Planning work orders before they are scheduled: job plans, kits and readiness
Separate planning (what, how and with what) from scheduling (when and who), turn a vague request into a job plan, kit parts and identify permits and isolation before work is called ready, and keep the ready backlog and schedule compliance honest with clear denominators.
- Level
- Intermediate
- Length
- About 55 minutes
- Contents
- 3 lessons · 1 video · final exam
- Status
- Published · updated 3 Oct 2026
Skills you'll practise
- Explain the difference between planning and scheduling a work order
- Turn a vague work request into a job plan with scope, crafts, hours, parts, tools, safety and access
- Apply 'ready to schedule' criteria and spot work orders that don't meet them
- Calculate weeks of ready backlog and schedule compliance, stating the denominator
- Flag work that needs a permit or isolation to the authorized people instead of assuming
Course outline
- 1.Planning work orders before they are scheduledVideo · 2 min
- 2.Planning is not schedulingLesson · 18 min
- 3.Parts, permits and accessLesson · 18 min
- 4.Backlog and schedule complianceLesson · 19 min
- 5.Planning work orders before they are scheduled: job plans, kits and readiness: knowledge checkKnowledge check · 17 questions
- 6.The Saturday line stop and the gearbox that isn't hereScenario
- 7.Final exam10 questions · passing it completes the course, so people who already know the material can test out
Sources it draws on
The lessons and questions are written from these references, so learners can go back to the original.
- HSE (UK): Permit-to-work systems (authorization, isolation, hand-back to operation) (UK example)
- General maintenance and operations planning practice
See it with your own jobs and topics
Tell us about your team and we'll walk you through setup, from choosing jobs to your first skills check.