This document provides an overview of copy and paste best practices, asset configuration tools, and asset preferences in MC University's asset management software. It discusses how to standard copy and paste assets, use paste special to select specific attributes to copy, and configure asset hierarchies and preferences through tools like the asset hierarchy configuration tool and asset updater using classifications. Interactive examples are provided to demonstrate how to use paste special for new assets, the asset updater tool, and asset preferences.
This document discusses best practices for asset reporting in an asset management system. It covers setting up asset classifications and hierarchies to standardize and group asset data, which enables filtering, sorting and counting assets in reports. Specific asset reports are demonstrated that track asset lists, costs, maintenance schedules, warranties and status over time. Interactive examples guide users in applying classification settings and joining additional data tables to reports. The key aspects covered are how asset data configuration impacts reporting capabilities and examples of common asset-focused reports.
This document provides an overview of asset specifications in MC University's asset management system. It defines asset specifications as measurements or features that can be tracked for each asset. Specifications can be created and applied at the asset or classification level and can also be added as tasks to work orders. The document reviews how to create new specifications, add them to assets, link them to work orders, and generate specification reports to analyze and track specification data over time.
This document discusses asset meters and user defined fields in MC University's asset management system. It covers entering and rolling down meter readings to child assets, and creating and editing user defined fields, including setting up lookup tables. Users are encouraged to practice these skills through interactive examples on meter readings, asset UDF labels and lookups, and using the UDF smart transfer feature.
The document discusses managing asset lifecycles in MC University's asset management system. It covers setting assets out of service, tracking asset downtime and location changes, and managing work order and asset histories. Interactive examples are provided to demonstrate setting assets out of service, creating downtime records, viewing location changes, and working with asset and work order histories.
The document discusses various tools for inventory management in MC University's inventory management system. It describes how estimated and actual parts can be added to work orders, and how this interacts with inventory counts. It also explains how the adjust inventory, count inventory, and transfer inventory tools can be used to update inventory quantities, count physical inventory, and move inventory between stock rooms. Notification rules are also discussed as a way to set up alerts about inventory counts.
This document discusses preventive maintenance (PM) work order generation and projections in MC University's computerized maintenance management system (CMMS). It covers defining PM work order generation, including automatic and manual generation. It also discusses generating PM schedules, running work order projections, and using the PM load balancer tool to balance the workload of PMs over time.
The document discusses managing inventory parts using stockrooms in MC University. It defines stockrooms and differentiates between direct issue items and stocked items. Direct issue items are ordered as needed without stockrooms, while stocked items are stored in stockrooms and warehouses. The document also covers adding stockrooms for parts, including defining stockroom parameters, initial inventory levels, and costs. Rotating items that are serialized inventory rotated in and out of use as assets are also discussed.
This document provides an overview and instructions for setting up asset maintenance schedules in a computerized maintenance management system (CMMS). It describes the assets tab, which lists assets and locations for maintenance scheduling. Assets can be added to schedules individually or by default from their asset record details. Schedule settings like next scheduled date, procedure, and repair center filter can be configured. The document also explains how to add new assets to schedules using the asset lookup and popup, which provide attribute values for work order generation.
This document discusses best practices for asset reporting in an asset management system. It covers setting up asset classifications and hierarchies to standardize and group asset data, which enables filtering, sorting and counting assets in reports. Specific asset reports are demonstrated that track asset lists, costs, maintenance schedules, warranties and status over time. Interactive examples guide users in applying classification settings and joining additional data tables to reports. The key aspects covered are how asset data configuration impacts reporting capabilities and examples of common asset-focused reports.
This document provides an overview of asset specifications in MC University's asset management system. It defines asset specifications as measurements or features that can be tracked for each asset. Specifications can be created and applied at the asset or classification level and can also be added as tasks to work orders. The document reviews how to create new specifications, add them to assets, link them to work orders, and generate specification reports to analyze and track specification data over time.
This document discusses asset meters and user defined fields in MC University's asset management system. It covers entering and rolling down meter readings to child assets, and creating and editing user defined fields, including setting up lookup tables. Users are encouraged to practice these skills through interactive examples on meter readings, asset UDF labels and lookups, and using the UDF smart transfer feature.
The document discusses managing asset lifecycles in MC University's asset management system. It covers setting assets out of service, tracking asset downtime and location changes, and managing work order and asset histories. Interactive examples are provided to demonstrate setting assets out of service, creating downtime records, viewing location changes, and working with asset and work order histories.
The document discusses various tools for inventory management in MC University's inventory management system. It describes how estimated and actual parts can be added to work orders, and how this interacts with inventory counts. It also explains how the adjust inventory, count inventory, and transfer inventory tools can be used to update inventory quantities, count physical inventory, and move inventory between stock rooms. Notification rules are also discussed as a way to set up alerts about inventory counts.
This document discusses preventive maintenance (PM) work order generation and projections in MC University's computerized maintenance management system (CMMS). It covers defining PM work order generation, including automatic and manual generation. It also discusses generating PM schedules, running work order projections, and using the PM load balancer tool to balance the workload of PMs over time.
The document discusses managing inventory parts using stockrooms in MC University. It defines stockrooms and differentiates between direct issue items and stocked items. Direct issue items are ordered as needed without stockrooms, while stocked items are stored in stockrooms and warehouses. The document also covers adding stockrooms for parts, including defining stockroom parameters, initial inventory levels, and costs. Rotating items that are serialized inventory rotated in and out of use as assets are also discussed.
This document provides an overview and instructions for setting up asset maintenance schedules in a computerized maintenance management system (CMMS). It describes the assets tab, which lists assets and locations for maintenance scheduling. Assets can be added to schedules individually or by default from their asset record details. Schedule settings like next scheduled date, procedure, and repair center filter can be configured. The document also explains how to add new assets to schedules using the asset lookup and popup, which provide attribute values for work order generation.
