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.

1. MC University
PPP03|Complex Preventive Maintenance Procedures

2. MC University
Agenda
Cloning Procedures
Complex Procedure Tasks
Linking Assets

3. MC University
Cloning Procedures
Cloning Procedures Overview
Clone Record

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Cloning Procedures Overview
When a new Procedure should have similar
attributes to existing Procedure

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Cloning Procedures Overview
Select Procedure record to be Cloned
Select Clone button

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Cloning Procedures Overview (cont’d)
New Procedure ID comprised of original
Procedure ID plus incremental number
Associated items carry over (tasks, costs, etc.)

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Clone Record
Example of cloning record:

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Interactive Example 1
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• PPP03 – Cloning a Procedure

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Complex Procedure Tasks
Special Task Formatting
Specification Tasks
Limit Tasks by Class
Tracked Tasks

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Special Task Formatting
HTML can be used to further customize the
format and style of text for Tasks
HTML information can easily be found online

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Special Task Formatting (cont’d)
Example of using HTML to change Font Color:

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Special Task Formatting (cont’d)
Example of using HTML to change Font Size:

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Special Task Formatting (cont’d)
Images can be added to tasks for clear
description

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Interactive Example 2
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• PPP03 – Using HTML to Apply Special Task
Formatting

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Special Task Formatting (cont’d)
Web links can be added to tasks
Allows users to retrieve information from
outside sources directly from task

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Specification Tasks
Value entered in Work Order Specification
Task will update value for Asset Specification
Specification auto added to Asset if needed

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Specification Tasks (cont’d)
Value of Specification Tasks for Procedures:
• Ensure consistency (timely measurements)
• Track over time (data analysis and trends)
• Technicians update directly from Work Orders

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Limit Task by Class
Limits generation of task to a specific Asset
Classification
Helpful for necessary tasks that pertain to a
specific Classification

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Tracked Tasks
Task will be tracked in Asset module (listed in
Asset history)
Example: 15,000 Mile Check

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Interactive Example 3
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• PPP03 – Tracking Tasks Using Procedures

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Linking Assets
Link Asset Directly
Link Assets by Class
Link All Assets

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Link Asset Directly
Designate a Task for specific Asset
Single Task tied to different Asset than Work
Order Asset

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Link Asset Directly (cont’d)
Example of linking Asset directly:

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Link All Assets
Link task to Children of designated Asset
When Work Order is created:
• Links to all Assets below selected node of Tree
• Separate Tasks for each Asset when Work Order
generates

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Link Asset by Class
Easy way to display multiple Assets on a
single Work Order
Work Order is created:
• Assigned to specific node on Asset Tree
• Task created for all Assets matching Class below
node of Asset Tree

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Link Asset by Class (cont’d)
Example of linking Asset by Class:

27. 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:
• PPP03 – Link Assets by Classification

28. Thank You for
Watching!