Step by Step Instructions
If you are unable to determine the work order causing the down or reduced status in the ESM, you can research it in the CLIENT.
13.3 SBS - Identifying Work Order Causing Down Status In ESM (Client)
Updated on
Planner Scheduler Documentation
1. ABOUT WORK ORDERS AND TASKS 11
- 1.1 Can I see a Basic Overview for Work Order and Task Types?
- 1.2 Working with Work Orders, Tasks and Steps
- 1.3 How do Task Status and Task Status Reasons interact?
- 1.4 What do I need to know about Corrective Maintenance Tasks / Reactive Work Orders?
- 1.5 What is the "Waiting on Production" Task Status Reason and when would I use it?
- 1.6 What is the "Waiting on Service" Task Status Reason and when would I use it?
- 1.7 How can I see which Tasks have Task Activity Sub-types?
- 1.8 What impact does the Safety Sub-type have on a task?
- 1.9 What is the Non-Avoidable Downtime (NADT) Task Activity Sub-type and which Work Order types can I use it on?
- 1.10 When would I mark the Task as Regulatory? What are the Regulatory Codes, and when would I use each?
- 1.11 Backlog Management
2. PMs 31
- 2.1 PM Plan Module Demo & FAQ
- 2.2 PM Plans - Navigation
- 2.3 PM Plans - Creating a new PM Plan (Calendar)
- 2.4 PM Plans - Creating a new PM Plan (Meter)
- 2.5 PM Plans - Creating a new PM from the Equipment screen
- 2.6 PM Plans - How do I get new equipment loaded and set up with PMs?
- 2.7 PM Plans - Editing a PM
- 2.8 PM Plans - How do I inactivate a PM?
- 2.9 How should I set up my screen to make it easiest to cancel PMs when I have A LOT to do?
- 2.10 PM Plans - What is the best way to completely cancel PM coverage on an Asset?
- 2.11 How do I put a PM Schedule on Hold (INACTIVE)?
- 2.12 How do I remove PMs from decommissioned/scrapped equipment?
- 2.13 How do I create a PM for a sub-location?
- 2.14 PM Plans - how do Reactivate a PM line that was previously Inactivated?
- 2.15 How do I change Frequency on an existing PM?
- 2.16 How do I export a list of PMs?
- 2.17 PM Plans - Hold process for Planned Shut Down
- 2.18 How do I stop downtime from accruing while my site is on a Planned Outage?
- 2.19 What is the best way to use Follow-up Maintenance (FM) Tasks?
- 2.20 How can I see the Follow-Up Maintenance Tasks at my site?
- 2.21 What do I need to understand about PM Metrics?
- 2.22 PM / PdM % - ATS Standard
- 2.23 PM/PdM Compliance - ATS Standard
- 2.24 How do Completion Dates work?
- 2.25 PM/PdM Completion - ATS Standard
- 2.26 Proactive vs. Reactive - ATS Standard
- 2.27 How do Tasks with the Proactive toggle affect the CONC metric for Eaton sites?
- 2.28 What is the best way to see my PMs that are due by today?
- 2.29 Is there an easy way to see all Open PM Tasks that are marked Regulatory?
- 2.30 PM Plans - How do I change the compliance dates on a PM?
- 2.31 Why do PMs on decommissioned equipment keep generating?
3. P/S FUNCTIONS IN THE PORTAL 12
- 3.1 CONTROL CENTER: Is there an Overview of setting up Events/Alerts in the Control Center?
- 3.2 CONTROL CENTER: How do I create an Event Notification in the Control Center?
- 3.3 How can my Techs find their work assigned to a Team?
- 3.4 CONTROL CENTER: How do I enter a Production Schedule in the Work Module?
- 3.5 CONTROL CENTER: How do I make a Sub-Location INACTIVE at my site?
- 3.6 CONTROL CENTER: How do I create a new Sub-Location for my site?
- 3.7 When does it make sense to work in the Work Module vs. Planner Portal?
- 3.8 What is the best way to see my PMs that are due by today?
- 3.9 Is there an easy way to see all Open PM Tasks that are marked Regulatory?
- 3.10 When would I check the Event Log for a Work Order in the Work Module?
- 3.11 How can I see all the Job Plans associated with my site?
- 3.12 How can I see what Job Plan Number the generated Work Order/Task is associated to?
