Steps in the screenshots correspond to the numbers in the headings.
There are certain requirements that need to be finished in order to complete a Task. Depending on the Type of Work (or Task Type), the requirements differ.
Any of the MPRO Task Types (PM - Preventative, PdMs - Predictive, and FM- Follow-Up Maintenance) or MOTH Task Types (PR - Project, EV - Event, CA - Calibration, CI - Continuous Improvement, TR - Training, MT - Meeting, and HA - Health Assessment) will generally only have three things required: Steps, Labor and Notes.
STEPS
At a very minimum, all Tasks will include the Pre-Task Analysis, which is the safety checklist that the Techs perform before each job to ensure that they are following ATS Zero Incident Culture.
If you are working on a PM, the Steps will contain the operations needed to perform all the work.
Utilizing the Work Execution Management Principles, the Planner Scheduler should try to create Reusable Job Plans for any work that reoccurs regularly. That way, Technicians can have a better planned job (more steps, an accurate duration, parts needed, etc) regardless of the type of work they are performing.
1. Most of the times the Steps are required, but occasionally, a step can be optional. When the "Required" section 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. Users can mark each step as they finish them or select MARK ALL to mark them all as complete at one time.
LABOR
At least one Labor entry is needed before the Task can be completed. Obviously, someone did work to complete the Task, and all that time must be recorded.
With each Labor entry, Notes must be entered detailing what exactly was done. This text entry will default into the Notes section.
1. Entering Labor
1.1. Select the Labor Icon.
1.2. Select the + LABOR button.
1.3. Select a Line Code.
Available Line Codes: Holiday, Holiday/Sunday, Labor, Labor - Overtime Saturday, Labor - Overtime Sunday, Labor - Overtime (Mon-Fri), Training, Travel Time.
1.4. Select a Technician.
1.5. Select a Start time and a Start Date.
1.6. Select an End Time and an End Date.
1.7. Select if the Labor is Billable.
1.8. Enter a Comment.
1.9. Select Save.
1.10. The Labor will now be populated under the Labor Icon.
Notice the badge on the Notes icon is now populated and green. Remember this is bc whatever is entered in the comment sections of a Labor will then populate on a new line under the Notes icon.
REPAIR CODES
For MRCT Work Orders (CM Tasks), you will also be REQUIRED to enter Repair Codes.
2. Entering a Repair Code
2.1. Select the Repair icon.
2.2. Select the + REPAIR CODE button to the right.
2.3. Select Object.
2.4. Select Symptom.
2.5. Select Problem
2.6. Select Resolution.
2.7. Enter a Note (optional).
2.8. Select Save.
It is important that the code is the most closely related to the problem you addressed. If you need additional codes entered into the system, please submit a request via email to the Help Desk.
2.9. A new line will populate under the Repair icon. The green badge will reflect this entry and will go up with every new entry.
Malfunctions
Entering a Malfunction or downtime is also most often associated with a Reactive Work Order or Task, but can actually be associated with any type of Task. A Task can not be marked as completed with a malfunction.
- If a Malfunction was entered during the Work Order creation, the badge will show red, indicating that a stop time must be entered before the Task can be completed.
- If you're adding the Malfunction after Work Order/Task Creation, the badge will be green originally, but will become red once you've added the Malfunction Type and Start Time.
- If there is already an existing malfunction on the Task, do not enter another.
- Be sure to remove any overlapping malfunctions before closing the Task.
3. Bringing a down machine back to REDUCED or UP.
3.1. Select the Malfunction to access the Malfunction Summary.
3.2. Select the Type.
3.3. Select a START time/date for this malfunction
3.4. Select the Malfunction Closed Toggle.
3.5. Select a STOP time/date for this malfunction
The user can also use the edit functionality to change the malfunction status form Down to Reduced and vice versa. The user will also have the option to DELETE this malfunction if the malfunction was entered in error.
3.6. Select SAVE.
3.7. The Malfunction will now be closed and the badge on the Malfunction icon will turn to green and show the number of malfunctions that were on the Task.
3.8. The total Repair Time will be displayed.
PARTS
4. If your site handles Inventory Management for the Customer, Parts can be added by clicking on +PART NEED. Parts are never a REQUIRED item to complete a Task. However, if there is a Part Need on a Task, it must be Consumed before the Task can be Completed.
- If, for some reason, you do not need the part to complete the repair, simply cancel the part need before completing the task.
- All part needs in an Entered or Staged Status must be consumed or canceled before the Task is completed.
METERS
5. You will only SEE the Meter icon if you have PMs that are driven by metered equipment, or if the equipment requires meter readings to be entered when working on the machine.
5.1. To enter a meter reading select the blue + icon in the right corner. The input window will come up.
5.2. Select the meter from Meter Names. There might be more than one meter associated to this equipment.
5.3. Enter a Value.
5.4. Select a Reading Type. Actual and Initial will be the options.
- Initial will be the FIRST reading on a new meter.
- Actual will be the latest reading on a current meter.
5.5. Select a Reading Date/Time.
5.6. Enter any comments.
5.7. All information about the meter will be displayed at the bottom.
5.8. Select Save.
- The badge will show red if you are required to enter a Meter Reading on the PM you are performing.
- Initial and Actual PM Meter Readings are entered through the Equipment tab.
- Initial is used for the first meter reading OR to reset the meter.
- Actual is used from then on.
- Historical Meter Readings will display the last 100 readings with the (adjustable) default being the most recent at the top.
5.9. Users will also be able see past meter readings by selecting the Historical Meter Readings buttons.The badge will indicate how many are there.
6. Attachments are always optional but is a great tool to include more information about the task. Under the Attachment Tab you will find the option to add an Attachment up to 20MB or a link.
The most common use for Attachments is a picture of a Critical Find.
7. Once all required information has been entered, the green badges will be visible. Click Complete Task.
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