Essential Resources: To complete this training you must have access to eFactoryPro.
This training course will take you through the process of adding personalized feedback on a Step in a Task.
Technicians have the ability to give feed back and/or rate the process or specific steps contained in a task.
Adding Feedback from the Feedback Icon:
1. Find your Task.
2. Select the Steps icon.
There will be 2 ways to get to the steps to add feed back. The user can can use the +FEEDBACK button or the blue + buttons next to each step.
3. If the user selects the +FEEDBACK button the first option will be to Add Feedback.
Here the user will be able to rate the steps and add a comment. This will be feedback for ALL the steps. A 1-5 Star rating and comment will be required before saving.
4. If the user selects the Specific Step toggle they will be able to select a specific step form the drop down and add a comment to it.
5. If the user scrolls down to Steps they will have the option to select the + sign to the far right of each step.
Since you are selecting the + sign from a specific step that pop up window will default in the info of that specific step.
6. For either way, enter a Comment (required).
7. Select Save.
8. The user will get a confirmation message in the top right that the feedback was successfully committed.
The feedback is now available for review by your Planner/Scheduler. They will now either accept or reject the feedback.
If the task you are working on is a task with no numbered Job Plan attached or its a Master Job plan there will not be feedback options (ie - the icons will not be there). In this case the tech would add any information to the Notes section and notify your Planner/Scheduler.
This will help us build out reusable job plans in the future.