The document provides an overview of parts management features in MC Express, including creating and editing parts, part lists and filtering, part pages, and inventory features. Key points include that there are multiple ways to create new parts, such as through part lists or detail pages, and parts have various components that can be viewed and edited. Inventory features allow counting, applying counts, adjusting quantities, transferring between stock rooms, checking parts out to work orders, and receiving parts.
This document discusses work order preferences in MC University's work order management system. It covers setting defaults, behaviors, formats, sections and filters. Preferences can be set at the repair center or user level to customize fields, values, lists, reports and more. Conditional formatting and 10 custom filters can be applied to the work order list. The preferences tailor the interface and functionality to individual repair centers and business needs.
This document provides an overview of tracking time and costs on work orders in a computerized maintenance management system (CMMS). It describes how labor, parts, and other costs can be estimated initially and then converted to actual costs by filling in timesheets and updating inventory levels upon work order completion. Estimates come from standard procedures while actuals reflect real costs incurred. The complete/close process in the CMMS allows technicians to easily convert estimates to actual recorded values for labor, parts, and other expenses.
This document provides an overview of vendor management in MC University's maintenance management software. It discusses adding vendors to parts so that purchase orders can be automatically created when stock levels drop below reorder points. It also covers defining vendor information, adding multiple vendors to items, and designating vendors as labor resources to make them available for work orders. The document includes examples of adding vendors to parts and ordering stocked and direct issue items.
This document discusses how classifications can be used in asset management to standardize asset data and information. Classifications allow users to group similar assets and store default values, specifications, and maintenance information in a single location that can then be applied to multiple assets. The document covers how to set up a classification hierarchy, create new classifications, add classifications to assets, and use classifications to standardize existing asset data through tools like the asset updater.
The document provides an overview of accessing and running reports in MC University. It discusses how reports are accessed through the Reports button and organized into report groups. It describes three ways to open a report and how the report criteria window allows modifying filtering criteria before running the report. Examples of criteria components like fields, values, and controls are provided. The document also includes interactive examples for practicing adding different criteria.
This document discusses inventory and purchasing preferences in MC University's system. It covers shared preferences between inventory and purchasing like barcode formats, refreshing results, number of displayed records, and conditional formatting. It also details inventory preferences including part checkout and settings like internal IDs and reorder formulas. Purchasing preferences covered are defaults, the purchase order report, barcode options, and settings that impact purchase order behavior. Interactive examples are provided to demonstrate preferences in action.
This document provides an overview of parts configuration in an inventory module. It discusses part classifications, categories, naming conventions, searching for parts, stocked vs. direct issue parts, adding vendors, and cost rule explanations. Interactive examples are provided to demonstrate navigating parts, adding favorites, classifications/categories, and creating an inventory item. The goal is to explain how to organize, search for, and properly cost parts in the inventory system.
This document discusses smart reports in MC University. Smart reports allow users to find, filter, edit, and engage with live data directly in reports. Key features of smart reports include smart elements, smart settings, smart panes for filtering data, smart search, smart actions for editing fields and opening records, smart buttons for saving data, and smart email for sharing reports. Interactive examples are provided to demonstrate adding criteria to smart panes, creating reports to open records, and interacting with different types of smart reports.
This document provides an overview of cloning procedures and linking assets in the MC University asset management system. It describes how to clone an existing procedure to create a new one with similar attributes. It also discusses using HTML formatting, specification tasks, limiting tasks by class, tracking tasks, and different methods for linking assets, such as directly, by class, or to all assets. Interactive examples are provided to demonstrate these skills.
This document discusses creating preventive maintenance schedules in three parts. It provides an overview of schedule configuration options and the process for adding assets and procedures to a schedule. Examples are given for weekly pool inspections, monthly HVAC maintenance, and bi-monthly and annual fire extinguisher checks. Interactive examples are also referenced to provide hands-on practice creating schedules for weekly inspections, multiple procedures, and maintenance every 3 months or 25,000 meters.
This document provides an overview of summary reports in advanced reporting. Summary reports aggregate and summarize data using calculations like average, count, and sum. They present high-level data in a simple, easy to read format. Examples of summary reports include asset count by repair center and work order count with average days to close. The document also discusses smart edit features that allow editing data directly in reports and custom group headers that provide additional formatting for report groupings.
The document provides an overview of reporting in an MC University course. It describes the main components and types of reports, including list reports, summary reports, and custom reports. It also outlines how to locate existing reports, create new reports by copying and modifying existing ones, and organize reports into custom groups to provide different access permissions.
This document provides an overview of work order management features in MC Express. It describes how to create and edit work orders, navigate work order lists and apply filters, view details on work order pages, and use features like starting timers, updating statuses, adding notes, and creating follow-up work orders. Interactive examples are included to demonstrate these skills.
This document discusses tools for optimizing preventive maintenance (PM) programs in Maintenance Connection (MC). It introduces the PM Auditing and Consistency Toolkit and PM Completion Dashboard Suite, which contain reports and synchronization tools. The Toolkit identifies inconsistencies in PM schedules, work orders, and associated assets. The Dashboard Suite provides key performance indicators and reports on PM completion percentages and statistics. Installing the tools on an on-premise or hosted MC system can help users improve PM management, audit configurations, and track completion metrics.
This document discusses custom expressions and fixed criteria in advanced reporting. It provides examples of using custom expressions to modify field formats, perform calculations, and examples of common fixed criteria expressions. It demonstrates how to create a custom expression to calculate a 10% cost increase and convert a date field to only show the date. It also shows an example of a fixed criteria expression to filter a work order report to only show orders that took over 10 days to complete.
Pivot reports are a special type of summary report that aggregates data along two dimensions. They allow data to be grouped and summarized in rows, columns, and summary calculations. The pivot table definition determines the fields and how they appear as rows, columns, or summaries. Examples of pivot reports include work order counts by shop and status, and total labor cost by priority and time period. Interactive examples demonstrate how to set up pivot reports to summarize hours worked by quarter and priority, and total costs on work orders by type and shop.
