Techs are not able to write proactive work orders from the portal after completing a PM.
Most PM's are Grease and Inspect. When a tech identifies a issue with a conveyor belt in the past he would put a work order in so we can order a belt in advanced prior to the belt becoming non-serviceable. Right now every work order is reactive that a tech submits. We are even unable to write FM workorder's.
Rip Hegwood
shared this idea
Anytime you have a proactive work order and you add another task onto it, before closing it out, that new task is also considered proactive. The task will go towards your proactive metrics. The task type will be FM – follow up maintenance. This is the only task type that is used with Preventative Maintenance or Predictive work. Again, since we are tracking everything at the task level, as long as the work is found during a proactive job, the work is also considered proactive.
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Charles Bellor
commented
Recommend categorizing "open workorders" page to have an individual tab to separate MCRT from all the workorders
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Anytime you have a proactive work order and you add another task onto it, before closing it out, that new task is also considered proactive. The task will go towards your proactive metrics. The task type will be FM - follow up maintenance. This is the only task type that is used with Preventative Maintenance or Predictive work. Again, since we are tracking everything at the task level, as long as the work is found during a proactive job, the work is also considered proactive.
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Wesley Wynn
commented
Rip,
If you create the FM task on the PM work order before you close the PM task on that work order it should work. -
Christopher Matusak
commented
The new efactory pro system should let you create proactive work orders.
