eFactoryPro Wiki / Planner Scheduler Documentation / 7. PLANNER PORTAL: JOB PLANS

7.34 PLANNING WIZARD/Job Plan: How do I assign a new Job Plan to a Task in the Planning Wizard?

Updated on Sep 13, 2023

Up til now, you have only had the ability to use Task Templates (or Job Plans) on PMs or PdMs. The Planner Portal gives you the ability to use "blank" as a type of job plans -- and these types can be used for ANY task type.

You can assign a "blank" job plan to a reactive task, or a project, or even a follow-up task to a PM. The benefits of having reusable job plans that can be used for MRCT and MOTH work are many:

The Technicians get complete instructions.

The Planner Scheduler gets a chance to plan/schedule the work so there is less chance of it breaking into the work schedule.

By adding a duration to the work, you have a much better understanding of the work commitment.

1. From the Navigation Pane click on Planner/Scheduler and select Planning.

2. Click on Tasks.

3. Place a checkmark in front of the Task(s) you wish to edit.

4. Click the "magic wand" icon to bring up the Planning Wizard.

5. One way to add an existing job plan is to use a job plan that is already tied to the equipment. In this example, we can see that the original task was assigned to equipment CFM585 and that there is another Job Plan #47443 (called test validation) and Job Plan #45962 (called CM/FM: TROUBLESHOOT INLET CONVEYOR) that is also assigned to that equipment.

6. To change from the standard FM Task template to the Troubleshooting Task Template, click Assign.

If you do not see the job plan you want to use, you can click the Search Job Plan button to bring up other Job Plans in your site. Simply click Assign to select. In assigning the plan, it will associate the new job plan to that Asset ID as well.

If users see a Job Plan that is "Not Assignable". This means there is required info missing in that job plan. The user can open a new tab, fix that job plan, then assign it to the task.