Work Plans

As a Customer Support Executive, Planner, or a Back Office Manager, you can manage the work plans added to work orders, ensuring that correct work plans and tasks are assigned and executed for the work order.

To be able to add, view, and manage works plans from work orders, the administrator must add the Work Plan LWC component to the Work Order object.

This execution contains the following tasks:

• Assigning Work Plans to Work Order

• Adding Service Tasks to Work Order

• Adding Work Plans to Service Products in the Work Order

• Managing Work Plans in a Work Order

• Managing Service Tasks in a Work Plan

• Managing Recommended Parts

• Managing Recommended Tools

• Tracking the Task Status for the Work Order

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