To provide those performing maintenance work with precise instructions for each step, assign work plans and work steps to your orders. The personnel performing the work should use the list of work plans and work steps in the work order form for confirmation.
For one-time orders, assign work plans with work steps directly to the orders.
Note: It is also possible to assign standard work plans as copies to a one-time order.
Procedure in the FM Portal
Path to the starting point: Technical Building Management - Maintenance - Order List
Open the order to which you want to assign a work plan.
In the Work Plans info area, click New... . A form for creating a work plan appears.
If you want to assign individual work plans and work steps to the order:
Fill out the form.
Click Save in the toolbar.
In the Operations information area, create operations for the work plan.
The order now has operations. A checklist for the operations is displayed in the order form.
If you want to assign the operations from a standard work plan to the order:
In the Based on Standard Work Plan dropdown menu, select the standard work plan 4. that you want to assign to the order. The name and the assigned 5. operations are copied over.
Click Save in the toolbar.
Repeat step 2 until you have assigned all required work plans.
Save the order.
The data from the standard routing is loaded into the routing. The standard operations are created as operations.
Note: This is a copy of the standard work plan and the standard operations. You can edit the work plan and the operations without changing the standard work plan.