This document summarizes new features and enhancements in the Work Order Management system in MC v7.0. Key updates include the ability to create work orders via SMS, assign work orders directly to technicians, indicate percentage completion on open work orders, view work orders in a Gantt chart view, and customize work order reports. The complete/close process also has new labor reporting preferences and percentage indicators. Interactive examples are provided to demonstrate features like the SMS creation process, Gantt view navigation, and customizing work order reports.

1. V7.0-03|Work Order Management with MC v7.0
MC University

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Agenda
General Enhancements
Work Manger and Calendars
Complete / Close Process
WO Report / Printout

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General Enhancements
SMS to Work Order Feature
New Assignment Action
Task Enhancements
Miscellaneous Features and Changes

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SMS to Work Order Feature
Optional service available to initiate a Work
Order by sending a text (SMS)
• Sent to a predefined number

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SMS to Work Order Feature (cont’d)
Process for creating Work Order via SMS:
• Subject of text is populated for WO Reason
• Number will be checked for Requester Info
• Any Images added will upload to WO
• Text is sent and WO is created based on the
above criteria

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SMS to Work Order Feature (cont’d)
Important things to know:
• Additional cost to use service
• Only available to Cloud hosted customers

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Interactive Example
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• V7.0-03 – Using the SMS to Work Order
Feature Example 1

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New Assignment Action
Work Order Details includes new Assignment
Action control

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New Assignment Action (cont’d)
New features include:
• “Assign to Me” option
• Filter dropdown to assign from list

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Task Enhancements
New Task enhancements include:
• Option to mark task as “N/A”
• Task headers now editable

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Miscellaneous Features and Changes
Many new features and changes to existing
interface:
• Materials re-labeled as Parts for consistency
• Service Requester can be configured to display
specific WO types
• Clone button added to Work Order record
• Projects cannot be closed until all Work Orders
have been closed

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Work Manager and Calendars
Gantt View
Multi-Select
Pop In / Out Control

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Gantt View
New View option for Calendars to view
extended lists of Work Orders or Assignments
Includes exciting features:
• Duration and progress recording
• Smart Shift

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Gantt View (cont’d)
Days displayed horizontally across top row
Work orders listed chronologically in left
column

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Gantt View (cont’d)
Duration and progress can now be recorded
per individual Work Order using Duration Bar

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Gantt View (cont’d)
Duration Bar can be used to take the
following actions:
• Extend bar to anticipate duration of work
• Adjust Target Date
• Percentage of completion shown in Progress
column
• Bar adjusts color based on progress

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Gantt View (cont’d)
Smart Shift feature allows for moving records
matching filter criteria by same number of
days
• Use case: Project running behind

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Gantt View (cont’d)
Smart Shift must be enabled for Access Group
Indicator must be checked to use

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Interactive Example
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• V7.0-03 – Exploring Gantt View Example 2

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Multi-Select
New Calendar ability to update multiple Work
Orders or Assignments in single step!

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Multi Select (cont’d)
Process for using Multi Select:
• Click Multi-Select indicator
• Select Work Orders / Assignments
• Drag to new date

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Multi Select (cont’d)
“Cut and Paste” feature also available to
move selections
Right click on gray area of Calendar to select
all records for day, week, or month

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Pop In / Out Control
New ability to view Calendar in full screen
mode
• Hides List Pane, Menu, Toolbars, and Tabs

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Complete / Close Process
General Information
Labor Report Enhancements
Percentage Completion
New Preferences

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General Information
Numerous enhancements have been made
All customers will automatically upgrade to
using current version of ECC in v7.0

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Labor Report Enhancements
Comments can be prefaced with current date
and Labor ID using ECC preference

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Labor Report Enhancements (cont’d)
Displays previously entered content in
separate area from ECC
• Permission used to determine edit rights for
previous content

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Interactive Example
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• V7.0-03 – Interacting with New Labor
Report Enhancements Example 3

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Percentage Completion
Technicians can now indicate percentage of
completion on Work Orders in progress
• Appears in Work Manager using Gantt View

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New Preferences
New preferences include:
• Sub-Status field set during Complete / Close
• More control over Meter Reading prompts
• Choose to allow Meter Readings lower than
current value

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WO Report / Printout
Adding User Defined Fields (UDFs)
Work Order Images
Last PM Date
Display as a Link
Work Order Charge Statement

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Adding User Defined Fields (UDFs)
Up to five UDFs can be added
Setup through Work Order Report
Preferences

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Work Order Images
Work Order Images can be displayed in new
section
Setup through Work Order Report Preference

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Last PM Date
Last PM Date now displayed to provide Tech
with reference information

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Display as Link
New ability to designate Document to
Displays as a Link on Work Order Report
Documents marked will be hyperlinked

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Work Order Charge Statement
New configuration option to show Work
Order Labor Comments with each record

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Interactive Example
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• V7.0-03 – Adding UDFs and WO Images to
WO Report Example 4

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Don’t Forget Your Homework!
Watch the previously recorded course Video
or review the course Slides
Practice your new skills with the Interactive
Examples
Test your knowledge of the course material
with the Quiz
Review the other MC v7.0 courses

39. Thank You for
Attending!