Adding tasks to job plans

You can add tasks to a job plan. Tasks describe operational steps for a work order. The tasks can be applied when you create work orders for organizations or sites.

About this task

If the job plan has an organization or site at the job plan level, the tasks that you add inherit the organization or site information.

Procedure

  1. In the Job Plans application, select the job plan to which you want to add tasks.
  2. In the Job Plan Tasks table window, click New Row.
  3. Optional: Specify whether the task is being used at the organization or site level. The associated values are provided.
  4. Specify or change the task identifier. To add tasks without disrupting the order, number the task identifiers in increments of 10.
  5. Optional: Complete the following steps:
    1. Provide a description of the task.
    2. Specify the sequence in which the task is performed.
    3. Specify a value for the nested job plan and meter.
    4. Specify values for the owner, the owner group and classification.
  6. Specify the estimated duration in hours that is needed to complete the task.
  7. Save your changes.


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