47
Overview of Preventive Maintenance (PPP01) PMs, Procedures, and Projects Track
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Overview of Preventive Maintenance (PPP01)
PMs Procedures and Projects Track
1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following
Member ID PPP_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 Dave Putnam
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Preventive Maintenance Defined
PM Details
PM Tabs
PM Preferences
Agenda
What is a Preventive Maintenance (PM) Schedule
What is a Procedure
PM Configuration
PM Generation Process
Preventive Maintenance Defined
Scheduled or planned work based on a passage of time or usage
Individual PM record will generate Work Orders for Assets added based on schedule defined
What is a Preventive Maintenance (PM) Schedule
Also used for
bull Inspections
bull Rounds
bull Compliance
bull hellip Any scheduled activity requiring a Work Order
What is a Preventive Maintenance (PM) Schedule (contrsquod)
Set of tasks for work to be completed
Pre-defined template for specific fields to be populated on Work Orders
bull Details
bull Estimated costs
bull Indicators
bull Photo
bull Authorization
What is a Procedure
Flexible configuration options
bull Run a procedure after a specified time or usage
bull Combined schedule (meter and time based ndash whichever occurs first)
bull Multiple procedures can be scheduled for different intervals
PM Configuration
Two general types of schedules
bull Fixed Schedule
bull Floating Schedule
PM Configuration (contrsquod)
Basic Configuration Process
bull PM record is created
bull Schedule is defined
bull Procedure is defined
bull Assets are added
bull Automation is set
PM Configuration (contrsquod)
Based on automation settings
bull Work Orders auto-generated
bull Home Page notification to manually generate
PM Info section on Home Page provides summary information and link to generate
PM Generation Process
PM Details Overview
PM Details Fields
PM Details
Stores key information for the PM
Fields carry over to generated Work Orders
PM Details Overview
ID and Name
bull Important to remain consistent in naming structure
bull ID is the unique identifier
bull Name is the descriptive indicator
Category is used strictly for locating in PM Lookup
Details Fields
Type and Priority transfer over to Work Orders (overridden by Procedure)
Shift transferred unless specified at PM Asset level
Details Fields (contrsquod)
Shop and Supervisor fields used for filtering and locating schedules only
Details Fields (contrsquod)
Library
bull Repair Center selection to auto-filter in the PM Explorer
bull If left blank will appear in Explorer for all Repair Centers
Details Fields (contrsquod)
Status and Work Order Status
bull Status determines whether PM is active or inactive
bull Work Order Status sets default status for generated Work Orders
Details Fields (contrsquod)
Schedule
Procedures
Assets
Automation
Attach
Reports
PM Tabs
Schedule Tab displays type and definition of schedule
bull Details for schedule are also defined (weekly monthly etc)
Two sub-tabs
bull Schedule
bull Start End
Schedule
Schedule Sub-Tab
bull Displayed by default
bull Defines base schedule
Schedule (contrsquod)
Start End Sub-Tab
bull Specify begin and end parameters
bull Disable PM
Schedule (contrsquod)
Add display Procedures associated with PM
bull Minimum of 1 Procedure required
bull Intervals for Procedures displayed and can be adjusted
Procedures
Schedule automated generation of a Project Plan
bull Same process as Procedures
Procedures (contrsquod)
Assets are displayed for generation of Work Orders for associated PM schedule
bull Can be edited and adjusted individually or through batch update
Information defined on Schedule and Procedure Tab used to calculate next scheduled date
Assets
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following
Member ID PPP_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 Dave Putnam
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Preventive Maintenance Defined
PM Details
PM Tabs
PM Preferences
Agenda
What is a Preventive Maintenance (PM) Schedule
What is a Procedure
PM Configuration
PM Generation Process
Preventive Maintenance Defined
Scheduled or planned work based on a passage of time or usage
Individual PM record will generate Work Orders for Assets added based on schedule defined
What is a Preventive Maintenance (PM) Schedule
Also used for
bull Inspections
bull Rounds
bull Compliance
bull hellip Any scheduled activity requiring a Work Order
What is a Preventive Maintenance (PM) Schedule (contrsquod)
Set of tasks for work to be completed
Pre-defined template for specific fields to be populated on Work Orders
bull Details
bull Estimated costs
bull Indicators
bull Photo
bull Authorization
What is a Procedure
Flexible configuration options
bull Run a procedure after a specified time or usage
bull Combined schedule (meter and time based ndash whichever occurs first)
bull Multiple procedures can be scheduled for different intervals
PM Configuration
Two general types of schedules
bull Fixed Schedule
bull Floating Schedule
PM Configuration (contrsquod)
Basic Configuration Process
bull PM record is created
bull Schedule is defined
bull Procedure is defined
bull Assets are added
bull Automation is set
PM Configuration (contrsquod)
Based on automation settings
bull Work Orders auto-generated
bull Home Page notification to manually generate
PM Info section on Home Page provides summary information and link to generate
PM Generation Process
PM Details Overview
PM Details Fields
PM Details
Stores key information for the PM
Fields carry over to generated Work Orders
PM Details Overview
ID and Name
bull Important to remain consistent in naming structure
bull ID is the unique identifier
bull Name is the descriptive indicator
Category is used strictly for locating in PM Lookup
Details Fields
Type and Priority transfer over to Work Orders (overridden by Procedure)
Shift transferred unless specified at PM Asset level
Details Fields (contrsquod)
Shop and Supervisor fields used for filtering and locating schedules only
Details Fields (contrsquod)
Library
bull Repair Center selection to auto-filter in the PM Explorer
bull If left blank will appear in Explorer for all Repair Centers
Details Fields (contrsquod)
Status and Work Order Status
bull Status determines whether PM is active or inactive
bull Work Order Status sets default status for generated Work Orders
Details Fields (contrsquod)
Schedule
Procedures
Assets
Automation
Attach
Reports
PM Tabs
Schedule Tab displays type and definition of schedule
bull Details for schedule are also defined (weekly monthly etc)
Two sub-tabs
bull Schedule
bull Start End
Schedule
Schedule Sub-Tab
bull Displayed by default
bull Defines base schedule
Schedule (contrsquod)
Start End Sub-Tab
bull Specify begin and end parameters