4. P/S: REPORTS 22
- 4.1 Shift Turnover Report: How can I see what Work Orders were created yesterday?
- 4.2 Shift Turnover Report: How can I see what Work Orders were completed/closed yesterday?
- 4.3 Shift Turnover Report: How can I see which PMs are due this week?
- 4.4 How do date range filters work on the Shift Turnover Report?
- 4.5 EQUIPMENT LIST: How can I see all of my Equipment that is Marked Critical 1 at my site?
- 4.6 Meter Readings: How do I see how much the Meters on my Equipment have changed?
- 4.7 Equipment Meter Data: How can I see which equipment has meters for my site?
- 4.8 PM List: How can I see which Job Plans (Task Templates) are associated with each Machine or Sub-Location?
- 4.9 PM Schedule Forecast: How can I see the upcoming PMs for the month?
- 4.10 WORK ORDER PRINT: How can I print out a PM?
- 4.11 WORK ORDER REPORT: How do I print Customer PMs?
- 4.12 How can I print out the steps on a Job Plan/Task Template?
- 4.13 Which report will show me all the jobs ready to be scheduled? It's the Task Planning Report!
- 4.14 What is the Daily Site Trending Report?
- 4.15 How do I run the Work Order Report?
- 4.16 How can I see all Tasks that have activity within a date range?
- 4.17 As a Planner/Scheduler, how can I determine my Site's scheduling effectiveness? (Red Green Scheduling Report)
- 4.18 How can I see my Part Spend on Work Orders?
- 4.19 How can I print out all the steps on a Job Plan/Task Template?
- 4.20 How can I see all of my Equipment at my site?
- 4.21 How Do I Set Up Email Alerts For Regulatory PMs? (This is done in Power BI)
- 4.22 What is the internal reporting server and when would I use it?
5. Planner Portal Functionality in the Control Center 7
- 5.1 How do I assign/un-assign a skillset to a Technician in the Control Center?
- 5.2 How do I create and edit Scheduling Containers/Periods in the Control Center?
- 5.3 What information comes over from Workday into the Schedule Board in the Planner Portal?
- 5.4 My site doesn't use Workday. How can I populate a Work Schedule in the Control Center for the Daily Scheduling function of the Planner Portal?
- 5.5 What do I need to understand about the Work Schedule functionality in the Control Center?
- 5.6 Mi sitio no utiliza Workday. ¿Cómo puedo crear un programa de trabajo en el Centro de Control para la función de Programación Diaria del Portal de Planeador?
- 5.7 How do I create and edit Teams in the Control Center?
6. PLANNER PORTAL: PLANNING WIZARD 13
- 6.1 PLANNING WIZARD: Is there an overview of the Planning Wizard in the Planner Portal?
- 6.2 PLANNING WIZARD: What do I have to do to have a task be included in my "Planned" Metrics?
- 6.3 PLANNING WIZARD/Job Plan: How do I assign a new Job Plan to a Task in the Planning Wizard?
- 6.4 PLANNING WIZARD/Job Plan: Can I search for Job Plans that have not been associated to the Asset ID when in the Planning Wizard?
- 6.5 Can I edit a job plan in the Planning Wizard?
- 6.6 PLANNING WIZARD: How do I assign a duration to a Task in the Planning Wizard?
- 6.7 PLANNING WIZARD: How do steps work in the Planning Wizard?
- 6.8 PLANNING WIZARD: How do part needs work in the Planning Wizard?
- 6.9 PLANNING WIZARD: How do I add an attachment in the Planning Wizard?
- 6.10 PLANNING WIZARD: How does the Summary Panel work in the Planning Wizard?
- 6.11 PLANNING WIZARD: How do I move Tasks to the Scheduling View from the Planning Wizard?
- 6.12 Are there CM/FM Troubleshooting Job Plans that I can copy to my site?
- 6.13 PLANNING WIZARD: What day is used for the Planned Date in the Planning Wizard?
7. PLANNER PORTAL: JOB PLANS 40
- 7.1 What are the Standard Text fields that are available for Job Plans?
- 7.2 If I have a Standard Text that I will need to be added to all my PMs, how do I go about getting that added to the Standard Text Field options?
- 7.3 How do I create a Job Plan for Operator Performed PMs?
- 7.4 How do Operator Performed Maintenance PMs affect my Compliance/Completion Metrics?
