7. PLANNER PORTAL: JOB PLANS
39 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 I have a PM Job Plan/Task Template that I do not want to use on a machine anymore. How should I handle that?
- 7.6 Is there a good way to note on the Job Plan/Task Template that this is a "DOWN" PM?
- 7.7 How can I add parts to a Job Plan/Task Template?
- 7.8 How do I create a new Task Template?
- 7.9 How do I mark a Job Plan as Regulatory?
- 7.10 How can I see all the Job Plans associated with my site?
- 7.11 How can I see what Job Plan Number the generated Work Order/Task is associated to?
- 7.12 Editing the Job Plan Header Details
- 7.13 JOB PLAN & GRID: Introduction to Job Plans and the Job Plan Grid
- 7.14 JOB PLAN: As an Admin, how can I create Master Job Plans in the Planner Portal?
- 7.15 How does the Copy Job Plan functionality work in the Planner Portal?
- 7.16 What shows up on the Job Plan History Screen in the Planner Portal?
- 7.17 How do the layout options and filters work in the Planner Portal?
- 7.18 JOB PLAN: How does the Equipment functionality work on Job Plans in the Planner Portal?
- 7.19 JOB PLAN: How does the Step functionality work for Job Plans?
- 7.20 JOB PLAN: How do Part Needs work on Job Plans?
- 7.21 JOB PLAN: How do Attachments work when creating a Job Plan in the Planner Portal?
- 7.22 How does the Print functionality work in the Job Plan Grid in the Planner Portal?
- 7.23 Editing an Attachment on a Job Plan
- 7.24 Editing Equipment on a Job Plan
- 7.25 Editing Steps on a Job Plan in the Planner Portal
- 7.26 As a P/S when copying a Job Plan from another site can I leave feedback?
- 7.27 JOB PLAN: How do I add skill sets to a Job Plan in the Planner Portal?
- 7.28 JOB PLAN: How do I create a Job Plan from scratch in the Planner Portal?
- 7.29 JOB PLAN GRID: What fields can I edit directly from the Job Plan Grid in the Planner Portal?
- 7.30 Checklist for Planner Portal Success
- 7.31 Can I create a new job plan and assign it immediately to a task?
- 7.32 JOB PLAN: How do I change sites in the Planner Portal?
- 7.33 JOB PLAN: How do I add feedback to a step on a Job Plan in the planner portal?
- 7.34 PLANNING WIZARD/Job Plan: How do I assign a new Job Plan to a Task in the Planning Wizard?
- 7.35 PLANNING WIZARD/Job Plan: Can I search for Job Plans that have not been associated to the Asset ID when in the Planning Wizard?
- 7.36 Can I edit a job plan in the Planning Wizard?
- 7.37 JOB PLAN: Approving/Rejecting feedback in the Planner Portal
- 7.38 Are there CM/FM Troubleshooting Job Plans that I can copy to my site?
- 7.39 Job Plans: When creating a Master Job Plan, how do I associate it with an equipment model?
- 7.40 How do Conditional Steps work in a Job Plan?