Steps in the screen shots correspond to the numbers in the headings.
Navigation of the home screen -
1.1. Shows what site the user is logged into.
1.2. OFFLINE toggle - here users can switch to offline mode.
1.3. LOG OUT - here is where uses that might share an iPad can log out for the next user can log in later.
1.4. VERSION - - will tell the user information about the EFP mobile app.
1.5. Support - helpful links/numbers for all things eFactoryPro.
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 button will take you to the Task view.
3.2. The default view will be All Open Tasks. Here the user will see a list of clickable link of the tasks.
3.3. Table Filter - this will allow the user to filter this view to a very specific list of work.
4.1. This link will function like Tasks above but will be at the Work Order Level.
4.2. The default view will be All Open Work Orders. Here the user will see a list of clickable links of the Open Work Orders.
4.3. Table Filter - this will allow the user to filter this view to a very specific list of work.
5.1. The Equipment button will take the user to the Equipment Status Monitor.
Items with a red asterisk are mandatory fields.
6.1. Select the 3-dot icon in the upper right corner.
6.2. From the Actions dialog box, select Create Work Order.
6.3. Select if this new Work Order is a Change Over.
If this is a Change Over the next 3 toggles can not be a part of the work order. If they are selected the Change Over toggle will go back to NO.
6.4. Select if you are reporting an equipment issue.
6.5. Select if anyone is in danger or at risk of injury.
6.6. Select if an immediate response is required.
6.7. Enter a description.
6.8. Enter any additional notes.
6.9. Select Next.
Finding a piece of equipment or sub-location -
6.10. Select the Search Equipment button.
6.11. Search/select equipment or sub-location.
6.12. Find and Select the equipment.
6.13. From this screen users can Change the equipment choice.
6.14. Here is where users will enter a malfunction. In this example we will select DOWN.
6.15. Select OK.
6.16. Select the Calendar icon and enter a Malfunction start time/date.
6.17. Select Done.
6.18. Select Next.
6.19. The ONLY time a Customer can assign a Sub-Location is when the default toggle of "Are you reporting an equipment issue?" is unchecked.
Assigning the task -
6.20. Select a team to assign.
If no team auto populates please select the team that is your site number and ATS.
6.21. Enter a Contacts Name.
6.22. Enter a Contact Last Name.
6.23. Enter a Contact Email Address.
6.24. Select Save.
6.25. User will get a confirmation pop-up with the new work order number as well as the new task number. Select OK.
Users will have the option to chose Dismiss, which will go back to the home screen. Or select Yes, which will take you to to the Task.
Table Filters in the Tasks/Work Order views -
7.1. Preset – will display all tasks under a specific view type. The default view will be All Open Tasks
Choices under Preset are:
All Open Tasks (default)
All Carryover Tasks
Today's Schedule
Down and Reduced
Recent Customer Tasks
Open Safety Task
Open Tasks WMAT
All Open PMs
Low Priority
Reviewed Tasks
All Tasks
Custom
7.2. Task ID - will allow users to search for a specific Task or filter the view by tasks greater than or less than a specific task.
7.3. Safety – will allow the user to view tasks that are Safety Related.
7.4. Status – will allow the user to select a combination to choose the status(s) of the tasks the user would like to populate.
7.5. Status Reason - this will allow users to filter by one or more Status Reasons.
7.6. Asset ID - will allow users to search by the Asset ID. Default will be ALL assets but selecting the filter line will allow the user to search/select a specific team(s) using "Starts With, Equals, Contains, Does Not Start With, Does Not End With" to shorten your populated list. Make sure to select OK after populating this filter.
7.7. Asset Description - will allow users to filter by the Asset Description. Selecting the filter line will allow the user to search/select a specific team(s) using "Starts With, Equals, Contains, Does Not Start With, Does Not End With" to shorten your populated list. Make sure to select OK after populating this filter.
7.8. Malfunction Type – will allow the user to select the button(s) to choose the malfunction type(s) of the tasks the user would like to populate.
7.9. Operating Status – will allow the user to select the toggle(s) to choose the operating type(s) of the tasks the user would like to populate.
7.10. Created – will allow the user to select the toggle(s) to choose the created dates of the tasks the user would like to populate. The default will be All, but the user will also have to option to select specific Start and End dates to filter. Users can choose between an Offset or a Date.
7.11. Planned Start Date - default will be ALL, but the user also has the option to enter a Start Date and an End Date to populate their list. Users can choose between an Offset or a Date.
7.12. Compliance Start - if the task is a PM this will be the date that the task will need to be started.
7.13. Compliance Finish - if the task is a PM this will be the date that the task will need to be finished.
7.14. Description - this will allow the user to filter by using key words to find specific tasks. Options include: Starts With, Ends With, Equals, Contains, Does Not Start With, Does Not End With.
7.15. Work Order Type - This will allow users to filter by the 3 different WO types.
7.16. Task Type - allows the user to toggle combinations of MOTH, MPRO and MRCT work orders for their list. Options include: Starts With, Ends With, Equals, Contains, Does Not Start With, Does Not End With.
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.
7.17. Priority – will allow the user to select the button(s) to choose the priority(s) of the tasks the user would like to populate.
7.18. Team - this will allow the user to populate with specific team of their site. Options include: Starts With, Ends With, Equals, Contains, Does Not Start With, Does Not End With.
7.19. Technician – will allow the user to select from ALL, ASSIGNED, ASSIGNED TO NAME, or the ASSIGNED TO USER ID option to populate a list of tasks.
Under Assigned To Name and Assigned to User ID there will be various search types:
Contains - will search all fields for what is entered.
Equals - will search specifically what is entered.
Ends With - will search in both First name and Last Name but here it will search for the last letter in the entry.
7.20. Sub-Location - this will allow you to filter by a specific sub-location(s) by using multiple parameters. Options include: Starts With, Ends With, Equals, Contains, Does Not Start With, Does Not End With.
7.21. Regulatory – will allow the user to select the toggle(s) to choose if the task are regulatory or not.
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