bull Disable PM
Schedule (contrsquod)
Add display Procedures associated with PM
bull Minimum of 1 Procedure required
bull Intervals for Procedures displayed and can be adjusted
Procedures
Schedule automated generation of a Project Plan
bull Same process as Procedures
Procedures (contrsquod)
Assets are displayed for generation of Work Orders for associated PM schedule
bull Can be edited and adjusted individually or through batch update
Information defined on Schedule and Procedure Tab used to calculate next scheduled date
Assets
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Presenter Name Dave Putnam
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Preventive Maintenance Defined
PM Details
PM Tabs
PM Preferences
Agenda
What is a Preventive Maintenance (PM) Schedule
What is a Procedure
PM Configuration
PM Generation Process
Preventive Maintenance Defined
Scheduled or planned work based on a passage of time or usage
Individual PM record will generate Work Orders for Assets added based on schedule defined
What is a Preventive Maintenance (PM) Schedule
Also used for
bull Inspections
bull Rounds
bull Compliance
bull hellip Any scheduled activity requiring a Work Order
What is a Preventive Maintenance (PM) Schedule (contrsquod)
Set of tasks for work to be completed
Pre-defined template for specific fields to be populated on Work Orders
bull Details
bull Estimated costs
bull Indicators
bull Photo
bull Authorization
What is a Procedure
Flexible configuration options
bull Run a procedure after a specified time or usage
bull Combined schedule (meter and time based ndash whichever occurs first)
bull Multiple procedures can be scheduled for different intervals
PM Configuration
Two general types of schedules
bull Fixed Schedule
bull Floating Schedule
PM Configuration (contrsquod)
Basic Configuration Process
bull PM record is created
bull Schedule is defined
bull Procedure is defined
bull Assets are added
bull Automation is set
PM Configuration (contrsquod)
Based on automation settings
bull Work Orders auto-generated
bull Home Page notification to manually generate
PM Info section on Home Page provides summary information and link to generate
PM Generation Process
PM Details Overview
PM Details Fields
PM Details
Stores key information for the PM
Fields carry over to generated Work Orders
PM Details Overview
ID and Name
bull Important to remain consistent in naming structure
bull ID is the unique identifier
bull Name is the descriptive indicator
Category is used strictly for locating in PM Lookup
Details Fields
Type and Priority transfer over to Work Orders (overridden by Procedure)
Shift transferred unless specified at PM Asset level
Details Fields (contrsquod)
Shop and Supervisor fields used for filtering and locating schedules only
Details Fields (contrsquod)
Library
bull Repair Center selection to auto-filter in the PM Explorer
bull If left blank will appear in Explorer for all Repair Centers
Details Fields (contrsquod)
Status and Work Order Status
bull Status determines whether PM is active or inactive
bull Work Order Status sets default status for generated Work Orders
Details Fields (contrsquod)
Schedule
Procedures
Assets
Automation
Attach
Reports
PM Tabs
Schedule Tab displays type and definition of schedule
bull Details for schedule are also defined (weekly monthly etc)
Two sub-tabs
bull Schedule
bull Start End
Schedule
Schedule Sub-Tab
bull Displayed by default
bull Defines base schedule
Schedule (contrsquod)
Start End Sub-Tab
bull Specify begin and end parameters
bull Disable PM
Schedule (contrsquod)
Add display Procedures associated with PM
bull Minimum of 1 Procedure required
bull Intervals for Procedures displayed and can be adjusted
Procedures
Schedule automated generation of a Project Plan
bull Same process as Procedures
Procedures (contrsquod)
Assets are displayed for generation of Work Orders for associated PM schedule
bull Can be edited and adjusted individually or through batch update
Information defined on Schedule and Procedure Tab used to calculate next scheduled date
Assets
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Preventive Maintenance Defined
PM Details
PM Tabs
PM Preferences
Agenda
What is a Preventive Maintenance (PM) Schedule
What is a Procedure
PM Configuration
PM Generation Process
Preventive Maintenance Defined
Scheduled or planned work based on a passage of time or usage
Individual PM record will generate Work Orders for Assets added based on schedule defined
What is a Preventive Maintenance (PM) Schedule
Also used for
bull Inspections
bull Rounds
bull Compliance
bull hellip Any scheduled activity requiring a Work Order
What is a Preventive Maintenance (PM) Schedule (contrsquod)
Set of tasks for work to be completed
Pre-defined template for specific fields to be populated on Work Orders
bull Details
bull Estimated costs
bull Indicators
bull Photo
bull Authorization
What is a Procedure
Flexible configuration options
bull Run a procedure after a specified time or usage
bull Combined schedule (meter and time based ndash whichever occurs first)
bull Multiple procedures can be scheduled for different intervals
PM Configuration
Two general types of schedules
bull Fixed Schedule
bull Floating Schedule
PM Configuration (contrsquod)
Basic Configuration Process
bull PM record is created
bull Schedule is defined
bull Procedure is defined
bull Assets are added
bull Automation is set
PM Configuration (contrsquod)
Based on automation settings
bull Work Orders auto-generated
bull Home Page notification to manually generate
PM Info section on Home Page provides summary information and link to generate
PM Generation Process
PM Details Overview
PM Details Fields
PM Details
Stores key information for the PM
Fields carry over to generated Work Orders
PM Details Overview
ID and Name
bull Important to remain consistent in naming structure
bull ID is the unique identifier
bull Name is the descriptive indicator
Category is used strictly for locating in PM Lookup
Details Fields
Type and Priority transfer over to Work Orders (overridden by Procedure)
Shift transferred unless specified at PM Asset level
Details Fields (contrsquod)
Shop and Supervisor fields used for filtering and locating schedules only
Details Fields (contrsquod)
Library
bull Repair Center selection to auto-filter in the PM Explorer
bull If left blank will appear in Explorer for all Repair Centers
Details Fields (contrsquod)
Status and Work Order Status
bull Status determines whether PM is active or inactive
bull Work Order Status sets default status for generated Work Orders
Details Fields (contrsquod)
Schedule
Procedures
Assets
Automation
Attach
Reports
PM Tabs
Schedule Tab displays type and definition of schedule
bull Details for schedule are also defined (weekly monthly etc)
Two sub-tabs
bull Schedule
bull Start End
Schedule
Schedule Sub-Tab
bull Displayed by default
