Setting up job plans

A job plan gives you access to all of the maintenance that is associated with assets, locations, or building systems.

1. Select the Maintenance menu item.
2. In the Related Links - Maintenance section, select Preventive Maintenance > Job Plans.
3. Click the Add action.
4. On the General tab, enter the job plan name.
5. In the Detail section, select the resource type.
6. In the Responsible Organization section, click Find and select the organization that is responsible for the job plan and the maintenance.
7. In the Service Provider section, click Find and select the service provider that performs the work on the job plan.
8. Enter the systems, assets, and locations on which the maintenance is performed.
9. Click Create Draft.

What to do next

Create PM schedules.