It is important to have all metrics completed on the Balanced Score Card. If your site is not on eFactory Pro 3, please follow the instructions below to input your data.
1. Access the BSC Canvas App here:
You can also access the BSC Canvas data entry app page via the Balanced ScoreCard (BSC) app in Power BI, by right clicking any customer and selecting “Drill through,” then “Blank KPI details”
2. Allow permissions if prompted.
3. The next screen will show a list of the entries for the site(s) you have access to.
- Click the plus sign to create a new entry
- Click on the arrow next to an entry to see its options
- Click the Edit button to edit an existing entry
- Click the Delete button to delete an existing entry
4. Fill in the fields of the New Entry screen. All fields are required.
- Site
- Date: the period for which you are entering data
- Preventive Maintenance Hours: All labor hours logged to PMs, Predictive Tasks, and follow-up tasks from those PMs and Predictive Tasks.
- Corrective Maintenance Hours: All labor hours logged to reactive tasks.
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Planned Task Hours: Any labor hours confirmed to a task/work order/notification during the month that were planned previously. Planned is Yes when two conditions are met:
- Estimated labor hours / duration are entered
- Operations or steps are added to a task/work order / Notification before the work begins
- Total Task Hours: All labor hours confirmed to task/work order/ notification during the month
5. Click the "Submit” button at the bottom of the page.
6. Once the data is submitted correctly, the system will get you back to the entries list screen and it will display a success message.
7. Update previous data by clicking the arrow next to an entry as described in step 3, filling in the six fields, and submitting the data.
You could copy these instructions into a meeting invite to yourself for the fifth day of each month, this way you set apart some time to fill in the required information and you will always fill it in on time.
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