In a word, Yes! Yes, you can.
There may be times when you are planning work and you don't see an existing job plan that will work for the situation you have in front of you. Your best bet would be to create a new one and add it to the task right there!
Log into the Planner Portal. Go to Planning and select Tasks.
1. In our example below, we have two tasks that deal with change over. We have highlighted the checkbox in front of Task 678259 to change out tooling.
2. Click the Wand icon to take it into the Planning Wizard.
3. The wizard loads showing the only Job Plan that is already associated with this Asset ID.
4. That is not what we want to use so we click the "Search Job Plans" Button.
5. The search originally brings up your site job plans.
6. In the upper left corner is a button that will allow you to search all the job plans throughout ATS.
7. When you get to the Copy and Assign Enterprise Job Plan, you will have access to over 20,000 available job plan.
8. It is a great idea to use the filters to narrow down your results. In our example we entered that the Description contains change over and hit apply.
9. The list shows up inside a new window.
10. If you want to see the details of the job plan listed, click on the eye icon and it will open in a new window.
11. If there are no job plans that suit your purposes, and you still want to create a new one, simply click on the drop down arrow next to copy & assign Job Plan and choose New Job Plan.
12. This will kick of the dialog for you to create a new job plan.
13. Once you have completed all of the required information, click the Save and Assign Job Plan Button.
You would use the return to task button if you wanted to back out of creating the job plan.
14. A confirmation message tells you that the job plan was created successfully.
15. You will now see that the Job Plan has been successfully assigned to the task.
16. By going to the Summary Panel, because the Job plan met all the planning Criteria, this task now does as well. Click the Action button to move it on to ready for scheduling.
17. A confirmation message tells you that the task has been moved successfully and you are returned to the Task screen.
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