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.

1. Overview of Work Order
Creation (W02)
Work Management 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: 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: Joe Rogan
Background information:
• Role and expertise at Maintenance
Connection
• Fun Fact
Presenter Bio

4. Types of Creation Methods
Creating Work Orders
Work Order Rapid Entry
Email to Work Order Manager
Agenda

5. Types of Creation Methods Overview
Service Requests
Preventive Maintenance
Manually Created
Types of Creation Methods

6. Majority of Work Orders created through:
• Service Requester
• Preventive Maintenance
Manual creation provides a blank Work
Order record
Types of Creation Methods Overview

7. Service Requester tool used to submit
corrective maintenance service requests
• Highly configurable
Service Requests

8. Requesters are specific users who initiate
service request Work Orders
• Stored in the Requester Module
Service Requests (cont’d)

9. Scheduled and system generated
Automatic or manual generation options
Preventive Maintenance

10. Define automatic and manual generation
options from Automation tab of PM schedule
Preventive Maintenance (cont’d)

11. Multiple ways to manually 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 Orders Dialog options:
• Specify Repair Center
• How far in the future to generate
• Exclude work dates for scheduling
Preventive Maintenance (cont’d)

13. Work Order module used to create blank
Work Orders to record data
• Duplicate Check suggested
Manually Created

14. Creating Work Orders Overview
Required Fields
Asset / Location Lookup
Creating Work Orders

15. Shortcuts to create new 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 to Work 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 in blue are required
Set by Forms Manager
Organization and business process specific
Required Fields

18. Asset that is associated 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 practice creating a Work Order
using the right mouse click on an Asset
method!
Creating a Work Order: Hands-On

21. Locate an Asset in the Asset Tree
Right mouse click on the Asset
Select New Work Order…
Creating a Work Order: Hands-On (cont’d)

22. The new record will appear in the Work
Center
Fill in any required fields
Save the record
Creating a Work Order: Hands-On (cont’d)

23. You have now successfully 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 Rapid Entry Overview
Creating Work Orders
View and Delete
Preferences
Work Order Rapid Entry

25. Administrator level tool for adding a series of
Work Orders
Accessible via the Tools menu
Work Order Rapid Entry Overview

26. Highly customizable via Preferences
Work Order Rapid Entry Overview (cont’d)

27. Date and Labor fields appear at the top
Creating Work Orders

28. Commonly included fields:
• Reason
• Asset
• Problem
• Labor Hours
Creating Work Orders (cont’d)

29. Quick view of all recently closed Work Orders
View and Delete

30. Option to delete Work Orders created in
error
View and Delete (cont’d)

31. Determines fields displayed
Accessible directly from the WORE
Preferences

32. Email to Work Order 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 can be 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 POP3 email 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 Interface Dialog used to define
correct parameters
Appropriate values should be entered
Email to Work Order Manager Setup

37. Email example created into Work Order:
Email to Work Order Example

38. For access to documentation 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