Job Plans
Standard task lists that can be copied onto work orders and PM plans.
Overview
A job plan is a versioned list of tasks, labour and parts for a repeatable job. Attach it to a PM plan so every generated work order starts with the right tasks.
When to use job plans
- The same job is done repeatedly.
Step by step
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- assets.plan.manage
Automation
- Changes on this screen are written to the asset audit trail and the asset timeline.