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Learn how to make the most of work order management tools with this in depth look at the actions available to interact with work orders such as controls/filters, labor calendars, and status history. The Work Order Explorer and Work Order Matrix will also be discussed.
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Work Order Management Tools (W09)
Work Management Track
1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following
Member ID W_CHECKPOINT Password Checkpoint2014
Note During the seminar please do not ldquoSaverdquo while following along with a specific example unless directed to do so by your course instructor
Wireless SSID CHECKPOINT Wireless Password CHECKPOINT
Logon Instructions
Presenter Name Joe Rogan
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Work Matrix
Work Manager and Labor Calendars
Work Order History Tab
Work Order Expanded Explorer
Agenda
Work Matrix Overview
Selecting Groups and Subgroups
Actions
Work Matrix
Matrix of open Work Orders with option to perform actions
Filtered by Repair Center
Work Matrix Overview
Columns in table summarize
bull Total Open Work Orders for group sub-group
bull Total Open Requests by Target Date
bull Total Open PMs by Target Date
Work Matrix Overview (contrsquod)
Example of Work Matrix
Work Matrix Overview (contrsquod)
Example of data broken down by Shop and Priority of Work Order
Work Matrix Overview (contrsquod)
Two levels of grouping
bull Grouping
bull Sub-grouping
Group control includes option for two or more groupings
Selecting Groups and Subgroups
Several actions can be performed on Work Orders represented in the cell
Selected from Mouse Click Action dropdown
Actions
Set Criteria displays matching Work Orders in Explorer Pane
Set Criteria and Explore displays matching Work Orders in Expanded Work Order Explorer view
Actions (contrsquod)
Work Order List Report populates Work Order List report with selected information
Work Order Report (No Grouping) populates Work Order report for printing
Actions (contrsquod)
Run Reporthellip runs an Open Work Order report on selected data
Actions (contrsquod)
Work Manager Overview
General Interface
Views
Labor Calendars Overview
Work Manager and Labor Calendar
Manage and view workloads from calendar or list
Resource planning from broad perspective
Assignment details and dates can be modified
Work Manager Overview
Asset Explorer displayed in Module Explorer Pane to filter Work Manager results
Displays current month by default and uses previous next controls
General Interface
Controls determine view format and records displayed
Options change dependent on View and Display Tabs As selection(s)
General Interface (contrsquod)
View Dropdown determines type of data displayed
Format Dropdown determines calendar list perspective
General Interface (contrsquod)
List View
bull Displays Work Orders in list format
bull Dependent on Display Tabs As selection
General Interface (contrsquod)
Calendar
bull Display Tabs As selection determines orientation and tab information displayed
bull Data corresponds to tab
bull Header includes control to open record
General Interface (contrsquod)
View options
bull Work Orders
bull Labor Assignments
bull Labor Time Reporting
bull Labor Time Off
bull My Assignments
bull My Time Reporting
General Interface (contrsquod)
Quick access to four Labor options
bull Labor Assignments
bull Labor Time Off
bull My Assignments
bull My Time Reporting
Functionality same as Work Manager
Labor Calendars Overview
Work Order History Tab Overview
Fields and Columns
Modifying Status History
Work Order History Tab
Lists activity (ie status change and assignment)
Most records automatically created
Create individual notes for events and activities
Work Order History Tab Overview
History recorded in two areas
bull Event History
bull Work Order Status History
Work Order History Tab Overview (contrsquod)
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following
Member ID W_CHECKPOINT Password Checkpoint2014
Note During the seminar please do not ldquoSaverdquo while following along with a specific example unless directed to do so by your course instructor
Wireless SSID CHECKPOINT Wireless Password CHECKPOINT
Logon Instructions
Presenter Name Joe Rogan
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Work Matrix
Work Manager and Labor Calendars
Work Order History Tab
Work Order Expanded Explorer
Agenda
Work Matrix Overview
Selecting Groups and Subgroups
Actions
Work Matrix
Matrix of open Work Orders with option to perform actions
Filtered by Repair Center
Work Matrix Overview
Columns in table summarize
bull Total Open Work Orders for group sub-group
bull Total Open Requests by Target Date
bull Total Open PMs by Target Date
Work Matrix Overview (contrsquod)
Example of Work Matrix
Work Matrix Overview (contrsquod)
Example of data broken down by Shop and Priority of Work Order
Work Matrix Overview (contrsquod)
Two levels of grouping
bull Grouping
bull Sub-grouping
Group control includes option for two or more groupings
Selecting Groups and Subgroups
Several actions can be performed on Work Orders represented in the cell
Selected from Mouse Click Action dropdown
Actions
Set Criteria displays matching Work Orders in Explorer Pane
Set Criteria and Explore displays matching Work Orders in Expanded Work Order Explorer view
Actions (contrsquod)
Work Order List Report populates Work Order List report with selected information
Work Order Report (No Grouping) populates Work Order report for printing
Actions (contrsquod)
Run Reporthellip runs an Open Work Order report on selected data
Actions (contrsquod)
Work Manager Overview
General Interface
Views
Labor Calendars Overview
Work Manager and Labor Calendar
Manage and view workloads from calendar or list
Resource planning from broad perspective
Assignment details and dates can be modified
Work Manager Overview
Asset Explorer displayed in Module Explorer Pane to filter Work Manager results
Displays current month by default and uses previous next controls
General Interface
Controls determine view format and records displayed
Options change dependent on View and Display Tabs As selection(s)
General Interface (contrsquod)
View Dropdown determines type of data displayed
Format Dropdown determines calendar list perspective
General Interface (contrsquod)
List View
bull Displays Work Orders in list format
bull Dependent on Display Tabs As selection
General Interface (contrsquod)
Calendar
bull Display Tabs As selection determines orientation and tab information displayed
bull Data corresponds to tab
bull Header includes control to open record
General Interface (contrsquod)
View options
bull Work Orders
bull Labor Assignments
bull Labor Time Reporting
