Steps in the screenshots correspond to the numbers in the headings.
Job Plans for PM work based off of meter usage will be used on meter-based PMs.
1. Log into the Planner Portal.
2. Click on Job Plan.
3. Click on the "copy" icon. This will take you to the screen where you can add a new job plan.
4. Click + New Job Plan on the right side of the page.
5. The Create Job Plan screen loads.
5.1. Under Category, choose PM - Preventative Maintenance from the drop-down.
5.2. Enter the Team ID.
5.3. In the Description, either put the Meter Name if this template is going to be used on just one meter, or use a generic name like "Take Meter Reading."
5.4. The Priority defaults to 3 - Normal, but you can raise it or lower it as needed.
5.5. Select any subtypes if necessary.
5.6. Select if this is to be done by a Qualified Technician.
5.7. Select if this is a Regulatory task.
5.8. Enter your Steps.
- All tasks begin with a Pre-Task analysis.
- Add as much information to any additional steps as needed.
- Un-check the Required box (if the step is not required).
- One of the last steps should Instruct technician to enter the reading into the Portal.
5.9. Now select Time and Skills. Select the +New Skillset button.
5.10. Under Name enter a skillset.
5.11. Under Quantity enter as number more than zero.
5.12. Enter a Task Duration.
5.13. Enter a Skill Time.
At this point you have entered the minimum amount of information to save this new Job Plan.
5.14. Select Save.
Users can also associate PARTS, EQUIPMENT, and ATTACHMENTS to this job plan using those specific buttons at the top.
If the description and steps are generic, this Task Template can be used on multiple pieces of equipment.
Be sure to tie it to each piece of equipment in the Planner Portal so it will be available for use on those machines. How does the Equipment functionality work on Job Plans in the Planner Portal?
When entered on the PM Contract, it will still use a Recurring Calendar Based Rule and not require any additional information.
6. Once the Job Plan is complete, you must tie it to the equipment in the PM Contract of the CLIENT.
For full instructions on how to add, delete, or change a PM on a contract, click the following hyperlink to view the eFACTORYPRO Wiki article, What is the best way to find equipment on the PM contract?
The next step is to add this Job Plan to the PM contract for a specific piece of equipment. Choose based on Meter Usage.
For this type only; choose "METERED" as the PM Schedule rule and enter the appropriate task template number.
From there, expand the red chevron and enter the information for the meter reading.
For PMs based on meter usage, you must enter a Meter Usage Cutoff value. Save.
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