Formal planning can be very helpful with creating and scheduling work orders. To Edit the Header information for your Plan see below.
Editing your Plan Header
- First, from the left sidebar select Maintenance, then Work Order, then Planning.
- Select the ID of the plan you'd like to edit. If you cannot find it, use filters to refine or broaden your search.
- The plan should open in the planning tab. Select Edit
- Edit the fields as you would like.
- Select Save to save your changes
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