the Data Sheet button is selected on the Work Orders screen, the Manual Template will be used for gathering the data points.