Work plans can be created on a blank or prepared template.
To create a work plan on a blank template:
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Click Add
. The Adding detail window screen opens.
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Enter the entry’s details:
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Site, Section, Area, and Unit - Select the operational area information for the work plan. This determines where the work instruction should be performed.
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Work Category - Select the category for the work instruction.
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Assigned Group - Select the group that should complete the work instruction.
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Enter the work description in the description box. For this example, individual tasks are going to be defined, so only a summary of the work instruction is written in the description box.
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When you want to use a specialized IndustraForm, select the IndustraForm template you want from the IndustraForm list. This is covered in detail later.
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Schedule the work instruction. For information on how to schedule a work instruction, refer to Schedule types.
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Click Save
To configure individual tasks:
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Select the Tasks tab. Tasks defined on this tab are displayed in the tasks subsection on the default work instruction IndustraForm.
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To add a task, click Add
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Enter the task’s Description.
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Click Save
When an IndustraForm template is selected, the work instruction tasks are defined
on the selected IndustraForm.
Your work plan is now prepared.