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PPP03 | Complex Preventative Maintenance Procedures (MCUI)

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Complex Preventative Maintenance Procedures (MCUI)

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PPP03 | Complex Preventative Maintenance Procedures (MCUI)

  1. 1. MC University PPP03|Complex Preventive Maintenance Procedures
  2. 2. MC University Agenda Cloning Procedures Complex Procedure Tasks Linking Assets
  3. 3. MC University Cloning Procedures Cloning Procedures Overview Clone Record
  4. 4. MC University Cloning Procedures Overview When a new Procedure should have similar attributes to existing Procedure
  5. 5. MC University Cloning Procedures Overview Select Procedure record to be Cloned Select Clone button
  6. 6. MC University Cloning Procedures Overview (cont’d) New Procedure ID comprised of original Procedure ID plus incremental number Associated items carry over (tasks, costs, etc.)
  7. 7. MC University Clone Record Example of cloning record:
  8. 8. 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: • PPP03 – Cloning a Procedure
  9. 9. MC University Complex Procedure Tasks Special Task Formatting Specification Tasks Limit Tasks by Class Tracked Tasks
  10. 10. MC University Special Task Formatting HTML can be used to further customize the format and style of text for Tasks HTML information can easily be found online
  11. 11. MC University Special Task Formatting (cont’d) Example of using HTML to change Font Color:
  12. 12. MC University Special Task Formatting (cont’d) Example of using HTML to change Font Size:
  13. 13. MC University Special Task Formatting (cont’d) Images can be added to tasks for clear description
  14. 14. 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: • PPP03 – Using HTML to Apply Special Task Formatting
  15. 15. MC University Special Task Formatting (cont’d) Web links can be added to tasks Allows users to retrieve information from outside sources directly from task
  16. 16. MC University Specification Tasks Value entered in Work Order Specification Task will update value for Asset Specification Specification auto added to Asset if needed
  17. 17. MC University Specification Tasks (cont’d) Value of Specification Tasks for Procedures: • Ensure consistency (timely measurements) • Track over time (data analysis and trends) • Technicians update directly from Work Orders
  18. 18. MC University Limit Task by Class Limits generation of task to a specific Asset Classification Helpful for necessary tasks that pertain to a specific Classification
  19. 19. MC University Tracked Tasks Task will be tracked in Asset module (listed in Asset history) Example: 15,000 Mile Check
  20. 20. MC University Interactive Example 3 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • PPP03 – Tracking Tasks Using Procedures
  21. 21. MC University Linking Assets Link Asset Directly Link Assets by Class Link All Assets
  22. 22. MC University Link Asset Directly Designate a Task for specific Asset Single Task tied to different Asset than Work Order Asset
  23. 23. MC University Link Asset Directly (cont’d) Example of linking Asset directly:
  24. 24. MC University Link All Assets Link task to Children of designated Asset When Work Order is created: • Links to all Assets below selected node of Tree • Separate Tasks for each Asset when Work Order generates
  25. 25. MC University Link Asset by Class Easy way to display multiple Assets on a single Work Order Work Order is created: • Assigned to specific node on Asset Tree • Task created for all Assets matching Class below node of Asset Tree
  26. 26. MC University Link Asset by Class (cont’d) Example of linking Asset by Class:
  27. 27. MC University Interactive Example 4 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • PPP03 – Link Assets by Classification
  28. 28. Thank You for Watching!

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