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Why can’t I assign a job plan template?

If you can’t assign a job plan template, one possible reason is that the job plan has already been edited and is now in an In Progress state.

A job plan template can only be assigned to a newly created blank job plan.

What this means

If changes have already been made to the job plan, the template can no longer be applied to it.

What to do

If you need to use a template, you will need to:

  1. Remove the existing job plan.
  2. Create a new blank job plan.
  3. Assign the template to the new job plan before making any edits.

If you’re unsure whether the job plan has already been edited, contact the Customer Care team for help checking this.