Steps in the screenshots correspond to the numbers in the headings.
Supervisor access is different from Client access. In order to have Supervisor functionality the Supervisor role will have to be added to your profile.
Home Screen Navigation
1. Enter your ATS email and select continue.
2. The default view will be My Work. As a supervisor you will probably not have anything here. So use the side bar to navigate to the different screens.
The Main Menu (TOP):
3. My Work - this will be a view that displays the work assigned to the user for that specific day.
4. Tasks - This will be the default screen. It will display all the Tasks for that site.
5. Work Orders - It will display all the Work Orders for that site.
6. Parts - This is a screen that allows the user to start the Work Order creation process by first selecting a part.
7. Labor - This link will populate a list of all the labor entries for the user that is currently logged in for the current calendar month.
8. Equipment - This will take the user to a screen that will display all the equipment for that site. It will also display the summary, associated work orders and task, and will also start off the work order creation process by first selecting the equipment.
9. Review - This will be where Supervisors can review, cancel, reopen, approve or complete a task.
10. Planner/Scheduler - This link will take the user to the Planner Portal. (Only visible if that role is a part of a users profile)
11. Status Monitor - This link will take you to the Equipment Status Monitor where a user can view details, and see the status of, equipment.
12. Supply Chain - This will take users to the Supply Chain Module. (Only visible if that role is a part of a users profile)
13. Control Center - Here a user can create site-specific event notification (i.e. - a critical 1 machine going down).
14. Links - Will display a list of external website that might be useful to eFACTORYPRO users.
15. Grid View - this will populate a list according to what views/filters have been set in the upper panel.
16. List View - This will be a drop down to let users populate the lower grid with pre-set views using various filters.
17. Table Filters - this will allow the user to add multiple filter options to create a very specific list in the grid.
18. Lower Panel - Here is where the selected task, work order, etc. will be displayed.
19. Print - this will print the currently selected.
20. Summary Edit - Clicking this icon will allow users to change things like Status, Status Reason, etc.
Review screen -
21. There will be two different views to choose from in the Review screen. Custom will be displayed once the grid has been filtered with anything.
22. In the right hand corner is the User Menu Icon. The Portal keeps you signed in for 12 hours, but if you want to exit before then, this is where you would log-out. You can also install the desktop Client from this drop down.
23. Next to that is the User Voice icon. This is where users can voice their opinions to improve the EFP experience.
24. The drop-down arrow next to the site the user is currently logged into will display the other sites that are available according to the users credentials. To change site select the new site. To change the DEFAULT site (for when you log in) select the star next to that site.
25. Table Filter - This will allow users to use several different parameters to shorten the list in the grid results.
26. Column Filters - By clicking on the 3 line icon at the top of the column users will get two options.
Three Horizontal Lines will allow users to Pin that column, autosize that column or ALL the columns back to their original size, and to reset all the columns back to their default size and order at once.
Three Vertical Lines will allow the users to select and unselect what columns they want to see in the grid view.
When it comes to these two icon all the columns will have the same filtering options.
27. Sorting Columns - user can pick from newest to oldest (default view), ascending or descending order by clicking the top of the column.
28. Download Export - this will export an excel file of what is CURRENTLY shown in the grid.
The other major duty of Supervisors is Assigning Technicians. This will be done in the Daily Capacity Screen of the Planner Portal. Please see the appropriate content for those instructions.
A video on this topic can be found by clicking the following link:
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