Essential Resources: To complete this training you must have access to eFACTORYPRO
This training will take you through what info you will I see under the events icon on a Task in the Work Module
Work Order and Task Events are now visible on the task in the Work Module. Under this icon users will see the full task details. Events will be sorted from oldest to newest by default. Users will also be able to sort and search through all the results under this icon.
- Display all events for the work order from client on the Work Order in the Portal, mixed in with the rolled-up task events - and all sorted from Oldest to Newest
- Sort and search the results.
- Search across all columns and allow users to find specific data or event types.
- Select whether they see all events (work order and task mixed together) or just the work order events.
- Add actual Work Order Events from the Client to the events tab under work order in the Work Module.
- Users will NOT be able sort by date at this time.
1. The green badge on the icon will indicate how many events have been logged for this task.
- a Change in Status
- Assigning of a Task
- Selection of a Subtype
- changing of the Status Reason
- a Change in Priority
- a Change in Team ID
- a Job Plan changed
- Addition of a skillset
- Removal Skillset
- Updating of a Skillset
- Adding a Part Need
- Change in Quantity for a Part Need
- Addition Staged Part Part
- Removal of a Staged Part
- when the scheduling period has first been assigned.
- when the scheduling period gets changed.
- when a technician is assigned to a skillset.
- when a technician is removed from a skillset assignment.
- when a technician is assigned to a task through the tech portal.
- when a technician is removed from a task assignment through the tech portal.
- Changing of equipment
- Selection or Unselection of the Proactive task toggle
- Selection or Unselection of the Warranty Repair toggle
- Selection or Unselection of the Technician toggle
- Selection of the Regulatory toggle Regulatory
- Addition of a Reason for Variance
- Selection of a Service Level
- Editing of the Task Name
- Addition, Update, Removal of a Labor entry
- Addition of a Note
- Addition, Update or Removal of an Expense
- Cancellation of a Part Need
- Change in the Need by date for a Part Need
- Consumption of a Part Need
- Addition, Update or Removal of a Repair Code
- Addition or Removal of a Meter Reading
- Addition, Update or Removal of a Malfunction
- Addition, Update or Removal of Steps
- Change in the Task duration
- Change in the location for a Stage Part
- Change in the qty for a Stage Part
2. Users can choose to view either all events (work order and task combined) or only work order events.
Below is a display of all events, followed by just the work order events after the button is clicked.
