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.
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Select Work > WO Planning > Job Plans.
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Click New Record.
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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.
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Optionally, select the Out of Service check box to indicate the job plan does not display in job plan lookups.
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Click Submit.