These PRACTICE EXERCISES are to help you get familiar with the system. Please see the reference guides for step by step instructions on how to complete each transaction if you need additional information.
Create Work Orders
Do NOT use your site's Production environment to practice these exercises. Anything entered in the production environment prior to go-live will impact your site metrics & data.
Go to cust.efactorypro.com.
Enter 493 as the login.
Enter Peoria as the password.
1. Click on the +Work Order Button. Write the WO # _____________
- Leave the toggle for "Is this a Change Over" to its default of NO.
- Leave the toggle for "Are you reporting an equipment issue?" to its default of Yes.
- Select "Is anyone in danger or at risk of injury?" (optional)
- Select "Is this an emergency?" (optional)
- Enter Problem Description
- Select NEXT
- Search and select a piece of Equipment
(If following along with the training please be sure to select a piece of equipment that is an UP status. Search for 'grinder' for a piece of equipment).
- Change Operating Status (optional)
- Add Additional Notes (optional)
- Select NEXT
- If the team doesn't default in, select a team.
- Enter Contact First Name, Contact Last Name, Contact email and if contact is to be notified by email.
- Select SUBMIT
- Write the WO number _________________.
1. Work Orders Screen: From the home page, click on Work Orders.
A. What is the default view for the Work Order Screen? ___________________
B. # of WOs displayed in All Open Work Orders? ________________________
C. # of WOs displayed in Open Work Orders? ________________________
2. Get Information. Click on the Funnel to bring up the filters.
If you are not in the Open Work Orders view, change the drop-down so that is your preset.
Clear each filter after each question.
There are a couple ways you can do this... how did you do it? _________________
D. # of Open Safety WOs? ____________
E. # of Open WOs created this month? ____________
F. # of Open WOs requested by Ellen Markey? __________
G. # of Open WOs requested by you? __________
H. # of Priority 2 Open WOs? __________
I. # of Regulatory Open WOs?
3. Equipment
Click on the funnels to bring up the filters. Clear after each question.
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