Reliable Maintenance Planning, Estimating, and Scheduling

Appendix L

Routine Planner Training Checklist

The purpose of this document is to ensure new planners are trained on all aspects of planning/scheduling a maintenance order in SAP/P3.

Personal Details

Name:	Employee Number:
Position:	Team/Work Group:
Level:	Performance/Functional Unit:
Team Leader Name:

Section 1 (Basic)

Activity	Responsibility	Comments	Trainer initials/Date
Work identification
• Retrieve approved notifications from notification backlog	_______
• Ability to review/edit notification for needed corrections	_______
• Understand the RIME system and how to edit to assign (provide employee with the RIME document)	_______
Planning/Estimating
• Create maintenance order from approved notification	_______
• Explain the job note process	_______
• Review reusable job ...