Steps in the screenshots correspond to the numbers in the headings.
There are three different steps for Operator Performed Maintenance Job Plans vs. our employee performed maintenance. Here are the differences:
Team ID is a customer Group, Operator Performed Sub-Type must be selected in the header and the 1st Step is "Customer PreTask Analysis" vs. "PreTask Analysis".
Please see Introduction to Job Plans and the Job Plan Grid if you need assistance on the basics.
1. Begin by going to the Planner Portal and clicking on the Job Plan Tab.
2. If you already have some OPM Job Plans set up, you can use the filters to sort by Team ID. The Team ID should be a customer group for your site.
2.1. If you need to have a Customer Team created, please contact the Help Desk.
Many sites use the four-digit site number - CUSTOMER, but you can use whatever makes the most sense to you. Team members must include someone at your site with Supervisor permissions to the Portal in order to print out, review and close the PMs.
3. Click on the three dot icon at the end of the line and choose Edit Job Plan from the drop-down.
4. In the left hand column on the Summary Screen, the Operator Performed sub-type MUST be selected.
This is what removes the PM from your Metrics calculation at the end of the month. If you only assign a customer group and forget to check the OPM box, the PM will still count in your Metrics. DO NOT FORGET THIS CHECKBOX.
5. Go to the Steps screen. Instead of the normal "Pre-Task Analysis" for step 1, please choose "Customer Pre-Task Analysis."
Here is the wording of Customer Pre-Task Step.
- Am I qualified and trained to do this PM? If not STOP and get help.
- Do I have the right tools, equipment, PPE, or permits?
- Review each step of this PM prior to starting job.
- Identify what hazard is present for each step of the job.
- Can I control each of those hazards before starting? If not STOP and get Help.
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