The document provides an overview of various work order management tools in MC University's asset management software. It describes the work matrix, which displays open work orders grouped by category and allows batch actions. It also covers the work manager and labor calendars for managing workforce assignments and time off. Finally, it explains the work order history tab for viewing status changes and the expanded work order list for selecting multiple work orders and performing actions on them in batches.
This document provides an overview of key performance indicators (KPIs) and dashboards in MC University's asset management system. It defines KPIs as measurements that evaluate performance and gives examples. Dashboards are described as special presentation views for organizing and displaying important information about KPIs. The document outlines functionality for editing KPIs, grouping them on dashboards, running reports and charts from dashboards, filtering data, and advanced features like cloning and trending KPIs.
The document provides an overview of parts management features in MC Express, including creating and editing parts, part lists and filtering, part pages, and inventory features. Key points include that there are multiple ways to create new parts, such as through part lists or detail pages, and parts have various components that can be viewed and edited. Inventory features allow counting, applying counts, adjusting quantities, transferring between stock rooms, checking parts out to work orders, and receiving parts.
This document discusses work order preferences in MC University's work order management system. It covers setting defaults, behaviors, formats, sections and filters. Preferences can be set at the repair center or user level to customize fields, values, lists, reports and more. Conditional formatting and 10 custom filters can be applied to the work order list. The preferences tailor the interface and functionality to individual repair centers and business needs.
This document provides an overview of tracking time and costs on work orders in a computerized maintenance management system (CMMS). It describes how labor, parts, and other costs can be estimated initially and then converted to actual costs by filling in timesheets and updating inventory levels upon work order completion. Estimates come from standard procedures while actuals reflect real costs incurred. The complete/close process in the CMMS allows technicians to easily convert estimates to actual recorded values for labor, parts, and other expenses.
This document provides an overview of vendor management in MC University's maintenance management software. It discusses adding vendors to parts so that purchase orders can be automatically created when stock levels drop below reorder points. It also covers defining vendor information, adding multiple vendors to items, and designating vendors as labor resources to make them available for work orders. The document includes examples of adding vendors to parts and ordering stocked and direct issue items.
This document discusses how classifications can be used in asset management to standardize asset data and information. Classifications allow users to group similar assets and store default values, specifications, and maintenance information in a single location that can then be applied to multiple assets. The document covers how to set up a classification hierarchy, create new classifications, add classifications to assets, and use classifications to standardize existing asset data through tools like the asset updater.
The document provides an overview of accessing and running reports in MC University. It discusses how reports are accessed through the Reports button and organized into report groups. It describes three ways to open a report and how the report criteria window allows modifying filtering criteria before running the report. Examples of criteria components like fields, values, and controls are provided. The document also includes interactive examples for practicing adding different criteria.
This document discusses inventory and purchasing preferences in MC University's system. It covers shared preferences between inventory and purchasing like barcode formats, refreshing results, number of displayed records, and conditional formatting. It also details inventory preferences including part checkout and settings like internal IDs and reorder formulas. Purchasing preferences covered are defaults, the purchase order report, barcode options, and settings that impact purchase order behavior. Interactive examples are provided to demonstrate preferences in action.
This document provides an overview of parts configuration in an inventory module. It discusses part classifications, categories, naming conventions, searching for parts, stocked vs. direct issue parts, adding vendors, and cost rule explanations. Interactive examples are provided to demonstrate navigating parts, adding favorites, classifications/categories, and creating an inventory item. The goal is to explain how to organize, search for, and properly cost parts in the inventory system.
This document discusses smart reports in MC University. Smart reports allow users to find, filter, edit, and engage with live data directly in reports. Key features of smart reports include smart elements, smart settings, smart panes for filtering data, smart search, smart actions for editing fields and opening records, smart buttons for saving data, and smart email for sharing reports. Interactive examples are provided to demonstrate adding criteria to smart panes, creating reports to open records, and interacting with different types of smart reports.
This document provides an overview of cloning procedures and linking assets in the MC University asset management system. It describes how to clone an existing procedure to create a new one with similar attributes. It also discusses using HTML formatting, specification tasks, limiting tasks by class, tracking tasks, and different methods for linking assets, such as directly, by class, or to all assets. Interactive examples are provided to demonstrate these skills.
This document discusses creating preventive maintenance schedules in three parts. It provides an overview of schedule configuration options and the process for adding assets and procedures to a schedule. Examples are given for weekly pool inspections, monthly HVAC maintenance, and bi-monthly and annual fire extinguisher checks. Interactive examples are also referenced to provide hands-on practice creating schedules for weekly inspections, multiple procedures, and maintenance every 3 months or 25,000 meters.
This document provides an overview of summary reports in advanced reporting. Summary reports aggregate and summarize data using calculations like average, count, and sum. They present high-level data in a simple, easy to read format. Examples of summary reports include asset count by repair center and work order count with average days to close. The document also discusses smart edit features that allow editing data directly in reports and custom group headers that provide additional formatting for report groupings.
The document provides an overview of reporting in an MC University course. It describes the main components and types of reports, including list reports, summary reports, and custom reports. It also outlines how to locate existing reports, create new reports by copying and modifying existing ones, and organize reports into custom groups to provide different access permissions.
This document provides an overview of work order management features in MC Express. It describes how to create and edit work orders, navigate work order lists and apply filters, view details on work order pages, and use features like starting timers, updating statuses, adding notes, and creating follow-up work orders. Interactive examples are included to demonstrate these skills.
This document discusses tools for optimizing preventive maintenance (PM) programs in Maintenance Connection (MC). It introduces the PM Auditing and Consistency Toolkit and PM Completion Dashboard Suite, which contain reports and synchronization tools. The Toolkit identifies inconsistencies in PM schedules, work orders, and associated assets. The Dashboard Suite provides key performance indicators and reports on PM completion percentages and statistics. Installing the tools on an on-premise or hosted MC system can help users improve PM management, audit configurations, and track completion metrics.
