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MC University
EX05|System Administration for MC Express
MC University
Agenda
General User Interface and Device Support
Rights, Restrictions, and Member Access
Configuring Preferences
MC University
General User Interface and Device Support
Who Should Use MC Express?
System Administration for MC Express
Defined
Device Support
MC University
Who Should Use MC Express?
MC Express can be used by anyone!
Typically designed for Maintenance
Technicians who need on-the-go access to a
simplified, mobile format of MC
MC University
Who Should Use MC Express? (cont’d)
Designed to be as intuitive as possible
Terminology and functionality mirror MRO as
much as possible
MC University
System Administration for MC Express Defined
Main methods of tailoring MC Express for
users:
• Access Group Rights
• Preferences
MC University
Device Support
Common questions relating to mobile devices
and MC Express:
• What devices can I use with MC Express?
• How do I create a Home Screen icon on an iOS
device?
• How do I create a Home Screen icon on an
Android device?
MC University
Rights, Restrictions, and Member Access
Member Settings
Repair Center and Accessible Locations
MC Express Rights Overview
Work Order Rights
Asset Rights
Inventory / Part Rights
MC University
Member Settings
MRO Members Module used to specify
Access Group to which member should
belong and Application to which member
should have access
MC University
Member Settings (cont’d)
Members can have access to any Application,
as long as Access Group setup to access MC
Express
• To limit access to only MC Express, set
Application to “R – Service Requester”
MC University
Repair Center and Accessible Locations
Repair Center restrictions assigned to Access
Groups honored in MC Express
• Users will only see data for Repair Centers they
have access to
MC University
Repair Center and Accessible Locations (cont’d)
Accessible Locations added to Labor records
will also be honored
• Users will only have access to Assets and Work
Orders from those locations
MC University
MC Express Rights Overview
MC Express offers numerous rights to ensure
users have access to appropriate features
MC University
MC Express Rights Overview (cont’d)
MRO Rights are honored whenever it is
possible:
• Edit
• Create
• New
• Delete
MC University
MC Express Rights Overview (cont’d)
When feature is different in MC Express or
access does not align, separate Rights are
provided
MC Express has a complete set of Rights
accessible from the MRO Access Group Rights
Tab
MC University
MC Express Rights Overview (cont’d)
MC Express general Rights:
• Access MC Express
• Access Feature to Remove MC Express User
Sessions
• Edit Contact Information on Personal Profile
MC University
Work Order Rights
Many different Work Order Rights available
including:
• Access Work Order Labor Tab
• Edit Previous Entries on Labor Report
• Access “All Closed” Work Order Filter
MC University
Asset Rights
Many different Asset Rights available
including:
• Access Asset Parts Tab
• Asset Task Feature
• Tab Access Rights
MC University
Inventory (Part) Rights
Many different Inventory (Part) Rights
available including:
• Access Part History Tab
• Part Utility Rights
• Access Feature to Apply Counts in MC Express
MC University
Interactive Example 1
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• EX05 – Adjusting Access Group Rights for MC
Express
MC University
Configuring Preferences
MC Express Preferences Overview
General Preferences
Asset Preferences
Inventory (Part) Preferences
Work Order Preferences
Work Order Status Update Preferences
MC University
MC Express Preferences Overview
Many preferences available to allow tailoring
interface for user experience
Especially valuable in MC Express where
access is often from small devices!
MC University
MC Express Preferences Overview (cont’d)
Limited number of MRO Preferences
(external to those tied to MC Express) that
are honored
• Work Order
• System (Localization)
• Inventory
• Asset
MC University
MC Express Preferences Overview (cont’d)
Accessed from MRO in MC Express Module /
Category
MC University
General Preferences
Many general preference options, including:
• MC Express Session Time Out
• Display Active Filters on Home Page
• Default Repair Center to use in MC Express
• Default Stock Room for Part Search
• MC Express Default Language
MC University
Asset Preferences
There are also many Asset preferences:
• Downtime Entry Mode
• Show Asset Fields
• Asset Meter Display
• Asset Task List feature – Work Order Relationship
MC University
Inventory (Part) Preferences
Inventory (Part) preferences available:
• Display of Stock Room Settings for Part Locations
• Show Part Cost Info on Add / Edit Pages?
MC University
Work Order Preferences
There are many Work Order preference
options:
• Display Custom Work Order Filters
• Date Field to Display in Work Order List
• Entry Type for Actual Labor
• Check for Duplicates when Creating Work Orders
in MC Express?
• Work Order Part Cost Info to Display
• Show Task Comments for Work Order Tasks?
MC University
Work Order Status Update Preferences
Independent set of preferences appropriate
to user interface and new capabilities
• Does not honor existing Complete / Close or ECC
preferences
MC University
Work Order Status Update Preferences (cont’d)
Many different preference options, including:
• Display Multiple Status Dates?
• Show / Require Labor Report?
MC University
Work Order Status Update Preferences (cont’d)
• Entry Method for Labor Report Additions
• Show Work Order Cost Summary?
• Show / Require Meter Reading 1 and 2?
• Display of Downtime Controls
MC University
Interactive Example 2
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• EX05 – Editing General Preferences for MC
Express
Thank You for
Watching!

