144 Certification Study Guide Series: IBM Maximo Asset Management V7.1 Figure 8- 1 Work plan example for rebuilding a feedwater pump . 8.1.3 Job plans A job plan is a detailed description of work to be performed for a work order. It can be copied to PM records, routes, and directly to work orders. To open the Job Plans application, select Go To . Planning . Job Plans. Job plans generally contain tasks ( procedures), along with lists of estimated labor, labor hours, materials, services, and tools required for the work. It is basically a template used for work planning. Note: After a work order is canceled or closed, the Work Order Tracking application does not allow any modifications to it; however the action Edit History Work Orders enables a user to modify data and tasks from closed work orders.

Chapter 8. Work Management 145 This application provides two tabs to manage a plan: Job Plan Use this tab to create, modify and delete a job plan record. In this tab it is also possible to specify the tasks, flow control and flow action. This tab also enables to plan labor, materials, services and tools. Work Assets Use this tab to add work assets that a job plan relates to. Figure 8- 2 shows an example of a job plan for pump services, which defines tasks. Figure 8- 1 on page 144 showed the work plan based on this job plan. Figure 8- 2 Job plan example for pump service Defining a job plan in a work order implies in copying all the content from a job plan to a work plan. It serves as a template for the work plan. After a job plan becomes a work plan on a work order, you can modify the work plan without affecting its original job plan. It is also possible to modify a job plan without affecting already generated work plans. To select a job plan in a work order, select Go To . Work Orders . Work Order Tracking application, and then select a work order. In the Job Plan field, filter the desired job plan.

146 Certification Study Guide Series: IBM Maximo Asset Management V7.1 The work assets defined in a job plan enables you to filter a job plan considering the same work assets used by the work order. Figure 8- 3 shows this filter option, enabled by the first check box: Show Job Plans for the Work Order’s Asset and Location Only. Figure 8- 3 Work order job plan filter Create a job plan from a work plan When you manage work orders, an action is available to create a job plan from an already- created work plan. The Create a Job Plan from a Work Plan action is located in the Work Order Tracking application and performs this task. The only information necessary to provide is a new name for the job plan that is being created. Figure 8- 4 on page 147 shows an example of creating a job plan from the current work order. The work plan used in this example is from the work order previously presented in the Figure 8- 3 and in Figure 8- 1 on page 144. Note: A work plan can be defined manually or can be created by a job plan. Changes made to a work order work plan do not affect its job plan.

Chapter 8. Work Management 147 Figure 8- 4 Create a job plan from a work plan Creating a job plan from a work plan reuses the following information: Work order data, like responsibilities, priorities, flow control Work assets such as work order asset and location Tasks and flow control sequence Planned labor, material, services and tools Figure 8- 5 shows the job plan example created by the action executed in Figure 8- 4. Figure 8- 5 Job plan created from work plan