How to Create Manual Action Plans

There will be occasions when you need to create an Action Plan not related to a specific Machine state or event, but instead for an entire Machine.

In these cases:

  1. Use the Action Plan portal’s+” button to Create a Manual Action Plan.

Figure 11-5: Action Plan Portal with “+” Button Highlighted

 

2. Enter a description of your Manual Action Plan.

Figure 11-6: Action Plan Description Prompt

 

3. Your Manually Created Action Plan will now be listed in your Action Plan portal.

Figure 11-7: Action Plan Portal with New Action Plan