MCe/MCxLE Quick Start Version 8 - Maintenance Connection€¦ · MRO 7.x or 8.x has been installed...

MCe/MCxLE Quick Start CONFIDENTIAL

Version 8.0 Do not distribute

Copyright © 2017 Maintenance Connection Canada, Inc 1 | P a g e

MCe/MCxLE Quick Start Version 8.0

Prerequisites MRO 7.x or 8.x has been installed (MCe 8.0 is compatible with both MRO 7.x and 8.x)

MCe 8.0 or MCxLE 8.0 or newer has been installed, along with licenses

a user account in MRO for you has been created

your user account in MRO has been given permission to use MCe/MCxLE

You have been given a URL to go to, something like https://myserver.com/mce

Ideally (to get access to every feature) it is set up with HTTPS. Browsers are taking away more

and more features and giving more warnings if you use HTTP. Think of the S in HTTPS as ‘secure’.

You need to logout of your old version, then login. If you got the new 8.0 software before you

logged out, you need to logout with the ‘wipe data’ option.

Logging In You want to be on the best and fastest connection you

have access to. There will be a lot of one time

processes such as caching the app that happen when

you login, and bad connections increase the chances of

corruption which is inconvenient at best.

You will be presented with a loading application

screen. If you have a previous version, initially it will

show that version number. So on the authors machine,

the previous version was a test version numbered

6.9.748….

https://myserver.com/mce




You will be presented with a standard screen to login

with. After entering the required info, press the Log In

button.

Passwords are case sensitive.

MyPassword != mYpAssword

If your administrator set it up for more than one

language and you don’t want to use English, click on

the language picker icon in the top right.

The connection Info will initially be red, because no

connection to the server is attempted until you press

the Log in button.

On this system, only French,

English and Spanish are

permitted. There are dozens of

languages you can choose from in

MCe/MCxLE if your administrator

allows you access to them.

If you choose a different

language, the screen will

immediately start to change to

reflect that language.

Note that some things, like the

copyright notice are legal phrases,

so they remain in English. But

throughout the system there is

very little of the application that

does not change.




Note also that the language gives the language in THAT language. So if you choose Chinese, you will not

have to select 英语 to get back to English! English will be read as ‘English’ not as 英语.

If you have access to more than

one entity/customer database on

the server, you will be presented

next with a list of them to choose

from.

If you only have access to one (the

normal case) you will be taken

directly to that database.

The initial login will sync your

base data such as WO and

Asset. The ‘Sync in progress’

screen will give you an

indication on what the sync is

working on.

If you lose your internet

connection, you may have to

refresh the browser and try

again. Or you may just have to

choose sync from the options,

depending on how far we got

before you lost your internet

connection.

Notes: If, when you log in, the language changes, it means that the database you selected does not

permit the language you logged in with. Talk to your administrator to turn on the language you need in

the database you are working with.




Logging Out

To logout, you need to be on a page that shows the Menu button.

The exact choices on your menu may vary depending on

what packages you have access to/your company has

purchased. Below is a typical one. Any choices (like Connect

below) that are greyed out tell you that that option is not

currently available to you.

The choices that are grey’d out are because they are not

available when there is no connection to the server.

We have greatly enhanced the logout in version 8.0 and that

is why it is available even though the screen shot on the left

was taken when there was no internet connection.

To logout, you obviously click on the button marked logout.

When you chose Logout, you will next be presented with 2

choices.

Standard Logout is the one you should almost always

choose.

The Retire device is a special option that removes all your

data from the device including various settings and

preferences before logging you out. The most common

time to use this option is when you are upgrading to a new

device and your old device is being transferred/sold to

someone else or being disposed of. Because we have to

clear all data and let the server know the system has been

wiped, this option only works when you have an active

connection to your server (typically an internet

connection.)




Things you’ll see on lots of screens

All Screens

2: Title

Click on the title bar to

find out more about the

page, especially on pages

where it isn’t obvious.

3: Connection Icon

There are 4 icons, very

similar in concept with the

previous versions.

1. A blue computer

with () and a lightning bolt

means we have a live

connection to your server.

The lightning bolt suggests

‘we have an immediate

connection’

2. A yellow computer with yellow () means we ‘recently’ had one – so it might come back

soon, we’ll keep trying! The lack of lightning bolt but the ()’s suggests ‘we recently were

connected.’

3. A red computer with no () or anything else means we have not recently been able to make a

connection, it means ‘we have nothing’. We keep trying every minute or two to make a

connection.

4. A blue one with a red X that means YOU choose to disconnect. It also means conceptually,

‘we have nothing’, but in this case, it is because you chose to have nothing (probably to save on

your data charges.)

4: Three dot hamburger menu

If this button is here, there are some other features related to the current page that are available,

things like changing the sort order, creating a New Service Request.

5: Barcode entry

Fields with this icon can have values entered in by barcode. (Most fields can by going to edit

and there will be a barcode button there, fields that we think barcodes will have particular value have

them right there. It is available on all devices, so if you have a laptop camera or a USB camera, you can

use it.)




