Planning jobs for task plans

Create and plan the jobs necessary to complete a task plan by associating pre-planned jobs to task plans. Alternately, create a specific job for a task plan on this form.

Select Work > WO Planning > Task Plans.
Select the task plan for which to plan jobs, and then click the Jobs tab.
Click Add Job.
Specify this information:

Sequence

Specify the sequential order in which the job should be performed during the task plan.

Job Plan

Specify the job plan to add to the task plan. The job plan description is automatically populated.

Description

Specify a description of the job to complete for the task plan.

Type

Select the type of job plan to be performed.

Class

Specify the class of the job plan.

Equipment Type

Specify the equipment type.

Equipment Class

Specify the class of the equipment.

Material List

Specify the material list the system will assign to the job plan.

Trade

Specify the trade to associate to the job plan.

UOM

Specify the unit of measure for the job plan.

Estimated Hours

Specify the number of hours estimated to complete the job.

People Required

Specify the number of people required to complete the job.

Reason For Repair

Specify the reason a repair is required for the job plan.

System Level

Specify the EMRS code identifying the system needing repair.

Assembly Level

Specify the EMRS code identifying the subsystem needing repair. The values available are based on the system-level code.

Component Level

Specify the EMRS code identifying the specific component or part needing repair. The values available are based on a combination of the system-level code and the assembly-level code. EMRS Description is automatically populated based on the combination of the system, assembly, and component descriptions.

Component Location

Specify the location the check will be performed on the equipment.

Preferred Supplier

Specify the preferred supplier for the job plan.

Total Price

Specify the total cost of the job per unit of measure.

Commodity

Specify the commodity to associate to the job plan.

Buyer

Specify the buyer responsible for the job.

Active Checklist

Select if the tasks contains active checklist items.

Performed By Required

Select to indicate that the identification of the person performing the checklist on the task is required.

Reviewed By Required

Select to indicate that the identification of the person reviewing the checklist results on the task is required.

WO Description

Specify the description of the follow-up work order the system will create when checklist items are selected for follow-up.

WO Type

Select the work order type of the task checklist.

WO Class

Specify the work order class of the task checklist.

WO Status

Select the work order status of the follow-up work order.

WO Priority

Select the work order priority of the follow-up work order.
Click Submit.