10.19 Video: How do I assign a task to a DIFFERENT Skillset than originally required?
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Planner Scheduler Documentation
1. ABOUT WORK ORDERS AND TASKS 11
- 1.1 Can I see a Basic Overview for Work Order and Task Types?
- 1.2 Working with Work Orders, Tasks and Steps
- 1.3 How do Task Status and Task Status Reasons interact?
- 1.4 What do I need to know about Corrective Maintenance Tasks / Reactive Work Orders?
- 1.5 What is the "Waiting on Production" Task Status Reason and when would I use it?
- 1.6 What is the "Waiting on Service" Task Status Reason and when would I use it?
- 1.7 How can I see which Tasks have Task Activity Sub-types?
- 1.8 What impact does the Safety Sub-type have on a task?
- 1.9 What is the Non-Avoidable Downtime (NADT) Task Activity Sub-type and which Work Order types can I use it on?
- 1.10 When would I mark the Task as Regulatory? What are the Regulatory Codes, and when would I use each?
- 1.11 Backlog Management
2. PMs 31
- 2.1 PM Plan Module Demo & FAQ
- 2.2 PM Plans - Navigation
- 2.3 PM Plans - Creating a new PM Plan (Calendar)
- 2.4 PM Plans - Creating a new PM Plan (Meter)
- 2.5 PM Plans - Creating a new PM from the Equipment screen
- 2.6 PM Plans - How do I get new equipment loaded and set up with PMs?
- 2.7 PM Plans - Editing a PM
- 2.8 PM Plans - How do I inactivate a PM?
- 2.9 How should I set up my screen to make it easiest to cancel PMs when I have A LOT to do?
- 2.10 PM Plans - What is the best way to completely cancel PM coverage on an Asset?
- 2.11 How do I put a PM Schedule on Hold (INACTIVE)?
- 2.12 How do I remove PMs from decommissioned/scrapped equipment?
- 2.13 How do I create a PM for a sub-location?
- 2.14 PM Plans - how do Reactivate a PM line that was previously Inactivated?
- 2.15 How do I change Frequency on an existing PM?
- 2.16 How do I export a list of PMs?
- 2.17 PM Plans - Hold process for Planned Shut Down
- 2.18 How do I stop downtime from accruing while my site is on a Planned Outage?
- 2.19 What is the best way to use Follow-up Maintenance (FM) Tasks?
- 2.20 How can I see the Follow-Up Maintenance Tasks at my site?
- 2.21 What do I need to understand about PM Metrics?
- 2.22 PM / PdM % - ATS Standard
- 2.23 PM/PdM Compliance - ATS Standard
- 2.24 How do Completion Dates work?
- 2.25 PM/PdM Completion - ATS Standard
- 2.26 Proactive vs. Reactive - ATS Standard
- 2.27 How do Tasks with the Proactive toggle affect the CONC metric for Eaton sites?
- 2.28 What is the best way to see my PMs that are due by today?
- 2.29 Is there an easy way to see all Open PM Tasks that are marked Regulatory?
- 2.30 PM Plans - How do I change the compliance dates on a PM?
- 2.31 Why do PMs on decommissioned equipment keep generating?
3. P/S FUNCTIONS IN THE PORTAL 12
- 3.1 CONTROL CENTER: Is there an Overview of setting up Events/Alerts in the Control Center?
- 3.2 CONTROL CENTER: How do I create an Event Notification in the Control Center?
- 3.3 How can my Techs find their work assigned to a Team?
- 3.4 CONTROL CENTER: How do I enter a Production Schedule in the Work Module?
- 3.5 CONTROL CENTER: How do I make a Sub-Location INACTIVE at my site?
- 3.6 CONTROL CENTER: How do I create a new Sub-Location for my site?
- 3.7 When does it make sense to work in the Work Module vs. Planner Portal?
- 3.8 What is the best way to see my PMs that are due by today?
- 3.9 Is there an easy way to see all Open PM Tasks that are marked Regulatory?
- 3.10 When would I check the Event Log for a Work Order in the Work Module?
- 3.11 How can I see all the Job Plans associated with my site?
- 3.12 How can I see what Job Plan Number the generated Work Order/Task is associated to?
