7. PLANNER PORTAL: JOB PLANS
35 Articles
1 Checklist
- 7.1 What are the Standard Text fields that are available for Job Plans?
- 7.2 If I have a Standard Text that I will need to be added to all my PMs, how do I go about getting that added to the Standard Text Field options?
- 7.3 How do I create a Job Plan for Operator Performed PMs?
- 7.4 How do Operator Performed Maintenance PMs affect my Compliance/Completion Metrics?
- 7.5 How do I mark a Job Plan as Regulatory?
- 7.6 How can I see all the Job Plans associated with my site?
- 7.7 How can I see what Job Plan Number the generated Work Order/Task is associated to?
- 7.8 Editing the Job Plan Header Details
- 7.9 JOB PLAN & GRID: Introduction to Job Plans and the Job Plan Grid
- 7.10 JOB PLAN: As an Admin, how can I create Master Job Plans in the Planner Portal?
- 7.11 How does the Copy Job Plan functionality work in the Planner Portal?
- 7.12 What shows up on the Job Plan History Screen in the Planner Portal?
- 7.13 How do the layout options and filters work in the Planner Portal?
- 7.14 JOB PLAN: How does the Equipment functionality work on Job Plans in the Planner Portal?
- 7.15 JOB PLAN: How does the Step functionality work for Job Plans?
- 7.16 JOB PLAN: How do Part Needs work on Job Plans?
- 7.17 JOB PLAN: How do Attachments work when creating a Job Plan in the Planner Portal?
- 7.18 How does the Print functionality work in the Job Plan Grid in the Planner Portal?
- 7.19 Editing an Attachment on a Job Plan
- 7.20 Editing Equipment on a Job Plan
- 7.21 Editing Steps on a Job Plan in the Planner Portal
- 7.22 As a P/S when copying a Job Plan from another site can I leave feedback?
- 7.23 JOB PLAN: How do I add skill sets to a Job Plan in the Planner Portal?
- 7.24 JOB PLAN: How do I create a Job Plan from scratch in the Planner Portal?
- 7.25 JOB PLAN GRID: What fields can I edit directly from the Job Plan Grid in the Planner Portal?
- 7.26 Checklist for Planner Portal Success
- 7.27 Can I create a new job plan and assign it immediately to a task?
- 7.28 JOB PLAN: How do I change sites in the Planner Portal?
- 7.29 JOB PLAN: How do I add feedback to a step on a Job Plan in the planner portal?
- 7.30 PLANNING WIZARD/Job Plan: How do I assign a new Job Plan to a Task in the Planning Wizard?
- 7.31 PLANNING WIZARD/Job Plan: Can I search for Job Plans that have not been associated to the Asset ID when in the Planning Wizard?
- 7.32 Can I edit a job plan in the Planning Wizard?
- 7.33 JOB PLAN: Approving/Rejecting feedback in the Planner Portal
- 7.34 Are there CM/FM Troubleshooting Job Plans that I can copy to my site?
- 7.35 Job Plans: When creating a Master Job Plan, how do I associate it with an equipment model?
- 7.36 How do Conditional Steps work in a Job Plan?