Adding a follow up task to proactive work in the Work Module is the easiest way to increase your Site's Proactive percentage in the FMS Balanced Scorecard.
As long as the original task was either PM (Preventative Maintenance) or PdM (Predictive Maintenance), any task that is added on will be "FM" Followup Maintenance.
This is truly proactive work, and will count in your proactive hours for your metrics.
There is NO Compliance or Completion Date associated with the FM Task, so you are able to complete and close the original Task within the Compliance Window.
Remember, all metrics are driven from the Task Level. Adding a Follow up Task will never cause you to be out of compliance (assuming you have completed the original task during the compliance window.)
1. From the Tasks screen in the Mobile App, click on the blue Filter Icon in the right hand corner
2. Select the Preset drop-down and Choose All Open PMs
3. Click Apply
4. Select the PM that you're wanting to add the Task to.
5. By default you are looking at the Task View. You can see this because the Task Number is listed at the top.
6. After selecting the Task you want to add a follow-up Task to, click on the three blue dots (...) in the upper right hand corner and click Add Task.
7. A new page is generated.
8. The Task Type defaults to FM, which is a Proactive Task Type. The other option will be PD - Predictive Maintenance.
You must have Supervisor access to see PD as an option.
9. Priority defaults to normal but can be raised up or down.
10. Any Sub-types (Safety, Cost Savings, Vendor Contract, etc.) can now be added. Selecting more than one is an option.
11. Enter a detailed description of the work to be done.
12. All follow-up Tasks to an MPRO will be marked as Proactive, and cannot be changed.
13. Click NEXT.
14. Select the Search Equipment bar. Users will get the option of choosing the same piece of equipment that is already attached to the Task or have the option to choose a different piece of equipment.
15. Once the correct machine is selected change the Malfunction type if necessary.
16. Click NEXT.
17. The default team for the equipment will be shown. If not, use the drop-down arrow to select the correct Team.
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