Maintenance Group
The maintenance group whose tasks, jobs, and work requests will be updated. You cannot change the group listed here.
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Default planner
The normal planner for the maintenance group. You can select from a list of employees on the site who are designated planners.
When a work request, work order, or standard task is created for an asset, the asset’s default maintenance group supplies the planner for the document, unless the user creating the document is a planner. In that case, the creator is named as the planner.
You can update the work documents created for the maintenance group with the default planner by clicking Update Work Documents.
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Task Templates and Standard Tasks
Select this option to update the planner on the maintenance group’s task templates and standard tasks. You can also select individual task templates or standard tasks to update on the Standard Tasks list.
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Job Templates and Standard Jobs
Select this option to update the planner on the maintenance group’s job templates and standard job. You can also select individual job templates or standard jobs to update on the Standard Jobs list.
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Work Order Tasks
Select this option to update the planner on the maintenance group’s work order tasks. You can also select individual tasks to update on the Work Order Tasks list.
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Include Historical Work Order Tasks
Select this option to update the planner on closed or canceled work order tasks. You can view the list of tasks that will be updated on the Work Order Tasks list.
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Work Requests
Select this option to update the planner on the maintenance group’s work requests. You can also select individual tasks to update on the Work Requests list.
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Include Historical Work Requests
Select this option to update the planner on closed or cancelled work requests. You can view the list of requests that will be updated on the Work Requests list.
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