See a separate white paper for lots of useful info if you want to use barcodes. How to set up, which

codes to use and why and much more. This document only talks about the different UI locations for

barcodes and the subtle differences.

List Screens

1: Filter

Type some letters to filter which records to show. Most visible and some common ‘not visible’ fields will

be searched.

6: Edit row

Starting with MCe/MCxLE 8.0, we often allow ‘common edits’ right on the list itself. But to get access to

everything you can edit for that row in the list, you hit the edit button.

7: Expand

If a list has extra somewhat commonly useful info to read, the row will have an expand button, click on it

to see more about the row.

Tip: We had a customer tell us that their technicians like to start the day by Expand all to

get the extra info available on the WO’s. Then, as work is completed, they collapse the

WO’s that are done to mark them easily.

8: Collapse

If a given row is expanded, such as the example that arrow 8 is pointing at, the icon changes to show you

it can be collapsed. And while the icon technically is the opposite between 7 and 8 they are similar

enough that normally you will just click them naturally without worrying about noticing the difference

because you can see whether the row is expanded or collapsed.

9: Filtered

If you start to type (or paste) into the

filter box, rows that do not match what

you have typed will be removed from

the list. The numbers at the top change

to show you how many rows are visible

as well as how many rows are in the list

in total.




Detail/Edit screens

1: Back and Cancel buttons

are frequently found on the

header

Most places have the back

button because most places

auto save as you enter in fields.

Typically things like ‘new’ or

where major changes happen

based on your choices (close)

will have a cancel button instead because nothing is saved until you choose to save.

2 & 3: More tabs

On phones the screen will be too narrow to show all the tabs on some screens, these buttons (arrows)

let you scroll left and right to see the other tabs. If you are on a wider screen and you make the window

narrower or wider, for performance reasons (a significant benefit), we wait until you hit on a tab to

redraw based on the new width.

4: Sub tabs

Sub tabs are less common, but found in several pages.

5: Add button

Many ‘lists’ have an Add button. Some have just the green plus, others have plus and the word ‘Add’

6: Multi-Column Display

If you have a wider screen (Tablet, Laptop) wherever reasonable you will find your screen switches

automatically to 2 or 3 columns. When displayed on a smaller screen (most cell phones) they turn into




one long column just like the older versions of the product display. So nothing is lost for cell phone

users, but huge benefit for those with wider screens.

7: Barcode quick entry example

Here is an example of a field that can be entered directly via a barcode without going to an edit

popup first.

8: Bottom tabs

Some tabs will have ‘bottom’ tabs. These are less common than sub-tabs, but give a place for the less

common settings (some named exactly that!)

9: Editable fields are underlined

If you see a field is underlined, it means you can edit it. Some will edit by giving you a text box, some by

giving a dropdown, others by a specific picker like a date or date/time picker

Editable popups

1: Done, click here

When you are done you can click on the checkmark or anywhere outside the dialog – such as

on the next field you plan on editing. This lets you go quickly to your next task.

2: Data Entry here

Nothing surprising here … this is a text field you can type in anything you want.

3: Barcode to replace or add a value

If the text is highlighted, a barcode value will REPLACE the text. If text is NOT highlighted, a

barcode read will be added after the cursor. So you could type in something like “Part “ [hit the barcode

button, scan the part] “ was broken.” Or you could, by having everything selected, replace the entire

field with the barcode scan.




Special case: WO task list.

1: Header expanding for

management of tasks

When you have 100’s or 1000’s of

tasks, this new feature is

particularly useful. If you use

headers in your task list, the tasks

will be hidden until you expand

them. If you are an ‘expert’ you

might want to just look at the

headers, if you are a beginner or

working in an area not as familiar

to you, expand the header to see

the tasks.

2: Headers can be

collapsed

When done for now. Collapse

them.

3: What belongs to the header

The dotted line makes it easy to see where the header ends.

4: Header summary info

The half filled in square tells you that SOME of the tasks have that value set. If it is set this

way and you click it, all tasks will be set.

The check mark tells you ALL the tasks have it set. If it is set this way and you click it, all

tasks will be unset.

The empty box tells you NONE of the tasks have it set. If it is set this way and you click it, all tasks

will be set.

5: Smart Expand

This will expand the first header that does not have all of its tasks with either complete, fail or NA

selected.




6: Edit the row

This button lets you edit the details.

If you entered previously a picture or signature and have edited info in the task, the icon shows

with the full black square.

If you previously entered info in the task, but no pictures or signatures, the icon shows the

pencil with a lower right orange triangle.

If you previously entered only a picture or signature in the task, the icon shows the pencil with

and a upper right purple triangle.

In addition,

on headers

there is a x

of y

indicator.

This tells

you how

many rows

have one (or more) of complete/failed/na selected.

This allows you to quickly decide which headers to

look at its tasks in more detail.

So you might see that the tasks:

- Under header 10 have 6 of the 8 with at least

one of complete, failed or n/a selected on those 6

rows. This implies there are still 2 tasks under header

10 that need someone to look at and decide whether to complete, and/or fail or set them to n/a

- Under header 90, at least 2 rows have at least one of complete or failed on those two rows. We

know there are none with n/a because the n/a box is empty.

