Work order management plans

After you create a work order, you can use the Plans tab to specify estimates for labor, craft, materials, services, and tools. You also can add child work orders and create tasks for the work order.

Job plans

An easy way to add a work plan to a work order is to associate a job plan with the work order. When you insert an identifier in the Job Plan field, the system copies the job plan, called a work plan, to the work order. You can also add a job plan by using another application to generate a work order that already has a job plan

The system can also add a safety plan to the work order, if the job plan and its assets or locations have a safety plan. Changes you make to the work plan or safety plan in an individual work order do not affect the original job plan or safety plan.

Task plans

You can insert or edit work plan tasks on the Plans tab. You can also add inspection data for the work asset.

If a current work plan is based on a job plan, the system copies all task and plan data from the job plan. The job plan serves as a template for the work plan. Changes you make to the work plan on the work order do not affect the original job plan.

You can add or edit plan tasks until the work order is closed. You cannot delete tasks if the work order is approved or has actuals reported for the task.

After you close the work order, you can use the Edit History Work Order action to add or modify tasks.



Feedback