Completing a Plan

Formal planning can be very helpful with creating and scheduling work orders. After your work order plan's work orders have been completed or you have completed your plan's scheduled dates you should complete the work order plan itself. This article describes how to do so.

For more help with formal planning in general, see Formal Maintenance Work Order Planning and Scheduling.

Completing a Plan

1. From the left menu, select Maintenance, then Work Orders, then Planning.
2. Select the ID of the plan you'd like to complete. If you cannot find it, use the filters to broaden and refine your search.
3. The plan should open under the planning tab. From the ribbon menu, select Complete.
4. The plan should now be marked as complete. To reopen a plan, select Reopen.