3.13 How do I cancel a duplicate PM so that it won't effect my PM compliance/completion numbers?

Updated on Jun 24, 2025

This functionality can ONLY be done by a Planner/Scheduler or a Supervisor.

1. Find the task that is a duplicate.

2. Select the the Work Order button.

eFactoryPro - Work Module - Google Chrome

3. Select the EDIT button.

4. Select Duplicate as the Sub-Status

5. Select Save.

6. Now select the task button to go back to the task.

7. Select the EDIT button.

8. Select the Status drop down and pick Canceled.

9. You will be prompted to select a Reason for Variance - select Canceled - Duplicate.

10. Select SAVE.

11. The Task will now be labeled as CANCELED.

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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

3.13 How do I cancel a duplicate PM so that it won't effect my PM compliance/completion numbers?

Heading anchor 1. Find the task that is a duplicate.

Heading anchor 2. Select the the Work Order button.

Heading anchor 3. Select the EDIT button.

Heading anchor 4. Select Duplicate as the Sub-Status

Heading anchor 5. Select Save.

Heading anchor 6. Now select the task button to go back to the task.

Heading anchor 7. Select the EDIT button.

Heading anchor 8. Select the Status drop down and pick Canceled.

Heading anchor 9. You will be prompted to select a Reason for Variance - select Canceled - Duplicate.

Heading anchor 10. Select SAVE.

Heading anchor 11. The Task will now be labeled as CANCELED.