This document discusses custom expressions and fixed criteria in advanced reporting. It provides examples of using custom expressions to modify field formats, perform calculations, and examples of common fixed criteria expressions. It demonstrates how to create a custom expression to calculate a 10% cost increase and convert a date field to only show the date. It also shows an example of a fixed criteria expression to filter a work order report to only show orders that took over 10 days to complete.
Pivot reports are a special type of summary report that aggregates data along two dimensions. They allow data to be grouped and summarized in rows, columns, and summary calculations. The pivot table definition determines the fields and how they appear as rows, columns, or summaries. Examples of pivot reports include work order counts by shop and status, and total labor cost by priority and time period. Interactive examples demonstrate how to set up pivot reports to summarize hours worked by quarter and priority, and total costs on work orders by type and shop.
The document provides an overview of various work order management tools in MC University's asset management software. It describes the work matrix, which displays open work orders grouped by category and allows batch actions. It also covers the work manager and labor calendars for managing workforce assignments and time off. Finally, it explains the work order history tab for viewing status changes and the expanded work order list for selecting multiple work orders and performing actions on them in batches.
This document provides an overview of key performance indicators (KPIs) and dashboards in MC University's asset management system. It defines KPIs as measurements that evaluate performance and gives examples. Dashboards are described as special presentation views for organizing and displaying important information about KPIs. The document outlines functionality for editing KPIs, grouping them on dashboards, running reports and charts from dashboards, filtering data, and advanced features like cloning and trending KPIs.
This document discusses configuration management maturity levels from 0 to 4. Level 0 focuses on basic asset management tracking changes and ownership. Level 0.5 adds some service management. Level 1 introduces separate configuration management databases for different IT domains. Level 2 centralizes all configuration item data in one repository. Level 3 adds modeling, policies, and configuration item control. Level 4 integrates service, asset, and configuration management using the consumer, owner, provider model and reuses configuration management data across processes.
Configuration management (CM) is a field of management that focuses on establishing and maintaining consistency of a system's or product's performance and its functional and physical attributes with its requirements, design, and operational information throughout its life.[1] For information assurance, CM can be defined as the management of security features and assurances through control of changes made to hardware, software, firmware, documentation, test, test fixtures, and test documentation throughout the life cycle of an information system.
scmGalaxy.com is dedicated to software configuration, build and Release management. This covers CVS, VSS (Visual Source Safe),Perforce, SVN(Subversion) MKS Integrity, ClearCase,TFS,CM Synergy, Best Practices ,AnthillPro, Apache Ant, Maven, Bamboo, Cruise Control and many more tools.
A Configuration Management Database (CMDB) is a central repository that contains information about all the components of an IT system. It allows an IT manager like Nitesh to have visibility into what servers exist, what applications they host, and how they relate to each other. The document discusses planning a CMDB by starting small and identifying existing sources of component information. It emphasizes following ITIL best practices for implementation, including selecting components to track, defining change control processes, and verifying the accuracy of records. Maintaining a CMDB provides business value by supporting services and users.
This document provides an overview of asset management features in MC Express. It discusses how to create and edit assets, navigate the asset hierarchy and list, view asset pages, and use asset features like updating meter readings, creating work orders, and deleting assets. The key aspects covered include the different methods for creating new assets, required fields, editing existing assets, differences between the hierarchy and list views, navigating the asset structure, and the various components contained within asset records. Interactive examples are also provided to demonstrate specific skills.
The document provides an overview of asset management features in MC Express. It describes how to create and edit assets, navigate the asset hierarchy and list views, view asset pages and components, and perform other actions like updating meter readings, moving assets, creating work orders, and deleting assets. Step-by-step instructions are included for key asset management tasks. The document also highlights example workflows to demonstrate how to perform these functions in MC Express.
This document summarizes new features in the MC v7.0 reporting tool, including smart search functionality, an enhanced criteria pane, custom report groups that can be saved as favorites or made private, and miscellaneous updates. Smart search allows dynamic searching across columns, the criteria pane provides filtering on a default field, and smart actions can now be applied to report groups. The criteria library allows storing common criteria for reports. Groups and tabs were also realigned for improved usability. Interactive examples and a quiz are provided to help users learn the new skills.
This document provides an overview of MC Express, a mobile application that allows users to access their computerized maintenance management system (CMMS) remotely. It discusses what MC Express is, how to purchase and log in to it, its licensing and interface features, and how basic navigation, filtering, rights management, and preferences work. The document also provides examples to demonstrate these skills and recommends additional training courses for using specific MC Express features like asset, work order, and parts management.
This session will cover inventory configuration for stock rooms including an overview of pricing, rotating parts, and Direct Issue vs. Stocked Inventory.
Explore the various ways to create asset specifications. Learn how to standardize and track all types of asset data including work order/asset relationships and reporting.
This session will show you how to define the type of unit that should be associated with each meter. Learn how these readings will affect dependent/child records, and track meter history.
This document summarizes new asset and preventive maintenance management features in MC v7.0. It introduces an enhanced quick search tool for assets, improved criteria for assigning assets to repair centers, and new right-click options. It also describes a preventive maintenance balancer tool to help schedule work orders and additional controls for customizing preventive maintenance scheduling. Interactive examples are provided to help users practice using the new features.
The document provides an overview of basic administration tasks in Clarity such as setting up objects, attributes, lookups, views, organizational breakdown structures, and security; it also describes how to log into the RegoU training environment and navigate the Clarity interface for administrative functions.
