Essential Resources: To complete this training you must have access to eFACTORYPRO.
The Supervisor has the option to either Approve Tasks one at a time or to approve the entire WO at once (if all applicable conditions have been met.)
- If there are multiple Tasks on a Work Order, and the Supervisor Approves a single completed task, that task will disappear from the list to be Reviewed.
- Once all Tasks for the Work Order are completed, the WO will complete as well.
- If the Tasks are in a canceled state, the Tasks will go to a Canceled-Reviewed status upon review.
- As soon as a Task is completed or canceled, it will show in the Review Tasks list, regardless of whether or not the Work Order is canceled or Completed.
eFACTORYPRO has changed from Reviewing Work Orders to Reviewing Tasks. You no longer have to wait for all the Tasks in a Work Order to be canceled or completed to go to the Review Process. This gives the sites much more flexibility in the review process and allows for more accurate data in the WEM Reporting.
1. If you have Supervisor credentials, you will see REVIEW under the Work line of the Navigation Pane.
2. From the drop-down, you can choose either Completed Tasks or Canceled Tasks.
The default is Completed.
3. If you are moving through the list all at once, simply begin by highlighting the first line.
4. In the lower grid you can see all the information that has been put into the task and work order.
This can be done by scrolling down in the Summary view or by clicking through the slider icons.
5. If you are looking for a specific task, you can click on the Funnel icon and enter the Task Id.
Another option is to enter a specific Work Order type if you prefer to group your reviewing by PMs. You can also filter by regulatory work, created date, Priority (shown below), etc.
Remember that you can review the work that has been entered by either scrolling down or by clicking through the badges that have a number greater than zero.
6. If everything is acceptable, click the green padlock icon to approve the task.
7. Confirmation messages will tell you that the task has been approved.
8. That WO line is now a lighter colored font and the check mark is now populated under the Reviewed column to the far right. The next line will automatically highlight.
Since this is a 1/1 combination (one Task to the WO), the Work Order will be marked Reviewed when the Task does. Both the Task and Work Order remain in the list until the grid is reloaded.
9. The next Task on the list will load.
Related Article:
As a Supervisor, how do I review a Canceled Task in the Portal?
It is always a good idea to put a note on the task explaining WHY the task is being canceled. Is it a duplicate? If so, what is the other Task ID? Is there something technically wrong with the Task? (Perhaps it does not load in the portal, etc.)
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