Select a Job Plan

You can select a job plan for the work order instead of building a work plan from scratch. (Work order is a term that can refer to an activity, change, release, or work order.) The job plan you select becomes the work plan. You can choose a job plan from a value list of job plans that are associated with the work assets identified on the work order. 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 system also copies the safety plan to the work order.

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.

To select a job plan:

  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 to open the Select Value dialog box.

  3. To limit the list of job plans displayed to only job plans associated with the asset or location that appear on the work order, select the Show Job Plans for the Work Order's Asset and Location Only? check box .

Note: To view a list of all job plans, clear the check box.

  1. Click Refresh. The system displays job plans based on your selection.

  2. Click the row containing the job plan to select it and return to the work order.

To return to the record without selecting a job plan, click Cancel.

To find a particular value in the Select Value dialog box:

  1. In the filter field for one or more columns, enter a full or partial value. For example, to only find values that contain the letter L, enter L.

  2. Click Filter Table to find all records that match the criteria you entered in the search fields. To see the original list of values, click Clear Fields .

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