Defining job plans

Define tasks on a detailed level to create a job plan. Predefine labor, parts, tools, and qualifications for jobs to minimize data entry and to standardize work. A job plan can exist anywhere a task plan exists, for example a job plan can be referenced on a task plan, PM schedule, standard work order, work order, purchase requisitions, or purchase order.

Alternately a task plan can be developed by associating one or more job plans.

  1. Select Work > WO Planning > Job Plans.
  2. Click New Record.
  3. Specify this information:
    Organization
    Specify the organization for the job plan.
    Job Plan
    Specify a unique code identifying the job plan, and then enter a description in the adjacent field.
    Type
    Select the type of job plan you are defining.
    Class
    Specify the class.
    Equipment Type
    Select the type of equipment.
    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. Multiple Trades is automatically populated.
    UOM
    Specify the unit of measure for the task.
    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.
    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. The system automatically populates WO Class Org.
    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.
    WO Status
    Select the work order status of the follow-up work order.
    Revision Status
    Specify the revision status for the job plan.
    Approval List
    Specify the approval list for the job plan.
    Revision Reason
    Specify an explanation of any revisions to the job plan.
    Hours Requested
    Specify the number of hours estimated to complete the job.
    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.
  4. Optionally, select the Out of Service check box to indicate the job plan does not display in job plan lookups.
  5. Click Submit.
Parent topic: Defining initial work information