Essential Resources: To complete this training you must have access to eFactoryPro.
This training course will take you through the slider icons and explain what needs to be done in order to mark a Task as complete.
There are certain requirements that need to be finished in order to complete a Task. Depending on the Type of Work (or Task Type), the requirements differ.
Any of the MPRO Task Types (PM - Preventative, PdMs - Predictive, and FM- Follow-Up Maintenance) or MOTH Task Types (PR - Project, EV - Event, CA - Calibration, CI - Continuous Improvement, TR - Training, MT - Meeting, and HA - Health Assessment) will generally only have three things required: Steps, Labor and Notes.
1. At a very minimum, all Tasks will include the Pre-Task Analysis, which is the safety checklist that the Techs perform before each job to ensure that they are following ATS Zero Incident Culture.
If you are working on a PM, the Steps will contain the operations needed to perform all the work.
Utilizing the Work Execution Management Principles, the Planner Scheduler should try to create Reusable Job Plans for any work that reoccurs regularly. That way, Technicians can have a better planned job (more steps, an accurate duration, parts needed, etc) regardless of the type of work they are performing.
2. Most of the times the Steps are required, but occasionally, a step can be optional.
When the "Required" column says "No" for a specific step, the step will be optional and the Tech will be able to complete the Task with or without that Step being marked complete.
3. Users can mark each step as they finish them or select MARK ALL to mark them all as complete at one time.
4. Below steps 11 & 13 were marked as NO in the Required Column.
The reason they appeared as Not Required is because they were set up like that on the Job Plan in the Planner Portal (shown below).
At least one Labor entry is needed before the Task can be completed. Obviously, someone did work to complete the Task, and all that time must be recorded.
With each Labor entry, Notes must be entered detailing what exactly was done. This text entry will default into the Notes section.
1. Select the Labor Icon.
2. Select the + LABOR button.
3. Select a Line Code.
Available Line Codes: Holiday, Holiday/Sunday, Labor, Labor - Overtime Saturday, Labor - Overtime Sunday, Labor - Overtime (Mon-Fri), Training, Travel Time.
4. Select a Technician.
5. Select a Start time and a Start Date.
6. Select an End Time and an End Date.
7. Enter a Comment.
8. Select Save.
9. The Labor will now be populated under the Labor Icon.
Notice the badge on the Notes icon is now populated and green. Remember this is bc whatever is entered in the comment sections of a Labor will then populate on a new line under the Notes icon.
Notes is required for every Task in order to be completed. It is important to remember that Notes entered into Labor entries will automatically be populated under the notes icon.
1. To enter a Note simply select the +NOTE button.
2. Select the Line Code.
3. Enter the note.
4. Select Save.
The expenses icon my not be visible to you. This will only be used by certain groups within the company. If you need to see this icon but don't have it please call the Help Desk.
1. If your site handles Inventory Management for the Customer, Parts can be added by clicking on +PART NEED.
Parts are never a REQUIRED item to complete a Task. However, if there is a Part Need on a Task, it must be Consumed before the Task can be Completed.
- If, for some reason, you do not need the part to complete the repair, simply cancel the part need before completing the task.
- All part needs in an Entered or Staged Status must be consumed or canceled before the Task is completed.
1. Select the Repair icon.
2. Select the + REPAIR CODE button to the right.
3. Select Object.
4. Select Symptom.
5. Select Problem
6. Select Resolution.
7. Enter a Note (optional).
8. Select Save.
It is important that the code is the most closely related to the problem you addressed. If you need additional codes entered into the system, please submit a request via email to the Help Desk.
9. A new line will populate under the Repair icon.
The green badge will reflect this entry and will go up with every new entry.
You will only SEE the Meter icon if you have PMs that are driven by metered equipment, or if the equipment requires meter readings to be entered when working on the machine.
1. To enter a meter reading select the +READING button to the right.
The input window will come up.
2. Select the meter from Meter Names.
There might be more than one meter associated to this equipment. Use the drop down if you meter isn't the default.
3. Select a Reading Type: Actual and Initial will be the options.
- Initial will be the FIRST reading on a new meter.
- Actual will be the latest reading on a current meter.
4. Enter a Value.
5. Select a Reading Date/Time.
Current Time/Date will default but can be changed by selecting the calendar icon.
6. Enter any comments.
7. All information about the meter will be displayed at the bottom.
8. Select Save.
- The badge will show red if you are required to enter a Meter Reading on the PM you are performing.
- Initial and Actual PM Meter Readings are entered through the Equipment tab.
- Initial is used for the first meter reading OR to reset the meter.
- Actual is used from then on.
- Historical Meter Readings will display the last 100 readings with the (adjustable) default being the most recent at the top.
9. Users will also be able see the latest reading and also past meter readings by selecting the Historical Meter Readings buttons.
The badge will indicate how many have been entered.
Bringing a down machine back UP
1. Select the Malfunction icon.
2. Select the 3 dot icon at the far right of the malfunction line.
3. Select EDIT.
4. Select the Malfunction Closed toggle.
The user can also use the edit functionality to change the malfunction status form Down to Reduced and vice versa. The user will also have the option to DELETE this malfunction if the malfunction was entered in error.
5. Enter in a time/date stop time for this malfunction.
The current time and date will default once the Malfunction Closed toggle is switched. To enter anther time select the calendar icon.
6. Select Set.
7. Select Save.
8. The Malfunction will now be closed and the badge on the Malfunction icon and button will turn to green and show the number of malfunctions that were on the Task.
9. The total Repair Time will be displayed.
Entering a Malfunction or downtime is also most often associated with a Reactive Work Order or Task, but can actually be associated with any type of Task. A Task can not be marked as completed with an active malfunction.
- If a Malfunction was entered during the Work Order creation, the badge will show red, indicating that a stop time must be entered before the Task can be completed.
- If you're adding the Malfunction after Work Order/Task Creation, the badge will be green originally, but will become red once you've added the Malfunction Type and Start Time.
- If there is already an existing malfunction on the Task, do not enter another.
- Be sure to remove any overlapping malfunctions before closing the Task.
Attachments are always optional but is a great tool to include more information about the task.
Under the Attachment Tab you will find the option to add an Attachment up to 20MB or a link.
The most common use for Attachments is a picture of a Critical Find.
Events will show anything that's been done to this task in the past. Included are Event Type, Description, Event Date/Time, Created By, Old Value, and New Value.
Once all required information has been entered (all the icon badges are green), the green check mark will be visible. Click it to complete the Task.
