W02 - Overview of Work Order Creation
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Overview of Work Order Creation (W02) Work Management Track
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Explore the various ways to create work orders and send them via email to quickly generate them in the field.
Transcript of W02 - Overview of Work Order Creation
Overview of Work Order Creation (W02)
Work Management Track
1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following
Member ID W_CHECKPOINT Password Checkpoint2014
Note During the seminar please do not ldquoSaverdquo while following along with a specific example unless directed to do so by your course instructor
Wireless SSID CHECKPOINT Wireless Password CHECKPOINT
Logon Instructions
Presenter Name Joe Rogan
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Types of Creation Methods
Creating Work Orders
Work Order Rapid Entry
Email to Work Order Manager
Agenda
Types of Creation Methods Overview
Service Requests
Preventive Maintenance
Manually Created
Types of Creation Methods
Majority of Work Orders created through
bull Service Requester
bull Preventive Maintenance
Manual creation provides a blank Work Order record
Types of Creation Methods Overview
Service Requester tool used to submit corrective maintenance service requests
bull Highly configurable
Service Requests
Requesters are specific users who initiate service request Work Orders
bull Stored in the Requester Module
Service Requests (contrsquod)
Scheduled and system generated
Automatic or manual generation options
Preventive Maintenance
Define automatic and manual generation options from Automation tab of PM schedule
Preventive Maintenance (contrsquod)
Multiple ways to manually generate
bull Actions Generate Work Ordershellip
bull PM Work Center Generate Work Orders
bull PM record Generate
bull Home Page Generate Work Orders
Preventive Maintenance (contrsquod)
Generate Work Orders Dialog options
bull Specify Repair Center
bull How far in the future to generate
bull Exclude work dates for scheduling
Preventive Maintenance (contrsquod)
Work Order module used to create blank Work Orders to record data
bull Duplicate Check suggested
Manually Created
Creating Work Orders Overview
Required Fields
Asset Location Lookup
Creating Work Orders
Shortcuts to create new Work Orders
bull Right click on Asset New Work Orderhellip
bull Asset record History tab Newhellip
bull New button
bull Work Order Work Center Create a New Work Order
Creating Work Orders Overview
Arrows next to Work Order fields connect to Lookup Table or Module Lookup
Orange line underneath arrow indicates Module Lookup
Creating Work Orders Overview (contrsquod)
Fields highlighted in blue are required
Set by Forms Manager
Organization and business process specific
Required Fields
Asset that is associated with work to be performed
Explore and Search options
Levels of Tree shown on Work Order
Asset Location Lookup
Action Bar options
bull Lookuphellip Explorehellip and Searchhellip
bull Remove
bull Open and Open in New Window
bull In-Service and Shutdown
Asset Location Lookup (contrsquod)
Now letrsquos practice creating a Work Order using the right mouse click on an Asset method
Creating a Work Order Hands-On
Locate an Asset in the Asset Tree
Right mouse click on the Asset
Select New Work Orderhellip
Creating a Work Order Hands-On (contrsquod)
The new record will appear in the Work Center
Fill in any required fields
Save the record
Creating a Work Order Hands-On (contrsquod)
You have now successfully completed creating a new Work Order using the right mouse click on Asset method
Creating a Work Order Hands-On (contrsquod)
Work Order Rapid Entry Overview
Creating Work Orders
View and Delete
Preferences
Work Order Rapid Entry
Administrator level tool for adding a series of Work Orders
Accessible via the Tools menu
Work Order Rapid Entry Overview
Highly customizable via Preferences
Work Order Rapid Entry Overview (contrsquod)
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following
Member ID W_CHECKPOINT Password Checkpoint2014
Note During the seminar please do not ldquoSaverdquo while following along with a specific example unless directed to do so by your course instructor
Wireless SSID CHECKPOINT Wireless Password CHECKPOINT
Logon Instructions
Presenter Name Joe Rogan
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Types of Creation Methods
Creating Work Orders
Work Order Rapid Entry
Email to Work Order Manager
Agenda
Types of Creation Methods Overview
Service Requests
Preventive Maintenance
Manually Created
Types of Creation Methods
Majority of Work Orders created through
bull Service Requester
bull Preventive Maintenance
Manual creation provides a blank Work Order record
Types of Creation Methods Overview
Service Requester tool used to submit corrective maintenance service requests
bull Highly configurable
Service Requests
Requesters are specific users who initiate service request Work Orders
bull Stored in the Requester Module
Service Requests (contrsquod)
Scheduled and system generated
Automatic or manual generation options
Preventive Maintenance
Define automatic and manual generation options from Automation tab of PM schedule
Preventive Maintenance (contrsquod)
Multiple ways to manually generate
bull Actions Generate Work Ordershellip
bull PM Work Center Generate Work Orders
bull PM record Generate
bull Home Page Generate Work Orders
Preventive Maintenance (contrsquod)
Generate Work Orders Dialog options
bull Specify Repair Center
bull How far in the future to generate
bull Exclude work dates for scheduling
Preventive Maintenance (contrsquod)
Work Order module used to create blank Work Orders to record data
bull Duplicate Check suggested
Manually Created
Creating Work Orders Overview
Required Fields
Asset Location Lookup
Creating Work Orders
Shortcuts to create new Work Orders
bull Right click on Asset New Work Orderhellip
bull Asset record History tab Newhellip
bull New button
bull Work Order Work Center Create a New Work Order
Creating Work Orders Overview
Arrows next to Work Order fields connect to Lookup Table or Module Lookup
Orange line underneath arrow indicates Module Lookup
Creating Work Orders Overview (contrsquod)
Fields highlighted in blue are required
Set by Forms Manager
Organization and business process specific
Required Fields
Asset that is associated with work to be performed
