Create and plan the jobs necessary to complete a task plan by associating pre-planned jobs to task plans. Alternately, create a specific job for a task plan on this form.
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Select Work > WO Planning > Task Plans.
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Select the task plan for which to plan jobs, and then click the Jobs tab.
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Click Add Job.
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Specify this information:
Sequence - Specify the sequential order in which the job should be performed during the task plan.
Job Plan - Specify the job plan to add to the task plan. The job plan description is automatically populated.
Description - Specify a description of the job to complete for the task plan.
Type - Select the type of job plan to be performed.
Class - Specify the class of the job plan.
Equipment Type - Specify the equipment type.
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 to associate to the job plan.
UOM - Specify the unit of measure for the job plan.
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.
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.
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.
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.
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Click Submit.