Steps in the screenshots correspond to the numbers in the headings.
Navigation of the home screen -
1.1. Shows what site the user is logged into.
1.2. Will tell use which role users are logged into.
1.3. Tasks, Work Orders and Equipment will take the use to those screens the same as on the home screen.
1.4. About - will tell the user information about the EFP mobile app.
Users will need to scroll down on this screen to see the next two options.
1.5. Offline Mode - select this toggle to go into offline mode.
1.6. Sign Out - will sign the current user out of eFactoryPro mobile.
2.1. Create Work Order - this will kick off the creation process for a new Work Order.
2.2. Cancel - will take the user back to the home screen.
3.1. This displays what site the user is logged into. By selecting the current site, a user can see all the sites they have access to if it is more than one.
3.2. If a user has access to multiple sites they can select their current site and they will see a list of the others that they have access. Here they can select a new site to work within or change their default site (by selecting the radio button on the right).
This is also the way users will change their default site. Once a site is changed that will become the new default site.
4.1. This button will take you to the Task view. The default view will be My Open Tasks. Here the user will see a list of clickable link of the tasks.
4.2. On the right side will be the task status.
4.3. Search bar - will let users search through the populated view by using specific search terms.
4.4. Filter - this will let users apply filters to the list to create a more specific list.
4.5. Regulatory indicator - this will let the user know if this is a regulatory task. It will also display a banner across the top when viewing the task itself.
4.6. Work Orders - this link will take the user to the all Open Work Orders for that site.
4.7. Equipment - this link will take the user to a list off all the equipment for the site.
5.1. This link will function like My Open Tasks above but will be at the Work Order Level. The default view will be All Open Work Orders. Here the user will see a list of clickable links of the Open Work Orders.
5.2. Search icon - will let users search through the populated view by using specific search terms.
5.3. Filter icon- this will let users apply filters to the list to create a more specific list.
5.4. Regulatory indicator - this will let the user know if this is a regulatory work order.
5.5. Task - will take the user back to the list of My Open Tasks.
5.6. Equipment - this link will take the user to a list off all the equipment for the site.
6. Home - will take the user back to the Home page.
7. Tasks - will populate a list of My Open Tasks (as seen above).
8. Work Orders - will populates a list of Open Work Orders (as seen above).
9. Equipment - will populate a list of all the equipment at the site.
Items with a red asterisk are mandatory fields.
10.1. Select the 3-dot icon in the upper right corner.
10.2. From the Actions dialog box, select Create Work Order.
10.3. Select the Type of Work.
The default will be CM - Corrective Maintenance. But by selecting the Type of Work line, the user will also have the choices of:
CA - Calibration
CI - Continuous Improvement
EV - Event
HA - Health Assessment
MT - Meetings
PR - Project
TR - Training
10.4. Select the Priority.
The default will be 3 - Normal. But by selecting the Priority line, the user will also have the choices of:
1 - Emergency
2 - Urgent
3 - Normal
4 - Low
5 - Backlog
10.5. Enter a Problem Description.
10.6. Select the toggle is this work order is Safety Related.
10.7. Select the toggle is this task is Proactive.
10.8. Select Next.
If, at any time, you wish to cancel out of the Work Order creation, simply click the Cancel button in the upper right corner of the white banner.
Equipment/Sublocation -
10.9. To select a piece of Equipment or Sub-Location select select the tab of whichever one you would like to choose.
10.10. Users will have the option to scroll through either list or select the Magnifying Glass icon to perform a search in either category.
10.11. Once the Equipment or Sub-Location is found press Select.
10.12. The user can now change the Malfunction Type.
10.13. If a Malfunction is entered the used will be prompted to enter a malfunction start time/date.
If the Type is taken from None to Reduced/Down or from Reduced to Down a start time/date will have to be entered.
10.14. Select Next.
Additional Notes -
10.15. The user will now have to option to enter any additional notes.
Anything added in the Additional Notes area will automatically be entered into the Notes section.
10.16. Select Next.
Assigning the task
10.17. Select a Team (default will be the team that is associated that the selected piece of equipment).
10.18. Select a Technician (default will be unassigned).
10.19. Enter Contact Information (default will be the user that is logged in).
10.20. Select Save.
If at any time the user wants to exit the Work Order creation process they can select Cancel in the upper right corner.
10.21. User will get a notification that the Work Order and Task was created.
11. Creating a Work Order from the Equipment Hub
11.1. Select the 3 dot icon in the upper right corner and select Create Work Order.
11.2. The work order creation process will be the same as above with the exception of the second step will default to the piece of equipment the user started the process with. Hit Select to confirm the chosen piece of equipment.
11.3. Select Next. The rest of the process will be the same as above.
12. Filtering the views -
Choices under Quick Filters are:
My Open Tasks (default)
My Open PMs
All Open Tasks
Unassigned Tasks
Assigned Tasks
Today's Schedule
Down and Reduced
Recent Customer Tasks
Open Safety Tasks
Open Tasks WMAT
All Open PMs
All Carryover
Low Priority
Reviewed Tasks
All Tasks
Custom
Under Assigned To there will be various search types:
Contains - will search all fields for what is entered.
Equals - will search specifically what is entered.
Starts With - will search in both First Name and Last Name but only the First letter of the entry.
Ends With - will search in both First name and Last Name but here it will search for the last letter in the entry.
If you want to see all Proactive work, you would need to sort by this TYPE, as Task Templates for PMs and PdMs are numbered, and will not show up in the Template list.
A video on this topic can be found by clicking the following link:
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