Editing a Work Order Plan Header

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

1. First, from the left sidebar select Maintenance, then Work Order, then Planning.
2. Select the ID of the plan you'd like to edit. If you cannot find it, use filters to refine or broaden your search.
3. The plan should open in the planning tab. Select Edit
4. Edit the fields as you would like.
5. Select Save to save your changes