Explore and Search options
Levels of Tree shown on Work Order
Asset Location Lookup
Action Bar options
bull Lookuphellip Explorehellip and Searchhellip
bull Remove
bull Open and Open in New Window
bull In-Service and Shutdown
Asset Location Lookup (contrsquod)
Now letrsquos practice creating a Work Order using the right mouse click on an Asset method
Creating a Work Order Hands-On
Locate an Asset in the Asset Tree
Right mouse click on the Asset
Select New Work Orderhellip
Creating a Work Order Hands-On (contrsquod)
The new record will appear in the Work Center
Fill in any required fields
Save the record
Creating a Work Order Hands-On (contrsquod)
You have now successfully completed creating a new Work Order using the right mouse click on Asset method
Creating a Work Order Hands-On (contrsquod)
Work Order Rapid Entry Overview
Creating Work Orders
View and Delete
Preferences
Work Order Rapid Entry
Administrator level tool for adding a series of Work Orders
Accessible via the Tools menu
Work Order Rapid Entry Overview
Highly customizable via Preferences
Work Order Rapid Entry Overview (contrsquod)
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Presenter Name Joe Rogan
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Types of Creation Methods
Creating Work Orders
Work Order Rapid Entry
Email to Work Order Manager
Agenda
Types of Creation Methods Overview
Service Requests
Preventive Maintenance
Manually Created
Types of Creation Methods
Majority of Work Orders created through
bull Service Requester
bull Preventive Maintenance
Manual creation provides a blank Work Order record
Types of Creation Methods Overview
Service Requester tool used to submit corrective maintenance service requests
bull Highly configurable
Service Requests
Requesters are specific users who initiate service request Work Orders
bull Stored in the Requester Module
Service Requests (contrsquod)
Scheduled and system generated
Automatic or manual generation options
Preventive Maintenance
Define automatic and manual generation options from Automation tab of PM schedule
Preventive Maintenance (contrsquod)
Multiple ways to manually generate
bull Actions Generate Work Ordershellip
bull PM Work Center Generate Work Orders
bull PM record Generate
bull Home Page Generate Work Orders
Preventive Maintenance (contrsquod)
Generate Work Orders Dialog options
bull Specify Repair Center
bull How far in the future to generate
bull Exclude work dates for scheduling
Preventive Maintenance (contrsquod)
Work Order module used to create blank Work Orders to record data
bull Duplicate Check suggested
Manually Created
Creating Work Orders Overview
Required Fields
Asset Location Lookup
Creating Work Orders
Shortcuts to create new Work Orders
bull Right click on Asset New Work Orderhellip
bull Asset record History tab Newhellip
bull New button
bull Work Order Work Center Create a New Work Order
Creating Work Orders Overview
Arrows next to Work Order fields connect to Lookup Table or Module Lookup
Orange line underneath arrow indicates Module Lookup
Creating Work Orders Overview (contrsquod)
Fields highlighted in blue are required
Set by Forms Manager
Organization and business process specific
Required Fields
Asset that is associated with work to be performed
Explore and Search options
Levels of Tree shown on Work Order
Asset Location Lookup
Action Bar options
bull Lookuphellip Explorehellip and Searchhellip
bull Remove
bull Open and Open in New Window
bull In-Service and Shutdown
Asset Location Lookup (contrsquod)
Now letrsquos practice creating a Work Order using the right mouse click on an Asset method
Creating a Work Order Hands-On
Locate an Asset in the Asset Tree
Right mouse click on the Asset
Select New Work Orderhellip
Creating a Work Order Hands-On (contrsquod)
The new record will appear in the Work Center
Fill in any required fields
Save the record
Creating a Work Order Hands-On (contrsquod)
You have now successfully completed creating a new Work Order using the right mouse click on Asset method
Creating a Work Order Hands-On (contrsquod)
Work Order Rapid Entry Overview
Creating Work Orders
View and Delete
Preferences
Work Order Rapid Entry
Administrator level tool for adding a series of Work Orders
Accessible via the Tools menu
Work Order Rapid Entry Overview
Highly customizable via Preferences
Work Order Rapid Entry Overview (contrsquod)
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Types of Creation Methods
Creating Work Orders
Work Order Rapid Entry
Email to Work Order Manager
Agenda
Types of Creation Methods Overview
Service Requests
Preventive Maintenance
Manually Created
Types of Creation Methods
Majority of Work Orders created through
bull Service Requester
bull Preventive Maintenance
Manual creation provides a blank Work Order record
Types of Creation Methods Overview
Service Requester tool used to submit corrective maintenance service requests
bull Highly configurable
Service Requests
Requesters are specific users who initiate service request Work Orders
bull Stored in the Requester Module
Service Requests (contrsquod)
Scheduled and system generated
Automatic or manual generation options
Preventive Maintenance
Define automatic and manual generation options from Automation tab of PM schedule
Preventive Maintenance (contrsquod)
Multiple ways to manually generate
bull Actions Generate Work Ordershellip
bull PM Work Center Generate Work Orders
bull PM record Generate
bull Home Page Generate Work Orders
Preventive Maintenance (contrsquod)
Generate Work Orders Dialog options
bull Specify Repair Center
bull How far in the future to generate
bull Exclude work dates for scheduling
Preventive Maintenance (contrsquod)
Work Order module used to create blank Work Orders to record data
bull Duplicate Check suggested
Manually Created
Creating Work Orders Overview
Required Fields
Asset Location Lookup
Creating Work Orders
Shortcuts to create new Work Orders
bull Right click on Asset New Work Orderhellip
bull Asset record History tab Newhellip
bull New button
bull Work Order Work Center Create a New Work Order
Creating Work Orders Overview
Arrows next to Work Order fields connect to Lookup Table or Module Lookup
Orange line underneath arrow indicates Module Lookup
Creating Work Orders Overview (contrsquod)
Fields highlighted in blue are required
Set by Forms Manager
Organization and business process specific
