Edit or Remove an Operation

Modify an operation's details, or remove, duplicate, or add a sub-operation to it.

To modify an existing operation:

  1. In the Operations screen, tap the More icon next to the operation.
    Figure 1. More Options


  2. Select the required action:
    • Edit to modify Description, Planning Plant, Work Center, Control Key, Plant, Activity Type, Number of Resources, Duration, Unit of Work, Equipment, or Functional Location.
    • Duplicate to duplicate the operation.
    • Add Form to add forms from the list.
    • Assign Technician to assign the technician based on the work center or plant.
    • Add Attachment to add images, videos, and documents.
    • Add Sub Operation to add a sub-operation — see Add Sub-Operations.
    • Remove to delete the operation.
    Figure 2. Edit Operation Details


  3. Tap Save to confirm your changes.

The operation list reflects the saved changes. Continue with any required sub-operations, components, permits, Work Instructions, or forms.

Next: When prerequisites are complete, review work-order readiness.