Create a Work Plan

Work plans can be created for work orders that require multiple steps to complete and/or require different individuals for each of those steps.

To create a work plan, complete the following steps:

1. Create a Request type work order.
2. Save the work order.  
3. As soon as you save it, a Work Plan link appears to the far right of the Work Description region, under the Disposition row. Show me
   

A basic work plan now exists for this work order, listing each of the item assets and tasks.

(Optional Steps) As part of an overall work plan, you can create child work orders for the tasks within a work order. These children can then be assigned to separate technicians, rather than having a single technician assigned to all tasks within the work order. To create a child work order, complete steps 1 through 3 above, and then complete the following additional steps:

4. Click the Work Plan link to open the Work Plan screen. Show me

5. Select an item in the Item Asset column.

6. Click one of the following buttons:
   • Add Children—Allows you to download a child work order Microsoft Excel template and then upload an Excel file containing multiple child work orders for the Item Asset. Each child work order is assigned a work order number that is the same as the parent work order followed by a period and then a two digit extension such as 01, 02, 03, and so on.
   • Add Child—A child work order is created for the Item Asset, with a work order number that is the same as the parent work order followed by a period and then a two digit extension such as 01, 02, 03, and so on.
7. To make quick changes to the child work order, such as assigning it, double-click the underlined, hyperlinked child work order number.  Show me

The Work Order details screen for the child work order appears.

8. Make changes to any or all of the following fields:
   • Dependency—Choose a child work order whose completion this work order depends on.  This is just for reference.  It does not control how and when work orders can be completed.
   • Priority—Choose priority from the drop-down list if you want a different priority from the parent work order for this child work order.
   • Specialty—Choose a specialty from the drop-down list if different from the parent work order.  The specialty chosen from this list determines what employees appear on the Assigned to drop-down list.  Choose Unspecified to broaden the list of employees on the Assigned to list.
   • Assigned To—Choose the technician to assign this child work order to.  The contents of the Assigned To drop-down list is governed by the value in the Specialty field.  When a specialty is chosen, the Assigned To list contains only employees with the skills matching the value in the Specialty field rather than all employees. To broaden the list to include employees who are outside of that specialty, choose Unspecified in the Specialty list.
   • Access/Appt—Change the scheduled access and appointment details if they differ from those of the parent work order.
   • Scheduled Start—Change the scheduled start time of the child work order if it differs from that of the parent work order.
   • Duration—Change the duration of the child work order if it differs from that of the parent work order
   • Due By—Change the scheduled finish time of the child work order if it differs from that of the parent work order.

9. Click Save to update the child work order details.