Apply a Response Plan

You apply a response plan to a work order in the Work Order Tracking (SP) application. When you apply a response plan, you ensure predictable and repeatable responses to similar work orders.

A response plan can specify the response actions and notifications that are performed for the work order. It also can assign an owner and vendor and apply a job plan to the work order.

Prerequisites

To apply a response plan to a work order:

  1. In the Work Order Tracking (SP) application, display the record to which you want to apply a response plan.

  2. From the Select Action menu, select Apply Response Plan. The response plan is applied, overwriting an existing response plan if one exists on the work order. The work order fields are updated with data from the associated field in the applied response plan. The actions and notifications specified in the response plan are carried out.

    The response plan does not overwrite job plan data that exists in the work order. If the work order contains a job plan or a work plan, or if the job plan on the response plan is invalid for the work order, either the response plan is applied without the job plan, or the entire response plan is not applied. This is determined by the setting in the Stop Response Plan if Job Plan or Ticket Template can not be applied field on the response plan.

  3. Click Save Record . The identifier of the response plan is visible in the Response Plan field on the main tab. You can view a history response plans that have been added to the work order.

See also

About Applying Response Plans