Selecting job plans

You can select a job plan for a work order, instead of building a work plan from scratch. The job plan you select becomes the work plan. You can choose a job plan from a list of job plans that are associated with the assets identified on the work order.

Before you begin

You can only select a job plan for a work order if the work order has no plans. If there are any labor, materials, services, or tools planned, the Job Plan field is read-only.

About this task

When you associate a job plan with a work order, if the job plan has a default safety plan for the selected work asset, the safety plan is also copied to the work order.

Procedure

  1. Display the work order for which you want to select a job plan.
  2. In the Job Plan field, click Detail Menu, and choose Select Value.
  3. Select the Show Job Plans for the Work Order's Asset and Location Only check box. This check box limits the list of job plans displayed to the job plans associated with the asset or location that appear on the work order. To view a list of all job plans, clear the check box, and click Refresh.
  4. Click the row containing the job plan to select it and return to the work order.


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