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Technician Work Module Documentation
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5. Step by Step Instructions for the Work Module
5.1 Quick Reference Guide - As a Technician, how do I add a Task to a Proactive Work Order in the Work Module
Updated on
Oct 07, 2022
Step by Step Instructions
1. Go to All Open PMs in the Drop Down.
2. Click on the funnel icon and enter the Task ID option. Choose equals and enter the appropriate number. Click Apply.
3. Highlight the line to load the record.
4. The Work Order/Task Loads.
5. Select the Blue Plus (+) icon next to the Task link to add a new Task.
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4.14 Alerts in the Equipment Status Monitor (ESM)
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5.2 Quick Reference Guide - Changing Equipment/Sub-Location on a Work Order as a Technician
Technician Work Module Documentation
1. Creating a Work Order/Task in the Technician Work Module
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1.1 As a Technician, how do I create a Work Order in the Work Module?
1.2 As a Technician, how do I add a Task to an MPRO Work Order in the Work Module?
1.3 As a Technician, how do I Cancel a Task and Work Order in the Work Module?
1.4 As a Technician, how do I mark a Task as Proactive?
1.5 As a Technician, what has to be completed in a Task?
1.6 As a Technician, how can I request a Service through the Work Module?
1.7 As a Technician, how do I Request a NEW PART in the Work Module?
1.8 As a technician, when will I see affected equipment (Tool and Die equipment)?
2. Editing Work Orders/Tasks in the Technician Work Module
25
2.1 Is there an overview of how Malfunction/Downtime is calculated in the Work Module?
2.2 As a Technician, how do I correct a Work Order that was incorrectly put in as "Down"?
2.3 As a Technician, how do I enter/stop/edit a Malfunction in the Work Module?
2.4 How do I correct overlapping Malfunction times in the Work Module?
2.5 As a Technician, why can't I add a malfunction to an open Task? (Sub-Location)
2.6 As a Technician, how do I change the Equipment/Sub-Location on a Work Order?
2.7 As a Technician, how do I print off a PM in the Work Module?
2.8 As a Technician, if I use the PRINT button from the Work Module, will I be able to see that the task was marked as "Regulatory"?
2.9 As a Technician, when do I need to enter a Reason for Variance in the Work Module?
2.10 As a Technician, what do I need to know about adding a Follow-Up Task in the Work Module?
2.11 As a Technician, what do I need to know about adding LABOR to the Task in the Work Module?
2.12 As a Technician, what do I need to know about the NOTES section of the Work Module?
2.13 As a Technician, what do I need to know about the Labor Hours button?
2.14 As a Technician, how do I enter Repair Codes in the Work Module?
2.15 As a Technician, what do I need to know about the Task Summary in the Work Module?
2.16 As a Technician, what do I need to know about the STEPS section of the Task in the Work Module?
2.17 As a Technician, how do I add feedback to Steps in the Work Module?
2.18 As a Technician, what do I need to know about the ATTACHMENT section of the Task in the Work Module?
2.19 As a Technician, can I see hyperlinks that have been added to a Task?
2.20 As a Technician, how do I Cancel a Task in the Work Module?
2.21 As a Technician, how do I mark a task as needing a Qualified Technician in the Work Module?
2.22 As a Technician, how do I enter a Meter Reading in the Work Module?
2.23 As a Technician, how do I mark a Task as Hold-Waiting on Materials in the Work Module? (ATS does NOT manage inventory in EFP)
