The basics of general and navigation enhancements, work order and PM management, asset and parts management, reporting, system administration, documentation and upgrade information

1. V7.0-07|Overview of MC v7.0
MC University

2. MC University
Agenda
General / Navigation Enhancements
Work Order and PM Management
Asset and Parts Management
Reporting
System Administration
Documentation and Upgrade Information

3. MC University
General / Navigation Enhancements
What’s New in MC v7.0?
Multiple Browser Capabilities
Language and Smart Label
Single Browser Window
Enhanced Views
Tailor Fields in List Pane
Menu Reorganization

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What’s New in MC v7.0?
Significant enhancements to the User
Interface
Extensive new features!

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What’s New in MC v7.0? (cont’d)
New functionality includes:
• Multi-browser accessibility (Chrome, Safari, IE 11)
• Multi-language capability
• PM Balancer to reschedule PMs and distribute
workloads
• Intuitive menu and toolbar displays
• …and much more!

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Multiple Browser Capabilities
MC v7.0 now supports multiple devices and
browsers!
• Windows PC
• Mac
• Chromebook

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Language and Smart Label
MC v7.0 includes language support
throughout the application
Language is specified using available menu
option

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Language and Smart Label (cont’d)
Smart Label feature used to modify or tailor
translations
• Field Labels
• Messages
• Button Names
• Tab Names

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Language and Smart Label (cont’d)
Smart Label feature can be used to configure
the same information for English speaking
users by using Custom English settings

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Single Browser Window
MRO no longer opens in separate browser
window for more browser control

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Enhanced View Modes
Numerous features available to expand areas
of display
• Pop Out icon for full screen mode
• Single Pane View shows both List and Work
Center in expanded view

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Tailor Fields in List Pane
Fields in List Pane can now be tailored based
on a Report definition
• Multiple different list definitions can be set
(Asset, Work Order, Company, etc.)

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Menu Reorganization
Favorites Menu now available to expediently
access records marked as favorites

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Menu Reorganization (cont’d)
Tools Menu reorganized into sub-menus

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Menu Reorganization (cont’d)
New set of options accessible from the View
 Settings Menu
• Can also be accessed by right clicking in
gray area at top of Work Center

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Interactive Example
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• V7.0-08 – Menu Display and Changing
Work Order List Pane Order Example 1

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Work Order and PM Management
SMS to Work Order
Gantt View
Preventive Maintenance Balancer

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SMS to Work Order
Optional service available to initiate a Work
Order by sending a text (SMS)
• Sent to a predefined number

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Gantt View
New View option for Calendars to view
extended lists of Work Orders or Assignments
Includes exciting features:
• Duration and progress recording
• Smart Shift

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Interactive Example
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• V7.0-08 – Exploring Gantt View Example 2

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Preventive Maintenance Balancer
New Preventive Maintenance Balancer tool to
evaluate Work Order Schedules
• Assists with rescheduling PMs to balance
workload

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Preventive Maintenance Balancer (cont’d)
Tool provides:
• Graphical display of upcoming Work Orders
• Powerful search features
• Mechanisms to modify next scheduled dates

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Asset and Parts Management
Asset Quick Search
Asset Paste Special
Asset Right-Click Options
Multi-Bin
Part Checkout

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Asset Quick Search
Asset Tree is searched for IDs and / or Names
that match entered value
• Matches highlighted in yellow

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Interactive Example
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• V7.0-08 – Using Quick Search Example 3

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Asset Paste Special
Paste Special feature enhanced to allow
multiple copies

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Asset Right-Click Options
New Asset Tree option to create new Work
Order in new window
• Allows for focus to remain in Asset Module

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Multi-Bin
Multiple Bins can now be used for same Part
in a given Stock Room
• Duplicate Part Location records (different Bin)

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Multi-Bin (cont’d)
All Part Location records must now specify a
bin
• Any Parts without bin filled in with “DEFAULT”

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Part Checkout Enancements
Part Checkout feature now is permission
based
Allows Parts to be tied to existing or a new
Work Order

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Reporting
Smart Search
Criteria Library

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Smart Search
New feature allows dynamic searching for
data in columns within reports
• Especially helpful for reports with extensive
records

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Smart Search (cont’d)
Options to search globally (Single Search) or
by column (Multiple Column Search) through
new Smart Search tab

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Interactive Example
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• V7.0-08 – Using Smart Search Example 4

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Criteria Library
Create library of commonly used criteria to
select when running a given report
• Once created available for all Reports

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System Administration
Add Documents On-The-Fly
Image Tab Enhancements
Field Level Permissions
Permission Search
Schedule Tab for Shift Module
Record Level Rules

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Add Documents On-The-Fly
Documents can be added on-the-fly to the
Documents Module from individual record
• Dynamically create new Documents and Links

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Image Tab Enhancements
Enhancements made to the Image tab:
• New Add (Multiple)… button to add
multiple images
• Add… button used to take image
• Maximum file and image upload size
increased to 10MB

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Field Level Permissions
New options available for Permissions:
• Access to individual fields can now be defined
• Separate permission for editing new vs. existing
record fields

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Permission Search
Search option now displayed above Module
List
• Locate permissions quickly across multiple
modules

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Interactive Example
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• V7.0-08 – Navigating and Searching for
Access Groups Example 5

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Schedule Tab for Shift Module
New Schedule Tab available in Shift Module
• Schedule for each shift can be defined
• Time off / work schedule exceptions
• Shift and exceptions can be applied to any
labor record

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Record Level Rules
Rules can now be defined at record level
Defined on new Attach  Rules tab

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Documentation and Upgrade Information
Accessing v7.0 Documentation
Request the Upgrade

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Accessing v7.0 Documentation
Many ways to stay connected with v7.0:
• MCUC Library documentation / videos
• MC University courses
• User Guide

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Accessing v7.0 Documentation (cont’d)
Release Notes available that outline all new
enhancements and features of MC v7.0

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Request the Upgrade
Cloud Hosted and On-Premise customers:
• Library article available on MCUC with link to
request upgrade
• Upgrades typically scheduled within 2-4 weeks

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Don’t Forget Your Homework!
Watch the previously recorded course Video
or review the course Slides
Practice your new skills with the Interactive
Examples
Test your knowledge of the course material
with the Quiz
Review the other MC v7.0 courses

49. Thank You for
Attending!