Associating safety plans with job plans

You can associate safety plans with assets, locations, or items on a job plan. You use safety plans to help ensure that work is performed safely.

About this task

When you generate a work order from the job plan for the work asset, the default safety plan or other associated plans are copied to the work order. After the work order is generated, you can replace or change the safety plan information on the work order without affecting the original safety plan.

Procedure

  1. In the Job Plans application, select the job plan that contains the work asset with which you want associate a safety plan.
  2. On the Work Assets tab, select the row that contains the work asset.
  3. To specify a safety plan, complete one of the following steps:
    1. In the Safety Plan field, specify a safety plan.
    2. Click New Row and provide the information for the safety plan.
  4. Optional: Specify whether you want this plan to be the default safety plan for this work asset. You can have only one default safety plan for a work asset.


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