What is a Job plan? Lets start out with the basics. Generally speaking, it is very similar to a Task Template -- with a set of reusable steps to be performed each time a task is performed.
There are two basic types: Master Job Plans and Site Job Plans.
Master Job Plans
Master Job Plans can only be created by people with ADMIN privileges in the system. One of the main differences between Master Job Plans and Site Job Plans is Masters do not have a Team ID. This allows them to be copied to all sites.
Although Parts can be associated with Master Job Plans, they will not have a location associated with them. Once again, that step is completed once the site copies the Job Plan into their Site.
When copying a Master Job Plan to a Site Job Plan the user will get a pop-up stating: JOB PLANS COPIED The following Job Plans were created: ##### One of the copied job plans contains parts and its Location was defaulted.It is necessary to review the parts and validate the Location.
Most people, unless they have admin credentials, will only be able to see the Master Job Plans by going to the Copy Job Plan Screen. From here, if you click on the funnel to enter the table filters, you can choose to include master job plans, show only master job plans, or show just site job plans.
An example of when a Master Job Plan would be used is the Reliability Engineering Group creates a Master Job Plan for the follow up to findings from an Infrared Analysis.
Site Job Plans
Site Job Plans are associate with a specific Team ID and do not require higher privileges.
As a best practice, you should have a job plan for every repetitive task that is performed at your site. This doesn't just include your proactive work. There are real benefits to having established job plans for Reactive, Project, and CI work as well. There may even be times you would want to have a reusable job plan for follow-up task as well.
With a site-specific reusable job plan, you can specify not only the Team, but also the number of Technicians that are needed to perform the work, skill sets needed, and outline how long the job should take (per tech and in total.) This greatly helps the planning and scheduling process.
Skillsets are viewable in the Job Plan grid and are also available as one of the filter options. They are a required field for planning criteria. However, skill sets do NOT copy over from one Job Plan to another -- unless you are copying from within your own site. This is intentional -- as the skill required to complete a job may be different from site to site.
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