Associating Activity Plans With Work Orders

To associate an activity plan with a work order, follow this procedure.

To associate an activity plan with a work order

  1. Navigate to the Work Orders screen, then the Work Order List view.

  2. Drill down on the order number of the work order.

  3. Click the Activity Plans view tab.

  4. In the Activity Plans list, add a record.

  5. In the Template field, select an Activity Template.