Required Fields
Asset that is associated with work to be performed
Explore and Search options
Levels of Tree shown on Work Order
Asset Location Lookup
Action Bar options
bull Lookuphellip Explorehellip and Searchhellip
bull Remove
bull Open and Open in New Window
bull In-Service and Shutdown
Asset Location Lookup (contrsquod)
Now letrsquos practice creating a Work Order using the right mouse click on an Asset method
Creating a Work Order Hands-On
Locate an Asset in the Asset Tree
Right mouse click on the Asset
Select New Work Orderhellip
Creating a Work Order Hands-On (contrsquod)
The new record will appear in the Work Center
Fill in any required fields
Save the record
Creating a Work Order Hands-On (contrsquod)
You have now successfully completed creating a new Work Order using the right mouse click on Asset method
Creating a Work Order Hands-On (contrsquod)
Work Order Rapid Entry Overview
Creating Work Orders
View and Delete
Preferences
Work Order Rapid Entry
Administrator level tool for adding a series of Work Orders
Accessible via the Tools menu
Work Order Rapid Entry Overview
Highly customizable via Preferences
Work Order Rapid Entry Overview (contrsquod)
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Types of Creation Methods Overview
Service Requests
Preventive Maintenance
Manually Created
Types of Creation Methods
Majority of Work Orders created through
bull Service Requester
bull Preventive Maintenance
Manual creation provides a blank Work Order record
Types of Creation Methods Overview
Service Requester tool used to submit corrective maintenance service requests
bull Highly configurable
Service Requests
Requesters are specific users who initiate service request Work Orders
bull Stored in the Requester Module
Service Requests (contrsquod)
Scheduled and system generated
Automatic or manual generation options
Preventive Maintenance
Define automatic and manual generation options from Automation tab of PM schedule
Preventive Maintenance (contrsquod)
Multiple ways to manually generate
bull Actions Generate Work Ordershellip
bull PM Work Center Generate Work Orders
bull PM record Generate
bull Home Page Generate Work Orders
Preventive Maintenance (contrsquod)
Generate Work Orders Dialog options
bull Specify Repair Center
bull How far in the future to generate
bull Exclude work dates for scheduling
Preventive Maintenance (contrsquod)
Work Order module used to create blank Work Orders to record data
bull Duplicate Check suggested
Manually Created
Creating Work Orders Overview
Required Fields
Asset Location Lookup
Creating Work Orders
Shortcuts to create new Work Orders
bull Right click on Asset New Work Orderhellip
bull Asset record History tab Newhellip
bull New button
bull Work Order Work Center Create a New Work Order
Creating Work Orders Overview
Arrows next to Work Order fields connect to Lookup Table or Module Lookup
Orange line underneath arrow indicates Module Lookup
Creating Work Orders Overview (contrsquod)
Fields highlighted in blue are required
Set by Forms Manager
Organization and business process specific
Required Fields
Asset that is associated with work to be performed
Explore and Search options
Levels of Tree shown on Work Order
Asset Location Lookup
Action Bar options
bull Lookuphellip Explorehellip and Searchhellip
bull Remove
bull Open and Open in New Window
bull In-Service and Shutdown
Asset Location Lookup (contrsquod)
Now letrsquos practice creating a Work Order using the right mouse click on an Asset method
Creating a Work Order Hands-On
Locate an Asset in the Asset Tree
Right mouse click on the Asset
Select New Work Orderhellip
Creating a Work Order Hands-On (contrsquod)
The new record will appear in the Work Center
Fill in any required fields
Save the record
Creating a Work Order Hands-On (contrsquod)
You have now successfully completed creating a new Work Order using the right mouse click on Asset method
Creating a Work Order Hands-On (contrsquod)
Work Order Rapid Entry Overview
Creating Work Orders
View and Delete
Preferences
Work Order Rapid Entry
Administrator level tool for adding a series of Work Orders
Accessible via the Tools menu
Work Order Rapid Entry Overview
Highly customizable via Preferences
Work Order Rapid Entry Overview (contrsquod)
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Majority of Work Orders created through
bull Service Requester
bull Preventive Maintenance
Manual creation provides a blank Work Order record
Types of Creation Methods Overview
Service Requester tool used to submit corrective maintenance service requests
bull Highly configurable
Service Requests
Requesters are specific users who initiate service request Work Orders
bull Stored in the Requester Module
Service Requests (contrsquod)
Scheduled and system generated
Automatic or manual generation options
Preventive Maintenance
Define automatic and manual generation options from Automation tab of PM schedule
Preventive Maintenance (contrsquod)
Multiple ways to manually generate
bull Actions Generate Work Ordershellip
bull PM Work Center Generate Work Orders
bull PM record Generate
bull Home Page Generate Work Orders
Preventive Maintenance (contrsquod)
Generate Work Orders Dialog options
bull Specify Repair Center
bull How far in the future to generate
bull Exclude work dates for scheduling
Preventive Maintenance (contrsquod)
Work Order module used to create blank Work Orders to record data
bull Duplicate Check suggested
Manually Created
Creating Work Orders Overview
Required Fields
Asset Location Lookup
Creating Work Orders
Shortcuts to create new Work Orders
bull Right click on Asset New Work Orderhellip
bull Asset record History tab Newhellip
bull New button
bull Work Order Work Center Create a New Work Order
Creating Work Orders Overview
Arrows next to Work Order fields connect to Lookup Table or Module Lookup
Orange line underneath arrow indicates Module Lookup
Creating Work Orders Overview (contrsquod)
Fields highlighted in blue are required
Set by Forms Manager
Organization and business process specific
Required Fields
Asset that is associated with work to be performed
Explore and Search options
Levels of Tree shown on Work Order
Asset Location Lookup
Action Bar options
bull Lookuphellip Explorehellip and Searchhellip
bull Remove
bull Open and Open in New Window
bull In-Service and Shutdown
Asset Location Lookup (contrsquod)
