Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

W09 | Work Order Management Tools (MCUI)

1,315 views

Published on

Work Order Management Tools

Published in: Software
  • Be the first to comment

W09 | Work Order Management Tools (MCUI)

  1. 1. MC University W09|Work Order Management Tools
  2. 2. MC University Agenda Work Matrix Work Manager and Labor Calendars Work Order History Tab Work Order Expanded List
  3. 3. MC University Work Matrix Work Matrix Overview Selecting Groups and Subgroups Actions
  4. 4. MC University Work Matrix Overview Matrix of open Work Orders with option to perform actions Filtered by Repair Center
  5. 5. MC University Work Matrix Overview (cont’d) Columns in table summarize: • Total Open Work Orders for group / sub-group • Total Open Requests by Target Date • Total Open PMs by Target Date
  6. 6. MC University Work Matrix Overview (cont’d) Example of Work Matrix:
  7. 7. MC University Work Matrix Overview (cont’d) Example of data broken down by Shop and Priority of Work Order:
  8. 8. MC University Selecting Groups and Sub-Groups Two levels of grouping: • Grouping • Sub-grouping Group control includes option for two or more groupings
  9. 9. MC University Actions Several actions can be performed on Work Orders represented in the cell Selected from Matrix Click Action dropdown
  10. 10. MC University Actions (cont’d) Set Criteria displays matching Work Orders in List Pane Set Criteria and List displays matching Work Orders in Expanded Work Order List view
  11. 11. MC University Actions (cont’d) Work Order List Report populates Work Order List report with selected information Work Order Report (No Grouping) populates Work Order report for printing
  12. 12. MC University Actions (cont’d) Run Report… runs an Open Work Order report on selected data
  13. 13. 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: • W09 – Navigating the Work Matrix – Example 1
  14. 14. MC University Work Manager and Labor Calendar Work Manager Overview General Interface Work Manager Views Labor Calendars Overview
  15. 15. MC University Work Manager Overview Manage and view workloads from calendar or list Resource planning from broad perspective Assignment details and dates can be modified
  16. 16. MC University General Interface Asset List displayed in Module List Pane to filter Work Manager results Displays current month by default and uses previous / next controls
  17. 17. MC University Work Manager Views Controls determine view, format and records displayed Options change dependent on View and Display Tabs As selection(s)
  18. 18. MC University Work Manager Views (cont’d) View control determines type of data displayed
  19. 19. MC University Work Manager Views (cont’d) Format Control determines view Calendar View Gantt View List View
  20. 20. MC University Work Manager Views (cont’d) Display Tabs As control • Determines orientation and tab information displayed • Data corresponds to tab • Header includes control to open record
  21. 21. MC University Labor Calendars Overview Quick access to four Labor options: • Labor Assignments • Labor Time Off • My Assignments • My Time Reporting Functionality same as Work Manager
  22. 22. 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: • W09 – Navigating the Work Manager and Labor Calendar – Example 2
  23. 23. MC University Work Order History Tab Work Order History Tab Overview Fields and Columns Modifying Status History
  24. 24. MC University Work Order History Tab Overview Lists activity (i.e. status change and assignment) Most records automatically created Create individual notes for events and activities
  25. 25. MC University Work Order History Tab Overview (cont’d) History recorded in two areas: • Event History • Work Order Status History
  26. 26. MC University Fields and Columns Selection Box allows user defined Notes to be selected for removal Date, Time, and Initials displays: • Date and Time of status change, and note created • Initials of individual making change (_MC for system generated)
  27. 27. MC University Fields and Columns (cont’d) Note: • Description of Event • Content of manually added note Follow-Up? and Complete?: • Follow up required? • Information discussed in note complete?
  28. 28. MC University Modifying Status History Click on row to change details of status Edit Status History Dialog displays Typically Administrator access only
  29. 29. 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: • W09 – Viewing the Work Order History Tab
  30. 30. MC University Work Order Expanded List Work Order Expanded List Overview Multiple Selects and Actions Favorites List
  31. 31. MC University Work Order Expanded List Overview Provides ability to select a group of Work Orders and process action(s) Accessed via List button or Expand List Control Available in Module List and Search Page
  32. 32. MC University Work Order Expanded List Overview (cont’d) Results displayed with additional detail: • Target Completion Date • Procedure Name • Asset Name (or Location Name) • Location
  33. 33. MC University Multiple Selects and Actions Action Bar options displayed are logical for function currently accessed Select multiple Work Orders: • Checkbox • Click on record • Select Page or Select All Pages
  34. 34. MC University Multiple Selects and Actions (cont’d) Example of batch Assigning:
  35. 35. MC University Multiple Selects and Actions (cont’d) Example of batch updating the Target Date:
  36. 36. MC University Multiple Selects and Actions (cont’d) Example of batch updating with the Complete / Close:
  37. 37. MC University Favorites List Work Orders added to Favorites List are retrieved from specific icon Not dynamic (manually created) Added / Removed using icon on right side of Work Center Header
  38. 38. MC University Favorites List (cont’d) Example of adding batch Favorites:
  39. 39. 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: • W09 – Using the Batch Update
  40. 40. Thank You for Watching!

×