4. MC University
Creating New Work Orders
Several locations throughout MC Express to
create new Work Orders
ā¢ Each method described accessed through Action
Control on grey header bar
5. MC University
Creating New Work Orders (contād)
Methods:
ā¢ Work Order List
ā¢ Work Order Summary / Detail Page
ā¢ Home Page
ā¢ Asset Summary / Detail Page
13. MC University
List Options (contād)
Each displayed row includes the following
information:
ā¢ Icon
ā¢ Work Order information
ā¢ Drilldown control
ā¢ Grey Header Bar
ā¢ Grey Footer Bar
15. MC University
Viewing Information (contād)
To quickly switch between Work Order lists,
click the currently displayed list name on the
grey header bar and make a selection
16. MC University
Work Order Icons
Icons provide quick indication as to whether
or not the Work Order is assigned and / or
PM generated
ā¢ Assigned
ā¢ Generated (PM)
ā¢ Assigned and Generated
17. MC University
Repair Center and Shop Filtering
Current Repair Center and Shop filters
applied appear in grey header bar
18. MC University
Repair Center and Shop Filtering (contād)
Change Repair Center or Shop filtering:
ā¢ Select grey header bar
ā¢ Select Menu button ļ Settings
27. MC University
Work Order Components
Work Order records in the MRO have tabs to
store information ā Work Orders in MC
Express have similar sections to select from to
display information
28. MC University
Work Order Components (contād)
View, Add or Edit the following:
ā¢ Tasks
ā¢ Assignments
ā¢ Labor
ā¢ Parts
ā¢ Other Costs
ā¢ Attachments
ā¢ Asset History
29. MC University
Work Order Components (contād)
Additional Work Order Detail can be viewed
by selecting āMore Work Order Detailsā¦ā
30. MC University
Work Order Components (contād)
Selection options will vary depending on data
maintained at your organization, but typically
include:
ā¢ Request info
36. MC University
Navigating the Components of a Work Order: Example
Now letās take a look at navigating the
different components of a Work Order in MC
Express!
37. MC University
Work Order Features
Start / Stop Work Order Timer
Status Updates
Add Note
Create Follow Up Work Order
Delete Work Order
38. MC University
Start / Stop Work Order Timer
If your organization uses Start / Stop feature,
options display on Work Order Summary and
Detail Action menu
39. MC University
Start / Stop Work Order Timer (contād)
Only one Work Order can be started at a time
per user
To start timer select āStart Timerā option for
displayed Work Order
40. MC University
Start / Stop Work Order Timer (contād)
Work Order Summary Page will reflect the
time the Work Order started
41. MC University
Start / Stop Work Order Timer (contād)
To navigate back to the Work Order with the
timer at any time, select āGo to Started Work
Orderā from Action menu
42. MC University
Start / Stop Work Order Timer (contād)
To stop a timer on a Work Order, select āStop
Timerā from the Work Order Summary Action
43. MC University
Start / Stop Work Order Timer (contād)
Stop Timer page will display, which can be
edited as needed
45. MC University
Status Updates (contād)
Status of the Work Order is recorded on the
Status Update Page by selecting the Flag icon
on the grey header bar
47. MC University
Status Updates (contād)
Other updates can be made from Status
Update page:
ā¢ Dates / Labor Report
ā¢ Work Order Costs
ā¢ Attributes
ā¢ Settings
ā¢ Meter Readings
ā¢ Downtime
48. MC University
Add Note
Steps to add Note to a Work Order:
ā¢ Open Action Control on grey header bar from
displayed record
ā¢ Select Add Note
49. MC University
Add Note (contād)
ā¢ Add Note Page will display for entering Note
ā¢ Note is displayed on Work Order Detail ā Activity
Tab
50. MC University
Create Follow Up Work Order
Steps to create Follow Up Work Order:
ā¢ Open Action Control on grey header bar from
displayed record
ā¢ Select Create Follow Up
ā¢ New record will be created with Reason field
auto-populated
51. MC University
Delete Work Order
Work Orders are rarely deleted ā only if
created in error!
Require password to delete NOT used in MC
Express
52. MC University
Delete Work Order (contād)
Steps to delete a Work Order:
ā¢ Open the Action control and select Delete Work
Order
ā¢ Message will display to confirm
53. MC University
Using the Start / Stop Timer: Example
Now letās take a look at using the Start / Stop
Timer in MC Express!