Select a Safety Plan

You can add a safety plan to a work order to help ensure the work is performed safely. You can add a safety plan to a work order until the work order is approved. If a work order already has a safety plan applied to it, you must remove that safety plan before you can select another safety plan.

To select a safety plan:

  1. Display the work order for which you want to select a safety plan.

  2. On the Work Order tab, in the Safety Plan field, click  Detail Menu and choose Select Value to open the Select a Safety Plan dialog box.

  3.  Perform one of the following actions:

  1. Click Refresh.

  2. Click the row with the safety plan you want to select to close the dialog box and return to the record.

To return to the record without selecting a safety plan, click Cancel.

  1. To modify the safety plan on the work order, click the Safety Plan tab and edit fields as needed.

  2. Click Save Work Order .

See Also

Modify Safety Information