The document discusses various methods for assigning work orders in the Maintenance Connection software. It covers manually assigning work orders by selecting a labor resource and date. It also covers automatically assigning work orders using rules defined in the Rules Manager, assignments tied to specific assets, or estimated labor assigned from procedures. The document provides an overview and steps for creating both manual and automatic assignments within the software.

1. Creating Work Order
Assignments (W04)
Work Management 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: W_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: David Smith
Background information:
• Role and expertise at Maintenance
Connection
• Fun Fact
Presenter Bio

4. Viewing and Managing Assignments
Assigning Work Orders
Editing Assignments
Automatic Assignment
Agenda

5. Viewing and Managing Assignments
Overview
View Assignment Mode
Assignment List Tab View
Assignment Calendar Tab View
Assignment Calendar Controls
Viewing and Managing Assignments

6. Extensive features available to assign Work
Orders and manage workloads
Assignments can be for Labor (employees)
or Labor resources (contractors)
Intuitive Calendar used
Viewing and Managing Assignments Overview

7. Can be viewed on Work Order details page
Right mouse click for interactive options
Viewing and Managing Assignments Overview (cont’d)

8. Work Order Assign Tab provides options to
assign and view
Two Modes:
• View Assignment Mode (default View)
• New Assignment Mode
Viewing and Managing Assignments Overview (cont’d)

9. Default view when first accessing Assign
tab
Two Sub-Tabs:
• Assignment List Tab View
• Assignment Calendar Tab View
View Assignments Mode

10. Displays Assignments associated with Work
Order
Both Estimated and Assigned Hours
displayed and shown in date order
Assignment List Tab View

11. Labor Estimate and Completed Labor:
• Grey text
• Estimated = craft, skill, and estimated hours
• Completed = craft or labor name, work date,
and work hours
Assignment List Tab View (cont’d)

12. Assigned Labor:
• Blue text
• Craft, labor resource, date, and hours
displayed
Assignment List Tab View (cont’d)

13. Calendar view of assignments for Work
Order
Current month (or last month accessed)
Assignment displayed on appropriate date
Assignment Calendar Tab View

14. Assignment displayed on calendar:
• Picture of assignee (if available)
• Work Order number
• Asset Name (blue lettering)
• Assignment hours
• Craft and skill
Assignment Calendar Tab View (cont’d)

15. Background color of assignment signifies
priority
Varies in appearance based on display
perspective
Red outline around target date of displayed
WO
Assignment Calendar Tab View (cont’d)

16. Additional Work Order information by
hovering mouse:
• Target completion date and hours
• Reason
• Procedure
• Asset ID and Name
Assignment Calendar Tab View (cont’d)

17. Total assigned hours displayed in green
Multiple assignments show accumulated
total
Scheduled work hours will appear if Labor
resource has schedule set
Assignment Calendar Tab View (cont’d)

18. Options and controls to view and assign
currently displayed Work Order
Navigation controls provided
Assignment Calendar Controls

19. Display Tabs As determines perspective and
view of Calendar
Labor Resources with associated Work
Order attributes
Remaining options for organizational views
(considered view only)
Assignment Calendar Controls (cont’d)

20. Different tabs are displayed depending on
Display Tabs As control
Additional filters and Search Control will
also change (logical choices)
Assignment Calendar Controls (cont’d)

21. Work Order Details
Labor Resource Perspective
Organizational and View Only Perspective
Assigning Work Orders

22. Icon allows user to create new and
additional assignment
Will display Work Order Assign Tab (New
Assignment Mode)
Work Order Details

23. Select labor perspective from choices
available
Different filters and search controls used to
find labor resource
Labor Resource Perspective

24. Click on the Tab corresponding to desired
assignee:
Choose the date on which the assignment
should be made:
Labor Resource Perspective (cont’d)

25. New Assignment Dialog will display:
Assignment will display on calendar:
Labor Resource Perspective (cont’d)

26. Calendar displays in View Only mode when
certain display options are chosen
Evaluate work load by Location,
Department, Zone, etc.
Multiple technician assignments shown
together
Organizational and View Only Perspective

27. Select “view only” organizational
perspective:
Select tab to view all assignments:
Organizational and View Only Perspective (cont’d)

28. All assigned Work will be displayed:
To create assignment, locate another
assignment to be used as a model
Organizational and View Only Perspective (cont’d)

29. Right click on assignment  New
Assignment:
New Assignment Dialog will display:
Organizational and View Only Perspective (cont’d)

30. Assignment will be made for same day, but
can be moved by clicking and dragging:
Organizational and View Only Perspective (cont’d)

31. Now let’s practice creating a test Work
Order, and creating a new assignment!
Assigning a Work Order: Hands-On

32. To create a test Work Order select the
arrow next to the New button, and select
Work Orders
Fill in the required details highlighted in
blue
Save the record
Assigning a Work Order: Hands-On (cont’d)

33. Locate the Assignments section of the
Work Order
Click on the Click to Assign… icon
Select the Labor from the Display Tabs As
dropdown
Assigning a Work Order: Hands-On (cont’d)

34. Select a Labor resource to assign to the
test Work Order
Select a Date from the Assignment
Calendar
Select the Hours and Minutes for the
Assignment Info
Assigning a Work Order: Hands-On (cont’d)

35. Click Apply
Your assignment will be added to the
Calendar
Assigning a Work Order: Hands-On (cont’d)

36. You have now successfully completed
creating a test Work Order and creating an
assignment!
Assigning a Work Order: Hands-On (cont’d)

37. Editing Assignments Info
Editing Assignment Date
Editing Assignments

38. Double click on assignment or right click on
Assignment  Change Assignment
Editing Assignments Info

39. Assignment Info:
• Change Hours and Minutes
• Assigned Lead?
• Assigned PDA User?
Editing Assignments Info (cont’d)

40. Click and drag to desired date
Right click on assignment  Cut  Paste
Editing Assignment Date

41. Automatic Assignments Overview
Rules Manager: Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments

42. Automatically assigning Work Orders:
• Decreases time spent assigning
• No assignment mistakes!
Options to auto-assign:
• Rules Manager
• Labor from Asset
• Labor from Procedure
Automatic Assignments Overview

43. Create Assignment Action based on defined
New Work Order Event
Labor Assignments specifies individual (or
contractor) for assignment
Rules Manager: Assignment Rules

44. Criteria is the condition(s) that must be
met for assignment to take place
Rules Manager Assignment Rules (cont’d)

45. Labor Assignments:
• Labor selected from Labor Module Lookup
• Priority is designated
• Backup Resource?
Rules Manager Assignment Rules (cont’d)

46. Assets (or Classifications) can be tied to
labor resources
Auto-assigns that labor to every Work
Order for that Asset
Assign Labor From Asset

47. Accessible from the Asset record 
Related Info  Labor / Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (cont’d)

48. Estimated Labor on Procedure creates
assignment record on the Work Order
Suggested for organizations looking to track
estimated labor
Assign Labor From Procedures

49. Add estimated Labor via Costs tab of the
Procedure
Work Orders with Procedure will auto-
assign estimated Labor
Assign Labor From Procedures (cont’d)

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

51. MCUC Documentation / Tutorials Article PDF Video
Tutorial
User
Guide
Assign WO – Assign To Technician
Batch WO Assignments
Create Auto-Assignment – Rules
Manager
Create Auto-Assignment – Asset
Module
Additional Resources