EX03 - Work Management Through MC Express

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EX03|Work Order Management Through MC Express

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Agenda
Creating and Editing Work Orders
Work Order Lists and Filtering
Work Order Pages
Work Order Features

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Creating and Editing Work Orders
Creating New Work Orders
Editing Existing Work Orders

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Creating New Work Orders
Several locations throughout MC Express to
create new Work Orders
• Each method described accessed through Action
Control on grey header bar

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Creating New Work Orders (cont’d)
Methods:
• Work Order List
• Work Order Summary / Detail Page
• Home Page
• Asset Summary / Detail Page

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Creating New Work Orders (cont’d)
Fields highlighted in blue are required fields:

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Editing Work Orders
Option available from Work Order Summary
and Detail pages to edit Work Order

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Editing Work Orders (cont’d)
Work Order edit page will display allowing
updates to current attributes

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Create a New Work Order: Example
Now let’s take a look at creating a new Work
Order in MC Express!

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Work Order Lists and Filtering
List Options
Viewing Information
Work Order Icons
Repair Center and Shop Filtering

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List Options
Work Order Lists available for selection
dependent on how system is configured

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List Options (cont’d)
Once a List is opened, corresponding records
will display

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List Options (cont’d)
Each displayed row includes the following
information:
• Icon
• Work Order information
• Drilldown control
• Grey Header Bar
• Grey Footer Bar

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Viewing Information
To quickly view more information for an
individual record from the list, select the
drilldown control

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Viewing Information (cont’d)
To quickly switch between Work Order lists,
click the currently displayed list name on the
grey header bar and make a selection

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Work Order Icons
Icons provide quick indication as to whether
or not the Work Order is assigned and / or
PM generated
• Assigned
• Generated (PM)
• Assigned and Generated

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Repair Center and Shop Filtering
Current Repair Center and Shop filters
applied appear in grey header bar

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Repair Center and Shop Filtering (cont’d)
Change Repair Center or Shop filtering:
• Select grey header bar
• Select Menu button  Settings

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Work Order Pages
Work Order Summary
Work Order Components

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Work Order Summary
When Work Order is selected from List, Work
Order Summary page will appear

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Work Order Summary (cont’d)
Comprised of:
• Header Bar

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• Checkered Flag

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• Action Control

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• Descriptive Area

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• Page Links

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• Blue Footer Bar

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Work Order Components
Work Order records in the MRO have tabs to
store information – Work Orders in MC
Express have similar sections to select from to
display information

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Work Order Components (cont’d)
View, Add or Edit the following:
• Tasks
• Assignments
• Labor
• Parts
• Other Costs
• Attachments
• Asset History

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Additional Work Order Detail can be viewed
by selecting “More Work Order Details…”

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Selection options will vary depending on data
maintained at your organization, but typically
include:
• Request info

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• Activity

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• Status History

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• Problem & Procedure

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• Organizational Attributes

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• Custom Fields (User Defined Fields)

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Navigating the Components of a Work Order: Example
Now let’s take a look at navigating the
different components of a Work Order in MC
Express!

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Work Order Features
Start / Stop Work Order Timer
Status Updates
Add Note
Create Follow Up Work Order
Delete Work Order

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Start / Stop Work Order Timer
If your organization uses Start / Stop feature,
options display on Work Order Summary and
Detail Action menu

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Start / Stop Work Order Timer (cont’d)
Only one Work Order can be started at a time
per user
To start timer select “Start Timer” option for
displayed Work Order

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Work Order Summary Page will reflect the
time the Work Order started

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To navigate back to the Work Order with the
timer at any time, select “Go to Started Work
Order” from Action menu

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To stop a timer on a Work Order, select “Stop
Timer” from the Work Order Summary Action

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Stop Timer page will display, which can be
edited as needed

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Status Updates
Progress and status updates are recorded on
the Work Order Detail Page and Status
History display

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Status Updates (cont’d)
Status of the Work Order is recorded on the
Status Update Page by selecting the Flag icon
on the grey header bar

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To update Status, select Status dropdown and
make selection

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Other updates can be made from Status
Update page:
• Dates / Labor Report
• Work Order Costs
• Attributes
• Settings
• Meter Readings
• Downtime

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Add Note
Steps to add Note to a Work Order:
• Open Action Control on grey header bar from
displayed record
• Select Add Note

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Add Note (cont’d)
• Add Note Page will display for entering Note
• Note is displayed on Work Order Detail – Activity
Tab

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Create Follow Up Work Order
Steps to create Follow Up Work Order:
• Open Action Control on grey header bar from
displayed record
• Select Create Follow Up
• New record will be created with Reason field
auto-populated

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Delete Work Order
Work Orders are rarely deleted – only if
created in error!
Require password to delete NOT used in MC
Express

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Delete Work Order (cont’d)
Steps to delete a Work Order:
• Open the Action control and select Delete Work
Order
• Message will display to confirm

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Using the Start / Stop Timer: Example
Now let’s take a look at using the Start / Stop
Timer in MC Express!

EX03 - Work Management Through MC Express

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Editor's Notes