Job Plans

This article explains how to create and use Job Plan templates.

  • Oct 9, 2025
  • Article

Title
Job Plans

Content
Job Plans are templates that can be used to easily create Work Orders for standard reoccurring work. When users create a Work Order, they can select the Job Plan Template of their choice to automatically fill in the WO details. Job Plans can be created to be used on all Work Orders, or restricted to only certain Assets, or Asset Types. 
 
This can be a useful feature for Requestors who want to create Work Requests for common issues or tasks.

Creating New Job Plans

To create a Job Plan use the following steps:

  1. Select Work.
  2. Select Job Plans.
  3. Select New.
  4. Enter a Job Plan ID.
  5. Enter any additional details in the Description field.
  6. Enter any other relevant information.
  7. Select Save.

 

Using a Job Plan on a Work Order

To use a Job Plan when creating a Work Order use the following steps:

  1. Select Work.
  2. Select Work Orders.
  3. Select New
  4. Select an Asset ID.
  5. Select a Job Plan from the Job Plan ID field.
  6. Select Save.

 

 

How to Fill Out a Job Plan Record

 

General

Job Plan ID: This is the unique name of the Job Plan record.

Description: This field is used to provide additional details about the Job Plan.

Type: This field is used to indicate what type of work this Job Plan is for.

Priority: This displays the level of priority for this work. 

Expense Class: This field is used to link an Expense Class to the Job Plan.

Assigned To: This field is used to provide a user who this work should be assigned to.

Scheduled Downtime: This displays how much scheduled downtime should be required for this work. 

Craft Hours: This section can be used to link Craft Hours to the Job Plan.

Skills: This section can be used to link Skills to the Job Plan.

Tools: This section can be used to link Tools to the Job Plan.

Notes: This field allows users to input any additional notes and information about the Job Plan.

 

 

Scheduling

Asset Types: This section can be used to restrict the use of this Job Plan to certain Asset Types.

Assets: This section can be used to restrict the use of this Job Plan to specific Asset records.

 

 

Instructions

This section can be used to link specific Instruction Sets to this Job Plan. These Instructions will then be applied to any linked Work Orders. 

 

 

Costs

This section can be used to link any required Labor or Part costs to this Job Plan. These costs will then be applied to any linked Work Orders.

 

 

Meters

This section can be used to link any Meters to this Job Plan. These Meters will then be applied to any linked Work Orders.

 

 

Attachments

 This section displays the image attachments that have been added to this record and allows you to add additional images. 

 

 

 


 

 


 
 
URL Name
Job-Plans-Overview
Work