Job plans overview

Who this is for

Maintenance Supervisors and Planners.

Before you start

• Identify repeatable maintenance procedures (e.g., Monthly Pump Service)
• Define the standard labor, parts, and safety steps required

Standardization Workflow

1. Navigate to Settings > Job Plans.
2. Create a new Job Plan and define the task sequence.
3. Attach mandatory checklists and safety permits to the plan.
4. Link the required parts and estimated labor hours.
5. Apply the Job Plan when creating new Work Orders to ensure consistency.

What to check next

• Monitor plan compliance across different teams
• Update plans based on field feedback or manufacturer changes

Common mistakes

• Creating overly complex plans that are difficult to follow in the field
• Not versioning the plan after significant safety or procedure changes
• Failing to link critical parts, leading to planning delays