4. P/S: REPORTS 22
- 4.1 Shift Turnover Report: How can I see what Work Orders were created yesterday?
- 4.2 Shift Turnover Report: How can I see what Work Orders were completed/closed yesterday?
- 4.3 Shift Turnover Report: How can I see which PMs are due this week?
- 4.4 How do date range filters work on the Shift Turnover Report?
- 4.5 EQUIPMENT LIST: How can I see all of my Equipment that is Marked Critical 1 at my site?
- 4.6 Meter Readings: How do I see how much the Meters on my Equipment have changed?
- 4.7 Equipment Meter Data: How can I see which equipment has meters for my site?
- 4.8 PM List: How can I see which Job Plans (Task Templates) are associated with each Machine or Sub-Location?
- 4.9 PM Schedule Forecast: How can I see the upcoming PMs for the month?
- 4.10 WORK ORDER PRINT: How can I print out a PM?
- 4.11 WORK ORDER REPORT: How do I print Customer PMs?
- 4.12 How can I print out the steps on a Job Plan/Task Template?
- 4.13 Which report will show me all the jobs ready to be scheduled? It's the Task Planning Report!
- 4.14 What is the Daily Site Trending Report?
- 4.15 How do I run the Work Order Report?
- 4.16 How can I see all Tasks that have activity within a date range?
- 4.17 As a Planner/Scheduler, how can I determine my Site's scheduling effectiveness? (Red Green Scheduling Report)
- 4.18 How can I see my Part Spend on Work Orders?
- 4.19 How can I print out all the steps on a Job Plan/Task Template?
- 4.20 How can I see all of my Equipment at my site?
- 4.21 How Do I Set Up Email Alerts For Regulatory PMs? (This is done in Power BI)
- 4.22 What is the internal reporting server and when would I use it?
5. Planner Portal Functionality in the Control Center 7
- 5.1 How do I assign/un-assign a skillset to a Technician in the Control Center?
- 5.2 How do I create and edit Scheduling Containers/Periods in the Control Center?
- 5.3 What information comes over from Workday into the Schedule Board in the Planner Portal?
- 5.4 My site doesn't use Workday. How can I populate a Work Schedule in the Control Center for the Daily Scheduling function of the Planner Portal?
- 5.5 What do I need to understand about the Work Schedule functionality in the Control Center?
- 5.6 Mi sitio no utiliza Workday. ¿Cómo puedo crear un programa de trabajo en el Centro de Control para la función de Programación Diaria del Portal de Planeador?
- 5.7 How do I create and edit Teams in the Control Center?
6. PLANNER PORTAL: PLANNING WIZARD 13
- 6.1 PLANNING WIZARD: Is there an overview of the Planning Wizard in the Planner Portal?
- 6.2 PLANNING WIZARD: What do I have to do to have a task be included in my "Planned" Metrics?
- 6.3 PLANNING WIZARD/Job Plan: How do I assign a new Job Plan to a Task in the Planning Wizard?
- 6.4 PLANNING WIZARD/Job Plan: Can I search for Job Plans that have not been associated to the Asset ID when in the Planning Wizard?
- 6.5 Can I edit a job plan in the Planning Wizard?
- 6.6 PLANNING WIZARD: How do I assign a duration to a Task in the Planning Wizard?
- 6.7 PLANNING WIZARD: How do steps work in the Planning Wizard?
- 6.8 PLANNING WIZARD: How do part needs work in the Planning Wizard?
- 6.9 PLANNING WIZARD: How do I add an attachment in the Planning Wizard?
- 6.10 PLANNING WIZARD: How does the Summary Panel work in the Planning Wizard?
- 6.11 PLANNING WIZARD: How do I move Tasks to the Scheduling View from the Planning Wizard?
- 6.12 Are there CM/FM Troubleshooting Job Plans that I can copy to my site?
- 6.13 PLANNING WIZARD: What day is used for the Planned Date in the Planning Wizard?
7. PLANNER PORTAL: JOB PLANS 40
- 7.1 What are the Standard Text fields that are available for Job Plans?
- 7.2 If I have a Standard Text that I will need to be added to all my PMs, how do I go about getting that added to the Standard Text Field options?
- 7.3 How do I create a Job Plan for Operator Performed PMs?