- 7.5 I have a PM Job Plan/Task Template that I do not want to use on a machine anymore. How should I handle that?
- 7.6 Is there a good way to note on the Job Plan/Task Template that this is a "DOWN" PM?
- 7.7 How can I add parts to a Job Plan/Task Template?
- 7.8 How do I create a new Task Template?
- 7.9 How do I mark a Job Plan as Regulatory?
- 7.10 How can I see all the Job Plans associated with my site?
- 7.11 How can I see what Job Plan Number the generated Work Order/Task is associated to?
- 7.12 Editing the Job Plan Header Details
- 7.13 JOB PLAN & GRID: Introduction to Job Plans and the Job Plan Grid
- 7.14 JOB PLAN: As an Admin, how can I create Master Job Plans in the Planner Portal?
- 7.15 How does the Copy Job Plan functionality work in the Planner Portal?
- 7.16 What shows up on the Job Plan History Screen in the Planner Portal?
- 7.17 How do the layout options and filters work in the Planner Portal?
- 7.18 JOB PLAN: How does the Equipment functionality work on Job Plans in the Planner Portal?
- 7.19 JOB PLAN: How does the Step functionality work for Job Plans?
- 7.20 JOB PLAN: How do Part Needs work on Job Plans?
- 7.21 JOB PLAN: How do Attachments work when creating a Job Plan in the Planner Portal?
- 7.22 How does the Print functionality work in the Job Plan Grid in the Planner Portal?
- 7.23 Editing an Attachment on a Job Plan
- 7.24 Editing Equipment on a Job Plan
- 7.25 Editing Steps on a Job Plan in the Planner Portal
- 7.26 As a P/S when copying a Job Plan from another site can I leave feedback?
- 7.27 JOB PLAN: How do I add skill sets to a Job Plan in the Planner Portal?
- 7.28 JOB PLAN: How do I create a Job Plan from scratch in the Planner Portal?
- 7.29 JOB PLAN GRID: What fields can I edit directly from the Job Plan Grid in the Planner Portal?
- 7.30 Checklist for Planner Portal Success
- 7.31 Can I create a new job plan and assign it immediately to a task?
- 7.32 JOB PLAN: How do I change sites in the Planner Portal?
- 7.33 JOB PLAN: How do I add feedback to a step on a Job Plan in the planner portal?
- 7.34 PLANNING WIZARD/Job Plan: How do I assign a new Job Plan to a Task in the Planning Wizard?
- 7.35 PLANNING WIZARD/Job Plan: Can I search for Job Plans that have not been associated to the Asset ID when in the Planning Wizard?
- 7.36 Can I edit a job plan in the Planning Wizard?
- 7.37 JOB PLAN: Approving/Rejecting feedback in the Planner Portal
- 7.38 Are there CM/FM Troubleshooting Job Plans that I can copy to my site?
- 7.39 Job Plans: When creating a Master Job Plan, how do I associate it with an equipment model?
- 7.40 How do Conditional Steps work in a Job Plan?
8. PLANNER PORTAL: PRE-DEFINED STEPS 3
9. PLANNER PORTAL: WEEKLY (PERIOD) SCHEDULING 14
- 9.1 Overview of Work Execution Management (WEM) Scheduling Concepts
- 9.2 How do I assign/un-assign a skillset to a Technician in the Control Center?
- 9.3 How do I create and edit Scheduling Containers/Periods in the Control Center?
- 9.4 Is there an overview of the layout of the Schedule Grid in the Planner Portal?
- 9.5 What information comes over from Workday into the Schedule Board in the Planner Portal?
- 9.6 What is the purpose of the Star icon on the Schedule screen in the Planner Portal?
- 9.7 How does the schedule button work in the in the Period Capacity View?
- 9.8 How does the Progress Overview work in the Weekly Scheduling Screen?
- 9.9 How do Part Needs function in the Scheduling portion of the Planner Portal?
- 9.10 How do I see the Tasks that have been marked Ready for Execution for a Scheduling period on the Schedule board?
- 9.11 How do I reschedule Tasks that didn't get completed from a prior period?
- 9.12 What is considered to be Break-in work?
- 9.13 How can I see Break-in work in the Scheduling function of the Work Module?
- 9.14 How can I get a Task (of any priority) to show up in my queue to be scheduled/assigned for the current week?
