Task Views in the Work Module:
Use the funnel to filter, the search box to narrow the criteria, and arrows to sort ascending/descending.
1. ALL OPEN TASKS - All Tasks that are in an open status.
2. ALL CARRYOVER TASKS - All tasks that have a status of Carryover.
3. TODAY'S SCHEDULE - Tasks on the schedule for the current day.
4. DOWN AND REDUCED - All Tasks with a Down or Reduced current operating status.
5. RECENT CUSTOMER TASKS - Tasks put in by anyone in the last 24 hours.
6. OPEN SAFETY ASKS - All tasks that are open and marked with the subtype of safety.
7. OPEN TASKS WMAT - All tasks that are open and marked with the sub-type of waiting on materials.
8. ALL OPEN PMs - All PMs that have an open status.
9. LOW PRIORITY - all tasks marked with a LOW priority.
10. REVIEWED TASKS - All Tasks that have a status of reviewed.
11. ALL TASKS - All Tasks for that site.
12. CUSTOM - Once a filter had been added to a Task view, it will change the name of the view to Custom.
*In this example we filtered by All Tasks + Down Status Equipment
Creating a Work Order:
1. Click on the 3 dot icon in the upper right corner.
2. The Create Work Order window will pop up. First select the Task Type.
Default will be CM-Corrective Maintenance.
Other options will be:
- CA - Calibration
- CI - Continuous Improvement Activity
- EV - Event
- HA - Health Assessment
- MT - Meeting
- PdM - Predictive Maintenance (Available only to Supervisors)
- PR- Project
- TR - Training
3. Select Priority. (Default is to 3-Normal)
4. Enter a Problem Description.
5. Select if this task is Proactive (default will be Non-Proactive).
6. Select if it is Safety Related (default will be NO).
7. Add additional notes if necessary.
8. Select NEXT.
9. Search for Equipment by the SEARCH EQUIPMENT button.
Enter your search terms in the search bar and the equipment choices will populate. Notice that the equipment already in a DOWN status is in a red bar.
Users will see in the equipment choices:
- Equipment status
- Asset ID
- Model
- Model Description
10. If necessary, enter this equipment as DOWN or REDUCED.
11. Put in a Start Time and Date for the malfunction.
12. Select Next.
OR
13. Select Sub-Location (you can only choose one or the other) from the drop down.
14. The default team will be the team associated to the piece of equipment chosen. This can be changed on this screen is necessary.
15. The contact first name, contact last name, and contact email will default to the user that is logged in and creating the Work Order. These fields can be changed here is necessary.
16. Finally select SAVE.
Always select equipment when possible.
If following along with the training please be sure enter "grinder" into the search bar and select a piece of equipment that is an UP status.
17. Confirmation numbers for the Task and Work Order will appear. Click YES to View the Work Order or you can click to Dismiss the pop-up box if you aren't going to be working on this Task immediately.
This process can also be done from the Equipment view:
18. From the home screen of the mobile app select Equipment.
This will bring the user to the Equipment Status Monitor. Here the user can search for a specific piece of equipment via All Equipment, Down Equipment (red), Reduced Equipment (yellow), Idle Equipment (gray), or Up Equipment (blue)
For this example we will search in ALL EQUIPMENT. The user will have the option to scroll up/down to find equipment. They will also have the option to use the search bar.
19. Enter a search term into the Sear Bar.
20. Select the piece of equipment.
21. From the Equipment screen select the 3 dot icon.
22. Select Create Work Order and follow the process laid out above with the exception that the selected equipment will populate automatically.
Slider Icons at the Task Level -
1. SUMMARY- All info for the Task.
2. STEPS - Every Task will have steps. You must complete all steps before you can complete the Task.
Every task will have at least one step (the Pre-Task Analysis).
2.1. Most of the times the Steps are required, but occasionally, a step can be optional. When the "Required" column says "No" for a specific step, the step will be optional and the Tech will be able to complete the Task with or without that Step being marked complete.
2.2. If a step is marked and NOT required the reason they appeared like that is because they were set up like that in the Task Template in the CLIENT.
3. LABOR - The stopwatch is the Labor icon. You can add time for yourself, another Technician or multiple Techs.
3.1. Select the Labor Icon.
3.2. Select +button in the upper right corner.
3.3. Select Technician (this can be one tech or multiple).
3.4. Select line code (this will usually be left at LABOR).
Multiple technicians can also be chosen. Each Tech will receive their own line.
3.5. Enter a Start Date and Time.
3.6. Enter an End Date and Time (labor entries can not exceed 12 hours in duration).
3.7. Select of the Labor entry is billable.
3.8. Enter the labor description in Comments.
This information will automatically be populated into the NOTES also.
3.9. Select SAVE.
3.10. Labor Line will be added.
3.11. By selecting that labor line the user can edit the info in that line.
For information on entering labor lines for another tech or multiple techs please refer to this training document:
4. NOTES - There is no need to enter Notes. They will populate when you enter notes from the LABOR entry, from the Additional Information box at the creation of the Work Order, and if you enter an Emergency PO in Parts (both seen below).
4.1. To manually add a note Select +ADD NOTE.
4.2. Select Line Code (select drop-down arrow for more options).
4.3. Enter Note.
4.4. Select SAVE.
4.5. The Note will populate.
4.6. Select that line to edit.
5. PARTS
In the Portal, the Parts icon will be broken down into three sections: Part Needs, Parts Staged and Parts Used. Part Needs will be parts that are not yet consumed (not in stock, waiting on a New Part request, etc.). Parts Staged will be parts added to the Task Template. Parts Used will be parts that have been received and installed by the Technician. A Task will not be able to be completed with parts in the Part Needs section. All parts will need to be consumed before that Task can be marked as completed. Please see this section for all things Parts related.
