Essential Resources: To complete this training you must have access to eFACTORYPRO and the Planner Portal.
1. Go to your site workspace in Power BI and download the New Equipment Template Spreadsheet.
This can also be accessed from your Site's SharePoint Site under Documents.
2. Complete the Spreadsheet with the Equipment Details.
3. Attach the spreadsheet to an email to FMS System Support.
Related Article: How do I request a new piece of equipment to be added to my site?
4. In the Work Module, click on the Navigation Pane and select Planner/Scheduler and click on Planning.
5. Select PM Plans.
6. Select the +CREATE button to start the process of creating a PM for you new piece of equipment.
7. In the middle area you can either type in the EXACT Asset ID or select the Search Equipment button.
In this example we will select the Search Equipment button.
8. From this screen users can scroll to find the equipment or select the Table Filters button. Here we will select the table filters.
9. Here users can narrow their search by adding info to the Asset ID.
10. Users can also put in info into the Asset Description.
11. Clear will reset the Table Filter, Cancel will take the user back to the grid, and Apply will add the parameters to your search.
12. After entering the information select APPLY.
13. Highlight the equipment line.
14. Hit Select.
15. The new equipment is listed in the new PM creation. From here the user will create the new PM(s) for this piece of equipment as usual.
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