Steps in the screenshots correspond to the numbers in the headings.
An example of when you'd use these instructions is when you want to change the steps in the Job Plan and the Job Plan name has been changed since the Task/Work Order has been generated.
The Job Plan number can be found on the Task Summary screen in the Work Module.
1. In the Module, find the Task Number associated with the PM in question. Look under All Open Tasks or All Open PMs.
2. Click on the line to view the details.
3. The Task Summary view loads.
4. The Job Plan # (formerly referred to as Task Template) is listed in the center of the bottom row.
5. If you want to change anything on the Job Plan, you will need to do this from the Planner Portal.
A video on this topic can be found by clicking the following link:
Please consult the documentation on the wiki for further information:
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