It is always a good idea to stay on top of your data!!! If you update data older than 4 months, you will not see the changes until the following Monday. (It refreshes Sunday overnight.) If your data is older than 13 months, it may not be worth updating. The changes will not show up until the second day of the next month.
Steps in the screenshots correspond to the numbers in the headings.
If you have completed a PM that is out of Compliance... either BEFORE or AFTER the COMPLIANCE WINDOW, eFACTORYPRO will make it mandatory for you to enter a Reason for Variance before marking the task as Complete.
1. If you try to mark a PM as Completed outside the compliance window you will get a message 'Cannot complete task because Reason for Variance must be entered.'
2. Select Summary from the Task menu.
3. Select the drop down arrow for Reason for Variance.
4. Select appropriate reason and click OK.
Reasons include:
- Documentation Unavailable
- Equipment Unavailable
- Part Unavailable
- Personnel Needed
- Planning Inadequate
- Scope of Work Changed
- Safety Equipment Unavailable
- Tool Unavailable
- Training Needed
5. Select SAVE.
All other task steps will need to be completed before the user gets to this process (i.e. steps, notes, labor).
6. Task can now be marked as Completed.
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