This document provides an overview of Rules Manager in MC University, which allows establishing guidelines for automatic actions based on predefined events. The Rules Manager Dialog lists all defined Rules and allows viewing additional details by hovering over a Rule. Rule criteria can be defined to specify which records an action will apply to, and rule actions define what action will be initiated when a rule is triggered, such as sending emails, texts, phone calls or other notifications. The document outlines how to create new rules by selecting an event, and optionally defining criteria and required actions.
This document provides an overview of defining asset hierarchies and structures in MC University's asset management system. It discusses what assets are, the different asset types, common hierarchy structures used in different industries, setting up the relationships and fields for assets, searching and navigating the asset hierarchy, naming conventions, and how to create new assets.
This document provides an overview of SAP Plant Maintenance including key modules, processes, and master data. It discusses how SAP PM automates facility repair and maintenance processes. The document also describes technical objects like functional locations, equipment, and bills of material which are core to SAP PM and how maintenance is planned and organized.
Gain insights into the Rules Manager from a system administrator's perspective. Learn about database-level audit procedures and how to configure various complex automation rules.
Similar to A04 | Asset Best Practices and Configuration Tools (MCUI) (20)
Three Easy Ways to Radically Improve Your Manufacturing Asset Management ProcessMaintenance Connection
As consumer demands change and inventory levels fluctuate, inventory management within a facility is critical for staying ahead of the market—and competition. A CMMS platform that not only supports robust asset management, but also a fully integrated inventory module, has become a 'must-have' for high performing organizations looking to maximize profitability and efficiency in their day-to-day facility maintenance operations.
As consumer demands change and inventory levels fluctuate, inventory management within a facility is critical for staying ahead of the market—and competition. A CMMS platform that not only supports robust asset management, but also a fully integrated inventory module, has become a 'must-have' for high performing organizations looking to maximize profitability and efficiency in their day-to-day facility maintenance operations.
Join Adam O’Brien, Success Marketing Manager for Maintenance Connection, and Matt Sayler, Manager of Customer Success, as they examine 3 inventory strategies that you can deploy to maximize your CMMS return on investment!
In today’s age, organizations find themselves needing the ability to address planned and unplanned work with increasing speed and accuracy. With the advancements in technology in the last 10 years, the CMMS digital transformation is no longer a luxury, but a necessity, for high performing organizations that want to stay atop their asset management game!
Join Adam O’Brien, Success Marketing Manager for Maintenance Connection, as he examines 3 key ways, along with key strategies for easy implementation, that you can maximize mobility in your CMMS platform in no time!
Click here to watch the webinar in it's entirety: http://bit.ly/2gNY3bE
Manufacturing processes are continually evolving, and industry professionals are striving to stay relevant. Here's how manufacturers can modernize their processes and organization with preventive maintenance (PM).
The document summarizes updates to the MC University system administration software version 7.0, including changes to access groups and permissions, documents and images, rules manager, and labor management. Key updates allow for field-level permissions, permission searching across modules, adding documents and images on-the-fly, and defining rules and schedules at the record level. Interactive examples are provided to help users practice the new skills.
The document discusses notifications and alerts that can be set up in the Rules Manager at MC University. The Rules Manager allows establishing rules to automatically trigger actions based on events, such as sending emails, texts, phone calls, or notifications. It provides examples of setting up email and text notifications that are sent when certain criteria are met, such as notifying a supervisor of a completed work order by email. It also discusses setting up alerts as pop-up messages or messages sent to the internal Message Center. Interactive examples are provided to demonstrate setting up different notifications and alerts in the Rules Manager.
This document provides an overview of labor management and human resources processes within MC University. It discusses labor records, updating labor information, contact details, rates, training records, staff departures and rehiring processes. Interactive examples are provided to demonstrate navigating the labor list, interacting with training records, and managing staff departures. Reporting examples including editable smart reports on labor contact info and training lists with charts are also mentioned. Batch updating of similar fields across multiple labor records is covered.
This document discusses various tools in MC University's system for customizing the user interface, including the Forms Manager, Tabs Manager, Menu Manager, and tools for conditional formatting and user defined fields. The Forms Manager allows customizing fields within modules by hiding, labeling, or requiring fields. The Tabs Manager customizes tabs within modules. The Menu Manager customizes the module chooser. Conditional formatting customizes record appearances in list views. User defined fields add custom fields and lookups to modules for additional tracking. Interactive examples demonstrate using these tools.
The document provides an overview of access groups in MC University. It defines access groups and rights, describing how access groups are used to define member permissions for modules, records, and features. It also covers the default access groups, individual rights, access group tabs for general information and application access, and repair centers, locations, and reports that can be limited for each group. The document discusses enabling and disabling rights as well as cloning access groups to quickly create new groups with similar permissions.
This document provides an overview of user and password management techniques in MC University. It describes the different types of users, including laborers and requesters. It also outlines the process for creating and approving new user accounts, obtaining login credentials, and using the password management tool to update passwords or security settings. The document includes examples of signing up new users, approving accounts, and using features of the password management interface.
This document discusses emailing, scheduling, and exporting reports in MC University. It provides information on emailing reports manually or automatically scheduling them to be sent at intervals. Reports can be exported to formats like PDF, HTML, CSV, XML, Excel and Word. Interactive examples demonstrate how to email, schedule and export reports from the Report Preview window toolbar.
This document discusses conditional formatting in reports. It defines conditional formatting as applying user-defined formatting to reports based on predefined criteria. It provides examples of conditional formatting like highlighting inactive records in an asset list or bolding labor hours over 40 in a timesheet. It also explains how to set up conditional formatting by defining criteria like numeric values or text, operators, applying the criteria to specific columns or rows, and setting format styles. Interactive examples demonstrate applying conditional formatting for inactive assets and values over a certain amount.
This document summarizes new features and enhancements in MC University's Parts and Purchasing module in the v7.0 update. Key changes include adding multi-bin functionality for inventory parts, enhancing part checkout processes, improving rotating part features like support for multiple bins and compound assets, adding a purchase order sub-status field, and customizing purchase order reports. The document encourages reviewing interactive examples and taking a quiz to test understanding of the new version.
