eFactoryPro Wiki / Planner Scheduler Documentation / 13. P/S Step by Steps

13.1 How can I see the Work Order History on a machine in the Client?

Updated on May 10, 2022

Step by Step Instructions

It is actually better to see this information in a report from the Portal, or Power BI, or even from the Portal. The CLIENT is limited in the number of records it will be able to pull back.

2. Expand the Red Chevron in the Search Field.

3. Enter your four-digit site number in the SITE field on the General Tab.

4. While still in the search functions, click over to the Groupings Tab.

5. Enter the Asset # in the Asset # Field and click the Search Icon.

The equipment record populates.

6. Click on the Service History Tab in the Lower Workspace.

All work Order History is listed showing WO Type, Description and WO Status.
The Request/RMA number hyperlinks into the Work Order.

7. The Parts Used Tab shows all parts used without drilling into the Work Order.

8. Click on the Labor and Expenses Tab in the lower workspace to see all of the people who have worked on this machine.

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Previous Article 12.2 As a Technician, when will I see people listed in the Assignments section of the Summary Tab?

Next Article 13.2 How do I change production schedules on Equipment?

Planner Scheduler Documentation

1. ABOUT WORK ORDERS AND TASKS 11

2. PMs 31

3. P/S FUNCTIONS IN THE PORTAL 12

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 40

8. PLANNER PORTAL: PRE-DEFINED STEPS 3

9. PLANNER PORTAL: WEEKLY (PERIOD) SCHEDULING 14

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