This session discusses options available to certain administrators to customize the MC user interface, a process that can be useful to allow organizations the option to create interfaces to fit their business flow.

1. Customizing the User
Interface (SA05)
System Administrator 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: SA_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 Names: Marc Ackers and
Adam O’Brien
Background information:
• Role and expertise at Maintenance
Connection
• Fun Fact
Presenter Bio

4. User Interface Management Tools
Conditional Formatting
User Defined Fields
Agenda

5. User Interface Management Tools
Overview
Forms Manager
Tabs Manager
Menu Manager
User Interface Management Tools

6. Customize numerous aspects of the UI
System Admin use only
Tools  System Management
User Interface Management Tools Overview

7. Primary tool for direct UI tailoring
Applied to entire database (not RC
specific)
Forms Manager

8. Main features:
• Hide fields within each module
• Designate fields for required entry
• Modify field labels
• Duplicate Work Order check
Forms Manager (cont’d)

9. Customize tabs available within each
module
Clone and edit existing Tab Groups
Tabs Manager

10. Main features:
• Change label on Tabs
• Disable or remove Tabs
• Reorder Tab sequence
Tabs Manager (cont’d)

11. Customize Module Chooser
Multiple versions can be maintained
Menu Manager

12. Image modified and HTML code created
Menu Manager (cont’d)

13. Conditional Formatting Overview
Format Criteria
Format Style
Conditional Formatting

14. Customize appearance of records in
Explorer
Style Editor (V6.0) defines font, color,
etc.
Three Repair Center and three
personal preference options
Conditional Formatting Overview

15. Defined through Preferences for
specific Modules
Both Format Criteria and Format Style
must be defined
Conditional Formatting Overview (cont’d)

16. Examples of use cases:
• Overdue Work Orders
• Work Orders that have not been printed
• Inventory Items below reorder point
• Open Purchase Orders past follow-up
date
• Inactive Labor Records
Conditional Formatting Overview (cont’d)

17. Criteria Dialog from Format Criteria
used to create pre-stored SQL
Format Criteria

18. New V6.0 CSS Editing Tool available to
format style
Customizable features:
• Content and Text
• Background
• Border and Outline
• Box Shadow
Format Style

19. Records will change for specified
Repair Center dependent on Style
selected:
Format Style (cont’d)

20. In this example Conditional
Formatting will be used to set Inactive
Labor records to show as light grey
Conditional Formatting: Example

21. Labor Module is selected
Format Criteria 1 and Format Style 1
will be used
Conditional Formatting Example (cont’d)

22. Criteria 1 is edited with Active? set to
No
SQL will be auto-created
Conditional Formatting Example (cont’d)

23. Style 1 will automatically fill in for
grey text (HTML) by using the CSS
Editor
Conditional Formatting Example (cont’d)

24. All Inactive Labor will now appear in
the grey shade that was selected
Conditional Formatting Example (cont’d)

25. User Defined Fields Overview
Editing User Defined Fields
Adding Lookup Tables
Smart Transfer
User Defined Fields

26. Available in core modules to track
unique information
Number of fields available
determined by Module:
• Text fields
• Date fields
• Checkboxes (indicators)
User Defined Fields Overview

27. User Defined Field features:
• Modify help instructions
• Change field label
• Connect Lookup Table
• Smart Transfer
• Enhanced Reporting
User Defined Fields Overview (cont’d)

28. Click on field label to open popup
help dialog
Edit button refreshes dialog to outline
User Defined Field
Editing User Defined Fields

29. Remove current field label and
replace
Editing User Defined Fields (cont’d)

30. Modify help instructions using text
box available
Editing User Defined Fields (cont’d)

31. Lookup tables edited from dropdown
Creates consistency for Reporting
Adding Lookup Tables

32. Transfer data to associated modules
Map to matching field suggested
Smart Transfer

33. In this example an Asset User Defined
Field will be setup with a Smart
Transfer to link to a Work Order User
Defined Field
User Defined Field: Example

34. UDF Field 16 on Asset can be edited
by right mouse clicking on label:
User Defined Field: Example (cont’d)

35. Name will be adjusted to reflect what
field is being used for:
User Defined Field: Example (cont’d)

36. Smart Transfer is setup to link to
Work Order UDF Bit 1:
User Defined Field: Example (cont’d)

37. Explanation of field entered into text
box:
User Defined Field: Example (cont’d)

38. Work Order User Defined Field edited
for consistency:
User Defined Field: Example (cont’d)

39. Work Order is created and will reflect
Asset selection for User Defined Field:
User Defined Field: Example (cont’d)

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

41. MCUC Documentation / Tutorials Article PDF Video
Tutorial
User
Guide
Customizing the Interface
Conditional Formatting – How To
Setup
Utilizing User Defined Fields
Additional Resources