The document discusses data relationships and report criteria in MC University reporting courses. It defines one-to-one and one-to-many relationships and provides examples like work orders to assets and work order labor. It also discusses avoiding duplicate records by sorting on primary fields and modifying report criteria by adding, removing, and editing criteria fields and field labels. Interactive examples are provided to practice these skills.
This document provides an overview and instructions for using charts in reports. It discusses the types of charts that can be used, including pie, bar, line and area charts. It explains that charts can be added to individual reports and defined in terms of type, size, data source and other properties. The document also provides tips for editing other report elements, such as field labels, descriptions and layout. Interactive examples are referenced to help users practice these reporting skills.
This document provides an overview of report setup in MC University reporting tools. It discusses accessing and navigating the report setup window, managing the field lists, sorting and grouping options, and reordering and removing fields. Key aspects covered include defining the available and display field lists, sorting records in ascending or descending order by up to five fields, and grouping similar records under unique headers. The document also directs the user to interactive examples demonstrating how to add fields, understand related tables and fields, and apply sorting and grouping to reports.
This document provides an overview of projects and project plans in the MC University asset management system. It defines projects as groups of work orders that can be organized and tracked together, and project plans as templates to automate the generation and scheduling of associated work orders. Key information covered includes the different tabs and fields for projects and project plans, how to change project statuses, approve projects, and view project histories. Interactive examples are also referenced to demonstrate how to work with projects and generate project plans.
Hand Rolled Applicative User ValidationCode KataPhilip Schwarz
Could you use a simple piece of Scala validation code (granted, a very simplistic one too!) that you can rewrite, now and again, to refresh your basic understanding of Applicative operators <*>, <*, *>?
The goal is not to write perfect code showcasing validation, but rather, to provide a small, rough-and ready exercise to reinforce your muscle-memory.
Despite its grandiose-sounding title, this deck consists of just three slides showing the Scala 3 code to be rewritten whenever the details of the operators begin to fade away.
The code is my rough and ready translation of a Haskell user-validation program found in a book called Finding Success (and Failure) in Haskell - Fall in love with applicative functors.
Most important New features of Oracle 23c for DBAs and Developers. You can get more idea from my youtube channel video from https://youtu.be/XvL5WtaC20A
The Key to Digital Success_ A Comprehensive Guide to Continuous Testing Integ...kalichargn70th171
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3. MC University
Copy and Paste Best Practices
Copy and Paste Defined
Standard Copy and Paste
Paste Special
4. MC University
Copy and Paste Defined
Expediently create new Assets similar to
existing Assets
Two ways to Copy and Paste an Asset:
• Standard Copy and Paste
• Paste Special…
5. MC University
Copy and Paste Defined (cont’d)
Right mouse click to access the Asset popup
Cut, Copy, Paste, and Paste Special… options
available
6. MC University
Standard Copy and Paste
Identical clone is made
• Asset Details, Meter information, Related Info,
PM Schedules, and Attachments
• Children Assets automatically copied
Asset History, Asset ID, and Serial number
not carried over
7. MC University
Standard Copy and Paste (cont’d)
Asset should be same Classification and share
similar attributes
Right click on node of Asset Tree that should
be Parent for the new Asset
10. MC University
Paste Special (cont’d)
General tab Copy options:
• Children
• Preventive Maintenance
• Specifications / Associations
• Attachments
• Locations Only
• Number of Copies
11. MC University
Paste Special (cont’d)
Search / Replace tab specifies aspects of ID or
Name to change for new Assets created
14. 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:
• A04 – Copy and Paste Special for New Asset
15. MC University
Asset Configuration Tools
Asset Configuration Tools Defined
Asset Hierarchy Configuration Tool
Asset Hierarchy Display Order Tool
Asset Hierarchy Rebuild Tool
Asset Updater Using Classifications
17. MC University
Asset Hierarchy Configuration Tool
Specify Classifications representing levels in
the Asset Tree
Allows for Sorting and Grouping in Reporter
18. MC University
Asset Hierarchy Configuration Tool (cont’d)
Two columns listed to Set Asset Structure:
• Available
• Selected
20. MC University
Asset Hierarchy Display Order Tool
Determines order in which Assets and
Locations are displayed on the Tree
Alphabetical ordering or Custom sorting
21. MC University
Asset Hierarchy Display Order Tool (cont’d)
Asset Hierarchical Order hyperlink provides
three options for order:
• Asset ID
• Asset Name
• Custom
22. MC University
Asset Hierarchy Display Order Tool (cont’d)
Asset ID option lists Assets and Locations
alphabetically by Asset ID
23. MC University
Asset Hierarchy Display Order Tool (cont’d)
Asset Name option lists Assets and
Locations alphabetically by Asset Name
24. MC University
Asset Hierarchy Display Order Tool (cont’d)
Custom order uses numeric Display Order
to indicate desired order
Select node of the Tree to change Display
Order
25. MC University
Asset Hierarchy Rebuild Tool
System Admin Tool for rebuilding Asset
relationships
Use if Assets do not appear correctly in Tree
27. MC University
Asset Updater Using Classifications
Tool used for standardization of existing
Assets
Specify fields / records to be updated
28. MC University
Asset Updater Using Classifications (cont’d)
Quick and convenient
Ability to add or overwrite information
Location warning!
29. 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:
• A04 – Using the Asset Updater Using
Classifications Tool
31. MC University
Asset Preferences Defined
Tailor the user interface and behaviors
Defaults set at Repair Center or Personal
Preference level
Reflects business processes
37. 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:
• A04 – Using Asset Preferences
Introduction: In the following presentation we will be defining copy and paste Best Practices for Assets, looking at Configuration Tools that can be helpful for the Asset Hierarchy, as well as beneficial Asset Preferences.
Copy and Paste Best Practices: Review of the different copy / paste options for Assets.
