W10 - Work Order Preferences

Work Order Preferences (W10)

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 David Smith

Background information

bull Role and expertise at Maintenance Connection

bull Fun Fact

Presenter Bio

Basic Preferences

Complete Close and ECC

Work Order Printout

Explorer and Custom Filters

Agenda

Preferences Overview

Defaults

Settings

Barcode

Work Order Rapid Entry

Work Order Survey

Basic Preferences

Tailor the user interface and behavior of MC

Set at Repair Center or My Preferences level


Available controls include

bull Field and content displayed

bull Default values

bull Explorer display options

bull General system behavior

Preferences Overview (contrsquod)

Description available by clicking on Preference


Set Default values for fields on Work Order Details tab

Other Defaults include

bull Survey

bull Problem (PM Work Orders)

bull Authorization (PM Work Orders)

Defaults

Indicators and toggles that impact behavior of the module

Examples of Settings available

bull Repair Center used as prefix for Work Order ID

bull Assets brought down by default

bull Approve Issue on Work Order Assignment

Settings

Barcode format can be set for Work Order numbers

Barcode

Determines if barcodes should be printed on Work Orders

Barcode (contrsquod)

Extensive set of preferences for Work Order Rapid Entry Tool

Determines fields that appear and default values


Preferences set for Survey Manager Tool

Determines

bull How often emails are sent

bull Rule used for recipients

bull Email content

Work Order Survey

Other Survey options

bull Enable Surveys from Service Requester

bull Modify Survey content

bull View Survey results

bull Generate proactive Survey emails

Work Order Survey (contrsquod)

In this example the Work Order Preferences will be adjusted to the following

bull Default Shop will be Mechanic

bull Use the Repair Center ID for Work Order number Prefix

bull Prompt user for a Reason when Denying or Canceling Work Order

Work Order Preferences Example

Interface prior to preference changes

Work Order Preferences Example (contrsquod)

Preferences are updated


Interface after preference changes


Standard Complete Close

Enhanced Complete Close


Affect behavior and default values displayed for standard Complete Close Dialog

Examples of preferences available

bull All tasks default to complete

bull Assets returned to service by default

bull Default values for Labor Report Chargeable etc


Options available for

bull Section placement

bull Order in which sections are shown

bull Hide or show sections

bull Required field entry


Printout Preferences Overview

Printout Sections

Work Order Printout

Determines information displayed on Work Order Report

Options include

bull Sections displayed dependent on data

bull Number of ldquofill inrdquo columns

bull Show or hide fields


Maintenance Details displays data directly from Work Order details

Printout Sections

Tasks and Labor transfer details from Tasks and Labor tab

Printout Sections (contrsquod)

Materials and Other Costs will define cost information to be displayed


Document info can be displayed (ID Name etc)

Labor Report text displayed with option to include signature section


Approval preference displays data in relation to approvals on Work Order (name approval date etc)


Explorer Preferences Overview

Conditional Formatting

Custom Filters


Refresh preferences for Work Order explorer list

Records per page can be set

Zone colors can be displayed


Alter and customize appearance of records in Explorer

Style Editor (V60) defines font color etc

3 Repair Center and 3 My Preference options


Select Format Criteria to define Criteria for when to use formatting

Conditional Formatting (contrsquod)

Define Style to set appearance of records


Records in Explorer will update per Criteria and Style selections


10 filters available for Repair Center and My Preferences

Define custom criteria for new filters to be added to Filter list

Unique for organization and business process

Custom Filters

Select Custom Filter Name to name the filter that will be displayed

Custom Filters (contrsquod)

Select Custom Filter and Edit to define criteria to apply


Custom Filter appears on Home page

Accessible via Work Order Explorer filter


For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Custom Work Order Filters

Work Order Preferences

Survey Setup Instructions

Conditional Formatting ndash How to Setup

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




bull Fun Fact

Presenter Bio

Basic Preferences


Work Order Printout


Agenda


Defaults

Settings

Barcode


Work Order Survey

Basic Preferences






bull Default values








bull Survey



Defaults






Settings


Barcode







Determines



bull Email content

Work Order Survey


































Printout Sections

Work Order Printout


Options include






Printout Sections












Custom Filters



















Custom Filters









MC User Connect


User Guide









bull Fun Fact

Presenter Bio

Basic Preferences


Work Order Printout


Agenda


Defaults

Settings

Barcode


Work Order Survey

Basic Preferences






bull Default values








bull Survey



Defaults






Settings


Barcode







Determines



bull Email content

Work Order Survey


































Printout Sections

Work Order Printout


Options include






Printout Sections












Custom Filters



















Custom Filters









MC User Connect


User Guide






Basic Preferences


Work Order Printout


Agenda


Defaults

Settings

Barcode


Work Order Survey

Basic Preferences






bull Default values








bull Survey



Defaults






Settings


Barcode







Determines



bull Email content

Work Order Survey


































Printout Sections

Work Order Printout


Options include






Printout Sections












Custom Filters



















Custom Filters









MC User Connect


User Guide







Defaults

Settings

Barcode


Work Order Survey

Basic Preferences






bull Default values








bull Survey



Defaults






Settings


Barcode







Determines



bull Email content

Work Order Survey


































Printout Sections

Work Order Printout


Options include






Printout Sections












Custom Filters



















Custom Filters









MC User Connect


User Guide











bull Default values








bull Survey



Defaults






Settings


Barcode







Determines



bull Email content

Work Order Survey


































Printout Sections

Work Order Printout


Options include






Printout Sections












Custom Filters



















Custom Filters









MC User Connect


User Guide










bull Survey



Defaults






Settings


Barcode







Determines



bull Email content

Work Order Survey


































Printout Sections

Work Order Printout


Options include






Printout Sections












Custom Filters



















Custom Filters









MC User Connect


User Guide











Settings


Barcode







Determines



bull Email content

Work Order Survey


































Printout Sections

Work Order Printout


Options include






Printout Sections












Custom Filters



















Custom Filters









MC User Connect


User Guide







Barcode







Determines



bull Email content

Work Order Survey


































Printout Sections

Work Order Printout


Options include






Printout Sections












Custom Filters



















Custom Filters









MC User Connect


User Guide












Determines



bull Email content

Work Order Survey


































Printout Sections

Work Order Printout


Options include






Printout Sections












Custom Filters



















Custom Filters









MC User Connect


User Guide







































Printout Sections

Work Order Printout


Options include






Printout Sections












Custom Filters



















Custom Filters









MC User Connect


User Guide







Options include






Printout Sections












Custom Filters



















Custom Filters









MC User Connect


User Guide







Printout Sections












Custom Filters



















Custom Filters









MC User Connect


User Guide

















Custom Filters



















Custom Filters









MC User Connect


User Guide























Custom Filters









MC User Connect


User Guide














MC User Connect


User Guide







User Guide






W10 - Work Order Preferences

Software

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