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4.8 PM List: How can I see which Job Plans (Task Templates) are associated with each Machine or Sub-Location?

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Steps in the screenshots correspond to the numbers in the headings.

This report runs on the Power BI server which means it is only refreshed overnight.  You will not be able to see data from the current day on this report.

The PM List report will show all Job Plans (Task Templates) and their frequency that have been assigned to every piece of equipment in the system. For the best results, please run the PM list from the ATS Reporting Server in the Portal.

This report runs according to the eFACTORYPRO Equipment number, but can be exported to Excel, where a V-Lookup can be used with the Equipment List to bring in the Asset ID.

1. Open the Navigation Pane of the Work Module and go to Links.

2. Choose Reports.

If you are having trouble accessing the report, you can do it by using the Internal ATS reporting server:  https://ssrs-internal.advancedtech.com/Reports.  You must be VPN'd in to access the internal server.

3. Click on the folder that is appropriate for your language.

4. Choose PM List from the results below.

5. If you want to add this report to your favorites, click on the three dots in the upper right hand corner of the tile.

6. Click the Star to add to favorites.  

7. The report criteria loads.  

8. Frequency defaults to Null.  This will pull back everything - Recurring Calendar Based, Metered, etc.

9. Asset ID defaults to all as well. If you wanted to see one machine only, you would uncheck the null and enter a specific asset id.

10. Regulatory defaults to All.  If you wanted to see only the Task Templates marked with Regulatory, you could change the drop-down to Yes.

11. Enter your four-digit site number.

12. Click View Report.

13. A message shows you that the report is processing.

14. You will know that the report is processing properly once you see the bar populate below the report parameters.

15. If you want to Export the file, click the Floppy Disc Icon and choose the file format.

The following fields are shown on the Report:  

  • Site
  • Task Template Description
  • Task Template ID
  • PM Sequence Number
  • Frequency
  • Duration
  • Equipment ID
  • Equipment Description
  • ABC Indicator
  • Default Team
  • Changed On
  • Changed By
  • Last Order
  • Regulatory

A video on this topic can be found by clicking the following link:

PM List: How can I see which Task Templates are associated with each Machine or Sub-Location?

 

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Previous Article 4.7 Equipment Meter Data: How can I see which equipment has meters for my site?
Next Article 4.9 PM Schedule Forecast: How can I see the upcoming PMs for the month?

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