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.
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3. A confirmation will appear in the upper right corner of the upper panel.
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4. This will be reflected in the upper panel and the Task Summary views.
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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.