Job plans and work orders

You can apply a job plan to a work order. Work orders refer to an activity, change, or release. The job plan that you apply becomes the work plan.

You can choose a job plan that is associated with the work assets that are identified on the work order. When you associate a job plan with a work order, any default safety plan for the selected work asset is copied to the work order.

You can also specify that nested job plans are processed in the background when job plans are applied to work order type records. Applying large nested job plans can take a significant amount of time to process, so you can continue working while the process occurs in the background. You apply this setting in the Organizations application, by selecting Work Order Options > Other Organization Options > Process Nested Job Plans in the Background.

Example

Job plan #112233 does not have an organization or site defined at the plan level. The job plan does have an organization or an organization and site defined for certain tasks. Some labor records on the job plan are associated with an organization or organization and site. The following tables illustrate the job plan tasks and labor:
Table 1. Tasks on job plan #112233
Task identifier Organization Site
10    
15 B  
20    
30    
40 A  
50 A 1
Table 2. Labor on job plan #112233
Task identifier Labor or craft identifier Organization Site
None Wilson B  
None Winston A  
10 Electrician2    
10 Smith A 1
15 Ellis B  
20 Liberi B 2

Work order #01 has organization A and site 1 defined. When job plan #112233 is applied to this work order, the following tasks, labor, and craft entries are copied to the work order plan:

Table 3. Tasks, labor, and crafts copied to the work plan on WO 01
Job plan-level labor and craft Organization and site of labor and craft Task Task-level labor and craft Organization and site of labor and craft
Winston A 10
  • Electrician2
  • Smith
  • Organization A
  • Site 1
    20    
    30    
    40    
    50    

Work order #02 has organization A and site 2 defined. When job plan #112233 is applied to this work order, the following tasks, labor, and craft entries are copied to the work order plan:

Table 4. Tasks, labor, and crafts copied to the work plan on WO 02
Job plan-level labor and craft Organization and site of labor and craft Task Task-level labor and craft Organization and site of labor and craft
Winston A 10
  • Electrician2
 
    20    
    30    
    40    

Work order #03 has organization B and site 1 defined. When job plan #112233 is applied to this work order, the following tasks, labor, and craft entries are copied to the work order plan:

Table 5. Tasks, labor, and crafts copied to the work plan on WO 03
Job plan-level labor and craft Organization and site of labor and craft Task Task-level labor and craft Organization and site of labor and craft
Wilson B 10
  • Electrician2
 
    15
  • Ellis
B
    20    
    30    

Work order #04 has organization B and site 2 defined. When job plan #112233 is applied to this work order, the following tasks, labor, and craft entries are copied to the work order plan:

Table 6. Tasks, labor, and crafts copied to the work plan on WO 04
Job plan-level labor and craft Organization and site of labor and craft Task Task-level labor and craft Organization and site of labor and craft
Wilson B 10
  • Electrician2
 
    15
  • Ellis
B
    20
  • Liberi
B
    30    


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