Now letrsquos practice creating a Work Order using the right mouse click on an Asset method
Creating a Work Order Hands-On
Locate an Asset in the Asset Tree
Right mouse click on the Asset
Select New Work Orderhellip
Creating a Work Order Hands-On (contrsquod)
The new record will appear in the Work Center
Fill in any required fields
Save the record
Creating a Work Order Hands-On (contrsquod)
You have now successfully completed creating a new Work Order using the right mouse click on Asset method
Creating a Work Order Hands-On (contrsquod)
Work Order Rapid Entry Overview
Creating Work Orders
View and Delete
Preferences
Work Order Rapid Entry
Administrator level tool for adding a series of Work Orders
Accessible via the Tools menu
Work Order Rapid Entry Overview
Highly customizable via Preferences
Work Order Rapid Entry Overview (contrsquod)
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Service Requester tool used to submit corrective maintenance service requests
bull Highly configurable
Service Requests
Requesters are specific users who initiate service request Work Orders
bull Stored in the Requester Module
Service Requests (contrsquod)
Scheduled and system generated
Automatic or manual generation options
Preventive Maintenance
Define automatic and manual generation options from Automation tab of PM schedule
Preventive Maintenance (contrsquod)
Multiple ways to manually generate
bull Actions Generate Work Ordershellip
bull PM Work Center Generate Work Orders
bull PM record Generate
bull Home Page Generate Work Orders
Preventive Maintenance (contrsquod)
Generate Work Orders Dialog options
bull Specify Repair Center
bull How far in the future to generate
bull Exclude work dates for scheduling
Preventive Maintenance (contrsquod)
Work Order module used to create blank Work Orders to record data
bull Duplicate Check suggested
Manually Created
Creating Work Orders Overview
Required Fields
Asset Location Lookup
Creating Work Orders
Shortcuts to create new Work Orders
bull Right click on Asset New Work Orderhellip
bull Asset record History tab Newhellip
bull New button
bull Work Order Work Center Create a New Work Order
Creating Work Orders Overview
Arrows next to Work Order fields connect to Lookup Table or Module Lookup
Orange line underneath arrow indicates Module Lookup
Creating Work Orders Overview (contrsquod)
Fields highlighted in blue are required
Set by Forms Manager
Organization and business process specific
Required Fields
Asset that is associated with work to be performed
Explore and Search options
Levels of Tree shown on Work Order
Asset Location Lookup
Action Bar options
bull Lookuphellip Explorehellip and Searchhellip
bull Remove
bull Open and Open in New Window
bull In-Service and Shutdown
Asset Location Lookup (contrsquod)
Now letrsquos practice creating a Work Order using the right mouse click on an Asset method
Creating a Work Order Hands-On
Locate an Asset in the Asset Tree
Right mouse click on the Asset
Select New Work Orderhellip
Creating a Work Order Hands-On (contrsquod)
The new record will appear in the Work Center
Fill in any required fields
Save the record
Creating a Work Order Hands-On (contrsquod)
You have now successfully completed creating a new Work Order using the right mouse click on Asset method
Creating a Work Order Hands-On (contrsquod)
Work Order Rapid Entry Overview
Creating Work Orders
View and Delete
Preferences
Work Order Rapid Entry
Administrator level tool for adding a series of Work Orders
Accessible via the Tools menu
Work Order Rapid Entry Overview
Highly customizable via Preferences
Work Order Rapid Entry Overview (contrsquod)
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Requesters are specific users who initiate service request Work Orders
bull Stored in the Requester Module
Service Requests (contrsquod)
Scheduled and system generated
Automatic or manual generation options
Preventive Maintenance
Define automatic and manual generation options from Automation tab of PM schedule
Preventive Maintenance (contrsquod)
Multiple ways to manually generate
bull Actions Generate Work Ordershellip
bull PM Work Center Generate Work Orders
bull PM record Generate
bull Home Page Generate Work Orders
Preventive Maintenance (contrsquod)
Generate Work Orders Dialog options
bull Specify Repair Center
bull How far in the future to generate
bull Exclude work dates for scheduling
Preventive Maintenance (contrsquod)
Work Order module used to create blank Work Orders to record data
bull Duplicate Check suggested
Manually Created
Creating Work Orders Overview
Required Fields
Asset Location Lookup
Creating Work Orders
Shortcuts to create new Work Orders
bull Right click on Asset New Work Orderhellip
bull Asset record History tab Newhellip
bull New button
bull Work Order Work Center Create a New Work Order
Creating Work Orders Overview
Arrows next to Work Order fields connect to Lookup Table or Module Lookup
Orange line underneath arrow indicates Module Lookup
Creating Work Orders Overview (contrsquod)
Fields highlighted in blue are required
Set by Forms Manager
Organization and business process specific
Required Fields
Asset that is associated with work to be performed
Explore and Search options
Levels of Tree shown on Work Order
Asset Location Lookup
Action Bar options
bull Lookuphellip Explorehellip and Searchhellip
bull Remove
bull Open and Open in New Window
bull In-Service and Shutdown
Asset Location Lookup (contrsquod)
Now letrsquos practice creating a Work Order using the right mouse click on an Asset method
Creating a Work Order Hands-On
Locate an Asset in the Asset Tree
Right mouse click on the Asset
Select New Work Orderhellip
Creating a Work Order Hands-On (contrsquod)
The new record will appear in the Work Center
Fill in any required fields
Save the record
Creating a Work Order Hands-On (contrsquod)
You have now successfully completed creating a new Work Order using the right mouse click on Asset method
Creating a Work Order Hands-On (contrsquod)
Work Order Rapid Entry Overview
Creating Work Orders
View and Delete
Preferences
Work Order Rapid Entry
Administrator level tool for adding a series of Work Orders
Accessible via the Tools menu
Work Order Rapid Entry Overview
Highly customizable via Preferences
Work Order Rapid Entry Overview (contrsquod)
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Scheduled and system generated