Asset Configuration Tools: Administrative tools for configuring and updating Assets.
Asset Preferences: Asset preferences that are available.
SECTION OVERVIEW
Bullet 1: The feature to Copy and Paste provides a quick method to create new Assets that are similar to existing Assets.
Bullet 2 / Sub-Bullets: There are two ways to Copy and Paste an Asset: by utilizing the standard Copy and Paste method (makes identical copy), or the Paste Special… method which allows the user to select certain attributes to copy over to the new Asset.
Bullet 1: Right mouse clicking on any Asset will access the Asset popup window. This popup has many different options, including manually adding an Asset / Location, creating a new Work Order for the Asset selected, opening the Asset in a new window, refreshing the Asset, deleting the Asset, and of course the standard copy and paste options.
Bullet 2: There are options available in the Asset popup to Cut, Copy, Paste, or Paste Special… These options are available for every Asset when right mouse clicking.
Bullet 1: The standard copy and paste feature makes a clone of the original Asset, only copying information tied to the Asset.
Sub-Bullet 1: This option will copy the Asset Details, Meter Settings and Meter Readings, Related Info (Specs, Material, Contracts, etc.), PM Schedules and Attachments (e.g., Documents)
Sub-Bullet 2: By default, the copy and paste feature will copy all Children Assets of the chosen Asset.
Bullet 2: The fields that are NOT carried over include Asset History for the copied Asset, the Asset ID, and the Serial Number of the Asset – this is because they are typically unique to each Asset.
Bullet 1: When copying and pasting an Asset using the standard Copy and Paste method, the Asset being copied should share the same Classification and share many, if not all, of the same attributes wanted for the newly created Asset. This will allow for a quick and expedient way to create the new Asset, versus having to go back and adjust many of the fields and data.
Bullet 2: To Paste the newly copied Asset, simply right mouse click on the node of the Asset Tree that should be the “Parent” for the newly copied Asset (or Assets if the child records are also being copied). It is important to remember that whichever Asset is right mouse clicked on will become the new Parent for the Asset being copied.
Bullet 1: The benefit of using the Paste Special method is that specific attributes can be selected from the Asset to copy over. These attributes can be chosen specifically to make sure that the copied Asset is very specifically created.
Bullet 2: Child Asset records may also be copied over that are associated with the original Asset as with the Standard Copy and Paste method – however the Paste Special… method allows users to choose if the Child Asset records should NOT be copied over, which is not an option with the Standard Copy and Paste.
Bullet 1: There are four main tabs that display when using the Paste Special feature – the General tab, the Search / Replace tab, the Details tab, and the Repair Center tab. These tabs are all used to designate specific attributes for the copied Asset.
Bullet 1: The General Tab is displayed by default, and allows you to designate which attributes of the copied Asset should be pasted onto the new record. General tab Copy options include:
Sub-Bullet 1: The Copy Children indicator should be checked if the Children Assets should be copied over with the Asset. However unchecking this will allow the user to specify if the children Assets should NOT be copied, and only the primary Asset copied will become a new record.
Sub-Bullet 2: Preventive Maintenance schedules can also be chosen to be carried over to the new Asset.
Sub-Bullet 3: To copy information stored on the Related Info Tab of the original record (including Specifications, Estimated Materials, Contracts and Occupants) then this indicator should be checked.
Sub-Bullet 4: To copy documents and / or images associated with the original Asset, ensure the indicator for Copy Attachments is checked.
Sub-Bullet 5: To only copy Assets under the node selected to copy that are “Location” Type Assets, ensure the “Copy Locations Only” indicator is checked. This option provides a method for copying the location structure of an Asset, such as a building, without copying the actual Assets stored in the building.
Bullet 1: The Search / Replace tab can be used to modify attributes of the new Asset’s name or ID. Controls are displayed that allow you to specify aspects of the ID or Name to be changed on all new Assets created (node and children, if applicable).
Note: An example of this would be if old Assets and children had the term “Elevator” and you wanted to change them to include “Freight Elevator”. By populating the fields as shown in the screenshot you can achieve this desired change.
Bullet 1: The Details tab will allow users to provide a Serial number for the new Asset (if desired). This feature is NOT available when copying Assets using the standard Copy and Paste method – the Serial number is a field that does not copy over.
Bullet 1: To specify a Repair Center for the new Asset, simply use the Repair Center Lookup to choose a new Repair Center. This will fill into the Repair Center field of the copied Asset.
SECTION OVERVIEW
Bullet 1: There are four Asset Configuration Tools within MC – the Asset Hierarchy Configuration Tool, Asset Hierarchy Display Order Tool, Asset Hierarchy Rebuild Tool, and Asset Updater Using Classifications.
Bullet 2 / Sub-Bullets: These four tools are designed to help organize, structure, rebuild, and update the Asset Hierarchy quickly and efficiently.
Bullet 1: The Asset Hierarchy Configuration Tool allows you to specify the Classifications which represent levels in the Asset Tree.
Bullet 2: By following this structure, it allows you to sort and group Assets by Classification when using the Reporter. The first two or three classifications listed are often used as default groupings on many Asset reports.
Bullet 1: There are two columns listed under the Set Asset Structure, the Available Column and the Selected Column.
Sub-Bullet 1: In the left hand Available column, the Classifications that are available for Report groupings are shown. To add a Classification to the Selected column, simply click and highlight, and using the right arrow to move over to the Selected column.
Sub-Bullet 2: To change the order of the Classifications in the selected column, highlight or select the Classification to be moved and use the up or down arrows to the right of the list to move it.
Bullet 1: For example, if the first level of the Asset Tree represented Site, then you could specify the Site classification as Level 1, which would set the Report grouping to Site as a default grouping.
Bullet 1: The Asset Hierarchy Display Order Tool allows you to determine the order in which Assets and Locations should be displayed on the Tree.
