Steps in the screenshots correspond to the numbers in the headings.
Some Tasks, like PM, PdMs and FMs, are Proactive by default. PMs (Preventative Maintenance Tasks) are primarily generated by the system or can occasionally be manually called by the Planner/Scheduler. PdMs (Predictive Maintenance Tasks) are generated by the Planner/Scheduler as they require planning and a kit. FMs (Follow-Up Maintenance Tasks) can and should be put in any time there is additional work found when completing a PM or PdM. Follow-Up Maintenance Tasks are the only Task type created in the Work Module that DEFAULT to Proactive.
There may be times when your Site Manager or Planner Scheduler feels the work that you are doing should be classified as Proactive.
One example might be a project for rebuilding a machine. This is typically classified as a MOTH Work Order, with the Task type of PR -- but now you have the option to mark the individual task as Proactive if applicable.
- The Tech can do this during either the Work Order/Task creation or when completing the Task on the Summary Page.
- The Site Manager can also mark the Task as Proactive during the Work Order Review.
1. On the Home Screen, click on the three blue dots (...) in the top right corner and select Create Work Order.
2. Choose Project as the type of work. (This is just for our example.)
3. Enter the Priority. The default is 3 - Normal.
4. Enter a Description. This is a 250-character field.
5. The default to Proactive Task is No. Click the drop-down and select Yes to make this a PROACTIVE Task.
6. Click NEXT and finish the remainder of the Work Order/Task creation.
7. Click Yes to View Task.
8. The Summary panel will show if the Task is Proactive.
- This is a simple YES or NO display.
- The field to the left will tell you the Work Order type.
- Any MPRO Task is automatically YES and cannot be changed to Non-Proactive.
- Any MRCT or MOTH Task that has been marked Proactive through the toggle will show YES.
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