This appendix runs through the planner's duties step by step without commentary. This accounting of the duties provides a starting point for the required actions of specific planners in specific companies. Chapter 5 establishes the reasoning. Chapter 11 describes the importance of the planner selection. Appendix M describes the qualifications of the planner and issues related to planner hiring. Appendix N gives a sample formal job description of a maintenance planner.

1. New Work Orders

   1. Collect and review new work orders prior to the managers and supervisors meeting each morning. Code work orders and list work order numbers with a brief description on the Morning Meeting List. Copy each work order for the Planning Clerk to begin computer entry. Send a copy with the list to the morning meeting.

   2. Open any authorized emergency work orders for immediate work on computer systems to inventory and time sheet transactions.

2. Before Job Scheduling

   1. Select authorized work orders to plan per priority guidelines from waiting-to-be-planned file. Make a working copy of the work order and file the original work order form in planner active file.

   2. Determine the type of work order to determine the type of planning required per guidelines (proactive or reactive work order).

   3. For a proactive work order, determine the level of detail required for planning the job per guidelines (extensive or minimum maintenance).

1. For a proactive, extensive work order:

   1. Record the work order number and description on the Equipment History Data Sheet in...