Creating job plans

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 performed for a work order. 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.

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 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. On the Work Assets tab, create a new row to define the work assets to associate with safety plans.
  4. Save the job plan.