5.1 Job Plans and Routes Flashcards

1
Q

What is the Job Plan application used for?

A

Job Plan application is used to manage job plan records

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2
Q

What is a job plan?

A

A job plan is detailed description of work that is performed for a work order.

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3
Q

What does a job plan generally contain?

A

tasks, as well as information regarding:
- estimated labor
- labor hours
- materials
- services
- tools
that are required for the work.

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3
Q

How can work on an asset be performed safely using a job plan?

A

work assets and safety plans can be associated with a job plan, which can be used when work is performed

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4
Q

Are organization and site mandatory for a job plan? Describe

A

Organization and site can be specified if desired

If not specified, the job plan can be used in any organization or site

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5
Q

What are job plans applied to?

A
  • Preventive Maintenance
  • Routes
  • Work Order records
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6
Q

What does a job plan become, when it is applied to a work order? Does this affect the original job plan when changes are made to it?

A

work plan

no

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7
Q

List the job plan statuses

A

DRAFT
ACTIVE
INACTIVE
PNDREV
REVISED

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8
Q

Default job plan status

A

DRAFT

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9
Q

Job Plan in Draft status

A

A draft job plan is being developed or reviewed

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10
Q

Job plans that are DRAFT [will / will not] be available for other applications.

A

will not

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11
Q

What status indicates the Job Plan is complete?

A

Active

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12
Q

What status of Job Plan can be used on work orders, preventive maintenance records, and routes?

A

Active

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13
Q

________ job plans cannot be used on any new work orders

A

INACTIVE

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14
Q

Job Plan in Pending Revision (PNDREV) status

A

The job plan is changed to Pending Revision to revise the job plan.

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15
Q

Editability of Job Plan in PNDREV (Pending Revision) status

A

can be updated/edited as required

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16
Q

When revising a job plan - what changes does the original Job Plan undergo?

A

original job plan will remain ACTIVE until the new revision is changed to ACTIVE

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17
Q

Job Plan in status REVISED

A

The job plan has been revised and the new revision has been made ACTIVE.

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18
Q

Usability of job plan in status Revised (REVISED)

A

This job plan revision will no longer be available for use.

19
Q

What is a job plan typically made up of? What are these?

A

Tasks

describe the operational steps of a work order

20
Q

What can be added to a job plan? At what level?

A

Information pertaining to:
- Labor
- Craft
- Services

Can be added either at:
- Main job plan level
- Tasks level

21
Q

Job Plan A exists for Asset A. Asset B requires similar tasks - what can be done?

A

Job Plan A can be duplicated, and then the duplicate can be modified for use on Asset B

22
Q

What does the Work Assets tab list, on a Job Plan?

A
  • locations
  • assets
  • rotating items
    that the job plan is specific to
23
Q

What does the Job Plan field on a work order filter to?

A

Locations, assets, or rotating item (“work asset”) indicated on a work order - job plan field on WO will filter to show only job plans that have this specified in their Work Assets tab

24
Q

When work assets are added, _______ regarding the work asset can be associated on the job plan as well

When the work order is then generated from the job plan for the work asset, the ______ and other associated ____ are copied to the work order.

A

Safety Plans
Safety Plan
plans

25
Q

What records changes made to the current version of a Job Plan record?

A

revision control

26
Q

How does the revision process work, on job plans? How are work orders affected by this?

A

Once the changes are saved and made ACTIVE, a new revision number is applied to the record while the previous record is made into a REVISED status

Work orders with an existing job plan are not updated with the revised version

27
Q

Describe a nested job plan

A

Job plans can have individual tasks that also contain their own job plans

28
Q

Describe a hierarchical work order

A

A work order with a job plan with tasks containing job plans (nested Job Plans) creates a hierarchical work order: where the parent work order creates a child work order for each nested job plan there is under the main job plan.

29
Q

Where can dynamic job plans be set up? Describe

A

Organizations application, through Work Order Options > Edit Rules

Each status of the work order can be specified if the dynamic job plan can be recalculated when the work order is in the selected status

30
Q

What is a route?

A

list of related assets/locations that are required to be visited as part of one work routine

31
Q

What is the Routes application used for?

A

route creation

32
Q

What are Routes generally created for?

A

specific inspection tours for safety or rotating assets

33
Q

Routes are typically referenced by _____

A

Preventive Maintenance records

34
Q

On a route listing 10 fire extinguishers, a preventive maintenance record that references that route generates …

A

a work order listing all of the assets that the work will be completed on, and one work order for each individual fire extinguisher

35
Q

Benefit of using routes

A

enable the creation of one PM per list of common assets instead of one for each piece of asset

36
Q

List the ways Routes can be used

A
  • Child Work Orders
  • Entries in the Work Order’s Multi Asset, Location, and CI Table
  • Work Order tasks
37
Q

Describe route usage - Child Work Orders

A

Apply the route to a work order and generate child work orders for each route stop

38
Q

Describe route usage - Entries in the Work Order’s Multi Asset, Location, and CI Table

A

Apply the route to a work order and generate a single work order that contains a list of assets and locations for all the route stops

39
Q

Describe Route usage - Work Order tasks

A

Apply the route to a work order and generate task work orders for each route stop

40
Q

Routes used on Child Work Orders - how is Job Plan information used?

A

Any job plan information is copied to the child work order

41
Q

Routes used on Child Work Orders - asset/location site restrictions?

A

Assets and locations on all route stops must belong to the same site as the route

42
Q

Routes used on Entries in the Work Order’s Multi Asset, Location, and CI Table - Job Plan restrictions?

A

Job plans cannot be associated with route stops

43
Q

Routes used on Work Order Tasks - asset/location site restrictions?

A

Assets and locations on all route stops must belong to the same site as the route

44
Q

Job Plans on Work Order Tasks - Job Plan restrictions?

A

Job plans cannot be associated with route stops

45
Q

Job Plans on Work Order tasks - usage?

A

Apply the route to a preventive maintenance record and then generate a work order for the PM