Portal work order review process needs to be streamlined
The work order review process needs to be streamlined. It takes way too long to load between pages (on any network). It would be beneficial to have the review button moved to the top of the screen so that you don't have to go back to the summary screen. It would be very helpful to have an option to review the work order straight from the list of work orders to review. There is not-value added time spent waiting on the system to load unnecessary screens.
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George Rosema commented
when a tech opens a work order name should show up like requester does for other work orders. helps us identify our work orders if we forget numbers.
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Sean Stalnaker commented
Instead of equipment on the summary, I would like to see a real summary on 1 page! Tech time, total down time, parts used, and MACHINE ID, ASSET ID, I have 14 Okuma MA-500 HB's so showing me that means nothing and I don't want to go to 4 different tabs to see a summary!
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Michael McCuller commented
Asset ID for recent customer task to have a hover to show equipment info such as name, location. Before you click on the W/O .
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Logan McNear commented
Having a site description field like the Tech ID description in 2.0 would alleviate a lot of the problems we currently have with our equipment list. I am receiving multiple complaints from the team and customer on this subject.
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Ryan Dohrn commented
We really need the name of the machine to be on display when looking at work orders. The BT number is good, but when you have hundreds of BT numbers, there's no way to remember them all. Also PM printing is a nightmare as it stands. Finding the print button for the task steps first of all is not apparent, nor user friendly. When printing, the system prints these PM's in a format that is close to unusable for my techs. Lastly, there should be a way to add multiple work order numbers at once in order to print multiple PM's. If not the previous idea, then a select tool to check multiple PM's to print at once.
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Brian Aschenbrenner commented
We are completely dependent on Tech ID description field from E Factory Pro 2.0
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Suzie commented
MISC SITE INFORMATION FIELD:
A user def field needs to be opened allowing sites to capture pertinent information specific to their ATS teams and or the Customers that isn’t necessarily required for 3.0 criteria but deemed very important or necessary to the site.
Field and data should be visible in both portal and client views
Field should have at least 100-character capability.
Sites should have free access to maintain this field as it is not part of the Data Governance Required information. -
Gann, Lawrence commented
Need to create:
additional "site description" field on asset record. This field will be free form text, sites are free to modify as they please without validation.
Need to expose on customer AND technician portal:
-new "site description" field
-building location field -
Joshua White commented
The only difference between Tasks and Work Orders tabs it seems from a technicians stand point is the Work Order tab gives a description of the customers issue with the equipment. why not put that in the tasks and get rid of the work order tab. it would make it less congested and less confusing.
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Ellen Markey commented
Asset ID needs to be added to the Task Summary Screen in addition to the Equipment Title so that if managers have multiple pieces of equipment of the same type, they can see what Asset ID the PM was completed on without clicking on the hyperlink to see which one the PM was completed on. This will help speed up reviews as well.
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Shannon Parsons commented
When reviewing work orders we need all items such as time stamp, parts, failure codes etc. on one page to decrease the time of reviewing the work order. The current process is four times as much time consumption that SAP 2.0 or efp 1.0
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Gann, Lawrence commented
From Dave Collins (174/626)
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Gann, Lawrence commented
equipment ID numbers we all, and all our customers have come to know by heart, are no longer listed anywhere on the Work Order? We have to completely retrain ourselves and the customer on this new “
Equipment ID” #, which doesn’t correlate to the technical ID numbers in any way that I can see. No one uses the serial numbers, which admittedly are unique to the machines, but in many cases are obstructed by either being tiny, covered in grease or paint, or not easily findable. If I drill down on the equipment ID number the number is visible as the “asset #”, but this should be listed side by side with the equipment number. i.e. 43843/186, or something similar. This new numbering scheme is already causing fits. This asset number being hidden is only going to make things harder. -
Justin Reed commented
It would be very helpful to be able to edit the asset ID on all work orders/tasks that have been entered with the incorrect asset ID or either have no asset ID assigned when work order was created. As a Technician I cannot view the asset ID from the task summary either, this would be a nice feature.
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Hi Kevin! Thank you for the feedback. We have a feature, 27498, that will improve how malfunctions are recorded in the system. This will also allow us to more easily show users which tasks are causing an asset to be DOWN or REDUCED.
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Hi Sean! Thanks for your feedback. Feature 29697 has been added to the development queue to address this issue.
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Feature 27407 is currently in progress, which will redesign the work order review screen and make the process more streamlined. It will also show the total hours recorded against a task.
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Logan McNear commented
Work order review screen should show the date completed instead of date created. There is also room on the screen to display more information. The total hours on the work order would be useful.
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Hi Chris! User story 27432 is in the development queue to add this to the review work order screen. Thanks for the feedback!
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Christopher Suggs commented
Like in 2.0 it should have a next button for next work order to be reviewed. Have to keep refreshing screen so reviewed work order goes away.