Managing tools for standard work orders

Add, delete, modify, or view lists of tools associated to standard work order activities and jobs. Using the tool records, create planned tools for work orders, scheduled tools for work orders, or both.

Manually add tools to standard work order activities that do not have an associated task plan, or to standard work order activities for which the task plan is not enabled for enhanced planning.

View tools associated to the standard work order task plan if the task plan is enabled for enhanced planning.

To manage tools for standard WO:

Select Work > WO Planning > Standard WOs.
Select the standard work order for which to manage tools, and then click the Plan Tools tab.
Select the Activity for which to manage tools.

Note: If Job is set to Show All Records, Job is automatically populated, protected, and set to Show All Records.
Select the Job of the activity for which to manage tools.
Click Add Tool.
Specify this information:

Activity

Select the activity for which to manage tools. Job is automatically populated.

Tool

Specify the tool to add to the standard work order.

Hours Requested

Specify the number of hours estimated to use the tool to complete the activity.

Qty. Required

Specify the tool quantity estimated to complete the activity. Total Hours Required and Activity Duration are automatically populated.
Click Submit.