Essential Resources: To complete this training you must have access to eFactoryPro.
This training course will take you through canceling a task/work order.
Please keep in mind, you will want to cancel both the Work Order and the associated Task(s). This will only be possible if there is NO work done against any of the Tasks under the Work Order.
1. Find the Task and highlight the line to load the screen.
Notice there are no Labor entries , Part Needs/Consumed Parts, Repair Codes or active Malfunction against this Work Order.
2. Click on the Task in the lower panel.
3. Hover over the red X. This will tell the user that the Task/WO is able to be canceled.
4. Click on the Red X in the upper portion of the screen.
This will cancel both the Task and the Work Order in one step.
If the WO/Task that you are trying to cancel is a PM and it is OUT of its compliance window you will have to enter a Reason for Variance before canceling.
5. Select YES to confirm the cancellation.
6. The user will see a notification that the Task has been canceled.
As long as there is only one Task associated to this Work Order, the Work Order will cancel as well.
7. The Task/Work Order will show CANCELED in the Summary.
From the Supervisor role, this Work Order can be re-opened as long as it has NOT gone through the Review Process.
Once it is reviewed, it is cannot be re-opened without approval from the WEM Team and a ticket to the Service Desk.