Concepts

Tasks

Settings

Marking Work Order Tasks as Planned

While you are planning a work order task, the work order status is “In planning.” If you have finished planning the task, you can change the status to “Planned”. Individual tasks can be marked as planned while the work order as a whole is still in the planning stage (that is, the status is “New” or “In planning”), regardless of the whether the work order requires approval or not.

Note: When you mark the last task on a work order as “Planned”, the work order’s status does not automatically change to “Planned”. However, the system will ask you if you want to set the work order as planned as well, unless the work order requires approval.

Marking a task as planned freezes the task’s planning information (for example, the requirements cannot be edited). An audit record is also created. Redrafting the task unfreezes the task’s planning information.

If the site’s Unplanned Work Order Policy has been set to “do not allow activity on unplanned work orders,” users cannot record labor or service transactions, create requisitions, purchase orders, or pick lists, or enter indicator readings until the entire work order has the “Planned” status.

Marking the entire work order as planned, or approving it, will also mark all tasks as planned. To mark the entire work order as being “Planned”, see Marking a Work Order as Planned.

To Mark a Work Order Task as Planned

1.	Open a “New” or “In planning” work order.

2.	On the Work Management view, Work Orders tab, select the Tasks tab.

3.	Right-click on the task and select Mark as Planned.

The system asks you to confirm that you want to mark the task as planned.

4.	Click Yes.

If this is the last unplanned task on the work order, the system asks if you also want to mark the work order as planned.

5.	To update the work order’s status, click Yes.

The system updates the status of the task and (if selected) the work order.