bull Labor Time Off
bull My Assignments
bull My Time Reporting
General Interface (contrsquod)
Quick access to four Labor options
bull Labor Assignments
bull Labor Time Off
bull My Assignments
bull My Time Reporting
Functionality same as Work Manager
Labor Calendars Overview
Work Order History Tab Overview
Fields and Columns
Modifying Status History
Work Order History Tab
Lists activity (ie status change and assignment)
Most records automatically created
Create individual notes for events and activities
Work Order History Tab Overview
History recorded in two areas
bull Event History
bull Work Order Status History
Work Order History Tab Overview (contrsquod)
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Presenter Name Joe Rogan
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Work Matrix
Work Manager and Labor Calendars
Work Order History Tab
Work Order Expanded Explorer
Agenda
Work Matrix Overview
Selecting Groups and Subgroups
Actions
Work Matrix
Matrix of open Work Orders with option to perform actions
Filtered by Repair Center
Work Matrix Overview
Columns in table summarize
bull Total Open Work Orders for group sub-group
bull Total Open Requests by Target Date
bull Total Open PMs by Target Date
Work Matrix Overview (contrsquod)
Example of Work Matrix
Work Matrix Overview (contrsquod)
Example of data broken down by Shop and Priority of Work Order
Work Matrix Overview (contrsquod)
Two levels of grouping
bull Grouping
bull Sub-grouping
Group control includes option for two or more groupings
Selecting Groups and Subgroups
Several actions can be performed on Work Orders represented in the cell
Selected from Mouse Click Action dropdown
Actions
Set Criteria displays matching Work Orders in Explorer Pane
Set Criteria and Explore displays matching Work Orders in Expanded Work Order Explorer view
Actions (contrsquod)
Work Order List Report populates Work Order List report with selected information
Work Order Report (No Grouping) populates Work Order report for printing
Actions (contrsquod)
Run Reporthellip runs an Open Work Order report on selected data
Actions (contrsquod)
Work Manager Overview
General Interface
Views
Labor Calendars Overview
Work Manager and Labor Calendar
Manage and view workloads from calendar or list
Resource planning from broad perspective
Assignment details and dates can be modified
Work Manager Overview
Asset Explorer displayed in Module Explorer Pane to filter Work Manager results
Displays current month by default and uses previous next controls
General Interface
Controls determine view format and records displayed
Options change dependent on View and Display Tabs As selection(s)
General Interface (contrsquod)
View Dropdown determines type of data displayed
Format Dropdown determines calendar list perspective
General Interface (contrsquod)
List View
bull Displays Work Orders in list format
bull Dependent on Display Tabs As selection
General Interface (contrsquod)
Calendar
bull Display Tabs As selection determines orientation and tab information displayed
bull Data corresponds to tab
bull Header includes control to open record
General Interface (contrsquod)
View options
bull Work Orders
bull Labor Assignments
bull Labor Time Reporting
bull Labor Time Off
bull My Assignments
bull My Time Reporting
General Interface (contrsquod)
Quick access to four Labor options
bull Labor Assignments
bull Labor Time Off
bull My Assignments
bull My Time Reporting
Functionality same as Work Manager
Labor Calendars Overview
Work Order History Tab Overview
Fields and Columns
Modifying Status History
Work Order History Tab
Lists activity (ie status change and assignment)
Most records automatically created
Create individual notes for events and activities
Work Order History Tab Overview
History recorded in two areas
bull Event History
bull Work Order Status History
Work Order History Tab Overview (contrsquod)
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Work Matrix
Work Manager and Labor Calendars
Work Order History Tab
Work Order Expanded Explorer
Agenda
Work Matrix Overview
Selecting Groups and Subgroups
Actions
Work Matrix
Matrix of open Work Orders with option to perform actions
Filtered by Repair Center
Work Matrix Overview
Columns in table summarize
bull Total Open Work Orders for group sub-group
bull Total Open Requests by Target Date
bull Total Open PMs by Target Date
Work Matrix Overview (contrsquod)
Example of Work Matrix
Work Matrix Overview (contrsquod)
Example of data broken down by Shop and Priority of Work Order
Work Matrix Overview (contrsquod)
Two levels of grouping
bull Grouping
bull Sub-grouping
Group control includes option for two or more groupings
Selecting Groups and Subgroups
Several actions can be performed on Work Orders represented in the cell
Selected from Mouse Click Action dropdown
Actions
Set Criteria displays matching Work Orders in Explorer Pane
Set Criteria and Explore displays matching Work Orders in Expanded Work Order Explorer view
Actions (contrsquod)
Work Order List Report populates Work Order List report with selected information
Work Order Report (No Grouping) populates Work Order report for printing
Actions (contrsquod)
Run Reporthellip runs an Open Work Order report on selected data
Actions (contrsquod)
Work Manager Overview
General Interface
Views
Labor Calendars Overview
Work Manager and Labor Calendar
Manage and view workloads from calendar or list
Resource planning from broad perspective
Assignment details and dates can be modified
Work Manager Overview
Asset Explorer displayed in Module Explorer Pane to filter Work Manager results
Displays current month by default and uses previous next controls
General Interface
Controls determine view format and records displayed
Options change dependent on View and Display Tabs As selection(s)
General Interface (contrsquod)
View Dropdown determines type of data displayed
Format Dropdown determines calendar list perspective
General Interface (contrsquod)
List View
bull Displays Work Orders in list format
bull Dependent on Display Tabs As selection
General Interface (contrsquod)
Calendar
bull Display Tabs As selection determines orientation and tab information displayed
bull Data corresponds to tab
bull Header includes control to open record
General Interface (contrsquod)
View options
bull Work Orders
bull Labor Assignments
bull Labor Time Reporting
bull Labor Time Off
bull My Assignments
bull My Time Reporting
General Interface (contrsquod)
Quick access to four Labor options
bull Labor Assignments
bull Labor Time Off
bull My Assignments
bull My Time Reporting
Functionality same as Work Manager
Labor Calendars Overview
Work Order History Tab Overview
Fields and Columns
Modifying Status History
Work Order History Tab
Lists activity (ie status change and assignment)
