Steps in the screenshots correspond to the numbers in the headings.
One suggestion to help you easily identify PMs that should be done when the machine is DOWN is to change the Priority from "3-Normal" to "4-Low".
You will probably want to make these changes in the Planner Portal using Job Plans, as this will be the way that you should access Task Templates after mid-year 2020.
1. From the main menu in the CLIENT, go to Service > Admin > Task Template.
2. Another way to get to this screen is by typing Task Template in the system search in the upper right corner and clicking on the tab that appears.
3. Expand the red chevron in the search area on the left.
4. Enter the number in the Task Template ID field.
5. Click the green magnifying glass.
6. The record will load.
7. In the left column of the header, click on the drop-down arrow next to Job Priority and change from 3-Normal to 4-Low.
8. Click Save.
9. You will easily be able to sort by priority in the Work Module under the All Open PMs view.
Other sites actually type the word DOWN right into the Job Plan Description.
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