Delete Work Plans and Steps

If you modify a work plan, you can delete the previous plan and its steps on an existing work order or work order line item.

Required Editions

Available in: Lightning Experience
The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To delete work plans: Delete and Read on work plans
Note
Note This action deletes all work plans on the work order or work order line item.
  1. On the work order or work order line item, select Delete Work Plans from the action menu.
    Note
    Note If the work order includes a work order line item that has its own plans, we don’t delete the plans from the child work order line item.
    Delete Work Plans Action
  2. To add the latest versions of your plans and steps, select Generate Work Plans from the action menu.