2.24 As a Technician, what will I see in the Task/Work Order summary under Skill Sets?
2.25 As a Technician, how do I cancel a PM in the Work Module?
3. Overview/Navigation of the Technician Work Module
24
3.1 How I do I use the eFACTORYPRO Wikipedia Page?
3.2 Using the Navigation Pane in the Work Module
3.3 Technicians: Basic Work Module Navigation
3.4 Navigating the My Work screen in the Work Module
3.5 As a Technician, how can I set my default site location in the Work Module?
3.6 As a Technician, what external website links are available in the Work Module?
3.7 ATS Report Viewer Guide
3.8 As a Technician, how can I run a Report with my time stamps (Labor) for the week in the Work Module?
3.9 Technician: Task and Work Order views in the Work Module
3.10 As a Technician, how do I use the filters when looking for work in the Work Module?
3.11 As a Technician, how do I find work in the Work Module? (Task Views)
3.12 As a Technician, how do I see the Cost Center associated with the Equipment?
3.13 As a Technician, what info will I see under the EVENTS icon on a Task in the Work Module?
3.14 As a Technician, what do the NOTES line codes mean in eFACTORYPRO?
3.15 As a Technician, how do I see the Tasks to work on for the day - My Work Screen
3.16 Technician - Work Module Basics Guide
3.17 As a Technician, how can I export and print a list out of the Work Module?
3.18 As a Technician, how do I Customize the Grid View in the Work Module?
3.19 As a Technician, when will I see people listed in the Assignments section of the Summary Tab?
3.20 How do I get to the Reporting Server?
3.21 As a Technician, how do I view equipment service history in the Work Module?
3.22 How do Task Status and Task Status Reasons interact?
3.23 As a Technician, what do I need to know about Adding Task Activity Subtypes in the Work Module?
3.24 Equipment Screen Navigation
4. Equipment Status Monitor in the Work Module
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4.1 Equipment Status Monitor (ESM) Summary
4.2 ESM landing page according to user access
4.3 How do I display the Equipment Status Monitor in full screen?
4.4 How do I create a group in the ESM?
4.5 How do I edit a group in the ESM?
4.6 How do I delete a group in the ESM?
4.7 What does the Equipment Identifier button do in the ESM?
4.8 How do I sort by criticality in the ESM?
4.9 How do I see the total number of machines by status in the ESM?
4.10 How can I view all equipment in a sub-location in the ESM?
4.11 How do I identify Down Equipment in the ESM?
4.12 How do I get to the summary of a piece of equipment from the ESM?
4.13 How can I get to a Task or Work Order that is causing downtime from the ESM?
4.14 Alerts in the Equipment Status Monitor (ESM)
5. Step by Step Instructions for the Work Module
6
5.1 Quick Reference Guide - As a Technician, how do I add a Task to a Proactive Work Order in the Work Module
5.2 Quick Reference Guide - Changing Equipment/Sub-Location on a Work Order as a Technician
5.3 Quick Reference Guide - Entering a Reason for PM Non-Compliance in the Work Module as a Technician
5.4 Quick Reference Guide - ESM: Identifying Work Orders/Tasks causing Downtime as a Technician
5.5 Quick Reference Guide - ESM: Viewing All Equipment in a Sub-Location as a Technician
5.6 Quick Reference Guide - ESM: Identifying Down Equipment as a Technician
6. Managing Parts in the Work Module
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6.1 As a Technician, how can I request a Service through the Work Module?
6.2 When does EFP mark a Task as HOLD/Waiting on Materials in the Work Module?
6.3 What happens after the Tech enters a NEW PART request in the Work Module?
6.4 As a Technician, how do I Request a NEW PART in the Work Module?
6.5 What shows up in "recently used" parts?
6.6 How does Hold-Waiting on Materials work for sites not managing parts in EFP?
6.7 How does the part need search work when starting from the "Equipment" option?
6.8 If some, but not all, of my parts are in stock, how does that look on the task?
6.9 What do the tiles mean on the Selected Part screen (As Selected, Faster Lead Time, Custom)?
6.10 Parts Screen Navigation
6.11 As a Technician, how do I consume a part in the Work Module?
6.12 How do the filters work on the Parts Search screen?
6.13 As a Technician, how do I add a part to a Task?
6.14 FAQ: What information is the Part Search pulling from when working in the Work Module?
6.15 FAQ: How are the Lead Times that are displayed in the part screens calculated?
6.16 FAQ: What do the tiles mean on the Selected Part screen?
6.17 FAQ: How do Replacement Parts work?
6.18 FAQ: What is a Commodity Group
6.19 FAQ: How are Bins displayed when working with Parts in the Work Module?
Other Resources
eFactoryPro Basics
Customer Work Module Documentation
Supervisor Functions in the Work Module
Work Module Videos
Planner Scheduler Documentation
Planner Scheduler Videos
Client Tips and Tricks
Supply Chain Specialist Documentation
SCS - Spirit Aerosystems
eFACTORY Report Documentation
ATS Standard Metrics Definitions
Power BI Documentation
Power BI Videos
Mobile Technician
Mobile Customer
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Support / Feedback / Training Documentation
Spanish Documentation
Planned Outage Longer than Two Weeks
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SAP Training Materials: EFP2.0
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