---
title: "How to Use the Planned Jobs Wizard: Step 5"
description: The final step in setting up planned maintenance includes adding standard documents and performing a final review
---

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# How to Use the Planned Jobs Wizard: Step 5

## The final step in setting up planned maintenance includes adding standard documents and performing a final review

This article is for FMI Works users with the permission of Coordinator, Manager or Administrator

### Overview of the Planned Job Wizard

The Planned Job Wizard includes five steps in the creation of a Planned Job.

1. [Step 1](https://help.fmiworks.com/knowledge/how-to-use-the-planned-jobs-wizard-step-1?hsLang=en), setting up core work order information.
2. [Step 2](https://help.fmiworks.com/knowledge/how-to-use-the-planned-jobs-wizard-step-2?hsLang=en), setting the frequency cycle.
3. [Step 3](https://help.fmiworks.com/knowledge/how-to-use-the-planned-jobs-wizard-step-3?hsLang=en), adding assets.
4. [Step 4](https://help.fmiworks.com/knowledge/how-to-use-the-planned-jobs-wizard-step-4?hsLang=en), adding further details.
5. Step 5, adding documents and reviewing.

### Step 5: Adding documents and reviewing

After completing [Step 4](https://help.fmiworks.com/knowledge/how-to-use-the-planned-jobs-wizard-step-4?hsLang=en), move on to Step 5.

Step 5 allows you to add standard documents to the Planned Job, which will be sent out with the work order.  

![](https://help.fmiworks.com/hubfs/image-png-Dec-15-2022-04-32-53-5405-AM.png)

Select the *Standard Documents* that are needed to be attached to all Planned Jobs generated into the future. 

Select *Next* to progress to the next screen.

### Final review

The review screen will display what you have set up in steps 1-5 of the Planned Job Wizard.

![](https://help.fmiworks.com/hubfs/image-png-Dec-15-2022-04-35-55-7145-AM.png)

#### Options

- If incorrect, select *Back* and make the adjustments.
- When correct, select *Finish* to save the Planned Job.

The setup of the Planned Job is now complete.

### More information

For an overview of Planned Jobs, see [Getting Started with Planned Maintenance](https://help.fmiworks.com/knowledge/getting-started-with-planned-maintenance?hsLang=en).

 

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