Automatic or manual generation options
Preventive Maintenance
Define automatic and manual generation options from Automation tab of PM schedule
Preventive Maintenance (contrsquod)
Multiple ways to manually generate
bull Actions Generate Work Ordershellip
bull PM Work Center Generate Work Orders
bull PM record Generate
bull Home Page Generate Work Orders
Preventive Maintenance (contrsquod)
Generate Work Orders Dialog options
bull Specify Repair Center
bull How far in the future to generate
bull Exclude work dates for scheduling
Preventive Maintenance (contrsquod)
Work Order module used to create blank Work Orders to record data
bull Duplicate Check suggested
Manually Created
Creating Work Orders Overview
Required Fields
Asset Location Lookup
Creating Work Orders
Shortcuts to create new Work Orders
bull Right click on Asset New Work Orderhellip
bull Asset record History tab Newhellip
bull New button
bull Work Order Work Center Create a New Work Order
Creating Work Orders Overview
Arrows next to Work Order fields connect to Lookup Table or Module Lookup
Orange line underneath arrow indicates Module Lookup
Creating Work Orders Overview (contrsquod)
Fields highlighted in blue are required
Set by Forms Manager
Organization and business process specific
Required Fields
Asset that is associated with work to be performed
Explore and Search options
Levels of Tree shown on Work Order
Asset Location Lookup
Action Bar options
bull Lookuphellip Explorehellip and Searchhellip
bull Remove
bull Open and Open in New Window
bull In-Service and Shutdown
Asset Location Lookup (contrsquod)
Now letrsquos practice creating a Work Order using the right mouse click on an Asset method
Creating a Work Order Hands-On
Locate an Asset in the Asset Tree
Right mouse click on the Asset
Select New Work Orderhellip
Creating a Work Order Hands-On (contrsquod)
The new record will appear in the Work Center
Fill in any required fields
Save the record
Creating a Work Order Hands-On (contrsquod)
You have now successfully completed creating a new Work Order using the right mouse click on Asset method
Creating a Work Order Hands-On (contrsquod)
Work Order Rapid Entry Overview
Creating Work Orders
View and Delete
Preferences
Work Order Rapid Entry
Administrator level tool for adding a series of Work Orders
Accessible via the Tools menu
Work Order Rapid Entry Overview
Highly customizable via Preferences
Work Order Rapid Entry Overview (contrsquod)
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Define automatic and manual generation options from Automation tab of PM schedule
Preventive Maintenance (contrsquod)
Multiple ways to manually generate
bull Actions Generate Work Ordershellip
bull PM Work Center Generate Work Orders
bull PM record Generate
bull Home Page Generate Work Orders
Preventive Maintenance (contrsquod)
Generate Work Orders Dialog options
bull Specify Repair Center
bull How far in the future to generate
bull Exclude work dates for scheduling
Preventive Maintenance (contrsquod)
Work Order module used to create blank Work Orders to record data
bull Duplicate Check suggested
Manually Created
Creating Work Orders Overview
Required Fields
Asset Location Lookup
Creating Work Orders
Shortcuts to create new Work Orders
bull Right click on Asset New Work Orderhellip
bull Asset record History tab Newhellip
bull New button
bull Work Order Work Center Create a New Work Order
Creating Work Orders Overview
Arrows next to Work Order fields connect to Lookup Table or Module Lookup
Orange line underneath arrow indicates Module Lookup
Creating Work Orders Overview (contrsquod)
Fields highlighted in blue are required
Set by Forms Manager
Organization and business process specific
Required Fields
Asset that is associated with work to be performed
Explore and Search options
Levels of Tree shown on Work Order
Asset Location Lookup
Action Bar options
bull Lookuphellip Explorehellip and Searchhellip
bull Remove
bull Open and Open in New Window
bull In-Service and Shutdown
Asset Location Lookup (contrsquod)
Now letrsquos practice creating a Work Order using the right mouse click on an Asset method
Creating a Work Order Hands-On
Locate an Asset in the Asset Tree
Right mouse click on the Asset
Select New Work Orderhellip
Creating a Work Order Hands-On (contrsquod)
The new record will appear in the Work Center
Fill in any required fields
Save the record
Creating a Work Order Hands-On (contrsquod)
You have now successfully completed creating a new Work Order using the right mouse click on Asset method
Creating a Work Order Hands-On (contrsquod)
Work Order Rapid Entry Overview
Creating Work Orders
View and Delete
Preferences
Work Order Rapid Entry
Administrator level tool for adding a series of Work Orders
Accessible via the Tools menu
Work Order Rapid Entry Overview
Highly customizable via Preferences
Work Order Rapid Entry Overview (contrsquod)
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Multiple ways to manually generate
bull Actions Generate Work Ordershellip
bull PM Work Center Generate Work Orders
bull PM record Generate
bull Home Page Generate Work Orders
Preventive Maintenance (contrsquod)
Generate Work Orders Dialog options
bull Specify Repair Center
bull How far in the future to generate
bull Exclude work dates for scheduling
Preventive Maintenance (contrsquod)
Work Order module used to create blank Work Orders to record data
bull Duplicate Check suggested
Manually Created
Creating Work Orders Overview
Required Fields
Asset Location Lookup
Creating Work Orders
Shortcuts to create new Work Orders
bull Right click on Asset New Work Orderhellip
bull Asset record History tab Newhellip
bull New button
bull Work Order Work Center Create a New Work Order
Creating Work Orders Overview
Arrows next to Work Order fields connect to Lookup Table or Module Lookup
Orange line underneath arrow indicates Module Lookup
Creating Work Orders Overview (contrsquod)
Fields highlighted in blue are required
Set by Forms Manager
Organization and business process specific
Required Fields
Asset that is associated with work to be performed
Explore and Search options
Levels of Tree shown on Work Order
Asset Location Lookup
Action Bar options
bull Lookuphellip Explorehellip and Searchhellip
bull Remove
bull Open and Open in New Window
bull In-Service and Shutdown
Asset Location Lookup (contrsquod)
Now letrsquos practice creating a Work Order using the right mouse click on an Asset method
