1. The document discusses various work order preference settings in the MaintenanceConnection software that can be customized, including defaults, fields displayed, formatting, filtering, and survey options. 2. Key preference types that can be adjusted are defaults, settings, formatting, filtering, surveys, printouts, and sections for complete/close. 3. The example shows preferences being updated to set the default shop to Mechanic, use the repair center ID for the work order number prefix, and prompt for a reason when denying or canceling a work order.

1. Work Order Preferences
(W10)
Work Management Track

2. 1. Open Internet Explorer
2. Type into the address bar: www.maintenanceconnection.com
3. Click Log In button
4. Enter the following:
Member ID: W_CHECKPOINT
Password: Checkpoint2014
Note: During the seminar, please do not “Save” while following along with a
specific example unless directed to do so by your course instructor.
Wireless SSID: CHECKPOINT
Wireless Password: CHECKPOINT
Logon Instructions

3. Presenter Name: David Smith
Background information:
• Role and expertise at Maintenance
Connection
• Fun Fact
Presenter Bio

4. Basic Preferences
Complete / Close and ECC
Work Order Printout
Explorer and Custom Filters
Agenda

5. Preferences Overview
Defaults
Settings
Barcode
Work Order Rapid Entry
Work Order Survey
Basic Preferences

6. Tailor the user interface and
behavior of MC
Set at Repair Center or My
Preferences level
Preferences Overview

7. Available controls include:
• Field and content displayed
• Default values
• Explorer display options
• General system behavior
Preferences Overview (cont’d)

8. Description available by clicking on
Preference
Preferences Overview (cont’d)

9. Set Default values for fields on
Work Order Details tab
Other Defaults include:
• Survey
• Problem (PM Work Orders)
• Authorization (PM Work Orders)
Defaults

10. Indicators and toggles that impact
behavior of the module
Examples of Settings available:
• Repair Center used as prefix for Work
Order ID
• Assets brought down by default
• Approve / Issue on Work Order
Assignment
Settings

11. Barcode format can be set for Work
Order numbers
Barcode

12. Determines if barcodes should be
printed on Work Orders
Barcode (cont’d)

13. Extensive set of preferences for
Work Order Rapid Entry Tool
Determines fields that appear and
default values
Work Order Rapid Entry

14. Preferences set for Survey Manager
Tool
Determines:
• How often emails are sent
• Rule used for recipients
• Email content
Work Order Survey

15. Other Survey options:
• Enable Surveys from Service
Requester
• Modify Survey content
• View Survey results
• Generate proactive Survey emails
Work Order Survey (cont’d)

16. In this example the Work Order
Preferences will be adjusted to the
following:
• Default Shop will be Mechanic
• Use the Repair Center ID for Work
Order number Prefix
• Prompt user for a Reason when
Denying or Canceling Work Order
Work Order Preferences: Example

17. Interface prior to preference
changes:
Work Order Preferences: Example (cont’d)

18. Preferences are updated:
Work Order Preferences: Example (cont’d)

19. Interface after preference changes:
Work Order Preferences: Example (cont’d)

20. Standard Complete / Close
Enhanced Complete / Close
Complete / Close and ECC

21. Affect behavior and default values
displayed for standard Complete /
Close Dialog
Examples of preferences available:
• All tasks default to complete
• Assets returned to service by default
• Default values for Labor Report,
Chargeable, etc.
Standard Complete / Close

22. Options available for:
• Section placement
• Order in which sections are shown
• Hide or show sections
• Required field entry
Enhanced Complete / Close

23. Printout Preferences Overview
Printout Sections
Work Order Printout

24. Determines information displayed on
Work Order Report
Options include:
• Sections displayed dependent on data
• Number of “fill in” columns
• Show or hide fields
Printout Preferences Overview

25. Maintenance Details displays data
directly from Work Order details
Printout Sections

26. Tasks and Labor transfer details from
Tasks and Labor tab
Printout Sections (cont’d)

27. Materials and Other Costs will define
cost information to be displayed
Printout Sections (cont’d)

28. Document info can be displayed (ID,
Name, etc.)
Labor Report text displayed with
option to include signature section
Printout Sections (cont’d)

29. Approval preference displays data in
relation to approvals on Work Order
(name, approval date, etc.)
Printout Sections (cont’d)

30. Explorer Preferences Overview
Conditional Formatting
Custom Filters
Explorer and Custom Filters

31. Refresh preferences for Work Order
explorer list
Records per page can be set
Zone colors can be displayed
Explorer Preferences Overview

32. Alter and customize appearance of
records in Explorer
Style Editor (V6.0) defines font, color,
etc.
3 Repair Center and 3 My Preference
options
Conditional Formatting

33. Select Format Criteria to define
Criteria for when to use formatting:
Conditional Formatting (cont’d)

34. Define Style to set appearance of
records:
Conditional Formatting (cont’d)

35. Records in Explorer will update per
Criteria and Style selections:
Conditional Formatting (cont’d)

36. 10 filters available for Repair Center
and My Preferences
Define custom criteria for new filters
to be added to Filter list
Unique for organization and business
process
Custom Filters

37. Select Custom Filter Name to name
the filter that will be displayed:
Custom Filters (cont’d)

38. Select Custom Filter and Edit to
define criteria to apply:
Custom Filters (cont’d)

39. Custom Filter appears on Home page
Accessible via Work Order Explorer
filter
Custom Filters (cont’d)

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

41. MCUC Documentation / Tutorials Article PDF Video
Tutorial
User
Guide
Custom Work Order Filters
Work Order Preferences
Survey Setup Instructions
Conditional Formatting – How to
Setup
Additional Resources