The document provides detailed instructions and an overview of work order management tools, including logging in, utilizing the work matrix, and managing work orders and labor assignments. It covers functions such as selecting groups and performing actions on work orders, as well as managing labor calendars and viewing work order history. The seminar involves hands-on practice with creating and closing work orders, along with resources for further documentation.

1. Work Order Management
Tools (W09)
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. Work Matrix
Work Manager and Labor Calendars
Work Order History Tab
Work Order Expanded Explorer
Agenda

5. Work Matrix Overview
Selecting Groups and Subgroups
Actions
Work Matrix

6. Matrix of open Work Orders with option
to perform actions
Filtered by Repair Center
Work Matrix Overview

7. Columns in table summarize:
• Total Open Work Orders for group / sub-
group
• Total Open Requests by Target Date
• Total Open PMs by Target Date
Work Matrix Overview (cont’d)

8. Example of Work Matrix:
Work Matrix Overview (cont’d)

9. Example of data broken down by Shop and
Priority of Work Order:
Work Matrix Overview (cont’d)

10. Two levels of grouping:
• Grouping
• Sub-grouping
Group control includes option for two or
more groupings
Selecting Groups and Subgroups

11. Several actions can be performed on Work
Orders represented in the cell
Selected from Mouse Click Action
dropdown
Actions

12. Set Criteria displays matching Work Orders
in Explorer Pane
Set Criteria and Explore displays matching
Work Orders in Expanded Work Order
Explorer view
Actions (cont’d)

13. Work Order List Report populates Work
Order List report with selected
information
Work Order Report / (No Grouping)
populates Work Order report for printing
Actions (cont’d)

14. Run Report… runs an Open Work Order
report on selected data
Actions (cont’d)

15. Work Manager Overview
General Interface
Views
Labor Calendars Overview
Work Manager and Labor Calendar

16. Manage and view workloads from
calendar or list
Resource planning from broad perspective
Assignment details and dates can be
modified
Work Manager Overview

17. Asset Explorer displayed in Module
Explorer Pane to filter Work Manager
results
Displays current month by default and
uses previous / next controls
General Interface

18. Controls determine view, format and
records displayed
Options change dependent on View and
Display Tabs As selection(s)
General Interface (cont’d)

19. View Dropdown determines type of data
displayed
Format Dropdown determines calendar /
list perspective
General Interface (cont’d)

20. List View:
• Displays Work Orders in list format
• Dependent on Display Tabs As selection
General Interface (cont’d)

21. Calendar:
• Display Tabs As selection determines
orientation and tab information displayed
• Data corresponds to tab
• Header includes control to open record
General Interface (cont’d)

22. View options:
• Work Orders
• Labor Assignments
• Labor Time Reporting
• Labor Time Off
• My Assignments
• My Time Reporting
General Interface (cont’d)

23. Quick access to four Labor options:
• Labor Assignments
• Labor Time Off
• My Assignments
• My Time Reporting
Functionality same as Work Manager
Labor Calendars Overview

24. Work Order History Tab Overview
Fields and Columns
Modifying Status History
Work Order History Tab

25. Lists activity (i.e. status change and
assignment)
Most records automatically created
Create individual notes for events and
activities
Work Order History Tab Overview

26. History recorded in two areas:
• Event History
• Work Order Status History
Work Order History Tab Overview (cont’d)

27. Selection Box allows user defined Notes to
be selected for removal
Date, Time, and Initials displays:
• Date and Time of status change, and note
created
• Initials of individual making change (_MC for
system generated)
Fields and Columns

28. Note:
• Description of Event
• Content of manually added note
Follow-Up? and Complete?:
• Follow up required?
• Information discussed in note complete?
Fields and Columns (cont’d)

29. Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History

30. Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer

31. Provides ability to select a group of Work
Orders and process action(s)
Accessed via Explore button or Expand
Explorer Control
Available in Module Explore and Search
Page
Work Order Expanded Explorer Overview

32. Results displayed with additional detail:
• Target Completion Date
• Procedure Name
• Asset Name (or Location Name)
• Location
Work Order Expanded Explorer Overview (cont’d)

33. Action Bar options displayed are logical for
function currently accessed
Select multiple Work Orders:
• Checkbox
• Click on record
• Select Page or Select All Pages
Multiple Selects and Actions

34. Example of batch Assigning:
Multiple Selects and Actions (cont’d)

35. Example of batch updating the Target
Date:
Multiple Selects and Actions (cont’d)

36. Example of batch updating with the
Complete / Close:
Multiple Selects and Actions (cont’d)

37. Work Orders added to Favorites List are
retrieved from specific icon
Not dynamic (manually created)
Added / Removed using icon on right side
of Work Center Header
Favorites List

38. Example of adding batch Favorites:
Favorites List (cont’d)

39. Now let’s practice creating two test Work
Orders, and batch closing them!
Batch Close Work Orders: Hands-On

40. To create two test Work Orders select the
arrow next to the New button, and select
Work Orders
Fill in the required Details highlighted in
blue
Save the records
Batch Close Work Orders: Hands-On (cont’d)

41. Open the Work Order Explorer in
Expanded Explorer View
Find your two test Work Orders and select
them by clicking on the records
Select the Action Button Complete / Close
Batch Close Work Orders: Hands-On (cont’d)

42. Select Close from the Status Dates section
of the Work Order
Click Apply
Both test Work Orders will be Closed
Batch Close Work Orders: Hands-On (cont’d)

43. You have now successfully completed
creating two test Work Orders, and closed
them using the Batch Update feature!
Batch Close Work Orders: Hands-On (cont’d)

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

45. MCUC Documentation / Tutorials Article PDF Video
Tutorial
User
Guide
Work Matrix Overview
Batch Work Order Assign
Work Order Status History
Work Manager Overview
Additional Resources