Creating a Work Order Hands-On
Locate an Asset in the Asset Tree
Right mouse click on the Asset
Select New Work Orderhellip
Creating a Work Order Hands-On (contrsquod)
The new record will appear in the Work Center
Fill in any required fields
Save the record
Creating a Work Order Hands-On (contrsquod)
You have now successfully completed creating a new Work Order using the right mouse click on Asset method
Creating a Work Order Hands-On (contrsquod)
Work Order Rapid Entry Overview
Creating Work Orders
View and Delete
Preferences
Work Order Rapid Entry
Administrator level tool for adding a series of Work Orders
Accessible via the Tools menu
Work Order Rapid Entry Overview
Highly customizable via Preferences
Work Order Rapid Entry Overview (contrsquod)
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Generate Work Orders Dialog options
bull Specify Repair Center
bull How far in the future to generate
bull Exclude work dates for scheduling
Preventive Maintenance (contrsquod)
Work Order module used to create blank Work Orders to record data
bull Duplicate Check suggested
Manually Created
Creating Work Orders Overview
Required Fields
Asset Location Lookup
Creating Work Orders
Shortcuts to create new Work Orders
bull Right click on Asset New Work Orderhellip
bull Asset record History tab Newhellip
bull New button
bull Work Order Work Center Create a New Work Order
Creating Work Orders Overview
Arrows next to Work Order fields connect to Lookup Table or Module Lookup
Orange line underneath arrow indicates Module Lookup
Creating Work Orders Overview (contrsquod)
Fields highlighted in blue are required
Set by Forms Manager
Organization and business process specific
Required Fields
Asset that is associated with work to be performed
Explore and Search options
Levels of Tree shown on Work Order
Asset Location Lookup
Action Bar options
bull Lookuphellip Explorehellip and Searchhellip
bull Remove
bull Open and Open in New Window
bull In-Service and Shutdown
Asset Location Lookup (contrsquod)
Now letrsquos practice creating a Work Order using the right mouse click on an Asset method
Creating a Work Order Hands-On
Locate an Asset in the Asset Tree
Right mouse click on the Asset
Select New Work Orderhellip
Creating a Work Order Hands-On (contrsquod)
The new record will appear in the Work Center
Fill in any required fields
Save the record
Creating a Work Order Hands-On (contrsquod)
You have now successfully completed creating a new Work Order using the right mouse click on Asset method
Creating a Work Order Hands-On (contrsquod)
Work Order Rapid Entry Overview
Creating Work Orders
View and Delete
Preferences
Work Order Rapid Entry
Administrator level tool for adding a series of Work Orders
Accessible via the Tools menu
Work Order Rapid Entry Overview
Highly customizable via Preferences
Work Order Rapid Entry Overview (contrsquod)
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Work Order module used to create blank Work Orders to record data
bull Duplicate Check suggested
Manually Created
Creating Work Orders Overview
Required Fields
Asset Location Lookup
Creating Work Orders
Shortcuts to create new Work Orders
bull Right click on Asset New Work Orderhellip
bull Asset record History tab Newhellip
bull New button
bull Work Order Work Center Create a New Work Order
Creating Work Orders Overview
Arrows next to Work Order fields connect to Lookup Table or Module Lookup
Orange line underneath arrow indicates Module Lookup
Creating Work Orders Overview (contrsquod)
Fields highlighted in blue are required
Set by Forms Manager
Organization and business process specific
Required Fields
Asset that is associated with work to be performed
Explore and Search options
Levels of Tree shown on Work Order
Asset Location Lookup
Action Bar options
bull Lookuphellip Explorehellip and Searchhellip
bull Remove
bull Open and Open in New Window
bull In-Service and Shutdown
Asset Location Lookup (contrsquod)
Now letrsquos practice creating a Work Order using the right mouse click on an Asset method
Creating a Work Order Hands-On
Locate an Asset in the Asset Tree
Right mouse click on the Asset
Select New Work Orderhellip
Creating a Work Order Hands-On (contrsquod)
The new record will appear in the Work Center
Fill in any required fields
Save the record
Creating a Work Order Hands-On (contrsquod)
You have now successfully completed creating a new Work Order using the right mouse click on Asset method
Creating a Work Order Hands-On (contrsquod)
Work Order Rapid Entry Overview
Creating Work Orders
View and Delete
Preferences
Work Order Rapid Entry
Administrator level tool for adding a series of Work Orders
Accessible via the Tools menu
Work Order Rapid Entry Overview
Highly customizable via Preferences
Work Order Rapid Entry Overview (contrsquod)
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Creating Work Orders Overview
Required Fields
Asset Location Lookup
Creating Work Orders
Shortcuts to create new Work Orders
bull Right click on Asset New Work Orderhellip
bull Asset record History tab Newhellip
bull New button
bull Work Order Work Center Create a New Work Order
Creating Work Orders Overview
Arrows next to Work Order fields connect to Lookup Table or Module Lookup
Orange line underneath arrow indicates Module Lookup
Creating Work Orders Overview (contrsquod)
Fields highlighted in blue are required
Set by Forms Manager
Organization and business process specific
Required Fields
Asset that is associated with work to be performed
Explore and Search options
Levels of Tree shown on Work Order
Asset Location Lookup
Action Bar options
bull Lookuphellip Explorehellip and Searchhellip
bull Remove
bull Open and Open in New Window
bull In-Service and Shutdown
Asset Location Lookup (contrsquod)
Now letrsquos practice creating a Work Order using the right mouse click on an Asset method
Creating a Work Order Hands-On
Locate an Asset in the Asset Tree
Right mouse click on the Asset
Select New Work Orderhellip
Creating a Work Order Hands-On (contrsquod)
The new record will appear in the Work Center
Fill in any required fields
Save the record
Creating a Work Order Hands-On (contrsquod)
You have now successfully completed creating a new Work Order using the right mouse click on Asset method
Creating a Work Order Hands-On (contrsquod)
Work Order Rapid Entry Overview
Creating Work Orders