Most records automatically created
Create individual notes for events and activities
Work Order History Tab Overview
History recorded in two areas
bull Event History
bull Work Order Status History
Work Order History Tab Overview (contrsquod)
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Work Matrix Overview
Selecting Groups and Subgroups
Actions
Work Matrix
Matrix of open Work Orders with option to perform actions
Filtered by Repair Center
Work Matrix Overview
Columns in table summarize
bull Total Open Work Orders for group sub-group
bull Total Open Requests by Target Date
bull Total Open PMs by Target Date
Work Matrix Overview (contrsquod)
Example of Work Matrix
Work Matrix Overview (contrsquod)
Example of data broken down by Shop and Priority of Work Order
Work Matrix Overview (contrsquod)
Two levels of grouping
bull Grouping
bull Sub-grouping
Group control includes option for two or more groupings
Selecting Groups and Subgroups
Several actions can be performed on Work Orders represented in the cell
Selected from Mouse Click Action dropdown
Actions
Set Criteria displays matching Work Orders in Explorer Pane
Set Criteria and Explore displays matching Work Orders in Expanded Work Order Explorer view
Actions (contrsquod)
Work Order List Report populates Work Order List report with selected information
Work Order Report (No Grouping) populates Work Order report for printing
Actions (contrsquod)
Run Reporthellip runs an Open Work Order report on selected data
Actions (contrsquod)
Work Manager Overview
General Interface
Views
Labor Calendars Overview
Work Manager and Labor Calendar
Manage and view workloads from calendar or list
Resource planning from broad perspective
Assignment details and dates can be modified
Work Manager Overview
Asset Explorer displayed in Module Explorer Pane to filter Work Manager results
Displays current month by default and uses previous next controls
General Interface
Controls determine view format and records displayed
Options change dependent on View and Display Tabs As selection(s)
General Interface (contrsquod)
View Dropdown determines type of data displayed
Format Dropdown determines calendar list perspective
General Interface (contrsquod)
List View
bull Displays Work Orders in list format
bull Dependent on Display Tabs As selection
General Interface (contrsquod)
Calendar
bull Display Tabs As selection determines orientation and tab information displayed
bull Data corresponds to tab
bull Header includes control to open record
General Interface (contrsquod)
View options
bull Work Orders
bull Labor Assignments
bull Labor Time Reporting
bull Labor Time Off
bull My Assignments
bull My Time Reporting
General Interface (contrsquod)
Quick access to four Labor options
bull Labor Assignments
bull Labor Time Off
bull My Assignments
bull My Time Reporting
Functionality same as Work Manager
Labor Calendars Overview
Work Order History Tab Overview
Fields and Columns
Modifying Status History
Work Order History Tab
Lists activity (ie status change and assignment)
Most records automatically created
Create individual notes for events and activities
Work Order History Tab Overview
History recorded in two areas
bull Event History
bull Work Order Status History
Work Order History Tab Overview (contrsquod)
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Matrix of open Work Orders with option to perform actions
Filtered by Repair Center
Work Matrix Overview
Columns in table summarize
bull Total Open Work Orders for group sub-group
bull Total Open Requests by Target Date
bull Total Open PMs by Target Date
Work Matrix Overview (contrsquod)
Example of Work Matrix
Work Matrix Overview (contrsquod)
Example of data broken down by Shop and Priority of Work Order
Work Matrix Overview (contrsquod)
Two levels of grouping
bull Grouping
bull Sub-grouping
Group control includes option for two or more groupings
Selecting Groups and Subgroups
Several actions can be performed on Work Orders represented in the cell
Selected from Mouse Click Action dropdown
Actions
Set Criteria displays matching Work Orders in Explorer Pane
Set Criteria and Explore displays matching Work Orders in Expanded Work Order Explorer view
Actions (contrsquod)
Work Order List Report populates Work Order List report with selected information
Work Order Report (No Grouping) populates Work Order report for printing
Actions (contrsquod)
Run Reporthellip runs an Open Work Order report on selected data
Actions (contrsquod)
Work Manager Overview
General Interface
Views
Labor Calendars Overview
Work Manager and Labor Calendar
Manage and view workloads from calendar or list
Resource planning from broad perspective
Assignment details and dates can be modified
Work Manager Overview
Asset Explorer displayed in Module Explorer Pane to filter Work Manager results
Displays current month by default and uses previous next controls
General Interface
Controls determine view format and records displayed
Options change dependent on View and Display Tabs As selection(s)
General Interface (contrsquod)
View Dropdown determines type of data displayed
Format Dropdown determines calendar list perspective
General Interface (contrsquod)
List View
bull Displays Work Orders in list format
bull Dependent on Display Tabs As selection
General Interface (contrsquod)
Calendar
bull Display Tabs As selection determines orientation and tab information displayed
bull Data corresponds to tab
bull Header includes control to open record
General Interface (contrsquod)
View options
bull Work Orders
bull Labor Assignments
bull Labor Time Reporting
bull Labor Time Off
bull My Assignments
bull My Time Reporting
General Interface (contrsquod)
Quick access to four Labor options
bull Labor Assignments
bull Labor Time Off
bull My Assignments
bull My Time Reporting
Functionality same as Work Manager
Labor Calendars Overview
Work Order History Tab Overview
Fields and Columns
Modifying Status History
Work Order History Tab
Lists activity (ie status change and assignment)
Most records automatically created
Create individual notes for events and activities
Work Order History Tab Overview
History recorded in two areas
bull Event History
bull Work Order Status History
Work Order History Tab Overview (contrsquod)
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Columns in table summarize
bull Total Open Work Orders for group sub-group
bull Total Open Requests by Target Date
bull Total Open PMs by Target Date
Work Matrix Overview (contrsquod)
Example of Work Matrix
Work Matrix Overview (contrsquod)
Example of data broken down by Shop and Priority of Work Order
Work Matrix Overview (contrsquod)
Two levels of grouping
bull Grouping
bull Sub-grouping
Group control includes option for two or more groupings
