Steps in the screenshots correspond to the numbers in the headings.
If you need to really modify the Job Plan, you may need to use the Edit Job Plan functionality that is available from the three horizontal dots. This will give you access to the header details (including feedback), steps, skillsets and duration, equipment, attachments, and more.
However, there are some fields that can be modified directly from the job plan grid. This can be done by simply double clicking on the field in the results. Follow the instructions below to make the changes.
1. Go to the Planner Portal by clicking on the hyperlink below or by clicking on the Planner Scheduler role in the main header.
1.1. Click on Planning.
1.2. Click on Job Plans.
1.3. If you want to narrow the selection from all of your site's Job Plans, simply apply a filter.
In the example below, we have filtered for Job Plans with a Description that start with TR: (designating the Task Type of Training.)
For the sake of this example, let's say we are going to change 45877. The fields that can be modified from the grid are the Priority, Category, Description, Team ID, and Duration.
In order to edit the field, you must double click on the field in the line where the results are displayed, not in the header.
2. Double click on the Task Priority. This brings up a list of priorities so that you can raise or lower it as necessary.
3. Double click on the Category. From here, you can change the Category to any one of the three available types: PM, PD or Blank.
4. Double click on the Description and make any necessary changes. Simply click off the text box to save the changes when you are done.
5. Double click on the Team ID. A list of all available teams for your site will be displayed and you can select a different team if necessary.
6. Finally, you can change the duration from the grid. Simply double click in that area to bring up the
7. With each change, you will see a confirmation message at the top right corner of the screen telling you that the Job Plan has been successfully updated.
8. Please note, there are edits that still need to be made to this Job Plan to make it meet the Planned Criteria.
9. Click on the three dots at the end of the row and choose Edit Job Plan.
10. From the Edit screen, we have added the Safety Sub-Type, added 3 additional steps, and a skillset. We also attached it to the General Plant Maintenance and EHS Sub-locations.
Below is a screenshot of how the Job Plan looks in the grid after those changes have been made.
It is up to you as to when you want to make changes from the grid vs. going into the actual Job Plan. Working from the grid is beneficial when you have copied Job Plans from other sites and you may want to change descriptions to the format used at your site, or to do a quick spot check to make sure that the duration is set on Job Plans.
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