Steps in the screen shots correspond to the numbers in the headings.
There are a couple key concepts to remember when adding a Follow-Up Task in the Work Module:
- The Follow-Up Task is constrained to the same Work Order type as the original. This means that if the original Work Order was Reactive (Corrective Maintenance Task), the Follow-Up Task can only be Corrective Maintenance.
- If the original Work Order was Proactive, the Follow-Up Task is Proactive, too. And if the original Work Order was MOTH (regardless of the Task Type: HA, CI, CA, PR, EV, etc.), the Follow-Up Task has to be a MOTH Task type, but it can be any of the MOTH Task types.
- For MPRO, the usual follow-up Task Type is FM - Follow Up Maintenance - which is by default a Proactive task type. If you have Supervisor access you CAN put a PD - Predictive Maintenance task (also proactive) as a follow-up.
- ATS employees can, of course, use the Proactive Toggle to make the Follow-Up Task Proactive when appropriate.
- Metrics are tied to the Task level, so if you put in a Follow-Up Task on a PM, there are no Compliance or Completion dates associated with that new Task.
- Follow-Up Tasks can be added by any member of the ATS Team, but not the customer.
To add a Follow-Up Task:
1. Go to the Task Menu and select the three dots (...) in the top right of the task number.
2. Click Add Task
3. Enter Task Type (the choices available correspond with the WO Task type).
4. Enter Priority (default will be 3-Normal).
5. Enter Sub-type(s) (optional).
6. Enter Problem Description.
7. Select if the task is Proactive (the default will correspond to the WO type - MPRO will be marked as Proactive, the others can use the toggle to slide to Proactive).
8. Select NEXT.
9. Search/Select a piece of equipment or Sub-Location and click Next.
After selecting Search Equipment the user will get the option to select the SAME piece of equipment or Search For New Equipment via the table filters.
10. After finding your equipment enter a Malfunction Type (optional). If Reduced or Down is chosen, enter a "Malfunction Began" time.
Malfunctions can only be entered against equipment (not sub-locations).
11. If the equipment is already in a down status the Task ID, Malfunction type and Malfunction Start Date will be displayed under the equipment information. The user will not have an option for status in this case.
12. Select NEXT.
13. Select a Team.
Any team that is marked "inactive" through the Client will NOT show in the list of available teams.
14. Select Save.
15. A new task will be created.
16. You can confirm the new task was create by looking at the Work Order Summary page.
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