Selecting Groups and Subgroups
Several actions can be performed on Work Orders represented in the cell
Selected from Mouse Click Action dropdown
Actions
Set Criteria displays matching Work Orders in Explorer Pane
Set Criteria and Explore displays matching Work Orders in Expanded Work Order Explorer view
Actions (contrsquod)
Work Order List Report populates Work Order List report with selected information
Work Order Report (No Grouping) populates Work Order report for printing
Actions (contrsquod)
Run Reporthellip runs an Open Work Order report on selected data
Actions (contrsquod)
Work Manager Overview
General Interface
Views
Labor Calendars Overview
Work Manager and Labor Calendar
Manage and view workloads from calendar or list
Resource planning from broad perspective
Assignment details and dates can be modified
Work Manager Overview
Asset Explorer displayed in Module Explorer Pane to filter Work Manager results
Displays current month by default and uses previous next controls
General Interface
Controls determine view format and records displayed
Options change dependent on View and Display Tabs As selection(s)
General Interface (contrsquod)
View Dropdown determines type of data displayed
Format Dropdown determines calendar list perspective
General Interface (contrsquod)
List View
bull Displays Work Orders in list format
bull Dependent on Display Tabs As selection
General Interface (contrsquod)
Calendar
bull Display Tabs As selection determines orientation and tab information displayed
bull Data corresponds to tab
bull Header includes control to open record
General Interface (contrsquod)
View options
bull Work Orders
bull Labor Assignments
bull Labor Time Reporting
bull Labor Time Off
bull My Assignments
bull My Time Reporting
General Interface (contrsquod)
Quick access to four Labor options
bull Labor Assignments
bull Labor Time Off
bull My Assignments
bull My Time Reporting
Functionality same as Work Manager
Labor Calendars Overview
Work Order History Tab Overview
Fields and Columns
Modifying Status History
Work Order History Tab
Lists activity (ie status change and assignment)
Most records automatically created
Create individual notes for events and activities
Work Order History Tab Overview
History recorded in two areas
bull Event History
bull Work Order Status History
Work Order History Tab Overview (contrsquod)
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Example of Work Matrix
Work Matrix Overview (contrsquod)
Example of data broken down by Shop and Priority of Work Order
Work Matrix Overview (contrsquod)
Two levels of grouping
bull Grouping
bull Sub-grouping
Group control includes option for two or more groupings
Selecting Groups and Subgroups
Several actions can be performed on Work Orders represented in the cell
Selected from Mouse Click Action dropdown
Actions
Set Criteria displays matching Work Orders in Explorer Pane
Set Criteria and Explore displays matching Work Orders in Expanded Work Order Explorer view
Actions (contrsquod)
Work Order List Report populates Work Order List report with selected information
Work Order Report (No Grouping) populates Work Order report for printing
Actions (contrsquod)
Run Reporthellip runs an Open Work Order report on selected data
Actions (contrsquod)
Work Manager Overview
General Interface
Views
Labor Calendars Overview
Work Manager and Labor Calendar
Manage and view workloads from calendar or list
Resource planning from broad perspective
Assignment details and dates can be modified
Work Manager Overview
Asset Explorer displayed in Module Explorer Pane to filter Work Manager results
Displays current month by default and uses previous next controls
General Interface
Controls determine view format and records displayed
Options change dependent on View and Display Tabs As selection(s)
General Interface (contrsquod)
View Dropdown determines type of data displayed
Format Dropdown determines calendar list perspective
General Interface (contrsquod)
List View
bull Displays Work Orders in list format
bull Dependent on Display Tabs As selection
General Interface (contrsquod)
Calendar
bull Display Tabs As selection determines orientation and tab information displayed
bull Data corresponds to tab
bull Header includes control to open record
General Interface (contrsquod)
View options
bull Work Orders
bull Labor Assignments
bull Labor Time Reporting
bull Labor Time Off
bull My Assignments
bull My Time Reporting
General Interface (contrsquod)
Quick access to four Labor options
bull Labor Assignments
bull Labor Time Off
bull My Assignments
bull My Time Reporting
Functionality same as Work Manager
Labor Calendars Overview
Work Order History Tab Overview
Fields and Columns
Modifying Status History
Work Order History Tab
Lists activity (ie status change and assignment)
Most records automatically created
Create individual notes for events and activities
Work Order History Tab Overview
History recorded in two areas
bull Event History
bull Work Order Status History
Work Order History Tab Overview (contrsquod)
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Example of data broken down by Shop and Priority of Work Order
Work Matrix Overview (contrsquod)
Two levels of grouping
bull Grouping
bull Sub-grouping
Group control includes option for two or more groupings
Selecting Groups and Subgroups
Several actions can be performed on Work Orders represented in the cell
Selected from Mouse Click Action dropdown
Actions
Set Criteria displays matching Work Orders in Explorer Pane
Set Criteria and Explore displays matching Work Orders in Expanded Work Order Explorer view
Actions (contrsquod)
Work Order List Report populates Work Order List report with selected information
Work Order Report (No Grouping) populates Work Order report for printing
Actions (contrsquod)
Run Reporthellip runs an Open Work Order report on selected data
Actions (contrsquod)
Work Manager Overview
General Interface
Views
Labor Calendars Overview
Work Manager and Labor Calendar
Manage and view workloads from calendar or list
Resource planning from broad perspective
Assignment details and dates can be modified
Work Manager Overview
Asset Explorer displayed in Module Explorer Pane to filter Work Manager results
Displays current month by default and uses previous next controls
General Interface
Controls determine view format and records displayed
Options change dependent on View and Display Tabs As selection(s)
General Interface (contrsquod)
View Dropdown determines type of data displayed
Format Dropdown determines calendar list perspective
General Interface (contrsquod)
List View
bull Displays Work Orders in list format
bull Dependent on Display Tabs As selection
General Interface (contrsquod)
Calendar
bull Display Tabs As selection determines orientation and tab information displayed
