Report Description: 

The Job Plan List displays a list of the Job Plans found under Work > Job Plans.

 

 

Report Fields:

• Assigned To
• Description
• Downtime
  
• Job Plan ID
• Priority
• Tenant
• Type

 

 

Example Reports: 

1. Review All Job Plans for Scheduling and PM Preparation

Relevant fields:

• Job Plan ID

• Description

• Assigned To

• Type

How the report is used:

• Identify available Job Plans for upcoming PM cycles.

• Ensure each Job Plan has a clear description and assigned labor.

• Support planners in selecting the correct Job Plan for Work Orders.

• Improve consistency in maintenance execution.

 

2. Validate Labor Assignments and Craft Coverage

Relevant fields:

• Assigned To

• Priority

• Type

How the report is used:

• Ensure Job Plans are assigned to the correct technicians or crews.

• Identify Job Plans lacking assignments or requiring reassignment.

• Support workforce planning and craft balancing.

• Improve labor utilization and reduce scheduling conflicts.

 

3. Analyze Job Plan Priorities for Workload Management

Relevant fields:

• Priority

• Downtime

How the report is used:

• Identify high‑priority Job Plans requiring immediate attention.

• Review downtime expectations to plan around operational constraints.

• Support shutdown planning or critical asset maintenance.

• Improve prioritization and workload distribution.

 

How to Set Up Report:

1. Select the report template.
2. Select the fields to include in the report by selecting them in Columns.
3. Use the Edit Filter option to further specify the report results.
4. Select Save and Run.