10. PLANNER PORTAL: DAILY SCHEDULING 20
- 10.1 Daily Scheduling Principles
- 10.2 Navigating the Daily Capacity Screen
- 10.3 Overview of Daily Scheduling in the Work Module
- 10.4 Overview of the Task Tiles in the Daily Capacity view
- 10.5 How do I filter by teams in the Daily Capacity view?
- 10.6 How are the Task tiles sorted for Daily Capacity in the Planner Portal?
- 10.7 How do I assign/un-assign a task to a technician in the Daily Capacity Schedule view?
- 10.8 How do I hide unavailable technicians in the Daily Capacity view?
- 10.9 How do I send a Task that has been scheduled in Daily Capacity back to Period Capacity Scheduling?
- 10.10 Viewing Tasks assigned to a tech for a specific day in Daily Capacity
- 10.11 How can I tell if a tech is over scheduled?
- 10.12 What is considered to be Break-in work?
- 10.13 How can I see Break-in work in the Scheduling function of the Work Module?
- 10.14 How can I assign Break-in work in Daily Capacity screen?
- 10.15 As a Technician, when will I see people listed in the Assignments section of the Summary Tab?
- 10.16 How do I filter the task tiles by Safety related tasks in Daily Capacity?
- 10.17 How do I assign a task to a different skillset than originally required for the job in Daily Capacity?
- 10.18 How do I print off a list of assigned Tasks from Daily Capacity grid view?
- 10.19 Video: How do I assign a task to a DIFFERENT Skillset than originally required?
- 10.20 Intro: Daily Scheduling
11. PLANNER PORTAL: Tips and Tricks 5
12. Finding Work as a Technician 2
13. P/S Step by Steps 7
- 13.1 How can I see the Work Order History on a machine in the Client?
- 13.2 How do I change production schedules on Equipment?
- 13.3 SBS - Identifying Work Order Causing Down Status In ESM (Client)
- 13.4 How do I request a new piece of equipment to be added to my site?
- 13.5 PM Plans - Hold process for Planned Shut Down
- 13.6 PM Hold process for Planned Shut Down (Site Steps Only)
- 13.7 How do I stop downtime from accruing while my site is on a Planned Outage?
14. Meters 7
- 14.1 How do I set up a Job Plan when the Meter is driving the PM?
- 14.2 How do I create a Job Plan to take a Meter Reading on a Machine?
- 14.3 How do I create a Job Plan to do Meter Readings on a Route or a Sub-Location?
- 14.4 How do I take an Initial Meter Reading on Equipment?
- 14.5 How do I Replace/Swap/Change Out a Meter on Equipment?
- 14.6 Equipment Meter Data: How can I see which equipment has meters for my site?
- 14.7 What are some of the important terms for Meters?
15. Schedule Board in the Client - Retiring Soon 9
- 15.1 How do I assign a duration to a Task in the CLIENT from the Schedule Board?
- 15.2 Can I have two "owners" of a task on the Schedule Board in the CLIENT?
- 15.3 How do I unassign a task on the Schedule Board in the CLIENT?
- 15.4 How do I increase the duration of a task on the Schedule Board in the CLIENT?
- 15.5 How can I see the entire week at a time in the Schedule Board in the CLIENT?
- 15.6 How do I see a weekly/monthly schedule for a tech in the Schedule Board in the CLIENT?
- 15.7 What kinds of things do I see when I expand the chevron in the header of the Schedule Board in the CLIENT?
- 15.8 What is the easiest way to see PMs only in the Schedule Board in the CLIENT?
- 15.9 Is there a Cheat Sheet for the Schedule Board?
Other Resources
- eFactoryPro Basics
- Technician Work Module Documentation
- Customer Work Module Documentation
- Supervisor Functions in the Work Module
- Work Module Videos
- Planner Scheduler Videos
- Client Tips and Tricks
- Supply Chain Specialist Documentation
- SCS - Spirit Aerosystems
- eFACTORY Report Documentation
- ATS Standard Metrics Definitions
- Power BI Documentation
- Power BI Videos
- Mobile Technician
- Mobile Customer
- Mobile App Videos
- Support / Feedback / Training Documentation
- Spanish Documentation
- Planned Outage Longer than Two Weeks
- Purchasing Functions
- What is New in eFACTORYPRO?
- FAQ
- Accounting
- SAP Training Materials: EFP2.0
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