bull Data corresponds to tab
bull Header includes control to open record
General Interface (contrsquod)
View options
bull Work Orders
bull Labor Assignments
bull Labor Time Reporting
bull Labor Time Off
bull My Assignments
bull My Time Reporting
General Interface (contrsquod)
Quick access to four Labor options
bull Labor Assignments
bull Labor Time Off
bull My Assignments
bull My Time Reporting
Functionality same as Work Manager
Labor Calendars Overview
Work Order History Tab Overview
Fields and Columns
Modifying Status History
Work Order History Tab
Lists activity (ie status change and assignment)
Most records automatically created
Create individual notes for events and activities
Work Order History Tab Overview
History recorded in two areas
bull Event History
bull Work Order Status History
Work Order History Tab Overview (contrsquod)
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Two levels of grouping
bull Grouping
bull Sub-grouping
Group control includes option for two or more groupings
Selecting Groups and Subgroups
Several actions can be performed on Work Orders represented in the cell
Selected from Mouse Click Action dropdown
Actions
Set Criteria displays matching Work Orders in Explorer Pane
Set Criteria and Explore displays matching Work Orders in Expanded Work Order Explorer view
Actions (contrsquod)
Work Order List Report populates Work Order List report with selected information
Work Order Report (No Grouping) populates Work Order report for printing
Actions (contrsquod)
Run Reporthellip runs an Open Work Order report on selected data
Actions (contrsquod)
Work Manager Overview
General Interface
Views
Labor Calendars Overview
Work Manager and Labor Calendar
Manage and view workloads from calendar or list
Resource planning from broad perspective
Assignment details and dates can be modified
Work Manager Overview
Asset Explorer displayed in Module Explorer Pane to filter Work Manager results
Displays current month by default and uses previous next controls
General Interface
Controls determine view format and records displayed
Options change dependent on View and Display Tabs As selection(s)
General Interface (contrsquod)
View Dropdown determines type of data displayed
Format Dropdown determines calendar list perspective
General Interface (contrsquod)
List View
bull Displays Work Orders in list format
bull Dependent on Display Tabs As selection
General Interface (contrsquod)
Calendar
bull Display Tabs As selection determines orientation and tab information displayed
bull Data corresponds to tab
bull Header includes control to open record
General Interface (contrsquod)
View options
bull Work Orders
bull Labor Assignments
bull Labor Time Reporting
bull Labor Time Off
bull My Assignments
bull My Time Reporting
General Interface (contrsquod)
Quick access to four Labor options
bull Labor Assignments
bull Labor Time Off
bull My Assignments
bull My Time Reporting
Functionality same as Work Manager
Labor Calendars Overview
Work Order History Tab Overview
Fields and Columns
Modifying Status History
Work Order History Tab
Lists activity (ie status change and assignment)
Most records automatically created
Create individual notes for events and activities
Work Order History Tab Overview
History recorded in two areas
bull Event History
bull Work Order Status History
Work Order History Tab Overview (contrsquod)
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Several actions can be performed on Work Orders represented in the cell
Selected from Mouse Click Action dropdown
Actions
Set Criteria displays matching Work Orders in Explorer Pane
Set Criteria and Explore displays matching Work Orders in Expanded Work Order Explorer view
Actions (contrsquod)
Work Order List Report populates Work Order List report with selected information
Work Order Report (No Grouping) populates Work Order report for printing
Actions (contrsquod)
Run Reporthellip runs an Open Work Order report on selected data
Actions (contrsquod)
Work Manager Overview
General Interface
Views
Labor Calendars Overview
Work Manager and Labor Calendar
Manage and view workloads from calendar or list
Resource planning from broad perspective
Assignment details and dates can be modified
Work Manager Overview
Asset Explorer displayed in Module Explorer Pane to filter Work Manager results
Displays current month by default and uses previous next controls
General Interface
Controls determine view format and records displayed
Options change dependent on View and Display Tabs As selection(s)
General Interface (contrsquod)
View Dropdown determines type of data displayed
Format Dropdown determines calendar list perspective
General Interface (contrsquod)
List View
bull Displays Work Orders in list format
bull Dependent on Display Tabs As selection
General Interface (contrsquod)
Calendar
bull Display Tabs As selection determines orientation and tab information displayed
bull Data corresponds to tab
bull Header includes control to open record
General Interface (contrsquod)
View options
bull Work Orders
bull Labor Assignments
bull Labor Time Reporting
bull Labor Time Off
bull My Assignments
bull My Time Reporting
General Interface (contrsquod)
Quick access to four Labor options
bull Labor Assignments
bull Labor Time Off
bull My Assignments
bull My Time Reporting
Functionality same as Work Manager
Labor Calendars Overview
Work Order History Tab Overview
Fields and Columns
Modifying Status History
Work Order History Tab
Lists activity (ie status change and assignment)
Most records automatically created
Create individual notes for events and activities
Work Order History Tab Overview
History recorded in two areas
bull Event History
bull Work Order Status History
Work Order History Tab Overview (contrsquod)
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Set Criteria displays matching Work Orders in Explorer Pane
Set Criteria and Explore displays matching Work Orders in Expanded Work Order Explorer view
Actions (contrsquod)
Work Order List Report populates Work Order List report with selected information
Work Order Report (No Grouping) populates Work Order report for printing
Actions (contrsquod)
Run Reporthellip runs an Open Work Order report on selected data
Actions (contrsquod)
Work Manager Overview
General Interface
Views
Labor Calendars Overview
Work Manager and Labor Calendar
Manage and view workloads from calendar or list
Resource planning from broad perspective
Assignment details and dates can be modified
Work Manager Overview
Asset Explorer displayed in Module Explorer Pane to filter Work Manager results
Displays current month by default and uses previous next controls
General Interface
Controls determine view format and records displayed
