Essential Resources: To complete this training you must have access to eFactoryPro.
This training course will take you through the process of adding a Task to an MPRO.
Adding a follow up task to proactive work in the work module is the easiest way to increase your site's Proactive Percentage in the FMS Balanced Scorecard.
As long as the original task was either PM (Preventative Maintenance) or PdM (Predictive Maintenance), any task that is added on will be "FM" Followup Maintenance.
This is truly proactive work, and will count in your proactive hours for your metrics.
There is NO Compliance or Completion Date associated with the FM Task, so you are able to complete and close the original Task within the Compliance Window.
Remember, all metrics are driven from the Task Level. Adding a Follow up Task will never cause you to be out of compliance (assuming you have completed the original task during the compliance window.)
1. From the Tasks screen in the Work Module, choose All Open PMs from the drop-down arrow in the upper left corner.
2. Select the PM that you're wanting to add the Task to.
The line turns blue when the Work Order is selected. The Task detail is also displayed in the lower portion of the screen.
3. By default you are looking at the task view.
You can see this because the Task is highlighted and the Task Number is listed in the Left Corner.
4. After selecting the Task you want to add a follow-up Task to, click the bright blue + sign to ADD TASK.
5. A pop-up box is generated.
6. The Task Type defaults to FM, which is a Proactive Task Type.
The other option will be PD - Predictive Maintenance.
You must have Supervisor access to see PD as an option.
7. Priority defaults to normal but can be raised up or down.
8. Any Sub-types (Safety, Cost Savings, Vendor Contract, etc.) can now be added.
Selecting more than one is an option.
9. Enter a detailed description of the work to be done.
10. All follow-up Tasks to an MPRO will be marked as Proactive, and cannot be changed.
11. Click NEXT.
12. Enter a specific Asset ID or select the Search Equipment bar.
Users will get the option of choosing the same piece of equipment that is already attached to the Task or have the option to search 'Search for different equipment' which will then pull up the table filters for the equipment.
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.
13. Once the correct machine is selected enter a Malfunction type if necessary.
14. Click NEXT.
15. The default team for the equipment will be shown.
If not, use the drop-down arrow to select the correct Team.
16. Click Save.
17. A notification will be displayed in the upper right corner and the task will be displayed in the summary section.
If there is more than one tasks on a Work Order there will be a drop down arrow on the first task to view the others.