- 7.4 How do Operator Performed Maintenance PMs affect my Compliance/Completion Metrics?
- 7.5 I have a PM Job Plan/Task Template that I do not want to use on a machine anymore. How should I handle that?
- 7.6 Is there a good way to note on the Job Plan/Task Template that this is a "DOWN" PM?
- 7.7 How can I add parts to a Job Plan/Task Template?
- 7.8 How do I create a new Task Template?
- 7.9 How do I mark a Job Plan as Regulatory?
- 7.10 How can I see all the Job Plans associated with my site?
- 7.11 How can I see what Job Plan Number the generated Work Order/Task is associated to?
- 7.12 Editing the Job Plan Header Details
- 7.13 JOB PLAN & GRID: Introduction to Job Plans and the Job Plan Grid
- 7.14 JOB PLAN: As an Admin, how can I create Master Job Plans in the Planner Portal?
- 7.15 How does the Copy Job Plan functionality work in the Planner Portal?
- 7.16 What shows up on the Job Plan History Screen in the Planner Portal?
- 7.17 How do the layout options and filters work in the Planner Portal?
- 7.18 JOB PLAN: How does the Equipment functionality work on Job Plans in the Planner Portal?
- 7.19 JOB PLAN: How does the Step functionality work for Job Plans?
- 7.20 JOB PLAN: How do Part Needs work on Job Plans?
- 7.21 JOB PLAN: How do Attachments work when creating a Job Plan in the Planner Portal?
- 7.22 How does the Print functionality work in the Job Plan Grid in the Planner Portal?
- 7.23 Editing an Attachment on a Job Plan
- 7.24 Editing Equipment on a Job Plan
- 7.25 Editing Steps on a Job Plan in the Planner Portal
- 7.26 As a P/S when copying a Job Plan from another site can I leave feedback?
- 7.27 JOB PLAN: How do I add skill sets to a Job Plan in the Planner Portal?
- 7.28 JOB PLAN: How do I create a Job Plan from scratch in the Planner Portal?
- 7.29 JOB PLAN GRID: What fields can I edit directly from the Job Plan Grid in the Planner Portal?
- 7.30 Checklist for Planner Portal Success
- 7.31 Can I create a new job plan and assign it immediately to a task?
- 7.32 JOB PLAN: How do I change sites in the Planner Portal?
- 7.33 JOB PLAN: How do I add feedback to a step on a Job Plan in the planner portal?
- 7.34 PLANNING WIZARD/Job Plan: How do I assign a new Job Plan to a Task in the Planning Wizard?
- 7.35 PLANNING WIZARD/Job Plan: Can I search for Job Plans that have not been associated to the Asset ID when in the Planning Wizard?
- 7.36 Can I edit a job plan in the Planning Wizard?
- 7.37 JOB PLAN: Approving/Rejecting feedback in the Planner Portal
- 7.38 Are there CM/FM Troubleshooting Job Plans that I can copy to my site?
- 7.39 Job Plans: When creating a Master Job Plan, how do I associate it with an equipment model?
- 7.40 How do Conditional Steps work in a Job Plan?
8. PLANNER PORTAL: PRE-DEFINED STEPS 3
9. PLANNER PORTAL: WEEKLY (PERIOD) SCHEDULING 14
- 9.1 Overview of Work Execution Management (WEM) Scheduling Concepts
- 9.2 How do I assign/un-assign a skillset to a Technician in the Control Center?
- 9.3 How do I create and edit Scheduling Containers/Periods in the Control Center?
- 9.4 Is there an overview of the layout of the Schedule Grid in the Planner Portal?
- 9.5 What information comes over from Workday into the Schedule Board in the Planner Portal?
- 9.6 What is the purpose of the Star icon on the Schedule screen in the Planner Portal?
- 9.7 How does the schedule button work in the in the Period Capacity View?
- 9.8 How does the Progress Overview work in the Weekly Scheduling Screen?
- 9.9 How do Part Needs function in the Scheduling portion of the Planner Portal?
- 9.10 How do I see the Tasks that have been marked Ready for Execution for a Scheduling period on the Schedule board?
- 9.11 How do I reschedule Tasks that didn't get completed from a prior period?
- 9.12 What is considered to be Break-in work?
