Tasks

Settings

Changing the Planner Assigned to a Maintenance Group

Each maintenance group can be assigned a default planner. This is the planner who is responsible for the group’s work orders, standard tasks and jobs, and task and job templates.

If you change the default planner for a group, you can update the task templates, standard tasks, job templates, standard jobs, work order tasks, and work requests for the maintenance group with the new planner.

To Change a Maintenance Group’s Planner

1.	On the Site window, select the Personnel view and then the Maintenance Groups tab.

2.	Select the maintenance group on either the Hierarchy or Listing tab and then double-click to open the maintenance group that you want to edit. The Maintenance Group window appears.

3.	Make sure that editing is enabled.

4.	Select the Properties view, General tab.

5.	From the Default planner list, select the employee who is the planner for this group. Only employees that have the Planner role are included in the list.

6.	Click Update Work Documents. The Apply Maintenance Group Values dialog appears.

7.	Select the Details tab. Select which types of work documents you want to update:

•	Task templates and standard tasks

•	Job templates and standard jobs

•	Work order tasks

•	Historical work order tasks

•	Work requests

•	Historical work requests

8.	You can review the lists of Standard Tasks, Standard Jobs, Work Order Tasks, and Work Requests associated with the maintenance group by selecting the appropriate tabs. If there are any individual documents that you do not want to update, clear the check boxes beside those documents.

9.	When you are finished, click OK. A confirmation dialog appears. To update the selected documents, click Yes. To change your selections, click No.

Note: If many documents need to be updated, the process may take a long time.

10.	]When you are finished editing the maintenance group, save and close the Maintenance Group window.