Working with job plans

Create and modify job plans that become work plans when they are associated with work orders and preventive maintenance records.

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.
Classifying job plans
Classification provides you with a way to categorize your job plans. If you want to group job plans together, you can use classification.
Setting job plan conditions
To ensure that job plan components are copied to work orders under specific circumstances, you define conditions and then set them in the job plan. By setting conditions, you control when the tasks, labor, materials, services, or tools of a job plan are copied to work orders.
Revising job plans
You create job plans so that you can apply revision control to a job plan. When you revise job plans, a record of the changes that are made is saved.
Creating work orders when purchasing items on job plans
You can specify that a work order is created when any quantity of an item on a job plan is specified on an approved purchase order. Instead of being stocked in a storeroom, these items are issued directly upon receipt to an asset, location, or work order.
Setting up work process flows
Work process flows use relationships between work orders and tasks to automate the flow of status changes. You set relationships between work orders and tasks so that when a task is completed, the next task in the flow can be initiated.

Parent topic: Job Plans