- 9.13 How can I see Break-in work in the Scheduling function of the Work Module?
- 9.14 How can I get a Task (of any priority) to show up in my queue to be scheduled/assigned for the current week?
10. PLANNER PORTAL: DAILY SCHEDULING 20
- 10.1 Daily Scheduling Principles
- 10.2 Navigating the Daily Capacity Screen
- 10.3 Overview of Daily Scheduling in the Work Module
- 10.4 Overview of the Task Tiles in the Daily Capacity view
- 10.5 How do I filter by teams in the Daily Capacity view?
- 10.6 How are the Task tiles sorted for Daily Capacity in the Planner Portal?
- 10.7 How do I assign/un-assign a task to a technician in the Daily Capacity Schedule view?
- 10.8 How do I hide unavailable technicians in the Daily Capacity view?
- 10.9 How do I send a Task that has been scheduled in Daily Capacity back to Period Capacity Scheduling?
- 10.10 Viewing Tasks assigned to a tech for a specific day in Daily Capacity
- 10.11 How can I tell if a tech is over scheduled?
- 10.12 What is considered to be Break-in work?
- 10.13 How can I see Break-in work in the Scheduling function of the Work Module?
- 10.14 How can I assign Break-in work in Daily Capacity screen?
- 10.15 As a Technician, when will I see people listed in the Assignments section of the Summary Tab?
- 10.16 How do I filter the task tiles by Safety related tasks in Daily Capacity?
- 10.17 How do I assign a task to a different skillset than originally required for the job in Daily Capacity?
- 10.18 How do I print off a list of assigned Tasks from Daily Capacity grid view?
- 10.19 Video: How do I assign a task to a DIFFERENT Skillset than originally required?
- 10.20 Intro: Daily Scheduling
11. PLANNER PORTAL: Tips and Tricks 5
12. Finding Work as a Technician 2
13. P/S Step by Steps 7
- 13.1 How can I see the Work Order History on a machine in the Client?
- 13.2 How do I change production schedules on Equipment?
- 13.3 SBS - Identifying Work Order Causing Down Status In ESM (Client)
- 13.4 How do I request a new piece of equipment to be added to my site?
- 13.5 PM Plans - Hold process for Planned Shut Down
- 13.6 PM Hold process for Planned Shut Down (Site Steps Only)
- 13.7 How do I stop downtime from accruing while my site is on a Planned Outage?
14. Meters 7
- 14.1 How do I set up a Job Plan when the Meter is driving the PM?
- 14.2 How do I create a Job Plan to take a Meter Reading on a Machine?
- 14.3 How do I create a Job Plan to do Meter Readings on a Route or a Sub-Location?
- 14.4 How do I take an Initial Meter Reading on Equipment?
- 14.5 How do I Replace/Swap/Change Out a Meter on Equipment?
- 14.6 Equipment Meter Data: How can I see which equipment has meters for my site?
- 14.7 What are some of the important terms for Meters?
15. Schedule Board in the Client - Retiring Soon 9
- 15.1 How do I assign a duration to a Task in the CLIENT from the Schedule Board?
- 15.2 Can I have two "owners" of a task on the Schedule Board in the CLIENT?
- 15.3 How do I unassign a task on the Schedule Board in the CLIENT?
- 15.4 How do I increase the duration of a task on the Schedule Board in the CLIENT?
- 15.5 How can I see the entire week at a time in the Schedule Board in the CLIENT?
- 15.6 How do I see a weekly/monthly schedule for a tech in the Schedule Board in the CLIENT?
- 15.7 What kinds of things do I see when I expand the chevron in the header of the Schedule Board in the CLIENT?
- 15.8 What is the easiest way to see PMs only in the Schedule Board in the CLIENT?
- 15.9 Is there a Cheat Sheet for the Schedule Board?
Other Resources
- eFactoryPro Basics
- Technician Work Module Documentation
- Customer Work Module Documentation
- Supervisor Functions in the Work Module
- Work Module Videos
- 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
- Mobile App Videos
- Support / Feedback / Training Documentation
- Spanish Documentation
- Planned Outage Longer than Two Weeks
- Purchasing Functions
- What is New in eFACTORYPRO?
- FAQ
- Accounting
- SAP Training Materials: EFP2.0
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