Essential Resources: To complete this training you must have access to eFactoryPro.
This training course will take you through the process of creating a Work Order.
1. Click on the blue + Work Order button.
This first window will be the WHAT of the Work Order creation process.
2.1. First select the Task Type.
Default will be CM-Corrective Maintenance.
Other options will be:
- CA - Calibration
- CI - Continuous Improvement Activity
- EV - Event
- HA - Health Assessment
- MT - Meeting
- PdM - Predictive Maintenance (Available only to Supervisors)
- PR- Project
- TR - Training
2.2. Select Priority. (Default is to 3-Normal)
2.3. Enter a Problem Description.
2.4. Select if this task is Proactive (default will be Non-Proactive).
2.5. Select if it is Safety Related (default will be NO).
2.6. Select NEXT.
3.1. Enter an Asset ID or Search for Equipment by the SEARCH EQUIPMENT button.
The Asset ID search bar will ONLY return a result with an EXACT Asset ID. If an exact Asset ID is not know the user will use the Search Equipment button.
OR
3.2. Select Equipment or Sub-Location (you can only choose one or the other) from the drop down.
3.3. Scroll to find the equipment or select the Table Filters button and filter the list find the equipment.
3.4. Find your equipment and select SAVE.
Always select equipment when possible.
If following along with the training please be sure enter "grinder" into the search bar and select a piece of equipment that is an UP status.
3.5. Take equipment to a Reduced or Down Status (if needed) by using the drop-down arrow.
This will automatically give you a Malfunction Start Time (adjustable).
3.6. Enter a malfunction time. Be sure to select SET.
3.7. Select NEXT.
If the equipment is already in a down status, the Task ID, Malfunction type and Malfunction Start Date will be displayed under the equipment information. The user will not have an option to change the status in this case.
If the equipment chosen is in a REDUCED status, the Task ID, Malfunction type and Malfunction Start Date will be displayed under the equipment information. In this case the user will have the option to change the status to DOWN only.
4.1. Enter Additional Notes (this is optional, but info entered here will populate in NOTES at the Task level).
This is a much larger field to give you the opportunity to expand on what is wrong.
4.2. Select NEXT.
5.1. The team should default in.
If not, select the team that begins with your four-digit site number followed by ATS.
Any team that is marked "inactive" will NOT show in the list of available teams.
5.2. Enter contact first name.
The name and email address of the person logged in will be the default but can be changed.
5.3. Enter contact last name.
5.4. Enter contact email address.
5.5. Submit the Work Order by selecting Save.
6. Confirmation numbers for the Task and Work Order will appear.
Click to View the Task or you can click to dismiss the pop-up box if you aren't going to be working on this Task immediately.
In edit mode you can:
- Add TASK Sub-types (NADT, Cost Savings, Out of Scope, etc).
- Depending on the Work Order/Task type, you will have different requirements to enter.
This process can also be done from the Equipment view:
7. From the home page of the Work Module, select Equipment.
8. Select a piece of equipment from the list view.
9. Select the + Work Order button on the right.
Follow the same process as above.
