Adding Work Orders to a Formal Plan

Formal planning can be very helpful in streamlining the work order workflow. This article describes how to add work orders to a formal plan.

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

Adding Work Orders to a Formal Plan

1. From the left menu, select Maintenance, then Work Orders, then Planning.
2. Select the ID of the plan you'd like to add to. If you cannot find the plan, use the filters to refine or broaden your search.
3. The plan should open on the planning menu. Select + Add Work Orders.
4. Select the checkbox(es) of the work order(s) you'd like to add. 
5. Select + Add.