To add a SOR template to a planned works programme

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The procedure to add a SOR template to a planned works programme is as follows:

  1. Navigate to Quick Menu > Planned & Servicing Lite > Management > Planned Program Management. The Planned Program Management window is displayed.
  2. Expand a status heading and select an associated planned works programme from the alphabetical list, or type its name into the Search Programs field. By default the list is filtered to show All planned programmes. An alternative filter can be applied using the Select view drop-down field: Authorised, Awaiting Authorisation, Cancelled, Complete, Entered, On Hold, Work In Progress, etc. 1.
  3. Click on SOR Templates. The SOR Templates tab is activated.
  4. Click on Add Templates. The Add Templates window is displayed, revealing an alphabetical list of all current SOR templates available for selection 2.
  5. Activate the tick box against one or more SOR templates to be included within the planned works programme.
  6. Click on Add to transfer the chosen subset to the right ('required') pane, or Add All to transfer all displayed records, irrespective of tick box status 3.
  7. Click on Select. The chosen subset of SOR templates is displayed in the Planned Program Templates summary table.
  8. Click on Save.


Note

1 The Search Programs field will match against any element of the planned works programme name.

2 Any SOR templates already added to the planned works programme are automatically excluded from the displayed list as part of the process.

3 In the same way, use the options Remove and Remove All in conjunction with the associated tick box fields to transfer SOR template entries out of the right ('required') pane.


See related topics...

Planned programme maintenance overview

To remove a SOR template from a planned works programme

To create a new planned works programme