Essential Resources: To complete this training you must have access to eFactoryPro.
This training course will take you through the process of canceling a Task.
This is only possible when there are no Labor, Consumed Parts, Repair Codes or a Malfunction against the Task.
1. From the Task level, click the red x button in the lower panel.
- As a Technician, you have the ability to Cancel any MOTH and MRCT Tasks, as well as any Follow-up Tasks that have been entered. You CANNOT cancel a PM or PdM task without Supervisor Credentials.
- As a best practice, you should always enter a note explaining why you are canceling the Task. As an example, if you are canceling the task because it is a duplicate, include the other task number. If you are removing a malfunction or a labor line and then canceling, please make sure that your notes are very good so that when someone goes back and looks at this later, it will make a lot of sense as to why this has been done.
2. There will be a Confirm Task Cancellation dialog box - Select YES.
3. A confirmation will appear in the upper right corner of the upper panel.
4. This will be reflected in the upper panel and the Task Summary views.
From the Supervisor role, this Work Order can be re-opened and re-assigned to a Technician. Please note that this MUST be done BEFORE the Task is reviewed.
When a Task is canceled it will still be visible to the user.
If it is a Follow-Up Task being canceled, the user must first DELETE the Malfunction if it were entered upon creation.