Cancel or close an open plan

You add a plan to assign a unit to a shop bay and record information about the repair. You cancel or close a plan:

When the repairs are complete.
When the plan is canceled.
When you are changing the unit to “Reports Only” status.

Cancel a plan

If the plan doesn’t have an assigned repair order (RO), you can cancel the plan. If it does have an RO, you must close the plan and the RO.

Open Shop Planner by going to Menu > Activities > Shop Planner.
In the Shop field, enter a shop. You can also search for a shop by selecting Search. The page updates to show information on existing plans.
Select the open plan’s row.
Select Actions in the lower-right corner of the page. The Actions menu opens.
Select Cancel Plan. The program opens the confirmation message, “Are you sure you want to cancel this appointment?”
Select OK. The window closes, and the program removes the plan row.

Close a plan

You cannot cancel a plan if it has an assigned RO. To close the plan, you can:

Complete and/or close the RO. That will also close the plan.
Close the plan, which also lets you close the RO.

Open Shop Planner by going to Menu > Activities > Shop Planner.
In the Shop field, enter a shop. You can also search for a shop by selecting Search. The page updates to show information on existing plans.
Select the open plan’s row.
Select Actions in the lower-right corner of the page. The Actions menu opens.
Select Close Plan. The program opens the confirmation message, “Close this plan and Corresponding RO?”
Select OK. The Close Order window opens.
The program completes the Close Date field with the current date and time. You can change this entry, if needed. You may also need to enter a meter reading, if it is requested.
Select OK. If the Close Order window previously asked for a meter reading, it changes to only show the Close Date field. Select OK.

The window closes, and the program removes the plan row.

If you have any problems closing a plan, contact TMT Support.