Create Work Packages

Create Work Packages

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 Step

  Action

  1

Navigation:  Completions > Work and Job Completions > Work Packages

Work Packages Manager - New Button.

 2

Press NEW button.

Work Packages Manager - Edit Form.

 3

Enter in general work package information.

It is important that ALL Job Details and Location association information is entered. If the Work Package is assigned to a specific Asset, use the systemization dropdowns to query down to the targeted asset.

Enter in scheduled start and end dates.  The dates will be used in forecast and completions status reporting.

Now that general work package information is entered, it is time to assign work task(s).

Work Packages Manager - Edit Form - Jobs Tab.

 4

Select Jobs Tab.

Select Jobs tab to assign Job Cards (job cards include:  tasks, permits, isolations, materials, tools, pending punchlist and documents) to the Work Package.

Work Packages Manager - Edit Form - Save Button.

 5

Save Work Package Edit Form.

Work Packages Manager - Edit Form - Close Form Button.

 6

Close Work Package Edit Form.

Next Training:  Generate Work Packages Reports

For internal use only