bull Defines base schedule
Schedule (contrsquod)
Start End Sub-Tab
bull Specify begin and end parameters
bull Disable PM
Schedule (contrsquod)
Add display Procedures associated with PM
bull Minimum of 1 Procedure required
bull Intervals for Procedures displayed and can be adjusted
Procedures
Schedule automated generation of a Project Plan
bull Same process as Procedures
Procedures (contrsquod)
Assets are displayed for generation of Work Orders for associated PM schedule
bull Can be edited and adjusted individually or through batch update
Information defined on Schedule and Procedure Tab used to calculate next scheduled date
Assets
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
What is a Preventive Maintenance (PM) Schedule
What is a Procedure
PM Configuration
PM Generation Process
Preventive Maintenance Defined
Scheduled or planned work based on a passage of time or usage
Individual PM record will generate Work Orders for Assets added based on schedule defined
What is a Preventive Maintenance (PM) Schedule
Also used for
bull Inspections
bull Rounds
bull Compliance
bull hellip Any scheduled activity requiring a Work Order
What is a Preventive Maintenance (PM) Schedule (contrsquod)
Set of tasks for work to be completed
Pre-defined template for specific fields to be populated on Work Orders
bull Details
bull Estimated costs
bull Indicators
bull Photo
bull Authorization
What is a Procedure
Flexible configuration options
bull Run a procedure after a specified time or usage
bull Combined schedule (meter and time based ndash whichever occurs first)
bull Multiple procedures can be scheduled for different intervals
PM Configuration
Two general types of schedules
bull Fixed Schedule
bull Floating Schedule
PM Configuration (contrsquod)
Basic Configuration Process
bull PM record is created
bull Schedule is defined
bull Procedure is defined
bull Assets are added
bull Automation is set
PM Configuration (contrsquod)
Based on automation settings
bull Work Orders auto-generated
bull Home Page notification to manually generate
PM Info section on Home Page provides summary information and link to generate
PM Generation Process
PM Details Overview
PM Details Fields
PM Details
Stores key information for the PM
Fields carry over to generated Work Orders
PM Details Overview
ID and Name
bull Important to remain consistent in naming structure
bull ID is the unique identifier
bull Name is the descriptive indicator
Category is used strictly for locating in PM Lookup
Details Fields
Type and Priority transfer over to Work Orders (overridden by Procedure)
Shift transferred unless specified at PM Asset level
Details Fields (contrsquod)
Shop and Supervisor fields used for filtering and locating schedules only
Details Fields (contrsquod)
Library
bull Repair Center selection to auto-filter in the PM Explorer
bull If left blank will appear in Explorer for all Repair Centers
Details Fields (contrsquod)
Status and Work Order Status
bull Status determines whether PM is active or inactive
bull Work Order Status sets default status for generated Work Orders
Details Fields (contrsquod)
Schedule
Procedures
Assets
Automation
Attach
Reports
PM Tabs
Schedule Tab displays type and definition of schedule
bull Details for schedule are also defined (weekly monthly etc)
Two sub-tabs
bull Schedule
bull Start End
Schedule
Schedule Sub-Tab
bull Displayed by default
bull Defines base schedule
Schedule (contrsquod)
Start End Sub-Tab
bull Specify begin and end parameters
bull Disable PM
Schedule (contrsquod)
Add display Procedures associated with PM
bull Minimum of 1 Procedure required
bull Intervals for Procedures displayed and can be adjusted
Procedures
Schedule automated generation of a Project Plan
bull Same process as Procedures
Procedures (contrsquod)
Assets are displayed for generation of Work Orders for associated PM schedule
bull Can be edited and adjusted individually or through batch update
Information defined on Schedule and Procedure Tab used to calculate next scheduled date
Assets
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Scheduled or planned work based on a passage of time or usage
Individual PM record will generate Work Orders for Assets added based on schedule defined
What is a Preventive Maintenance (PM) Schedule
Also used for
bull Inspections
bull Rounds
bull Compliance
bull hellip Any scheduled activity requiring a Work Order
What is a Preventive Maintenance (PM) Schedule (contrsquod)
Set of tasks for work to be completed
Pre-defined template for specific fields to be populated on Work Orders
bull Details
bull Estimated costs
bull Indicators
bull Photo
bull Authorization
What is a Procedure
Flexible configuration options
bull Run a procedure after a specified time or usage
bull Combined schedule (meter and time based ndash whichever occurs first)
bull Multiple procedures can be scheduled for different intervals
PM Configuration
Two general types of schedules
bull Fixed Schedule
bull Floating Schedule
PM Configuration (contrsquod)
Basic Configuration Process
bull PM record is created
bull Schedule is defined
bull Procedure is defined
bull Assets are added
bull Automation is set
PM Configuration (contrsquod)
Based on automation settings
bull Work Orders auto-generated
bull Home Page notification to manually generate
PM Info section on Home Page provides summary information and link to generate
PM Generation Process
PM Details Overview
PM Details Fields
PM Details
Stores key information for the PM
Fields carry over to generated Work Orders
PM Details Overview
ID and Name
bull Important to remain consistent in naming structure
bull ID is the unique identifier
bull Name is the descriptive indicator
Category is used strictly for locating in PM Lookup
Details Fields
Type and Priority transfer over to Work Orders (overridden by Procedure)
Shift transferred unless specified at PM Asset level
Details Fields (contrsquod)
Shop and Supervisor fields used for filtering and locating schedules only
Details Fields (contrsquod)
Library
bull Repair Center selection to auto-filter in the PM Explorer
bull If left blank will appear in Explorer for all Repair Centers
Details Fields (contrsquod)
Status and Work Order Status
bull Status determines whether PM is active or inactive
bull Work Order Status sets default status for generated Work Orders
Details Fields (contrsquod)
Schedule
Procedures
Assets
Automation
Attach
Reports
PM Tabs
Schedule Tab displays type and definition of schedule
bull Details for schedule are also defined (weekly monthly etc)
Two sub-tabs
bull Schedule
bull Start End
Schedule
Schedule Sub-Tab
bull Displayed by default
bull Defines base schedule
Schedule (contrsquod)
Start End Sub-Tab
bull Specify begin and end parameters
bull Disable PM
Schedule (contrsquod)
Add display Procedures associated with PM
bull Minimum of 1 Procedure required
