Essential Resources: To complete this training you must have access to eFactoryPro.
This training will take you through how to export and print a list out of the Work Module
From the Tasks, Work Orders, or Equipment views, users can export the current upper panel view to an Excel file. By utilizing the available list views (e.g., All Open Tasks, All Tasks) and applying filters to each column, users can create detailed lists tailored to the specific type of work they need.
1. Once the user has compiled their desired list (e.g., Tasks with an OPEN status, marked as MRCT, and with a priority of 2 - Urgent), they can click the Download Export icon located under the "+ Work Order" button to export the data.
2. The Excel file will be generated and automatically sent to your Downloads folder.
Depending on your browser, you may also see the file appear at the bottom of your screen.
3. Click Open file.
4. Select Enable Editing.
5. This file can now be printed by going to File -> Print and then after any formatting select the Print icon.