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Ex05 | System Administration for MC Express (MCUI)

  • 2. MC University Agenda General User Interface and Device Support Rights, Restrictions, and Member Access Configuring Preferences
  • 3. MC University General User Interface and Device Support Who Should Use MC Express? System Administration for MC Express Defined Device Support
  • 4. MC University Who Should Use MC Express? MC Express can be used by anyone! Typically designed for Maintenance Technicians who need on-the-go access to a simplified, mobile format of MC
  • 5. MC University Who Should Use MC Express? (cont’d) Designed to be as intuitive as possible Terminology and functionality mirror MRO as much as possible
  • 6. MC University System Administration for MC Express Defined Main methods of tailoring MC Express for users: • Access Group Rights • Preferences
  • 7. MC University Device Support Common questions relating to mobile devices and MC Express: • What devices can I use with MC Express? • How do I create a Home Screen icon on an iOS device? • How do I create a Home Screen icon on an Android device?
  • 8. MC University Rights, Restrictions, and Member Access Member Settings Repair Center and Accessible Locations MC Express Rights Overview Work Order Rights Asset Rights Inventory / Part Rights
  • 9. MC University Member Settings MRO Members Module used to specify Access Group to which member should belong and Application to which member should have access
  • 10. MC University Member Settings (cont’d) Members can have access to any Application, as long as Access Group setup to access MC Express • To limit access to only MC Express, set Application to “R – Service Requester”
  • 11. MC University Repair Center and Accessible Locations Repair Center restrictions assigned to Access Groups honored in MC Express • Users will only see data for Repair Centers they have access to
  • 12. MC University Repair Center and Accessible Locations (cont’d) Accessible Locations added to Labor records will also be honored • Users will only have access to Assets and Work Orders from those locations
  • 13. MC University MC Express Rights Overview MC Express offers numerous rights to ensure users have access to appropriate features
  • 14. MC University MC Express Rights Overview (cont’d) MRO Rights are honored whenever it is possible: • Edit • Create • New • Delete
  • 15. MC University MC Express Rights Overview (cont’d) When feature is different in MC Express or access does not align, separate Rights are provided MC Express has a complete set of Rights accessible from the MRO Access Group Rights Tab
  • 16. MC University MC Express Rights Overview (cont’d) MC Express general Rights: • Access MC Express • Access Feature to Remove MC Express User Sessions • Edit Contact Information on Personal Profile
  • 17. MC University Work Order Rights Many different Work Order Rights available including: • Access Work Order Labor Tab • Edit Previous Entries on Labor Report • Access “All Closed” Work Order Filter
  • 18. MC University Asset Rights Many different Asset Rights available including: • Access Asset Parts Tab • Asset Task Feature • Tab Access Rights
  • 19. MC University Inventory (Part) Rights Many different Inventory (Part) Rights available including: • Access Part History Tab • Part Utility Rights • Access Feature to Apply Counts in MC Express
  • 20. MC University Interactive Example 1 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • EX05 – Adjusting Access Group Rights for MC Express
  • 21. MC University Configuring Preferences MC Express Preferences Overview General Preferences Asset Preferences Inventory (Part) Preferences Work Order Preferences Work Order Status Update Preferences
  • 22. MC University MC Express Preferences Overview Many preferences available to allow tailoring interface for user experience Especially valuable in MC Express where access is often from small devices!
  • 23. MC University MC Express Preferences Overview (cont’d) Limited number of MRO Preferences (external to those tied to MC Express) that are honored • Work Order • System (Localization) • Inventory • Asset
  • 24. MC University MC Express Preferences Overview (cont’d) Accessed from MRO in MC Express Module / Category
  • 25. MC University General Preferences Many general preference options, including: • MC Express Session Time Out • Display Active Filters on Home Page • Default Repair Center to use in MC Express • Default Stock Room for Part Search • MC Express Default Language
  • 26. MC University Asset Preferences There are also many Asset preferences: • Downtime Entry Mode • Show Asset Fields • Asset Meter Display • Asset Task List feature – Work Order Relationship
  • 27. MC University Inventory (Part) Preferences Inventory (Part) preferences available: • Display of Stock Room Settings for Part Locations • Show Part Cost Info on Add / Edit Pages?
  • 28. MC University Work Order Preferences There are many Work Order preference options: • Display Custom Work Order Filters • Date Field to Display in Work Order List • Entry Type for Actual Labor • Check for Duplicates when Creating Work Orders in MC Express? • Work Order Part Cost Info to Display • Show Task Comments for Work Order Tasks?
  • 29. MC University Work Order Status Update Preferences Independent set of preferences appropriate to user interface and new capabilities • Does not honor existing Complete / Close or ECC preferences
  • 30. MC University Work Order Status Update Preferences (cont’d) Many different preference options, including: • Display Multiple Status Dates? • Show / Require Labor Report?
  • 31. MC University Work Order Status Update Preferences (cont’d) • Entry Method for Labor Report Additions • Show Work Order Cost Summary? • Show / Require Meter Reading 1 and 2? • Display of Downtime Controls
  • 32. MC University Interactive Example 2 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • EX05 – Editing General Preferences for MC Express

Editor's Notes

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  3. Bullet 1: Allowing users with limited exposure to MC to navigate, find, and update records
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