Options change dependent on View and Display Tabs As selection(s)
General Interface (contrsquod)
View Dropdown determines type of data displayed
Format Dropdown determines calendar list perspective
General Interface (contrsquod)
List View
bull Displays Work Orders in list format
bull Dependent on Display Tabs As selection
General Interface (contrsquod)
Calendar
bull Display Tabs As selection determines orientation and tab information displayed
bull Data corresponds to tab
bull Header includes control to open record
General Interface (contrsquod)
View options
bull Work Orders
bull Labor Assignments
bull Labor Time Reporting
bull Labor Time Off
bull My Assignments
bull My Time Reporting
General Interface (contrsquod)
Quick access to four Labor options
bull Labor Assignments
bull Labor Time Off
bull My Assignments
bull My Time Reporting
Functionality same as Work Manager
Labor Calendars Overview
Work Order History Tab Overview
Fields and Columns
Modifying Status History
Work Order History Tab
Lists activity (ie status change and assignment)
Most records automatically created
Create individual notes for events and activities
Work Order History Tab Overview
History recorded in two areas
bull Event History
bull Work Order Status History
Work Order History Tab Overview (contrsquod)
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Work Order List Report populates Work Order List report with selected information
Work Order Report (No Grouping) populates Work Order report for printing
Actions (contrsquod)
Run Reporthellip runs an Open Work Order report on selected data
Actions (contrsquod)
Work Manager Overview
General Interface
Views
Labor Calendars Overview
Work Manager and Labor Calendar
Manage and view workloads from calendar or list
Resource planning from broad perspective
Assignment details and dates can be modified
Work Manager Overview
Asset Explorer displayed in Module Explorer Pane to filter Work Manager results
Displays current month by default and uses previous next controls
General Interface
Controls determine view format and records displayed
Options change dependent on View and Display Tabs As selection(s)
General Interface (contrsquod)
View Dropdown determines type of data displayed
Format Dropdown determines calendar list perspective
General Interface (contrsquod)
List View
bull Displays Work Orders in list format
bull Dependent on Display Tabs As selection
General Interface (contrsquod)
Calendar
bull Display Tabs As selection determines orientation and tab information displayed
bull Data corresponds to tab
bull Header includes control to open record
General Interface (contrsquod)
View options
bull Work Orders
bull Labor Assignments
bull Labor Time Reporting
bull Labor Time Off
bull My Assignments
bull My Time Reporting
General Interface (contrsquod)
Quick access to four Labor options
bull Labor Assignments
bull Labor Time Off
bull My Assignments
bull My Time Reporting
Functionality same as Work Manager
Labor Calendars Overview
Work Order History Tab Overview
Fields and Columns
Modifying Status History
Work Order History Tab
Lists activity (ie status change and assignment)
Most records automatically created
Create individual notes for events and activities
Work Order History Tab Overview
History recorded in two areas
bull Event History
bull Work Order Status History
Work Order History Tab Overview (contrsquod)
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Run Reporthellip runs an Open Work Order report on selected data
Actions (contrsquod)
Work Manager Overview
General Interface
Views
Labor Calendars Overview
Work Manager and Labor Calendar
Manage and view workloads from calendar or list
Resource planning from broad perspective
Assignment details and dates can be modified
Work Manager Overview
Asset Explorer displayed in Module Explorer Pane to filter Work Manager results
Displays current month by default and uses previous next controls
General Interface
Controls determine view format and records displayed
Options change dependent on View and Display Tabs As selection(s)
General Interface (contrsquod)
View Dropdown determines type of data displayed
Format Dropdown determines calendar list perspective
General Interface (contrsquod)
List View
bull Displays Work Orders in list format
bull Dependent on Display Tabs As selection
General Interface (contrsquod)
Calendar
bull Display Tabs As selection determines orientation and tab information displayed
bull Data corresponds to tab
bull Header includes control to open record
General Interface (contrsquod)
View options
bull Work Orders
bull Labor Assignments
bull Labor Time Reporting
bull Labor Time Off
bull My Assignments
bull My Time Reporting
General Interface (contrsquod)
Quick access to four Labor options
bull Labor Assignments
bull Labor Time Off
bull My Assignments
bull My Time Reporting
Functionality same as Work Manager
Labor Calendars Overview
Work Order History Tab Overview
Fields and Columns
Modifying Status History
Work Order History Tab
Lists activity (ie status change and assignment)
Most records automatically created
Create individual notes for events and activities
Work Order History Tab Overview
History recorded in two areas
bull Event History
bull Work Order Status History
Work Order History Tab Overview (contrsquod)
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Work Manager Overview
General Interface
Views
Labor Calendars Overview
Work Manager and Labor Calendar
Manage and view workloads from calendar or list
Resource planning from broad perspective
Assignment details and dates can be modified
Work Manager Overview
Asset Explorer displayed in Module Explorer Pane to filter Work Manager results
Displays current month by default and uses previous next controls
General Interface
Controls determine view format and records displayed
Options change dependent on View and Display Tabs As selection(s)
General Interface (contrsquod)
View Dropdown determines type of data displayed
Format Dropdown determines calendar list perspective
General Interface (contrsquod)
List View
bull Displays Work Orders in list format
bull Dependent on Display Tabs As selection
General Interface (contrsquod)
Calendar
bull Display Tabs As selection determines orientation and tab information displayed
bull Data corresponds to tab
bull Header includes control to open record
General Interface (contrsquod)
View options
bull Work Orders
bull Labor Assignments
bull Labor Time Reporting
bull Labor Time Off
bull My Assignments
bull My Time Reporting
General Interface (contrsquod)
Quick access to four Labor options
bull Labor Assignments
bull Labor Time Off
bull My Assignments
bull My Time Reporting
Functionality same as Work Manager
Labor Calendars Overview
Work Order History Tab Overview
Fields and Columns
Modifying Status History
