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.

1. MC University
EX03|Work Order Management Through MC Express

2. MC University
Agenda
Creating and Editing Work Orders
Work Order Lists and Filtering
Work Order Pages
Work Order Features

3. MC University
Creating and Editing Work Orders
Creating New Work Orders
Editing Existing Work Orders

4. MC University
Creating New Work Orders
Several locations throughout MC Express to
create new Work Orders
• Each method described accessed through Action
Control on grey header bar

5. MC University
Creating New Work Orders (cont’d)
Methods:
• Work Order List
• Work Order Summary / Detail Page
• Home Page
• Asset Summary / Detail Page

6. MC University
Creating New Work Orders (cont’d)
Fields highlighted in blue are required fields:

7. MC University
Editing Work Orders
Option available from Work Order Summary
and Detail pages to edit Work Order

8. MC University
Editing Work Orders (cont’d)
Work Order edit page will display allowing
updates to current attributes

9. 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:
• EX03 – Creating and Editing Work Orders

10. MC University
Work Order Lists and Filtering
List Options
Viewing Information
Work Order Icons
Repair Center and Shop Filtering

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List Options
Work Order Lists available for selection
dependent on how system is configured

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List Options (cont’d)
Once a List is opened, corresponding records
will display

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List Options (cont’d)
Each displayed row includes the following
information:
• Icon
• Work Order information
• Drilldown control
• Grey Header Bar
• Grey Footer Bar

14. MC University
Viewing Information
To quickly view more information for an
individual record from the list, select the
drilldown control

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Viewing Information (cont’d)
To quickly switch between Work Order lists,
click the currently displayed list name on the
grey header bar and make a selection

16. MC University
Work Order Icons
Icons provide quick indication as to whether
or not the Work Order is assigned and / or
PM generated
• Assigned
• Generated (PM)
• Assigned and Generated

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Repair Center and Shop Filtering
Current Repair Center and Shop filters
applied appear in grey header bar

18. MC University
Repair Center and Shop Filtering (cont’d)
Change Repair Center or Shop filtering:
• Select grey header bar
• Select Menu button  Settings

19. 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:
• EX03 – Filtering Work Order Lists and Records

20. MC University
Work Order Pages
Work Order Summary
Work Order Components

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Work Order Summary
When Work Order is selected from List, Work
Order Summary page will appear

22. MC University
Work Order Summary (cont’d)
Comprised of:
• Header Bar

23. MC University
Work Order Summary (cont’d)
• Checkered Flag

24. MC University
Work Order Summary (cont’d)
• Action Control

25. MC University
Work Order Summary (cont’d)
• Descriptive Area

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Work Order Summary (cont’d)
• Page Links

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Work Order Summary (cont’d)
• Blue Footer Bar

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Work Order Components
Work Order records in the MRO have tabs to
store information – Work Orders in MC
Express have similar sections to select from to
display information

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Work Order Components (cont’d)
View, Add or Edit the following:
• Tasks
• Assignments
• Labor
• Parts
• Other Costs
• Attachments
• Asset History

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Work Order Components (cont’d)
Additional Work Order Detail can be viewed
by selecting “More Work Order Details…”

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Work Order Components (cont’d)
Selection options will vary depending on data
maintained at your organization, but typically
include:
• Request info

32. MC University
Work Order Components (cont’d)
• Activity

33. MC University
Work Order Components (cont’d)
• Status History

34. MC University
Work Order Components (cont’d)
• Problem & Procedure

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Work Order Components (cont’d)
• Organizational Attributes

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Work Order Components (cont’d)
• Custom Fields (User Defined Fields)

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:
• EX03 – Navigating Components of a Work Order

38. MC University
Work Order Features
Start / Stop Work Order Timer
Status Updates
Add Note
Create Follow Up Work Order
Delete Work Order

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Start / Stop Work Order Timer
If your organization uses Start / Stop feature,
options display on Work Order Summary and
Detail Action menu

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Start / Stop Work Order Timer (cont’d)
Only one Work Order can be started at a time
per user
To start timer select “Start Timer” option for
displayed Work Order

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Start / Stop Work Order Timer (cont’d)
Work Order Summary Page will reflect the
time the Work Order started

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Start / Stop Work Order Timer (cont’d)
To navigate back to the Work Order with the
timer at any time, select “Go to Started Work
Order” from Action menu

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Start / Stop Work Order Timer (cont’d)
To stop a timer on a Work Order, select “Stop
Timer” from the Work Order Summary Action

44. MC University
Start / Stop Work Order Timer (cont’d)
Stop Timer page will display, which can be
edited as needed

45. 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:
• EX03 – Using the Start and Stop Timer

46. MC University
Status Updates
Progress and status updates are recorded on
the Work Order Detail Page and Status
History display

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Status Updates (cont’d)
Status of the Work Order is recorded on the
Status Update Page by selecting the Flag icon
on the grey header bar

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Status Updates (cont’d)
To update Status, select Status dropdown and
make selection

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Status Updates (cont’d)
Other updates can be made from Status
Update page:
• Dates / Labor Report
• Work Order Costs
• Attributes
• Settings
• Meter Readings
• Downtime

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Add Note
Steps to add Note to a Work Order:
• Open Action Control on grey header bar from
displayed record
• Select Add Note

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Add Note (cont’d)
• Add Note Page will display for entering Note
• Note is displayed on Work Order Detail – Activity
Tab

52. MC University
Create Follow Up Work Order
Steps to create Follow Up Work Order:
• Open Action Control on grey header bar from
displayed record
• Select Create Follow Up
• New record will be created with Reason field
auto-populated

53. MC University
Delete Work Order
Work Orders are rarely deleted – only if
created in error!
Require password to delete NOT used in MC
Express

54. MC University
Delete Work Order (cont’d)
Steps to delete a Work Order:
• Open the Action control and select Delete Work
Order
• Message will display to confirm

55. Thank You for
Watching!