View and Delete
Preferences
Work Order Rapid Entry
Administrator level tool for adding a series of Work Orders
Accessible via the Tools menu
Work Order Rapid Entry Overview
Highly customizable via Preferences
Work Order Rapid Entry Overview (contrsquod)
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Shortcuts to create new Work Orders
bull Right click on Asset New Work Orderhellip
bull Asset record History tab Newhellip
bull New button
bull Work Order Work Center Create a New Work Order
Creating Work Orders Overview
Arrows next to Work Order fields connect to Lookup Table or Module Lookup
Orange line underneath arrow indicates Module Lookup
Creating Work Orders Overview (contrsquod)
Fields highlighted in blue are required
Set by Forms Manager
Organization and business process specific
Required Fields
Asset that is associated with work to be performed
Explore and Search options
Levels of Tree shown on Work Order
Asset Location Lookup
Action Bar options
bull Lookuphellip Explorehellip and Searchhellip
bull Remove
bull Open and Open in New Window
bull In-Service and Shutdown
Asset Location Lookup (contrsquod)
Now letrsquos practice creating a Work Order using the right mouse click on an Asset method
Creating a Work Order Hands-On
Locate an Asset in the Asset Tree
Right mouse click on the Asset
Select New Work Orderhellip
Creating a Work Order Hands-On (contrsquod)
The new record will appear in the Work Center
Fill in any required fields
Save the record
Creating a Work Order Hands-On (contrsquod)
You have now successfully completed creating a new Work Order using the right mouse click on Asset method
Creating a Work Order Hands-On (contrsquod)
Work Order Rapid Entry Overview
Creating Work Orders
View and Delete
Preferences
Work Order Rapid Entry
Administrator level tool for adding a series of Work Orders
Accessible via the Tools menu
Work Order Rapid Entry Overview
Highly customizable via Preferences
Work Order Rapid Entry Overview (contrsquod)
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Arrows next to Work Order fields connect to Lookup Table or Module Lookup
Orange line underneath arrow indicates Module Lookup
Creating Work Orders Overview (contrsquod)
Fields highlighted in blue are required
Set by Forms Manager
Organization and business process specific
Required Fields
Asset that is associated with work to be performed
Explore and Search options
Levels of Tree shown on Work Order
Asset Location Lookup
Action Bar options
bull Lookuphellip Explorehellip and Searchhellip
bull Remove
bull Open and Open in New Window
bull In-Service and Shutdown
Asset Location Lookup (contrsquod)
Now letrsquos practice creating a Work Order using the right mouse click on an Asset method
Creating a Work Order Hands-On
Locate an Asset in the Asset Tree
Right mouse click on the Asset
Select New Work Orderhellip
Creating a Work Order Hands-On (contrsquod)
The new record will appear in the Work Center
Fill in any required fields
Save the record
Creating a Work Order Hands-On (contrsquod)
You have now successfully completed creating a new Work Order using the right mouse click on Asset method
Creating a Work Order Hands-On (contrsquod)
Work Order Rapid Entry Overview
Creating Work Orders
View and Delete
Preferences
Work Order Rapid Entry
Administrator level tool for adding a series of Work Orders
Accessible via the Tools menu
Work Order Rapid Entry Overview
Highly customizable via Preferences
Work Order Rapid Entry Overview (contrsquod)
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Fields highlighted in blue are required
Set by Forms Manager
Organization and business process specific
Required Fields
Asset that is associated with work to be performed
Explore and Search options
Levels of Tree shown on Work Order
Asset Location Lookup
Action Bar options
bull Lookuphellip Explorehellip and Searchhellip
bull Remove
bull Open and Open in New Window
bull In-Service and Shutdown
Asset Location Lookup (contrsquod)
Now letrsquos practice creating a Work Order using the right mouse click on an Asset method
Creating a Work Order Hands-On
Locate an Asset in the Asset Tree
Right mouse click on the Asset
Select New Work Orderhellip
Creating a Work Order Hands-On (contrsquod)
The new record will appear in the Work Center
Fill in any required fields
Save the record
Creating a Work Order Hands-On (contrsquod)
You have now successfully completed creating a new Work Order using the right mouse click on Asset method
Creating a Work Order Hands-On (contrsquod)
Work Order Rapid Entry Overview
Creating Work Orders
View and Delete
Preferences
Work Order Rapid Entry
Administrator level tool for adding a series of Work Orders
Accessible via the Tools menu
Work Order Rapid Entry Overview
Highly customizable via Preferences
Work Order Rapid Entry Overview (contrsquod)
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Asset that is associated with work to be performed
Explore and Search options
Levels of Tree shown on Work Order
Asset Location Lookup
Action Bar options
bull Lookuphellip Explorehellip and Searchhellip
bull Remove
bull Open and Open in New Window
bull In-Service and Shutdown
Asset Location Lookup (contrsquod)
Now letrsquos practice creating a Work Order using the right mouse click on an Asset method
Creating a Work Order Hands-On
Locate an Asset in the Asset Tree
Right mouse click on the Asset
Select New Work Orderhellip
Creating a Work Order Hands-On (contrsquod)
The new record will appear in the Work Center
Fill in any required fields
Save the record
Creating a Work Order Hands-On (contrsquod)
You have now successfully completed creating a new Work Order using the right mouse click on Asset method
Creating a Work Order Hands-On (contrsquod)
Work Order Rapid Entry Overview
Creating Work Orders
View and Delete
Preferences
Work Order Rapid Entry
Administrator level tool for adding a series of Work Orders
Accessible via the Tools menu
Work Order Rapid Entry Overview
Highly customizable via Preferences
Work Order Rapid Entry Overview (contrsquod)
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Action Bar options
bull Lookuphellip Explorehellip and Searchhellip
bull Remove
bull Open and Open in New Window
bull In-Service and Shutdown
Asset Location Lookup (contrsquod)
Now letrsquos practice creating a Work Order using the right mouse click on an Asset method
Creating a Work Order Hands-On
