Sending Work Requests to be Planned

Once you have Set Up Planning in the Configuration Module you are ready to begin using the Work Order Planning process. To start the Work Order Planning process you need to send your work request to be planned by the appropriate Planner. The planner can be the same person as the submitter of the work request or a different Planner if the creator is not a Planner or a Planner for the work required to be completed.

Once a work request is sent to be planned, its new status is Planning and no longer "Work Request," and it can be found under Open Work Orders.

This article describes how to send a Work Request to be planned. 

For help with the next step in the Work Order Planning process, see Planning & Approving the Work Request.

Sending Work Requests to be Planned

1. From the left menu, select Maintenance, then Work Order, then Search.
2. Select the ID of the work request that needs to be planned. If you cannot find it, broaden or refine your results with Filters.
3. At the top right, select Action and then Planning Required.
4. Use the dropdown menu to select the planner.
5. Select Save.