SA10 - MC Express

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One of the most exciting new products offered by Maintenance Connection. Learn about what is available in this new cross-device technician portal, and how to implement MC Express in your business.

Software

Getting the Most Out of MC
Express (SA10)
System Administrator Track

Presenter Name: Arlene Roberg
Background information:
• Role and expertise at Maintenance
Connection
• Fun Fact
Presenter Bio

Joe Droid and Aubrey iOS
Configuration Overview
Search Methods
User Interface Tips and Tricks
What’s New in Each Module
Bonus Features
Agenda

MRO Permissions
MC Express Permissions
MC Express Preferences
Forms Manager
Configuration Overview

Which Permissions are Used?
Imp & Admin Guide – MC User Connect
MRO Permissions

Filters
Access
Tabs
Edit
MC Express Permissions

Too Many to Review 
General
Assets
Work Orders
Status Update
MC Express Preferences

Labels, Required Fields, and Hidden Fields
Preference to Honor UDF Forms Manager
Settings
Forms Manager

Global Search
Filtering
Filter and Search
Search Methods

Powerful New Feature
Always Available…
Global Search

What fields in each module?
Check Help…
Global Search (cont’d)

Selected Filter Serves as Base
RC / Shop Settings Honored
Filter Icon to Add Criteria
Filtering

Add As Much Criteria As Needed
Custom Labels Honored
Logical Prompts
Filtering (cont’d)

Let’s Create Criteria…
• Logical / Bit Fields
• Text Entry (contains)
• Multi Select Lookups
• Dates
Filtering (cont’d)

Clear Criteria…
• Select New Filter…
• Go Home…
Filter and Search

Navigation
Action Control
Lookup Features
Custom Fields – Expanded WO List
User Interface Tips and Tricks

Home, Home, Home
Back Button
Header Bar
Jump to Asset
Asset History
Navigation

Record Summary and Detail Pages
• Permission and State Based
• Light vs. Dark Grey
Lists, Lookups, Home
Action Control

RC Filtering
Other Filter Controls
Search Options
Lookup Features

Add Data to Expanded WO List
Fields
Custom Expression
Custom Fields – Expanded WO List

Work Orders
Assets
Parts
What’s New in Each Module

Start / Stop
All Status Updates
Follow Up / Add Note
Attachments
Work Orders

List View with Filtering / Search
More Data… Configurable
Meter Entry
Downtime
Assets

More Data Such as History / Transactions
Stock Room Default
Lots of New Features
• Adjust On Hand/Apply Counts
• Transfer
• Part Checkout
• Part Receive
Separate Permissions
Parts

Update Tasks from Multiple WO on Single
Page
Great for Inspections
Linked Through Asset Task and/or Direct
Asset Task List

Checkout Parts from Perspective of Part
Configurable
Existing or New Work Order
Multiple Parts
Part Checkout

Receive Parts on Open Purchase Orders
Receive Line Item, All, or Partial
Receive Parts

Stop by the MC Express Booth
• More Info..
• Demo Access…
Invitation

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

MCUC Documentation / Tutorials Article PDF Video
Tutorial
User
Guide
MC Express Implementation and
Administration Guide
MC Express Webinar
Additional Resources

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