Work Order History Tab
Lists activity (ie status change and assignment)
Most records automatically created
Create individual notes for events and activities
Work Order History Tab Overview
History recorded in two areas
bull Event History
bull Work Order Status History
Work Order History Tab Overview (contrsquod)
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Manage and view workloads from calendar or list
Resource planning from broad perspective
Assignment details and dates can be modified
Work Manager Overview
Asset Explorer displayed in Module Explorer Pane to filter Work Manager results
Displays current month by default and uses previous next controls
General Interface
Controls determine view format and records displayed
Options change dependent on View and Display Tabs As selection(s)
General Interface (contrsquod)
View Dropdown determines type of data displayed
Format Dropdown determines calendar list perspective
General Interface (contrsquod)
List View
bull Displays Work Orders in list format
bull Dependent on Display Tabs As selection
General Interface (contrsquod)
Calendar
bull Display Tabs As selection determines orientation and tab information displayed
bull Data corresponds to tab
bull Header includes control to open record
General Interface (contrsquod)
View options
bull Work Orders
bull Labor Assignments
bull Labor Time Reporting
bull Labor Time Off
bull My Assignments
bull My Time Reporting
General Interface (contrsquod)
Quick access to four Labor options
bull Labor Assignments
bull Labor Time Off
bull My Assignments
bull My Time Reporting
Functionality same as Work Manager
Labor Calendars Overview
Work Order History Tab Overview
Fields and Columns
Modifying Status History
Work Order History Tab
Lists activity (ie status change and assignment)
Most records automatically created
Create individual notes for events and activities
Work Order History Tab Overview
History recorded in two areas
bull Event History
bull Work Order Status History
Work Order History Tab Overview (contrsquod)
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Asset Explorer displayed in Module Explorer Pane to filter Work Manager results
Displays current month by default and uses previous next controls
General Interface
Controls determine view format and records displayed
Options change dependent on View and Display Tabs As selection(s)
General Interface (contrsquod)
View Dropdown determines type of data displayed
Format Dropdown determines calendar list perspective
General Interface (contrsquod)
List View
bull Displays Work Orders in list format
bull Dependent on Display Tabs As selection
General Interface (contrsquod)
Calendar
bull Display Tabs As selection determines orientation and tab information displayed
bull Data corresponds to tab
bull Header includes control to open record
General Interface (contrsquod)
View options
bull Work Orders
bull Labor Assignments
bull Labor Time Reporting
bull Labor Time Off
bull My Assignments
bull My Time Reporting
General Interface (contrsquod)
Quick access to four Labor options
bull Labor Assignments
bull Labor Time Off
bull My Assignments
bull My Time Reporting
Functionality same as Work Manager
Labor Calendars Overview
Work Order History Tab Overview
Fields and Columns
Modifying Status History
Work Order History Tab
Lists activity (ie status change and assignment)
Most records automatically created
Create individual notes for events and activities
Work Order History Tab Overview
History recorded in two areas
bull Event History
bull Work Order Status History
Work Order History Tab Overview (contrsquod)
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Controls determine view format and records displayed
Options change dependent on View and Display Tabs As selection(s)
General Interface (contrsquod)
View Dropdown determines type of data displayed
Format Dropdown determines calendar list perspective
General Interface (contrsquod)
List View
bull Displays Work Orders in list format
bull Dependent on Display Tabs As selection
General Interface (contrsquod)
Calendar
bull Display Tabs As selection determines orientation and tab information displayed
bull Data corresponds to tab
bull Header includes control to open record
General Interface (contrsquod)
View options
bull Work Orders
bull Labor Assignments
bull Labor Time Reporting
bull Labor Time Off
bull My Assignments
bull My Time Reporting
General Interface (contrsquod)
Quick access to four Labor options
bull Labor Assignments
bull Labor Time Off
bull My Assignments
bull My Time Reporting
Functionality same as Work Manager
Labor Calendars Overview
Work Order History Tab Overview
Fields and Columns
Modifying Status History
Work Order History Tab
Lists activity (ie status change and assignment)
Most records automatically created
Create individual notes for events and activities
Work Order History Tab Overview
History recorded in two areas
bull Event History
bull Work Order Status History
Work Order History Tab Overview (contrsquod)
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
View Dropdown determines type of data displayed
Format Dropdown determines calendar list perspective
General Interface (contrsquod)
List View
bull Displays Work Orders in list format
bull Dependent on Display Tabs As selection
General Interface (contrsquod)
Calendar
bull Display Tabs As selection determines orientation and tab information displayed
bull Data corresponds to tab
bull Header includes control to open record
General Interface (contrsquod)
View options
bull Work Orders
bull Labor Assignments
bull Labor Time Reporting
bull Labor Time Off
bull My Assignments
bull My Time Reporting
General Interface (contrsquod)
Quick access to four Labor options
bull Labor Assignments
bull Labor Time Off
bull My Assignments
bull My Time Reporting
Functionality same as Work Manager
Labor Calendars Overview
Work Order History Tab Overview
Fields and Columns
Modifying Status History
Work Order History Tab
Lists activity (ie status change and assignment)
Most records automatically created
Create individual notes for events and activities
Work Order History Tab Overview
History recorded in two areas
bull Event History
bull Work Order Status History
Work Order History Tab Overview (contrsquod)
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
List View
bull Displays Work Orders in list format
bull Dependent on Display Tabs As selection
General Interface (contrsquod)
Calendar
bull Display Tabs As selection determines orientation and tab information displayed
bull Data corresponds to tab
bull Header includes control to open record
General Interface (contrsquod)
View options
bull Work Orders
bull Labor Assignments
bull Labor Time Reporting
bull Labor Time Off
bull My Assignments
bull My Time Reporting
