Setting job plan conditions

To ensure that job plan components are copied to work orders under specific circumstances, you define conditions and then set them in the job plan. By setting conditions, you control when the tasks, labor, materials, services, or tools of a job plan are copied to work orders.

Procedure

  1. Activate the Set a Condition field, so that it is available in the Job Plans application.
  2. In the Organizations application, select the System Settings > Enable Job Plan Conditions action.
  3. In the Conditional Expression Manager application, create conditions for job plans.
  4. In the Job Plans application, select the job plan component that you want to set a condition for.
  5. In the Set a Condition field, select the condition that you want to set for the job plan component and save the record.


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