- Under header 130, all 6 rows have at least one of complete or N/A selected on each of those 6

rows, so you know that header 130 has been fully checked by someone. You will also notice that

the box the 6 of 6 is in changed colors to very quickly draw to your attention which have all tasks

touched and which have some remaining.

User accessibility, text too small? Text too big? You may notice that we took away most of our user accessibility settings. This is because we were able

to optimize them for people with accessibility problems as well as for those without. We spent a lot of




time making our application as ideal as possible for users with various issues such as red/green color

weakness (often called ‘color blind’), we did this by never using color as the only indicator of

information. Color is always a secondary indicator, not the only indicator.

We took away the screen ‘flashes’. With a more modern UI, the need for things to flash to tell you

something is happened is not as necessary, and makes it easier with people subject to epileptic, vertigo

and other issues, while still giving lots of info for people who do not have those issues.

Also we brought in one, we think major, new feature. That is the ability to scale almost everything in our

application. We are hoping by Version 8.2 to be able to say ‘everything’.

To access this, go to: Main Menu, Configuration, Accessibility Configuration

In general, we find that

users of cell phones

prefer something in

the range of 18-20, and

users with large

screens and mice

prefer something in

the 12-16 range.

The bigger the number you pick, the less that will show up on the screen, but the larger the text size (so

you can put your reading glasses away) and the larger the buttons (for those of us with so called ‘fat

fingers’.)

But if you have a good sized screen and a mouse, you will likely prefer a smaller number because it is

easy to hit small spaces with a mouse and you can then get more on the screen at one time.




Calculator Our calculator has been enhanced.

It is also available on the main menu/configuration page.

Soon (we hope by 8.2) it will be accessible throughout the application.

It has a couple very minor bugs that were fixed from the previous

version.

It now has a setting that, if you have a

keyboard you should set, that lets

optimize it for keyboard entry.

In addition we added the ability to have

the numbers in the telephone layout, if

you prefer that layout to the standard

keyboard layout.

The other two options, for showing the enhanced buttons and/or

technical info as you work remain as they always have been.

Taking pictures There are a lot of really powerful features in our picture taker. (With the normal caveat: iOS doesn’t give

all the capabilities yet, but

hopefully they will catch up

soon.)

When we go to take a picture,

we start running your video

camera (Except iOS – it doesn’t

support this). The first time you

do, the browser and/or the

operating system will prompt

you for permission. (On

browsers that, for a while

longer, permit it on HTTP you

may be asked EVERY time, on

HTTPS, the browser should store

your choice – if you choose no,

it will be remembered, see

below to fix.)




1: Choose from Camera/file

If you want to use the still camera (mobile devices like phones) or pick a picture that you previously took

with your camera (most devices) click on the Choose from Camera/File button and follow your browser

prompts.

2: When you see what you want, click the Take Picture button

Click this button and see the next screen shot for more info.

3: Many pages have settings

The gear indicates there are settings you can change for how this tool works.

You now have access to pictures over the

past 3 seconds. Under normal

circumstances, you won’t care – you just

want the last picture. But in some cases,

such as when you are taking pictures of

something that was changing – you saw

what you wanted, but by the time you

clicked the button it was gone. (The

traditional case is: Someone smiled, but you

missed it by the time you clicked.) This lets

you go back and grab the picture that shows

what you saw and wanted to record. This

can also be useful when something happens

only once a minute – you sit with the picture taker running, when you see it, you click, then go back and

find the picture that shows the event.

4. Current selected picture, if you click on any of the dots it will take you to a different

picture

5. The first picture (3 seconds before you clicked) that we collected for you

6, The picture at the time you clicked (this is selected)

7. The picture taken just before the currently selected picture

8. The picture taken just after the currently selected picture




If you choose to disable Video Picture Capture,

your browser will revert by default to the other

options your browser allows for taking a picture

or loading a picture from the drive – the

specifics depend on the browser and hardware.

Framerate, default 10, means we take 10 frames

per second. The maximum depends on your

hardware, but typically is in the range of 30 to

100.

Maximum capture seconds means – after how

many seconds do we ‘throw away’ the older frames. The default is 3 seconds because that should give

everyone enough time to realize they saw what they wanted to take a picture of and then click the take

picture button.

Forced aspect ratio is useful if your pictures are going to be used in a report that requires a specific

layout. For example, you may want to have a wider and shorter image for many reports. Without this,

you would have to rotate your camera.

Have you ever noticed that a lot of people take videos that are tall and don’t fit on a ‘wide’ tv

screen? This is the type of situation that Forced aspect ratio is trying to solve. By forcing it to a

so called ‘landscape’ (wider than tall) aspect ratio, you’ll take pictures that fit on reports on

screens that want a landscape.

How do I fix it when I told the browser to not give access to the camera? When you first go in to use the camera, you will likely be asked by the browser once or twice for

permission to use your camera. If you choose no or block (depending on the browser) it will never ask

you again. In each browser, there is a way to ‘un-block’ it. The browsers keep changing where they do

these settings.

For example on Chrome 59, go to: Settings, Advanced, Privacy, Content Settings, Camera, List of choices – unblock

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