5.1 Job Plans and Routes

Question 1

What is the Job Plan application used for?

Answer 1

Job Plan application is used to manage job plan records

Question 2

What is a job plan?

Answer 2

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

Question 3

What does a job plan generally contain?

Answer 3

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

Question 3

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

Answer 3

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

Question 4

Are organization and site mandatory for a job plan? Describe

Answer 4

Organization and site can be specified if desired

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

Question 5

What are job plans applied to?

Answer 5

• Preventive Maintenance
• Routes
• Work Order records

Question 6

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?

Answer 6

work plan

no

Question 7

List the job plan statuses

Answer 7

DRAFT
ACTIVE
INACTIVE
PNDREV
REVISED

Question 8

Default job plan status

Answer 8

DRAFT

Question 9

Job Plan in Draft status

Answer 9

A draft job plan is being developed or reviewed

Question 10

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

Answer 10

will not

Question 11

What status indicates the Job Plan is complete?

Answer 11

Active

Question 12

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

Answer 12

Active

Question 13

________ job plans cannot be used on any new work orders

Answer 13

INACTIVE

Question 14

Job Plan in Pending Revision (PNDREV) status

Answer 14

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

Question 15

Editability of Job Plan in PNDREV (Pending Revision) status

Answer 15

can be updated/edited as required

Question 16

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

Answer 16

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

Question 17

Job Plan in status REVISED

Answer 17

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

Question 18

Usability of job plan in status Revised (REVISED)

Answer 18

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

Question 19

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

Answer 19

Tasks

describe the operational steps of a work order

Question 20

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

Answer 20

Information pertaining to:
- Labor
- Craft
- Services

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

Question 21

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

Answer 21

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

Question 22

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

Answer 22

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

Question 23

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

Answer 23

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

Question 24

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.

Answer 24

Safety Plans Safety Plan plans

Question 25

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

Answer 25

revision control

Question 26

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

Answer 26

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

Question 27

Describe a nested job plan

Answer 27

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

Question 28

Describe a hierarchical work order

Answer 28

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.

Question 29

Where can dynamic job plans be set up? Describe

Answer 29

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

Question 30

What is a route?

Answer 30

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

Question 31

What is the Routes application used for?

Answer 31

route creation

Question 32

What are Routes generally created for?

Answer 32

specific inspection tours for safety or rotating assets

Question 33

Routes are typically referenced by _____

Answer 33

Preventive Maintenance records

Question 34

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

Answer 34

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

Question 35

Benefit of using routes

Answer 35

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

Question 36

List the ways Routes can be used

Answer 36

- Child Work Orders - Entries in the Work Order’s Multi Asset, Location, and CI Table - Work Order tasks

Question 37

Describe route usage - Child Work Orders

Answer 37

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

Question 38

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

Answer 38

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

Question 39

Describe Route usage - Work Order tasks

Answer 39

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

Question 40

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

Answer 40

Any job plan information is copied to the child work order

Question 41

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

Answer 41

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

Question 42

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

Answer 42

Job plans cannot be associated with route stops

Question 43

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

Answer 43

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

Question 44

Job Plans on Work Order Tasks - Job Plan restrictions?

Answer 44

Job plans cannot be associated with route stops

Question 45

Job Plans on Work Order tasks - usage?

Answer 45

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