bull Intervals for Procedures displayed and can be adjusted
Procedures
Schedule automated generation of a Project Plan
bull Same process as Procedures
Procedures (contrsquod)
Assets are displayed for generation of Work Orders for associated PM schedule
bull Can be edited and adjusted individually or through batch update
Information defined on Schedule and Procedure Tab used to calculate next scheduled date
Assets
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Also used for
bull Inspections
bull Rounds
bull Compliance
bull hellip Any scheduled activity requiring a Work Order
What is a Preventive Maintenance (PM) Schedule (contrsquod)
Set of tasks for work to be completed
Pre-defined template for specific fields to be populated on Work Orders
bull Details
bull Estimated costs
bull Indicators
bull Photo
bull Authorization
What is a Procedure
Flexible configuration options
bull Run a procedure after a specified time or usage
bull Combined schedule (meter and time based ndash whichever occurs first)
bull Multiple procedures can be scheduled for different intervals
PM Configuration
Two general types of schedules
bull Fixed Schedule
bull Floating Schedule
PM Configuration (contrsquod)
Basic Configuration Process
bull PM record is created
bull Schedule is defined
bull Procedure is defined
bull Assets are added
bull Automation is set
PM Configuration (contrsquod)
Based on automation settings
bull Work Orders auto-generated
bull Home Page notification to manually generate
PM Info section on Home Page provides summary information and link to generate
PM Generation Process
PM Details Overview
PM Details Fields
PM Details
Stores key information for the PM
Fields carry over to generated Work Orders
PM Details Overview
ID and Name
bull Important to remain consistent in naming structure
bull ID is the unique identifier
bull Name is the descriptive indicator
Category is used strictly for locating in PM Lookup
Details Fields
Type and Priority transfer over to Work Orders (overridden by Procedure)
Shift transferred unless specified at PM Asset level
Details Fields (contrsquod)
Shop and Supervisor fields used for filtering and locating schedules only
Details Fields (contrsquod)
Library
bull Repair Center selection to auto-filter in the PM Explorer
bull If left blank will appear in Explorer for all Repair Centers
Details Fields (contrsquod)
Status and Work Order Status
bull Status determines whether PM is active or inactive
bull Work Order Status sets default status for generated Work Orders
Details Fields (contrsquod)
Schedule
Procedures
Assets
Automation
Attach
Reports
PM Tabs
Schedule Tab displays type and definition of schedule
bull Details for schedule are also defined (weekly monthly etc)
Two sub-tabs
bull Schedule
bull Start End
Schedule
Schedule Sub-Tab
bull Displayed by default
bull Defines base schedule
Schedule (contrsquod)
Start End Sub-Tab
bull Specify begin and end parameters
bull Disable PM
Schedule (contrsquod)
Add display Procedures associated with PM
bull Minimum of 1 Procedure required
bull Intervals for Procedures displayed and can be adjusted
Procedures
Schedule automated generation of a Project Plan
bull Same process as Procedures
Procedures (contrsquod)
Assets are displayed for generation of Work Orders for associated PM schedule
bull Can be edited and adjusted individually or through batch update
Information defined on Schedule and Procedure Tab used to calculate next scheduled date
Assets
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Set of tasks for work to be completed
Pre-defined template for specific fields to be populated on Work Orders
bull Details
bull Estimated costs
bull Indicators
bull Photo
bull Authorization
What is a Procedure
Flexible configuration options
bull Run a procedure after a specified time or usage
bull Combined schedule (meter and time based ndash whichever occurs first)
bull Multiple procedures can be scheduled for different intervals
PM Configuration
Two general types of schedules
bull Fixed Schedule
bull Floating Schedule
PM Configuration (contrsquod)
Basic Configuration Process
bull PM record is created
bull Schedule is defined
bull Procedure is defined
bull Assets are added
bull Automation is set
PM Configuration (contrsquod)
Based on automation settings
bull Work Orders auto-generated
bull Home Page notification to manually generate
PM Info section on Home Page provides summary information and link to generate
PM Generation Process
PM Details Overview
PM Details Fields
PM Details
Stores key information for the PM
Fields carry over to generated Work Orders
PM Details Overview
ID and Name
bull Important to remain consistent in naming structure
bull ID is the unique identifier
bull Name is the descriptive indicator
Category is used strictly for locating in PM Lookup
Details Fields
Type and Priority transfer over to Work Orders (overridden by Procedure)
Shift transferred unless specified at PM Asset level
Details Fields (contrsquod)
Shop and Supervisor fields used for filtering and locating schedules only
Details Fields (contrsquod)
Library
bull Repair Center selection to auto-filter in the PM Explorer
bull If left blank will appear in Explorer for all Repair Centers
Details Fields (contrsquod)
Status and Work Order Status
bull Status determines whether PM is active or inactive
bull Work Order Status sets default status for generated Work Orders
Details Fields (contrsquod)
Schedule
Procedures
Assets
Automation
Attach
Reports
PM Tabs
Schedule Tab displays type and definition of schedule
bull Details for schedule are also defined (weekly monthly etc)
Two sub-tabs
bull Schedule
bull Start End
Schedule
Schedule Sub-Tab
bull Displayed by default
bull Defines base schedule
Schedule (contrsquod)
Start End Sub-Tab
bull Specify begin and end parameters
bull Disable PM
Schedule (contrsquod)
Add display Procedures associated with PM
bull Minimum of 1 Procedure required
bull Intervals for Procedures displayed and can be adjusted
Procedures
Schedule automated generation of a Project Plan
bull Same process as Procedures
Procedures (contrsquod)
Assets are displayed for generation of Work Orders for associated PM schedule
bull Can be edited and adjusted individually or through batch update
Information defined on Schedule and Procedure Tab used to calculate next scheduled date
Assets
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Flexible configuration options
bull Run a procedure after a specified time or usage
bull Combined schedule (meter and time based ndash whichever occurs first)
bull Multiple procedures can be scheduled for different intervals
PM Configuration
Two general types of schedules
bull Fixed Schedule
bull Floating Schedule
PM Configuration (contrsquod)
Basic Configuration Process
bull PM record is created
bull Schedule is defined
bull Procedure is defined
bull Assets are added
bull Automation is set
PM Configuration (contrsquod)
