Task WIN Documents

Creating and managing tasks in the OnPlan work instruction builder software for all assets types.

Process Flow - Create a New Task WIN (Document)
Task WINs can be created in 2 different ways To a model of equipment via the Library: Used when building WINs to a model of equipment then assigning to sp...
Tue, 21 Jan, 2025 at 11:28 AM
Task WIN Instruction Screen Navigation
Overview Once a WIN Task has been created then the details to execute the work can be added.  Adding content in a structured way provides ease of updating ...
Tue, 21 Jan, 2025 at 11:35 AM
Creating a New Task WIN Document
Overview A Task WIN is created against a Model/Asset//Equipment to provide a task and document name. Use this process to create a WIN task to a specific Fu...
Tue, 21 Jan, 2025 at 11:50 AM
Create a copy (Clone) of an existing WIN Task
An existing WIN that has been created can be copied. The operations from the existing WIN can be copied/cloned to create a new operation or copied and linke...
Tue, 15 Dec, 2020 at 1:56 PM
Editing a Task WIN Name
Search and find WIN Documents as per instructions. Click to select the WIN Task. The selected WIN Task/Document will be highlighted blue. Click to edit t...
Tue, 21 Jan, 2025 at 11:54 AM
Simple job steps to mobile app
Simple job steps created in Builder are now summarised in a table on the app for ease of completing inspections.  A simple job step has no image assigne...
Fri, 15 Oct, 2021 at 9:51 AM
Task Type Codes
When building WIN Tasks in the OnPlan Builder there is a requirement to select a Task Type. The task types in the Builder software not only reflect the type...
Thu, 10 Dec, 2020 at 6:32 PM
View All Tasks Page
View All Tasks can be accessed from the Home Page by selecting Library then selecting . To search for a Task select  then type a search query. The D...
Tue, 21 Jan, 2025 at 12:23 PM