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Create Norm

This article explains how to create a new norm and define the labor and parts required to perform a standard task. Norms can be used to standardize work execution, estimate costs, and simplify planning activities.

Steps to Create a Norm

  1. Open the Norms List

    • Navigate to the Catalog section from the sidebar.

    • Select Norms to open the list of existing norms.

  2. Create a New Norm

    • Click New to open the norm creation form.

    • Enter the required information and select Create & Open to create the norm record.

    Norms catalog list view highlighting existing entries and the option to add a new norm
    Catalog dashboard with the Create Norm modal showing text boxes for Name, Code, Description and Service
  3. Configure General Information

    • After the norm has been created, review the information entered.

    • To make changes or add additional details, click Edit under General Info and update the relevant fields as needed.

    Norm record screen displaying panels for Labors, Parts alongside a General Info column
  4. Add Labor Requirements

    • Norms can include one or more labor entries that represent the work required to complete a task.

    • To add labor:

      • Open the Labors section.

      • Click New.

      • Select the appropriate labor record.

      • Enter the required quantity.

      • Click Select to save the entry.

    • Repeat these steps for each labor item you want to include.

    A pop-up overlay grid labeled Labors, showcasing list items with select checkboxes and quantity allocation inputs
  5. Add Required Parts

    • You can also define the parts typically needed when performing the work covered by the norm.

    • To add parts:

      • Open the Parts section.

      • Click New.

      • Select the appropriate part.

      • Enter the required quantity.

      • Click Select to save the entry.

    • Repeat as necessary until all required parts have been added.

    A parts selection modal showing database inventory entries with quantity fields to assign materials to the standard procedure
  6. Review and Close

    • Verify that all information, labor requirements, and parts have been entered correctly.

    • The norm is now available for use throughout the system.

    • Norms can be referenced in work orders, preventive maintenance schedules, and other operational activities to help standardize procedures, improve planning accuracy, and ensure consistent resource allocation.

    A completed Norm summary page displaying populated tables side by side

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