Based on automation settings
bull Work Orders auto-generated
bull Home Page notification to manually generate
PM Info section on Home Page provides summary information and link to generate
PM Generation Process
PM Details Overview
PM Details Fields
PM Details
Stores key information for the PM
Fields carry over to generated Work Orders
PM Details Overview
ID and Name
bull Important to remain consistent in naming structure
bull ID is the unique identifier
bull Name is the descriptive indicator
Category is used strictly for locating in PM Lookup
Details Fields
Type and Priority transfer over to Work Orders (overridden by Procedure)
Shift transferred unless specified at PM Asset level
Details Fields (contrsquod)
Shop and Supervisor fields used for filtering and locating schedules only
Details Fields (contrsquod)
Library
bull Repair Center selection to auto-filter in the PM Explorer
bull If left blank will appear in Explorer for all Repair Centers
Details Fields (contrsquod)
Status and Work Order Status
bull Status determines whether PM is active or inactive
bull Work Order Status sets default status for generated Work Orders
Details Fields (contrsquod)
Schedule
Procedures
Assets
Automation
Attach
Reports
PM Tabs
Schedule Tab displays type and definition of schedule
bull Details for schedule are also defined (weekly monthly etc)
Two sub-tabs
bull Schedule
bull Start End
Schedule
Schedule Sub-Tab
bull Displayed by default
bull Defines base schedule
Schedule (contrsquod)
Start End Sub-Tab
bull Specify begin and end parameters
bull Disable PM
Schedule (contrsquod)
Add display Procedures associated with PM
bull Minimum of 1 Procedure required
bull Intervals for Procedures displayed and can be adjusted
Procedures
Schedule automated generation of a Project Plan
bull Same process as Procedures
Procedures (contrsquod)
Assets are displayed for generation of Work Orders for associated PM schedule
bull Can be edited and adjusted individually or through batch update
Information defined on Schedule and Procedure Tab used to calculate next scheduled date
Assets
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Two general types of schedules
bull Fixed Schedule
bull Floating Schedule
PM Configuration (contrsquod)
Basic Configuration Process
bull PM record is created
bull Schedule is defined
bull Procedure is defined
bull Assets are added
bull Automation is set
PM Configuration (contrsquod)
Based on automation settings
bull Work Orders auto-generated
bull Home Page notification to manually generate
PM Info section on Home Page provides summary information and link to generate
PM Generation Process
PM Details Overview
PM Details Fields
PM Details
Stores key information for the PM
Fields carry over to generated Work Orders
PM Details Overview
ID and Name
bull Important to remain consistent in naming structure
bull ID is the unique identifier
bull Name is the descriptive indicator
Category is used strictly for locating in PM Lookup
Details Fields
Type and Priority transfer over to Work Orders (overridden by Procedure)
Shift transferred unless specified at PM Asset level
Details Fields (contrsquod)
Shop and Supervisor fields used for filtering and locating schedules only
Details Fields (contrsquod)
Library
bull Repair Center selection to auto-filter in the PM Explorer
bull If left blank will appear in Explorer for all Repair Centers
Details Fields (contrsquod)
Status and Work Order Status
bull Status determines whether PM is active or inactive
bull Work Order Status sets default status for generated Work Orders
Details Fields (contrsquod)
Schedule
Procedures
Assets
Automation
Attach
Reports
PM Tabs
Schedule Tab displays type and definition of schedule
bull Details for schedule are also defined (weekly monthly etc)
Two sub-tabs
bull Schedule
bull Start End
Schedule
Schedule Sub-Tab
bull Displayed by default
bull Defines base schedule
Schedule (contrsquod)
Start End Sub-Tab
bull Specify begin and end parameters
bull Disable PM
Schedule (contrsquod)
Add display Procedures associated with PM
bull Minimum of 1 Procedure required
bull Intervals for Procedures displayed and can be adjusted
Procedures
Schedule automated generation of a Project Plan
bull Same process as Procedures
Procedures (contrsquod)
Assets are displayed for generation of Work Orders for associated PM schedule
bull Can be edited and adjusted individually or through batch update
Information defined on Schedule and Procedure Tab used to calculate next scheduled date
Assets
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Basic Configuration Process
bull PM record is created
bull Schedule is defined
bull Procedure is defined
bull Assets are added
bull Automation is set
PM Configuration (contrsquod)
Based on automation settings
bull Work Orders auto-generated
bull Home Page notification to manually generate
PM Info section on Home Page provides summary information and link to generate
PM Generation Process
PM Details Overview
PM Details Fields
PM Details
Stores key information for the PM
Fields carry over to generated Work Orders
PM Details Overview
ID and Name
bull Important to remain consistent in naming structure
bull ID is the unique identifier
bull Name is the descriptive indicator
Category is used strictly for locating in PM Lookup
Details Fields
Type and Priority transfer over to Work Orders (overridden by Procedure)
Shift transferred unless specified at PM Asset level
Details Fields (contrsquod)
Shop and Supervisor fields used for filtering and locating schedules only
Details Fields (contrsquod)
Library
bull Repair Center selection to auto-filter in the PM Explorer
bull If left blank will appear in Explorer for all Repair Centers
Details Fields (contrsquod)
Status and Work Order Status
bull Status determines whether PM is active or inactive
bull Work Order Status sets default status for generated Work Orders
Details Fields (contrsquod)
Schedule
Procedures
Assets
Automation
Attach
Reports
PM Tabs
Schedule Tab displays type and definition of schedule
bull Details for schedule are also defined (weekly monthly etc)
Two sub-tabs
bull Schedule
bull Start End
Schedule
Schedule Sub-Tab
bull Displayed by default
bull Defines base schedule
Schedule (contrsquod)
Start End Sub-Tab
bull Specify begin and end parameters
bull Disable PM
Schedule (contrsquod)
Add display Procedures associated with PM
bull Minimum of 1 Procedure required
bull Intervals for Procedures displayed and can be adjusted
Procedures
Schedule automated generation of a Project Plan
bull Same process as Procedures
Procedures (contrsquod)
Assets are displayed for generation of Work Orders for associated PM schedule
bull Can be edited and adjusted individually or through batch update
Information defined on Schedule and Procedure Tab used to calculate next scheduled date
Assets
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Based on automation settings
