Creating job plans

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You use job plans to apply to preventive maintenance records, routes, and work orders to create work plans. A job plan is a detailed description of work that is done for a work order.

About this task

After you apply a job plan to a work order, you can customize the work plan or the work order without affecting the original job plan. Only active job plans can be associated with work orders.

Procedure

  1. In the Job Plans application, click New Job Plan and complete the fields.
  2. On the Labor sub tab, Materials sub tab, Services sub tab, and the Tools sub tab, create a new row and complete the fields.
    After you click New Row on these tabs, the Organization field and Site field become read-only.
  3. Optional: In the associated tabs, specify the work assets to associate with safety plans. Also, specify the specifications for the job plan, details such as the risk assessments, and any regulations that are associated with the job plan.
  4. Save the job plan.
  5. After you specify the information, change the status of the job plan to Active so that the information for this job plan can be applied to any associated work orders.