1. Click on the three blue dots (...) in the top right corner and select Create Work Order.
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. Enter Additional Notes (this is optional, but info entered here will populate in NOTES at the Task level). This is a much larger field to give you the opportunity to expand on what is wrong.
8. Select NEXT.
9. Search for Equipment by entering an Asset ID or clicking the SEARCH EQUIPMENT button and filtering the equipment needed in the search bar.
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.
OR
10. Select a Sub-Location from the drop down and click OK.
Always select equipment when possible.
11. Click NEXT
12. The team should default in. If not, select the team that begins with your four-digit site number followed by ATS.
Any team that is marked "inactive" through the Client will NOT show in the list of available teams.
13. Enter contact first name.
(The name and email address of the person logged in will be the default but can be changed.)
14. Enter contact last name.
15. Enter contact email address.
16. Submit the Work Order by selecting Save.
17. Confirmation numbers for the Task and Work Order will appear. Click Yes to View the Task or you can click Dismiss to dismiss the pop-up box if you aren't going to be working on this Task immediately.
In edit mode you can:
- Add TASK Sub-types (NADT, Cost Savings, Out of Scope, etc).
- Depending on the Work Order/Task type, you will have different requirements to enter.
Download the file below for a quick recap.
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