bull Work Orders auto-generated
bull Home Page notification to manually generate
PM Info section on Home Page provides summary information and link to generate
PM Generation Process
PM Details Overview
PM Details Fields
PM Details
Stores key information for the PM
Fields carry over to generated Work Orders
PM Details Overview
ID and Name
bull Important to remain consistent in naming structure
bull ID is the unique identifier
bull Name is the descriptive indicator
Category is used strictly for locating in PM Lookup
Details Fields
Type and Priority transfer over to Work Orders (overridden by Procedure)
Shift transferred unless specified at PM Asset level
Details Fields (contrsquod)
Shop and Supervisor fields used for filtering and locating schedules only
Details Fields (contrsquod)
Library
bull Repair Center selection to auto-filter in the PM Explorer
bull If left blank will appear in Explorer for all Repair Centers
Details Fields (contrsquod)
Status and Work Order Status
bull Status determines whether PM is active or inactive
bull Work Order Status sets default status for generated Work Orders
Details Fields (contrsquod)
Schedule
Procedures
Assets
Automation
Attach
Reports
PM Tabs
Schedule Tab displays type and definition of schedule
bull Details for schedule are also defined (weekly monthly etc)
Two sub-tabs
bull Schedule
bull Start End
Schedule
Schedule Sub-Tab
bull Displayed by default
bull Defines base schedule
Schedule (contrsquod)
Start End Sub-Tab
bull Specify begin and end parameters
bull Disable PM
Schedule (contrsquod)
Add display Procedures associated with PM
bull Minimum of 1 Procedure required
bull Intervals for Procedures displayed and can be adjusted
Procedures
Schedule automated generation of a Project Plan
bull Same process as Procedures
Procedures (contrsquod)
Assets are displayed for generation of Work Orders for associated PM schedule
bull Can be edited and adjusted individually or through batch update
Information defined on Schedule and Procedure Tab used to calculate next scheduled date
Assets
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
PM Details Overview
PM Details Fields
PM Details
Stores key information for the PM
Fields carry over to generated Work Orders
PM Details Overview
ID and Name
bull Important to remain consistent in naming structure
bull ID is the unique identifier
bull Name is the descriptive indicator
Category is used strictly for locating in PM Lookup
Details Fields
Type and Priority transfer over to Work Orders (overridden by Procedure)
Shift transferred unless specified at PM Asset level
Details Fields (contrsquod)
Shop and Supervisor fields used for filtering and locating schedules only
Details Fields (contrsquod)
Library
bull Repair Center selection to auto-filter in the PM Explorer
bull If left blank will appear in Explorer for all Repair Centers
Details Fields (contrsquod)
Status and Work Order Status
bull Status determines whether PM is active or inactive
bull Work Order Status sets default status for generated Work Orders
Details Fields (contrsquod)
Schedule
Procedures
Assets
Automation
Attach
Reports
PM Tabs
Schedule Tab displays type and definition of schedule
bull Details for schedule are also defined (weekly monthly etc)
Two sub-tabs
bull Schedule
bull Start End
Schedule
Schedule Sub-Tab
bull Displayed by default
bull Defines base schedule
Schedule (contrsquod)
Start End Sub-Tab
bull Specify begin and end parameters
bull Disable PM
Schedule (contrsquod)
Add display Procedures associated with PM
bull Minimum of 1 Procedure required
bull Intervals for Procedures displayed and can be adjusted
Procedures
Schedule automated generation of a Project Plan
bull Same process as Procedures
Procedures (contrsquod)
Assets are displayed for generation of Work Orders for associated PM schedule
bull Can be edited and adjusted individually or through batch update
Information defined on Schedule and Procedure Tab used to calculate next scheduled date
Assets
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Stores key information for the PM
Fields carry over to generated Work Orders
PM Details Overview
ID and Name
bull Important to remain consistent in naming structure
bull ID is the unique identifier
bull Name is the descriptive indicator
Category is used strictly for locating in PM Lookup
Details Fields
Type and Priority transfer over to Work Orders (overridden by Procedure)
Shift transferred unless specified at PM Asset level
Details Fields (contrsquod)
Shop and Supervisor fields used for filtering and locating schedules only
Details Fields (contrsquod)
Library
bull Repair Center selection to auto-filter in the PM Explorer
bull If left blank will appear in Explorer for all Repair Centers
Details Fields (contrsquod)
Status and Work Order Status
bull Status determines whether PM is active or inactive
bull Work Order Status sets default status for generated Work Orders
Details Fields (contrsquod)
Schedule
Procedures
Assets
Automation
Attach
Reports
PM Tabs
Schedule Tab displays type and definition of schedule
bull Details for schedule are also defined (weekly monthly etc)
Two sub-tabs
bull Schedule
bull Start End
Schedule
Schedule Sub-Tab
bull Displayed by default
bull Defines base schedule
Schedule (contrsquod)
Start End Sub-Tab
bull Specify begin and end parameters
bull Disable PM
Schedule (contrsquod)
Add display Procedures associated with PM
bull Minimum of 1 Procedure required
bull Intervals for Procedures displayed and can be adjusted
Procedures
Schedule automated generation of a Project Plan
bull Same process as Procedures
Procedures (contrsquod)
Assets are displayed for generation of Work Orders for associated PM schedule
bull Can be edited and adjusted individually or through batch update
Information defined on Schedule and Procedure Tab used to calculate next scheduled date
Assets
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
ID and Name
bull Important to remain consistent in naming structure
bull ID is the unique identifier
bull Name is the descriptive indicator
Category is used strictly for locating in PM Lookup
Details Fields
Type and Priority transfer over to Work Orders (overridden by Procedure)
Shift transferred unless specified at PM Asset level
Details Fields (contrsquod)
Shop and Supervisor fields used for filtering and locating schedules only
Details Fields (contrsquod)
Library
bull Repair Center selection to auto-filter in the PM Explorer
bull If left blank will appear in Explorer for all Repair Centers
Details Fields (contrsquod)
Status and Work Order Status
bull Status determines whether PM is active or inactive
bull Work Order Status sets default status for generated Work Orders
Details Fields (contrsquod)
Schedule
Procedures
Assets
Automation
Attach
Reports
PM Tabs
Schedule Tab displays type and definition of schedule
bull Details for schedule are also defined (weekly monthly etc)
