Job plans and work orders

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You can apply a job plan to a work order. Work orders refer to an activity, change, or release. The job plan that you apply becomes the work plan.

You can choose a job plan that is associated with the work assets that are identified on the work order. You can associate a job plan with a work order. If the job plan has a default safety plan for the selected work asset, then the safety plan is copied to the work order.

When you assign labor on a job plan, you can specify the essential qualification for the associated task. An Oil and Gas/HSE Manager shared option in the Organizations application is set to verify the labor qualification for tasks. If you accept the default, when a qualification is specified, only the labor records that match the essential qualifications display.

Example

Job plan #112233 does not have an organization or site that is defined at the plan level. The job plan does have an organization or an organization and site that is defined for certain tasks. Some labor records on the job plan are associated with an organization or organization and site.

The following two tables demonstrate the job plan tasks and labor.

Table 1. Tasks on job plan #112233
Task identifier	Organization	Site
10
15	B
20
30
40	A
50	A	1

Table 2. Labor on job plan #112233
Task identifier	Labor or craft identifier	Organization	Site
None	Wilson	B
None	Winston	A
10	Electrician2
10	Smith	A	1
15	Ellis	B
20	Liberi	B	2

The following tables illustrate the job plan tasks and labor.

Work order #01 has organization A and site 1 defined. When job plan #112233 is applied to this work order, the following tasks, labor, and craft entries are copied to the work order plan:

Table 3. Tasks, labor, and crafts copied to the work plan on WO 01
Job plan-level labor and craft	Organization and site of labor and craft	Task	Task-level labor and craft	Organization and site of labor and craft
Winston	A	10	Electrician2 Smith	Organization A Site 1
		20
		30
		40
		50

Work order #02 has organization A and site 2 defined. When job plan #112233 is applied to this work order, the following tasks, labor, and craft entries are copied to the work order plan:

Table 4. Tasks, labor, and crafts copied to the work plan on WO 02
Job plan-level labor and craft	Organization and site of labor and craft	Task	Task-level labor and craft
Winston	A	10	Electrician2
		20
		30
		40

Work order #03 has organization B and site 1 defined. When job plan #112233 is applied to this work order, the following tasks, labor, and craft entries are copied to the work order plan:

Table 5. Tasks, labor, and crafts copied to the work plan on WO 03
Job plan-level labor and craft	Organization and site of labor and craft	Task	Task-level labor and craft	Organization and site of labor and craft
Wilson	B	10	Electrician2
		15	Ellis	B
		20
		30

Work order #04 has organization B and site 2 defined. When job plan #112233 is applied to this work order, the following tasks, labor, and craft entries are copied to the work order plan:

Table 6. Tasks, labor, and crafts copied to the work plan on WO 04
Job plan-level labor and craft	Organization and site of labor and craft	Task	Task-level labor and craft	Organization and site of labor and craft
Wilson	B	10	Electrician2
		15	Ellis	B
		20	Liberi	B
		30