5.1 Job Plans and Routes Flashcards
What is the Job Plan application used for?
Job Plan application is used to manage job plan records
What is a job plan?
A job plan is detailed description of work that is performed for a work order.
What does a job plan generally contain?
tasks, as well as information regarding:
- estimated labor
- labor hours
- materials
- services
- tools
that are required for the work.
How can work on an asset be performed safely using a job plan?
work assets and safety plans can be associated with a job plan, which can be used when work is performed
Are organization and site mandatory for a job plan? Describe
Organization and site can be specified if desired
If not specified, the job plan can be used in any organization or site
What are job plans applied to?
- Preventive Maintenance
- Routes
- Work Order records
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?
work plan
no
List the job plan statuses
DRAFT
ACTIVE
INACTIVE
PNDREV
REVISED
Default job plan status
DRAFT
Job Plan in Draft status
A draft job plan is being developed or reviewed
Job plans that are DRAFT [will / will not] be available for other applications.
will not
What status indicates the Job Plan is complete?
Active
What status of Job Plan can be used on work orders, preventive maintenance records, and routes?
Active
________ job plans cannot be used on any new work orders
INACTIVE
Job Plan in Pending Revision (PNDREV) status
The job plan is changed to Pending Revision to revise the job plan.
Editability of Job Plan in PNDREV (Pending Revision) status
can be updated/edited as required
When revising a job plan - what changes does the original Job Plan undergo?
original job plan will remain ACTIVE until the new revision is changed to ACTIVE
Job Plan in status REVISED
The job plan has been revised and the new revision has been made ACTIVE.
Usability of job plan in status Revised (REVISED)
This job plan revision will no longer be available for use.
What is a job plan typically made up of? What are these?
Tasks
describe the operational steps of a work order
What can be added to a job plan? At what level?
Information pertaining to:
- Labor
- Craft
- Services
Can be added either at:
- Main job plan level
- Tasks level
Job Plan A exists for Asset A. Asset B requires similar tasks - what can be done?
Job Plan A can be duplicated, and then the duplicate can be modified for use on Asset B
What does the Work Assets tab list, on a Job Plan?
- locations
- assets
- rotating items
that the job plan is specific to
What does the Job Plan field on a work order filter to?
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
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.
Safety Plans
Safety Plan
plans
What records changes made to the current version of a Job Plan record?
revision control
How does the revision process work, on job plans? How are work orders affected by this?
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
Describe a nested job plan
Job plans can have individual tasks that also contain their own job plans
Describe a hierarchical work order
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.
Where can dynamic job plans be set up? Describe
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
What is a route?
list of related assets/locations that are required to be visited as part of one work routine
What is the Routes application used for?
route creation
What are Routes generally created for?
specific inspection tours for safety or rotating assets
Routes are typically referenced by _____
Preventive Maintenance records
On a route listing 10 fire extinguishers, a preventive maintenance record that references that route generates …
a work order listing all of the assets that the work will be completed on, and one work order for each individual fire extinguisher
Benefit of using routes
enable the creation of one PM per list of common assets instead of one for each piece of asset
List the ways Routes can be used
- Child Work Orders
- Entries in the Work Order’s Multi Asset, Location, and CI Table
- Work Order tasks
Describe route usage - Child Work Orders
Apply the route to a work order and generate child work orders for each route stop
Describe route usage - Entries in the Work Order’s Multi Asset, Location, and CI Table
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
Describe Route usage - Work Order tasks
Apply the route to a work order and generate task work orders for each route stop
Routes used on Child Work Orders - how is Job Plan information used?
Any job plan information is copied to the child work order
Routes used on Child Work Orders - asset/location site restrictions?
Assets and locations on all route stops must belong to the same site as the route
Routes used on Entries in the Work Order’s Multi Asset, Location, and CI Table - Job Plan restrictions?
Job plans cannot be associated with route stops
Routes used on Work Order Tasks - asset/location site restrictions?
Assets and locations on all route stops must belong to the same site as the route
Job Plans on Work Order Tasks - Job Plan restrictions?
Job plans cannot be associated with route stops
Job Plans on Work Order tasks - usage?
Apply the route to a preventive maintenance record and then generate a work order for the PM