Two sub-tabs
bull Schedule
bull Start End
Schedule
Schedule Sub-Tab
bull Displayed by default
bull Defines base schedule
Schedule (contrsquod)
Start End Sub-Tab
bull Specify begin and end parameters
bull Disable PM
Schedule (contrsquod)
Add display Procedures associated with PM
bull Minimum of 1 Procedure required
bull Intervals for Procedures displayed and can be adjusted
Procedures
Schedule automated generation of a Project Plan
bull Same process as Procedures
Procedures (contrsquod)
Assets are displayed for generation of Work Orders for associated PM schedule
bull Can be edited and adjusted individually or through batch update
Information defined on Schedule and Procedure Tab used to calculate next scheduled date
Assets
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Type and Priority transfer over to Work Orders (overridden by Procedure)
Shift transferred unless specified at PM Asset level
Details Fields (contrsquod)
Shop and Supervisor fields used for filtering and locating schedules only
Details Fields (contrsquod)
Library
bull Repair Center selection to auto-filter in the PM Explorer
bull If left blank will appear in Explorer for all Repair Centers
Details Fields (contrsquod)
Status and Work Order Status
bull Status determines whether PM is active or inactive
bull Work Order Status sets default status for generated Work Orders
Details Fields (contrsquod)
Schedule
Procedures
Assets
Automation
Attach
Reports
PM Tabs
Schedule Tab displays type and definition of schedule
bull Details for schedule are also defined (weekly monthly etc)
Two sub-tabs
bull Schedule
bull Start End
Schedule
Schedule Sub-Tab
bull Displayed by default
bull Defines base schedule
Schedule (contrsquod)
Start End Sub-Tab
bull Specify begin and end parameters
bull Disable PM
Schedule (contrsquod)
Add display Procedures associated with PM
bull Minimum of 1 Procedure required
bull Intervals for Procedures displayed and can be adjusted
Procedures
Schedule automated generation of a Project Plan
bull Same process as Procedures
Procedures (contrsquod)
Assets are displayed for generation of Work Orders for associated PM schedule
bull Can be edited and adjusted individually or through batch update
Information defined on Schedule and Procedure Tab used to calculate next scheduled date
Assets
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Shop and Supervisor fields used for filtering and locating schedules only
Details Fields (contrsquod)
Library
bull Repair Center selection to auto-filter in the PM Explorer
bull If left blank will appear in Explorer for all Repair Centers
Details Fields (contrsquod)
Status and Work Order Status
bull Status determines whether PM is active or inactive
bull Work Order Status sets default status for generated Work Orders
Details Fields (contrsquod)
Schedule
Procedures
Assets
Automation
Attach
Reports
PM Tabs
Schedule Tab displays type and definition of schedule
bull Details for schedule are also defined (weekly monthly etc)
Two sub-tabs
bull Schedule
bull Start End
Schedule
Schedule Sub-Tab
bull Displayed by default
bull Defines base schedule
Schedule (contrsquod)
Start End Sub-Tab
bull Specify begin and end parameters
bull Disable PM
Schedule (contrsquod)
Add display Procedures associated with PM
bull Minimum of 1 Procedure required
bull Intervals for Procedures displayed and can be adjusted
Procedures
Schedule automated generation of a Project Plan
bull Same process as Procedures
Procedures (contrsquod)
Assets are displayed for generation of Work Orders for associated PM schedule
bull Can be edited and adjusted individually or through batch update
Information defined on Schedule and Procedure Tab used to calculate next scheduled date
Assets
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Library
bull Repair Center selection to auto-filter in the PM Explorer
bull If left blank will appear in Explorer for all Repair Centers
Details Fields (contrsquod)
Status and Work Order Status
bull Status determines whether PM is active or inactive
bull Work Order Status sets default status for generated Work Orders
Details Fields (contrsquod)
Schedule
Procedures
Assets
Automation
Attach
Reports
PM Tabs
Schedule Tab displays type and definition of schedule
bull Details for schedule are also defined (weekly monthly etc)
Two sub-tabs
bull Schedule
bull Start End
Schedule
Schedule Sub-Tab
bull Displayed by default
bull Defines base schedule
Schedule (contrsquod)
Start End Sub-Tab
bull Specify begin and end parameters
bull Disable PM
Schedule (contrsquod)
Add display Procedures associated with PM
bull Minimum of 1 Procedure required
bull Intervals for Procedures displayed and can be adjusted
Procedures
Schedule automated generation of a Project Plan
bull Same process as Procedures
Procedures (contrsquod)
Assets are displayed for generation of Work Orders for associated PM schedule
bull Can be edited and adjusted individually or through batch update
Information defined on Schedule and Procedure Tab used to calculate next scheduled date
Assets
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Status and Work Order Status
bull Status determines whether PM is active or inactive
bull Work Order Status sets default status for generated Work Orders
Details Fields (contrsquod)
Schedule
Procedures
Assets
Automation
Attach
Reports
PM Tabs
Schedule Tab displays type and definition of schedule
bull Details for schedule are also defined (weekly monthly etc)
Two sub-tabs
bull Schedule
bull Start End
Schedule
Schedule Sub-Tab
bull Displayed by default
bull Defines base schedule
Schedule (contrsquod)
Start End Sub-Tab
bull Specify begin and end parameters
bull Disable PM
Schedule (contrsquod)
Add display Procedures associated with PM
bull Minimum of 1 Procedure required
bull Intervals for Procedures displayed and can be adjusted
Procedures
Schedule automated generation of a Project Plan
bull Same process as Procedures
Procedures (contrsquod)
Assets are displayed for generation of Work Orders for associated PM schedule
bull Can be edited and adjusted individually or through batch update
Information defined on Schedule and Procedure Tab used to calculate next scheduled date
Assets
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Schedule
Procedures
Assets
Automation
Attach
Reports
PM Tabs
Schedule Tab displays type and definition of schedule
bull Details for schedule are also defined (weekly monthly etc)
Two sub-tabs
bull Schedule
bull Start End
Schedule
Schedule Sub-Tab
bull Displayed by default
bull Defines base schedule
Schedule (contrsquod)
Start End Sub-Tab
bull Specify begin and end parameters
bull Disable PM
Schedule (contrsquod)
Add display Procedures associated with PM
bull Minimum of 1 Procedure required
bull Intervals for Procedures displayed and can be adjusted
Procedures
Schedule automated generation of a Project Plan
