Learn how to create simple procedures when generating preventive maintenance records. This session explores the basic tabs within the record.

1. Basic Preventive Maintenance
Procedures (PPP02)
PMs, Procedures, and Projects Track

2. 1. Open Internet Explorer
2. Type into the address bar: www.maintenanceconnection.com
3. Click Log In button
4. Enter the following:
Member ID: PPP_CHECKPOINT
Password: Checkpoint2014
Note: During the seminar, please do not “Save” while following along with a
specific example unless directed to do so by your course instructor.
Wireless SSID: CHECKPOINT
Wireless Password: CHECKPOINT
Logon Instructions

3. Presenter Name: Brandon Palana
Background information:
• Role and expertise at Maintenance
Connection
• Fun Fact
Presenter Bio

4. Procedures Defined
Procedure Tabs
Create Basic Procedure
Agenda

5. Procedures Overview
Manually Added Procedures
Procedures Added via Problem Code
Generated Procedures
Procedures Defined

6. Collection of tasks, estimated costs,
details, and attachments to transfer
over to Work Orders
Procedures Overview

7. Procedures accessed from PM record
can be opened (right mouse click)
Procedures added using “Add…” button
Procedures Overview (cont’d)

8. Two typical / common ways to add
Procedures to Work Orders:
• Manually added to Work Orders
• Generated onto Work Order from
Preventive Maintenance
Procedures Overview (cont’d)

9. Manually added Procedures useful for:
• Populating set of pre-defined Tasks for
work
• On-the-fly situations
Manually Added Procedures

10. Procedures also can be added via
Problem code:
• Associated on Details tab
• Useful for specific instructions related to
common Problems
Procedures Added via Problem Code

11. Automatic Procedure association
through PM generation:
• Added to Procedures tab of PM records
• Populated onto all Work Orders for that
PM
• More advanced multiple procedure
capabilities available
Generated Procedures

12. Details
Tasks
Costs
Classifications
Attach
Reports
Procedure Tabs

13. Key information transferred to
generated Work Orders:
• Type and Priority (if no value listed on PM
Details)
• Target Hours
• Indicators
• Authorization
Details

14. Procedure Info stores identifying
information and Category of Procedure
Details store primarily reference
information
• Back-up data if PM fields left blank
Details (cont’d)

15. Managed By used for filtering in Explorer
and limiting access by Repair Center
Details (cont’d)

16. Status determines if Procedure should
appear or be hidden in Procedure
Lookup
Authorization sets necessary approval
level for Work Orders (if applicable)
Details (cont’d)

17. Indicators will be checked on Work
Orders dependent on Procedure
selections
Details (cont’d)

18. Tasks are added manually or from tasks
Module to Procedure on Tasks tab
Task types include:
• Standard task
• Task Group
• Specification task
• Meter Readings Task
• Header
Tasks

19. Tasks Module stores list of predefined
tasks
Tasks can be tracked allowing for easy
identification
Tasks (cont’d)

20. Special formatting and styles can be
used to emphasize text
Style Lookup Table display options
Tasks (cont’d)

21. Example of Procedure Tasks:
Tasks (cont’d)

22. Lists all Estimated Costs associated with
Procedure
• Labor
• Materials
• Other Costs
• Tools
•
Costs

23. Labor (Estimates):
• Creates auto-assignment
• Creates estimated Labor record
• Can be added for Employees, Contractors,
and Crafts
Costs (cont’d)

24. Material (Estimates):
• Creates estimated material or part cost
• Provides Technician with part(s) needs
• Reserves part from Inventory
Costs (cont’d)

25. Asset Classification(s) to which
procedure should be associated
Procedure is listed on Procedures Tab
for listed Asset Classifications
Classifications

26. Stores documents and notes for
Procedure
Auto-populated onto Work Orders
Attach

27. Three report displays:
• Work Orders
• Backlog
• Cost Breakdown
Reports

28. Creating Procedures Overview
Create Basic Procedure

29. Created in Procedures Module
Naming convention should remain
consistent
Creating Procedures Overview

30. Only Procedure ID and Name are
required upon creation
Tasks should be defined for Procedure if
instruction is needed
Creating Procedures Overview (cont’d)

31. Now let’s practice creating a test
Procedure, adding Tasks, and adding
the Procedure to a test Work Order!
Create a Procedure: Hands-On

32. Click on the down arrow next to the
New button and select Procedures
Enter the Procedure ID as
PPP02TEST_YOURINITIALS
Enter the Procedure Name as
PPP02Test_YourName
Create a Procedure: Hands-On (cont’d)

33. Enter 3 for Target Hours
Select High for Priority
Check the Indicator for Chargeable
Save the Procedure
Create a Procedure: Hands-On (cont’d)

34. Navigate to the Tasks tab
Select Add Task
Type in Check Compressor Filter
Save the Procedure
Create a Procedure: Hands-On (cont’d)

35. To create a test Work Order select the
arrow next to the New button, and
select Work Orders
Fill in the required information
highlighted in blue
Save your test Work Order
Create a Procedure: Hands-On (cont’d)

36. Add Procedure to test Work Order by
selecting the Procedure Lookup
Find Procedure and add to Work Order
Save the Work Order
Create a Procedure: Hands-On (cont’d)

37. Target Hours and Priority will match
Procedure
Tasks tab will show test Task added
Create a Procedure: Hands-On (cont’d)

38. You have now successfully created a
test Procedure, added Tasks, and added
the Procedure to a Work Order!
Create a Procedure: Hands-On (cont’d)

39. For access to documentation and tutorials,
reference www.mcuserconnect.com
MC User Connect

40. MCUC Documentation / Tutorials Article PDF Video
Tutorial
User
Guide
Attach Procedures to PM
Create New Procedure
Procedure Tabs / Pages
Additional Resources

41. Did you know you can take a Quiz to
test your knowledge of today’s content?
• Check it out on MC User Connect!
(www.mcuserconnect.com)
• Located in the MC eLearning folder 
PMs, Procedures, and Projects Course
Quizzes
Test Your Knowledge…