Locate an Asset in the Asset Tree
Right mouse click on the Asset
Select New Work Orderhellip
Creating a Work Order Hands-On (contrsquod)
The new record will appear in the Work Center
Fill in any required fields
Save the record
Creating a Work Order Hands-On (contrsquod)
You have now successfully completed creating a new Work Order using the right mouse click on Asset method
Creating a Work Order Hands-On (contrsquod)
Work Order Rapid Entry Overview
Creating Work Orders
View and Delete
Preferences
Work Order Rapid Entry
Administrator level tool for adding a series of Work Orders
Accessible via the Tools menu
Work Order Rapid Entry Overview
Highly customizable via Preferences
Work Order Rapid Entry Overview (contrsquod)
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Now letrsquos practice creating a Work Order using the right mouse click on an Asset method
Creating a Work Order Hands-On
Locate an Asset in the Asset Tree
Right mouse click on the Asset
Select New Work Orderhellip
Creating a Work Order Hands-On (contrsquod)
The new record will appear in the Work Center
Fill in any required fields
Save the record
Creating a Work Order Hands-On (contrsquod)
You have now successfully completed creating a new Work Order using the right mouse click on Asset method
Creating a Work Order Hands-On (contrsquod)
Work Order Rapid Entry Overview
Creating Work Orders
View and Delete
Preferences
Work Order Rapid Entry
Administrator level tool for adding a series of Work Orders
Accessible via the Tools menu
Work Order Rapid Entry Overview
Highly customizable via Preferences
Work Order Rapid Entry Overview (contrsquod)
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Locate an Asset in the Asset Tree
Right mouse click on the Asset
Select New Work Orderhellip
Creating a Work Order Hands-On (contrsquod)
The new record will appear in the Work Center
Fill in any required fields
Save the record
Creating a Work Order Hands-On (contrsquod)
You have now successfully completed creating a new Work Order using the right mouse click on Asset method
Creating a Work Order Hands-On (contrsquod)
Work Order Rapid Entry Overview
Creating Work Orders
View and Delete
Preferences
Work Order Rapid Entry
Administrator level tool for adding a series of Work Orders
Accessible via the Tools menu
Work Order Rapid Entry Overview
Highly customizable via Preferences
Work Order Rapid Entry Overview (contrsquod)
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
The new record will appear in the Work Center
Fill in any required fields
Save the record
Creating a Work Order Hands-On (contrsquod)
You have now successfully completed creating a new Work Order using the right mouse click on Asset method
Creating a Work Order Hands-On (contrsquod)
Work Order Rapid Entry Overview
Creating Work Orders
View and Delete
Preferences
Work Order Rapid Entry
Administrator level tool for adding a series of Work Orders
Accessible via the Tools menu
Work Order Rapid Entry Overview
Highly customizable via Preferences
Work Order Rapid Entry Overview (contrsquod)
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
You have now successfully completed creating a new Work Order using the right mouse click on Asset method
Creating a Work Order Hands-On (contrsquod)
Work Order Rapid Entry Overview
Creating Work Orders
View and Delete
Preferences
Work Order Rapid Entry
Administrator level tool for adding a series of Work Orders
Accessible via the Tools menu
Work Order Rapid Entry Overview
Highly customizable via Preferences
Work Order Rapid Entry Overview (contrsquod)
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Work Order Rapid Entry Overview
Creating Work Orders
View and Delete
Preferences
Work Order Rapid Entry
Administrator level tool for adding a series of Work Orders
Accessible via the Tools menu
Work Order Rapid Entry Overview
Highly customizable via Preferences
Work Order Rapid Entry Overview (contrsquod)
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Administrator level tool for adding a series of Work Orders
Accessible via the Tools menu
Work Order Rapid Entry Overview
Highly customizable via Preferences
Work Order Rapid Entry Overview (contrsquod)
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Highly customizable via Preferences
Work Order Rapid Entry Overview (contrsquod)
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Date and Labor fields appear at the top
Creating Work Orders
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Commonly included fields
bull Reason
bull Asset
bull Problem
bull Labor Hours
Creating Work Orders (contrsquod)
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Quick view of all recently closed Work Orders
View and Delete
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Option to delete Work Orders created in error
View and Delete (contrsquod)
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Determines fields displayed
Accessible directly from the WORE
Preferences
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Email to Work Order Manager Overview
Email and Work Order Fields
Email to Work Order Manager Setup
Email to Work Order Example
Email to Work Order Manager
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Work Orders can be generated upon receipt of an email
Specific pieces of the email used to populate Work Order
Email to Work Order Manager Overview
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Requirements
bull Dedicated POP3 email account
bull MC Agent must be installed
bull Fields populated must be sufficient for business process
Email to Work Order Manager Overview (contrsquod)
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Format of Email
bull Subject Line of email Asset ID
bull Work Order Requested Date and Time Email Date
bull Body of email Work Order Reason Info
bull Email address Requester ID and Name Phone and Email
Email and Work Order Fields
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
New Email Interface Dialog used to define correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
Email example created into Work Order
Email to Work Order Example
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
MCUC Documentation Tutorials Article PDF Video Tutorials
User Guide
Work Order Module Overview
Work Order Statuses Defined
Work Order Details
Email To Work Order Manager - Configure
Additional Resources
