eFactoryPro Wiki

2.5 PM Plans - Creating a new PM from the Equipment screen

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1. From the EQUIPMENT screen find and select the desired piece of equipment.

2. From the drop down of the +WORK ORDER button select PM PLANS.

eFactoryPro - Work Module - Google Chrome

3. This will start the PM creation process with that piece of equipment already populated. Users will then follow the creation process as usual.

Related Articles: PM Plans - Creating a new PM Plan (Calendar) and PM Plans - Creating a new PM Plan (Meter)

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Next Article 2.6 PM Plans - How do I get new equipment loaded and set up with PMs?

Planner Scheduler Documentation

1. ABOUT WORK ORDERS AND TASKS 11
2. PMs 31
3. P/S FUNCTIONS IN THE PORTAL 13
4. P/S: REPORTS 22
5. Planner Portal Functionality in the Control Center 7
6. PLANNER PORTAL: PLANNING WIZARD 13
7. PLANNER PORTAL: JOB PLANS 36
8. PLANNER PORTAL: PRE-DEFINED STEPS 3
9. PLANNER PORTAL: WEEKLY (PERIOD) SCHEDULING 13
10. PLANNER PORTAL: DAILY SCHEDULING 20
11. PLANNER PORTAL: Tips and Tricks 5
12. Finding Work as a Technician 2
13. P/S Step by Steps 7
14. Meters 7
15. Schedule Board in the Client - Retiring Soon 9

Other Resources