General Interface (contrsquod)
Quick access to four Labor options
bull Labor Assignments
bull Labor Time Off
bull My Assignments
bull My Time Reporting
Functionality same as Work Manager
Labor Calendars Overview
Work Order History Tab Overview
Fields and Columns
Modifying Status History
Work Order History Tab
Lists activity (ie status change and assignment)
Most records automatically created
Create individual notes for events and activities
Work Order History Tab Overview
History recorded in two areas
bull Event History
bull Work Order Status History
Work Order History Tab Overview (contrsquod)
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Calendar
bull Display Tabs As selection determines orientation and tab information displayed
bull Data corresponds to tab
bull Header includes control to open record
General Interface (contrsquod)
View options
bull Work Orders
bull Labor Assignments
bull Labor Time Reporting
bull Labor Time Off
bull My Assignments
bull My Time Reporting
General Interface (contrsquod)
Quick access to four Labor options
bull Labor Assignments
bull Labor Time Off
bull My Assignments
bull My Time Reporting
Functionality same as Work Manager
Labor Calendars Overview
Work Order History Tab Overview
Fields and Columns
Modifying Status History
Work Order History Tab
Lists activity (ie status change and assignment)
Most records automatically created
Create individual notes for events and activities
Work Order History Tab Overview
History recorded in two areas
bull Event History
bull Work Order Status History
Work Order History Tab Overview (contrsquod)
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
View options
bull Work Orders
bull Labor Assignments
bull Labor Time Reporting
bull Labor Time Off
bull My Assignments
bull My Time Reporting
General Interface (contrsquod)
Quick access to four Labor options
bull Labor Assignments
bull Labor Time Off
bull My Assignments
bull My Time Reporting
Functionality same as Work Manager
Labor Calendars Overview
Work Order History Tab Overview
Fields and Columns
Modifying Status History
Work Order History Tab
Lists activity (ie status change and assignment)
Most records automatically created
Create individual notes for events and activities
Work Order History Tab Overview
History recorded in two areas
bull Event History
bull Work Order Status History
Work Order History Tab Overview (contrsquod)
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Quick access to four Labor options
bull Labor Assignments
bull Labor Time Off
bull My Assignments
bull My Time Reporting
Functionality same as Work Manager
Labor Calendars Overview
Work Order History Tab Overview
Fields and Columns
Modifying Status History
Work Order History Tab
Lists activity (ie status change and assignment)
Most records automatically created
Create individual notes for events and activities
Work Order History Tab Overview
History recorded in two areas
bull Event History
bull Work Order Status History
Work Order History Tab Overview (contrsquod)
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Work Order History Tab Overview
Fields and Columns
Modifying Status History
Work Order History Tab
Lists activity (ie status change and assignment)
Most records automatically created
Create individual notes for events and activities
Work Order History Tab Overview
History recorded in two areas
bull Event History
bull Work Order Status History
Work Order History Tab Overview (contrsquod)
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Lists activity (ie status change and assignment)
Most records automatically created
Create individual notes for events and activities
Work Order History Tab Overview
History recorded in two areas
bull Event History
bull Work Order Status History
Work Order History Tab Overview (contrsquod)
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
History recorded in two areas
bull Event History
bull Work Order Status History
Work Order History Tab Overview (contrsquod)
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Selection Box allows user defined Notes to be selected for removal
Date Time and Initials displays
bull Date and Time of status change and note created
bull Initials of individual making change (_MC for system generated)
Fields and Columns
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Note
bull Description of Event
bull Content of manually added note
Follow-Up and Complete
bull Follow up required
bull Information discussed in note complete
Fields and Columns (contrsquod)
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Click on row to change details of status
Edit Status History Dialog displays
Typically Administrator access only
Modifying Status History
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Work Order Expanded Explorer Overview
Multiple Selects and Actions
Favorites List
Work Order Expanded Explorer
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Results displayed with additional detail
bull Target Completion Date
bull Procedure Name
bull Asset Name (or Location Name)
bull Location
Work Order Expanded Explorer Overview (contrsquod)
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Action Bar options displayed are logical for function currently accessed
Select multiple Work Orders
bull Checkbox
bull Click on record
bull Select Page or Select All Pages
Multiple Selects and Actions
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Example of batch Assigning
Multiple Selects and Actions (contrsquod)
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Example of batch updating the Target Date
Multiple Selects and Actions (contrsquod)
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Example of batch updating with the Complete Close
Multiple Selects and Actions (contrsquod)
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Example of adding batch Favorites
Favorites List (contrsquod)
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
Now letrsquos practice creating two test Work Orders and batch closing them
Batch Close Work Orders Hands-On
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
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 (contrsquod)
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
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 (contrsquod)
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
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 (contrsquod)
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
You have now successfully completed creating two test Work Orders and closed them using the Batch Update feature
Batch Close Work Orders Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
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
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
