Steps in the screenshots correspond to the numbers in the headings.
It is important to understand how part needs flow through the Job Plan, Planning Wizard and Task Scheduling Process.
Let's start with the Job Plan. The Planner/Scheduler can add Part Needs to the Job Plan. An example of this would be if a number of filters are needed for a recurring PM, and you want to make sure that you have the Parts in stock before the job gets scheduled. In this case, the P/S would add the filters to the Job Plan - but it is important to note that nothing happens to the part needs and no demand is created until the Task is actually scheduled.
The part need information is stored in a "staging" table (or staging status) that will keep the information until we are ready to schedule the task and assign a Need By Date. Any part needs added during planning (either through the Job Plan or Planning Wizard) will be "staged" and not added to back order.
Once the task is scheduled, these part needs will have "Need By Dates" added. They will go into back-order (assuming they are not in stock) which will trigger the "Hold / WMAT" process. Parts added to this task through the Tech Portal or CLIENT will bypass this and behave like normal part needs.
In our example, we are going to start out with a Task that was put in by the Customer, asking that the eye wash fluid be refilled in an eye wash station.
- This is a very important detail. Any part that has been added to a Job Plan will not become a valid part need until the task is scheduled.
- The same is true for any part that is added using the Planning Wizard.
- If your site is not yet on the Scheduling functionality of the Planner Portal, we will show you the workaround for Supervisors to either Create or Cancel the Part Need under Step 22 of this document.
1. From the main menu in the portal, go to the Planner Scheduler functions and enter the Planner Portal.
planning.efactorypro.com/planning/tasks
2. Click on Tasks.
3. Click the checkbox in front of the task you wish to use.
4. Click the Magic Wand Icon to enter the Planning Wizard.
5. The Job Plan screen is the default. You can see that there are two Job Plans associated with this sub-location. We are going to select the Monthly Job Plan (#49867) and modify it from there.
6. Click Assign to move the template to the Task.
7. A confirmation message appears, click Yes.
8. The Job Plan ID is now changed on the Task.
9. Any Steps, Duration, Parts and Attachments that were on the Job Plan 1000 will be transferred over to the task.
10. In our example there was one part on the Job Plan, which now show in the Staged Parts for Task 662191.
This Job Plan was originally copied from another site, so at the time it was created, the part need defaulted to the Default Receiving location on file. If you need to have the part need generate from a different location, simply cancel the part need, and re-add it back with the proper location.
11. If there are additional parts that need to be added, you can do that through the Planning Wizard by clicking on the +Part button.
12. If you cannot find the part under the BOM or My Site Stock, change the toggle to Enterprise.
13. If there is still nothing populating click the x next to the asset ID. This will open up the search all the way.
14. Enter your criteria for the search in the upper right search bar.
15. Use the side bar filtering options if needed.
16. Select the part you want to add.
17. The default receiving location will populate.
18. Enter the quantity.
19. Select the Add Parts button.
20. The part(s) you just added will show under the Staged Parts in the middle of the screen.
21. As a best practice, it would be a good idea to SAVE here before moving on to anything else.
Again, nothing will happen to these part needs, until they are turned into valid part needs by someone with the Supervisor Role.
22. The screenshot below shows how the staged parts look in the Portal.
23. In order to process the part need, you must click on the three horizontal lines under the action menu.
24. You have the option to either 1) Create the Part Need or 2) Cancel the Part Need.
- Staged parts are NOT actual part needs.
- Only advanced roles at the sites are able to see the Staged parts.
Creating the Part Need
25. If you choose to create the part need. Click on the three lines and choose the Create Part Need Option.
26. Confirm the need by date and quantity. Click Save.
A confirmation message tells you that the part has been added to the task. You will now see the part listed under Part needs.
Users also have the option to select the check boxes to the left of each staged part and select the Crete Need button. This will speed up the process if the user wants to create them all at the same time.
Cancel Part Need
27. Click on the three horizontal lines at the end of the staged part line.
28. Choose Cancel Staged Part from the drop-down.
29. A confirmation message appears. Click YES to process.
Repeat the process until all parts are removed from the Staging Table -- either by turning them into actual part needs (as shown in #1) or canceling (as shown in #2.)
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