Creating job plans from work plans

You can create a job plan from the work plan instead of recreating the work plan each time that you need it. When you create a job plan from a work plan, the asset management system uses the current work order and its tasks, planned labor, materials, tools, and services to create the job plan.

About this task

The asset management system does not copy child work orders, if any, to the job plan. If the work assets on the work order have an associated safety plan, the asset management system does not copy the safety plan to the job plan.

1. In the Work Order Tracking application, display the work order that contains the plan that you want to use to create a job plan.
2. Select the Create Job Plan from Work Plan action.
3. If the Job Plan field is empty, enter a value, or click Autonumber to have the asset management system assign a number to the job plan.
4. Click OK.

Results

The asset management system creates a job plan record that you can now access in the Job Plans application.