Adding and modifying task plan instructions

Add specific task plan instructions, and then specify whether the instructions should print with the specified record.

Modify task plan instructions as necessary.

Add and view task plan job instructions on the Jobs tab of the Task Plans form. You cannot edit those instructions on this form, you can only view the instructions.

To add or modify task plan instructions:

  1. Select Work > WO Planning > Task Plans.
  2. Select the task plan for which to enter instructions, and then click the Instructions tab.
    Note: If you are modifying task plan instructions, click the header of the instruction to modify, and then specify the information below.
  3. Click Add Instructions.
  4. Specify this information:
    Language
    Select the language of the instruction.
    Print with Document
    Select to print the instructions on the associated report.
  5. Specify instructions or modify existing instructions as necessary.
    Note: Format comments using the HTML Editor Toolbar.
  6. Click Save.