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W02 - Overview of Work Order Creation
This document provides an overview of work order creation methods in Maintenance Connection software. It discusses the major work order creation methods like service requests, preventive maintenance, and manual creation. It also covers topics like required fields, asset lookups, and how to create a work order manually or using rapid entry. The document concludes with an overview of how to setup work orders to be created from emails.
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W02 - Overview of Work Order Creation
- 1. Overview of WorkOrder Creation (W02) Work Management Track
- 2. 1. Open InternetExplorer 2. Type into the address bar: www.maintenanceconnection.com 3. Click Log In button 4. Enter the following: Member ID: W_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 Name: JoeRogan Background information: • Role and expertise at Maintenance Connection • Fun Fact Presenter Bio
- 4. Types of CreationMethods Creating Work Orders Work Order Rapid Entry Email to Work Order Manager Agenda
- 5. Types of CreationMethods Overview Service Requests Preventive Maintenance Manually Created Types of Creation Methods
- 6. Majority of WorkOrders created through: • Service Requester • Preventive Maintenance Manual creation provides a blank Work Order record Types of Creation Methods Overview
- 7. Service Requester toolused to submit corrective maintenance service requests • Highly configurable Service Requests
- 8. Requesters are specificusers who initiate service request Work Orders • Stored in the Requester Module Service Requests (cont’d)
- 9. Scheduled and systemgenerated Automatic or manual generation options Preventive Maintenance
- 10. Define automatic andmanual generation options from Automation tab of PM schedule Preventive Maintenance (cont’d)
- 11. Multiple ways tomanually generate: • Actions Generate Work Orders… • PM Work Center Generate Work Orders • PM record Generate • Home Page Generate Work Orders Preventive Maintenance (cont’d)
- 12. Generate Work OrdersDialog options: • Specify Repair Center • How far in the future to generate • Exclude work dates for scheduling Preventive Maintenance (cont’d)
- 13. Work Order moduleused to create blank Work Orders to record data • Duplicate Check suggested Manually Created
- 14. Creating Work OrdersOverview Required Fields Asset / Location Lookup Creating Work Orders
- 15. Shortcuts to createnew Work Orders: • Right click on Asset New Work Order… • Asset record History tab New… • New button • Work Order Work Center Create a New Work Order Creating Work Orders Overview
- 16. Arrows next toWork Order fields connect to Lookup Table or Module Lookup Orange line underneath arrow indicates Module Lookup Creating Work Orders Overview (cont’d)
- 17. Fields highlighted inblue are required Set by Forms Manager Organization and business process specific Required Fields
- 18. Asset that isassociated with work to be performed Explore and Search options Levels of Tree shown on Work Order Asset / Location Lookup
- 19. Action Bar options: •Lookup…, Explore…, and Search… • Remove • Open and Open in New Window • In-Service and Shutdown Asset / Location Lookup (cont’d)
- 20. Now let’s practicecreating a Work Order using the right mouse click on an Asset method! Creating a Work Order: Hands-On
- 21. Locate an Assetin the Asset Tree Right mouse click on the Asset Select New Work Order… Creating a Work Order: Hands-On (cont’d)
- 22. The new recordwill appear in the Work Center Fill in any required fields Save the record Creating a Work Order: Hands-On (cont’d)
- 23. You have nowsuccessfully completed creating a new Work Order using the right mouse click on Asset method! Creating a Work Order: Hands-On (cont’d)
- 24. Work Order RapidEntry Overview Creating Work Orders View and Delete Preferences Work Order Rapid Entry
- 25. Administrator level toolfor adding a series of Work Orders Accessible via the Tools menu Work Order Rapid Entry Overview
- 26. Highly customizable viaPreferences Work Order Rapid Entry Overview (cont’d)
- 27. Date and Laborfields appear at the top Creating Work Orders
- 28. Commonly included fields: •Reason • Asset • Problem • Labor Hours Creating Work Orders (cont’d)
- 29. Quick view ofall recently closed Work Orders View and Delete
- 30. Option to deleteWork Orders created in error View and Delete (cont’d)
- 31. Determines fields displayed Accessibledirectly from the WORE Preferences
- 32. Email to WorkOrder Manager Overview Email and Work Order Fields Email to Work Order Manager Setup Email to Work Order Example Email to Work Order Manager
- 33. Work Orders canbe generated upon receipt of an email Specific pieces of the email used to populate Work Order Email to Work Order Manager Overview
- 34. Requirements: • Dedicated POP3email account • MC Agent must be installed • Fields populated must be sufficient for business process Email to Work Order Manager Overview (cont’d)
- 35. Format of Email: •Subject Line of email Asset ID • Work Order Requested Date and Time Email Date • Body of email Work Order Reason Info • Email address Requester ID and Name, Phone and Email Email and Work Order Fields
- 36. New Email InterfaceDialog used to define correct parameters Appropriate values should be entered Email to Work Order Manager Setup
- 37. Email example createdinto Work Order: Email to Work Order Example
- 38. For access todocumentation and tutorials, reference www.mcuserconnect.com MC User Connect
- 39. MCUC Documentation /Tutorials Article PDF Video Tutorials User Guide Work Order Module Overview Work Order Statuses Defined Work Order Details Email To Work Order Manager - Configure Additional Resources