Bullet 2: The Tree can be ordered alphabetically (Asset ID or Name) or by using a custom value to determine sorting. The Custom value is setup and ordered by using numerical values.
Bullet 1 / Sub-Bullets: To change the display order, simply click on the Asset Hierarchical Order hyperlink at the bottom left of the Tool and the Set Preferences Dialog will come forward prompting you to designate an order. There are three different options for the order available – Asset ID, Asset Name, and Custom.
Bullet 1: Asset ID will list all Assets and Locations alphabetically based on Asset ID. It is important to note that by applying this option, the Asset Tree will refresh to show the Assets in order alphabetically by the Asset ID, which can be difficult to navigate for some organizations.
Bullet 1: Asset Name will list all Assets and Locations alphabetically based on Asset Name. It is important to note that when using this option, the Asset Tree will refresh to sort by Asset Name alphabetically which could be difficult to use for some organizations.
Bullet 1: If you choose the order Custom, this allows you to indicate a specific custom order. You can enter the desired sequence in the Display Order Field for each node of the Tree. If a value already exists in a Display Order Field you will need to delete the existing value before entering a new one. Also, Assets without a Display Order specified will be listed in alphabetical order below the Assets without designation.
Bullet 2: To select a node of the Tree that you would like to change the custom Display Order for, simply click on the Asset in the Asset Hierarchy. This will populate the Assets and Locations below that node of the Tree on which you want to specify the Custom Order on the right hand side of the Tool.
Bullet 1: The Asset Hierarchy Rebuild tool is a System Administration tool that rebuilds relationships in the Asset Tree that are not properly established.
Bullet 2: Although it is generally not used very often, it is a safe Tool to use and can be run if it appears that some Assets do not show properly in the Asset Tree.
Note: Assets showing improperly could be caused by scripts that run external to the system that lead to not properly refreshing all Parent and Child relationships.
Bullet 1: This tool is very easy to use, as the only step required is to click the Apply button after running the Tool. After clicking Apply it will rebuild all ancestors for each asset, along with re-sorting the Assets according to sort order.
Bullet 2: Depending on the number of Assets that you have in your Asset Tree, this process can be a very time-consuming process, so it is appropriate to be cautious when using this Tool.
Bullet 1: Standardization can be achieved for existing Assets with the Asset Updater Using Classifications tool.
Bullet 2: This tool allows you to specify exactly which fields or records should be updated and the rules that should be used to determine if affected records should be changed. Sometimes data needs to be modified on a Classification record, so it is of course desirable to change existing Assets of the given Classification. An example of this situation may be if you need to add or delete a contract that applies to all Assets of a given Class.
Note: To access this tool, select Tools Asset Updater Using Classification OR access the Asset Classification from which you wish to have the assets updated and click the Update Assets button in the Action Bar.
Bullet 1: This tool is designed to be easy to use, however do not mistake it being “easy” as not being powerful!
Bullet 2: This tool has the ability to add to existing information, but also the ability to overwrite. It is important to be careful when deciding which option is best, as large amounts of data can be lost if the wrong option is selected for your scenario.
Bullet 3: It is important to specify if all Assets of the given Classification should be updated, via the Locations Dropdown. If only specific locations are to be updated, use the dropdown to identify the correct node on the Asset Hierarchy.
Note: Caution must be exercised when using this feature as it performs a mass update that cannot be undone.
SECTION OVERVIEW
Bullet 1: Asset Module preferences allow for tailoring the user interface and behavior of the system.
Bullet 2: Default preferences can be set at the level of the Repair Center, and then further modified to reflect personal preferences if necessary. Personal preferences will take precedence over Repair Center preferences.
Bullet 3: Preferences are designed to fit into the business processes and flow at your Organization. Preferences should be analyzed and setup accordingly specific for your organization.
Bullet 1: There is a default preference that indicates whether or not Work Order generation from Preventive Maintenance schedules should be suppressed if the Asset is not in service.
Bullet 1: Refresh preferences for the Asset Explorer are available, to determine whether the refresh should happen automatically after saving an Existing Record, or after Saving a New Record.
Bullet 2: This preference will set the number of records that should be displayed per page in the Explorer. Setting to ‘BH’ will display as many records per page as the Browser Height will allow, or a specific numeric value can be entered.
Bullet 1: The Asset Hierarchal Order can be set via the Asset Preferences – this can also be done using the Asset Hierarchy Display Tool. By selecting Asset ID or Asset Name, the Hierarchy will sort by one of these options. The Custom selection will look to the Asset Hierarchy Display Tool to take the custom order that has been entered numerically.
Bullet 2: Conditional formatting allows you to alter the appearance of the Asset Hierarchy based on specific criteria. There are three different types of Conditional Formatting available per Repair Center preference. Format Style and Format Criteria are used to create the Conditional Formatting.
Note: This is described in more detail in the System Administrator Track.
Bullet 1: Use ID Builder for New Assets will automatically build the ID for new records (based upon the Asset Parent). For example, if the Asset Parent ID is BLD-1, then when creating a new record and assigning the BLD-1 Asset as the Parent ID, the system would automatically put BLD-1 in the ID field for the new Asset.
Bullet 2: Use Auto-Number with ID Builder will use the Auto-Number feature combined with the ID Builder. For example, if you are creating a new Asset and have defined it with a classification that is not a location, the system will put the name of the classification with a dash and then the word Auto-Number. Upon saving the Asset, if Auto-Number is found in the Asset ID, it will be replaced with the next available number for the designated Asset Classification
Bullet 1: The setting to adjust the max nodes to read on the Tree will simply determine how many records are displayed on the Tree for visual purposes. This is a numerical value only.
Bullet 2: The preference to assign Asset IDs as Customer ID – Next Customer Asset Number will take the Customer ID associated with the Asset (for newly created Assets) and use that for the Asset ID. It will then add a dash sign, and add the next number for the Asset sequence after it.