6. REPAIR - These codes are required on all Corrective Maintenance Tasks. MRCT Work Orders cannot be completed until repair codes have been entered.
6.1. Select +.
6.2. Select Object.
6.3. Select Symptom.
6.4. Select Problem.
6.5. Select Resolution.
6.6. Enter Note (optional).
6.7. Select SAVE.
6.8. The Repair Code will be added.
6.9. Select the Repair Code Line to edit.
7. Meters - Usually only required on certain PMs. The Meters icon will ONLY be visible when the equipment requires readings.
Users will have the option to enter a meter reading OR view the historical meter readings.
7.1. Click on the Meter Icon.
7.2. Select +.
7.3. Select meter.
7.4. Enter value.
7.5. Select either Initial Reading or Actual Reading based on the circumstances.
7.6. Enter date/time (default will be the current time).
7.7. Enter comments (optional).
7.8. Select SAVE.
7.9. The new Reading will populate under METER READINGS.
7.10. Historical Meter Readings will display the last reading of that specific piece of equipment from ANY work order.
8. ATTACHMENTS - May be added by selecting the Paperclip icon.
Attachments are for images and small files. Large files like manuals, etc. should be stored in the Knowledge Base. This is also a place to upload links that might be helpful for the task.
8.1. Select the Attachment icon.
8.2. Select +.
8.3. Select the appropriate Attachments icon. Users can take a photo or upload a preexisting file.
8.4. Enter a description.
8.5. Select SAVE.
8.6. Attachment will be uploaded to the task.
8.7. The attachment is now available to others to download to their computer (by selecting the paperclip).
8.8. Attachment can also be deleted or edited through the 3-line icon by the person who uploaded or a Supervisor.
Adding a Hyperlink
Attaching a Link - users will be able to attach links to the tasks under the Attachment icon also.
8.9. Select the Links button on the left.
8.10. Select the +Link
8.11. The ADD LINK screen is next. Enter a title for the link.
8.12. Enter the URL.
8.13. Select Save.
8.14. The link will be uploaded to the Task.
The hyperlink is now live. By selecting it a browser window will open on the iPad going to that link.
8.15. To edit via the Hyperlink Summary select the line (not the link).
The title and URL can be changed here.
8.16. To DELETE that link slide the line to the left until you see the delete button on the right. Select the delete button to delete.
9. Malfunction - The Task that took the machine down SHOULD be the one that takes it back up. In eFACTORYPRO, downtime is tracked at the Task level.
Before entering a Malfunction on a machine, you should check the Overlapping Malfunction Information.
If the machine is already in a Down or Reduced state, there is no need to enter another Malfunction Start against it. Simply talk to the Tech who is working on the machine.
Always check the Overlapping Malfunction Information before adding a Malfunction to the Task.
9.1. To Edit or Stop a Malfunction that was entered when the Task was created, select the Malfunction line.
9.2. Type - here the user can edit the from Down to Reduced or vice versa.
9.3. Start Time - here the user can edit the start time of the malfunction.
9.4. Malfunction Closed toggle - this MUST be selected in order to add a stop time and close a malfunction.
9.5. Stop Time - here the is where users will enter s stop time for a malfunction after the malf closed toggle is switched on.
9.6. Select Save.
9.7. After the Malfunction is Closed the badge on the Malfunction Icon will turn to green and show 1 to indicate how many malfunctions are associated to this task.
9.8. If you need to enter a Malfunction to an already created task the user will need to select the + button in the upper right corner.
9.9. Here the user will enter a Malf Type and Malf Start Time.
9.10. The malfunction will be populated under the Task.
9.11. To DELETE an malfunction that was entered in error (or an unnecessary overlapping malfunction) simply slide the malfunction line to the left until you can see the DELETE button in red appear to the right of the line and select DELETE.
10. Events
10.1. Here users will see the full task details (both in Tech and Supervisor Portals). Events will be sorted from oldest to newest by default. Users will also be able to sort and search through all the results under this icon.
User will be able to:
- display all events for the work order from client on the Work Order in the Portal, mixed in with the rolled-up task events - and all sorted from Oldest to Newest
- sort and search the results.
- search across all columns and allow users to find specific data or event types.
- select whether they see all events (work order and task mixed together) or just the work order events.
- add actual Work Order Events from Client to the events tab under work order in the tech portal.
Users will NOT be able sort by date at this time.
10.2. The icon in the upper right will display Events for the Work Order.
Changing Equipment/Sub-Location on a Work Order
This can ONLY be done at the Task level.
If the Task/Work Order was put in on the wrong equipment, it can be changed – as long as there has been nothing entered against the Task. This includes Labor, Repair Codes, Consumed Parts or a Malfunction Start (i.e. If the task was put in with the machine down, you must delete the malfunction before changing the equipment).
1. From the task summary, select the EQUIPMENT tab at the top.
2. Select CHANGE.
3. Select the Search Equipment button
4. Search for the new Equipment.
5. Select new Equipment.
6. Select SAVE.
Canceling a Work Order
This is only possible when there are no Labor, Consumed Parts, Repair Codes or a Malfunction against the Task. Again, if it is JUST a malfunction that was put in when the Task was created, you can delete the Malfunction first and then Cancel.
1. From the Summary panel of the Work Order, select the 3 dot icon.
2. From Select Cancel Work Order.
3. Select YES to confirm cancellation.
4. The Work Order Status has been changed.
Completing the Task
1. Once all work is complete, return to the Task Summary page and select the green checkmark button.
2. The user will see when they hover over that the task can be completed as is.
3. If the used can NOT complete the task they will see a list of thing that will need to be done in order to complete this task.
For more information, please see the training documentation at knowledge.efactorypro.com.
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