Assigning job plans to preventive maintenance records

You can assign a job plan to a preventive maintenance (PM) record so that the job plan becomes a work plan on any work order you generate from the PM.

About this task

If a job plan has a default safety plan when used with the selected work asset, the safety plan is copied to the work order.

When you add a single job plan to the Job Plan Sequence tab, the job plan does not appear in the Job Plan field on the PM tab. A job plan only appears in the Job Plan field of the PM tab when the following criteria are met:
  • you add the job plan directly to the PM tab
  • you add more than one job plan on the Job Plan Sequence tab

If the PM is associated with a master PM, updates to the master PM record overwrite changes you made to the job plan data on the PM. If you want to prevent updates by the master PM, select the Override Updates from Master PM check box on the PM tab.

Procedure

  1. In the Preventive Maintenance application, display the PM record that you want to assign a job plan to.
  2. On the PM tab, in the Job Plan field, specify a value.
  3. Click Save PM.