bull Same process as Procedures
Procedures (contrsquod)
Assets are displayed for generation of Work Orders for associated PM schedule
bull Can be edited and adjusted individually or through batch update
Information defined on Schedule and Procedure Tab used to calculate next scheduled date
Assets
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Schedule Tab displays type and definition of schedule
bull Details for schedule are also defined (weekly monthly etc)
Two sub-tabs
bull Schedule
bull Start End
Schedule
Schedule Sub-Tab
bull Displayed by default
bull Defines base schedule
Schedule (contrsquod)
Start End Sub-Tab
bull Specify begin and end parameters
bull Disable PM
Schedule (contrsquod)
Add display Procedures associated with PM
bull Minimum of 1 Procedure required
bull Intervals for Procedures displayed and can be adjusted
Procedures
Schedule automated generation of a Project Plan
bull Same process as Procedures
Procedures (contrsquod)
Assets are displayed for generation of Work Orders for associated PM schedule
bull Can be edited and adjusted individually or through batch update
Information defined on Schedule and Procedure Tab used to calculate next scheduled date
Assets
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Schedule Sub-Tab
bull Displayed by default
bull Defines base schedule
Schedule (contrsquod)
Start End Sub-Tab
bull Specify begin and end parameters
bull Disable PM
Schedule (contrsquod)
Add display Procedures associated with PM
bull Minimum of 1 Procedure required
bull Intervals for Procedures displayed and can be adjusted
Procedures
Schedule automated generation of a Project Plan
bull Same process as Procedures
Procedures (contrsquod)
Assets are displayed for generation of Work Orders for associated PM schedule
bull Can be edited and adjusted individually or through batch update
Information defined on Schedule and Procedure Tab used to calculate next scheduled date
Assets
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Start End Sub-Tab
bull Specify begin and end parameters
bull Disable PM
Schedule (contrsquod)
Add display Procedures associated with PM
bull Minimum of 1 Procedure required
bull Intervals for Procedures displayed and can be adjusted
Procedures
Schedule automated generation of a Project Plan
bull Same process as Procedures
Procedures (contrsquod)
Assets are displayed for generation of Work Orders for associated PM schedule
bull Can be edited and adjusted individually or through batch update
Information defined on Schedule and Procedure Tab used to calculate next scheduled date
Assets
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Add display Procedures associated with PM
bull Minimum of 1 Procedure required
bull Intervals for Procedures displayed and can be adjusted
Procedures
Schedule automated generation of a Project Plan
bull Same process as Procedures
Procedures (contrsquod)
Assets are displayed for generation of Work Orders for associated PM schedule
bull Can be edited and adjusted individually or through batch update
Information defined on Schedule and Procedure Tab used to calculate next scheduled date
Assets
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Schedule automated generation of a Project Plan
bull Same process as Procedures
Procedures (contrsquod)
Assets are displayed for generation of Work Orders for associated PM schedule
bull Can be edited and adjusted individually or through batch update
Information defined on Schedule and Procedure Tab used to calculate next scheduled date
Assets
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Assets are displayed for generation of Work Orders for associated PM schedule
bull Can be edited and adjusted individually or through batch update
Information defined on Schedule and Procedure Tab used to calculate next scheduled date
Assets
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Repair center filter available to filter Assets displayed on list
Asset Defaults control designates which fields of the Asset record will be used when generating Work Orders
Assets (contrsquod)
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Automation determines
bull Method and timing of generation
bull Work Order grouping
bull Classifications for Assets to be auto-added to schedule
Automation
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Store documents and notes for PM
Attachments are reference only and do not populate on Work Orders
Attach
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Three report displays
bull Work Orders
bull Backlog
bull Cost Breakdown
Reports
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Work Orders and Backlog Report
Reports (contrsquod)
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Cost Breakdown Report
Reports (contrsquod)
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Now letrsquos practice navigating the different tabs of a Preventive Maintenance schedule
PM Navigation Hands-On
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Navigate to the Preventive Maint Explorer by clicking on the green Explorer bar and selecting Preventive Maintenance
PM Navigation Hands-On (contrsquod)
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Find PM ID PPP01_TEST with a PM Name of PPP01-Test in the Explorer
Select the PM record (the Details tab will display by default)
PM Navigation Hands-On (contrsquod)
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Select the Schedule tab
Select the Start End tab
Find the end after 50 occurrence(s)
PM Navigation Hands-On (contrsquod)
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Select the Assets tab
Find the Repair Center filter and select All
All Assets Locations will appear for the PM record
PM Navigation Hands-On (contrsquod)
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders generated for the PM will display
PM Navigation Hands-On (contrsquod)
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
You have now successfully completed navigating the different tabs of a Preventive Maintenance record
PM Navigation Hands-On (contrsquod)
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Defaults
Explorer
Settings
Work Days
Preferences
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Set value for default Type for every PM record created
Option to stop PM generation for Assets not in-service
Defaults
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Refresh options
PM records displayed per page
Explorer
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Background generation helps to eliminate time out errors
Priority Rules will base target date on the defined priority of the Work Order (not typically used for PMs)
Settings
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Work day indicators determine generation (only will generate on days listed as work days)
Work Days
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
