Basic Preventive Maintenance Procedures (PPP02)

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

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 Brandon Palana

Background information

bull Role and expertise at Maintenance Connection

bull Fun Fact

Presenter Bio

Procedures Defined

Procedure Tabs

Create Basic Procedure

Agenda

Procedures Overview

Manually Added Procedures

Procedures Added via Problem Code

Generated Procedures

Procedures Defined

Collection of tasks estimated costs details and attachments to transfer over to Work Orders

Procedures Overview

Procedures accessed from PM record can be opened (right mouse click)

Procedures added using ldquoAddhelliprdquo button

Procedures Overview (contrsquod)

Two typical common ways to add Procedures to Work Orders

bull Manually added to Work Orders

bull Generated onto Work Order from Preventive Maintenance

Procedures Overview (contrsquod)

Manually added Procedures useful for

bull Populating set of pre-defined Tasks for work

bull On-the-fly situations

Manually Added Procedures

Procedures also can be added via Problem code

bull Associated on Details tab

bull Useful for specific instructions related to common Problems

Procedures Added via Problem Code

Automatic Procedure association through PM generation

bull Added to Procedures tab of PM records

bull Populated onto all Work Orders for that PM

bull More advanced multiple procedure capabilities available

Generated Procedures

Details

Tasks

Costs

Classifications

Attach

Reports

Procedure Tabs

Key information transferred to generated Work Orders

bull Type and Priority (if no value listed on PM Details)

bull Target Hours

bull Indicators

bull Authorization

Details

Procedure Info stores identifying information and Category of Procedure

Details store primarily reference information

bull Back-up data if PM fields left blank

Details (contrsquod)

Managed By used for filtering in Explorer and limiting access by Repair Center

Details (contrsquod)

Status determines if Procedure should appear or be hidden in Procedure Lookup

Authorization sets necessary approval level for Work Orders (if applicable)

Details (contrsquod)

Indicators will be checked on Work Orders dependent on Procedure selections

Details (contrsquod)

Tasks are added manually or from tasks Module to Procedure on Tasks tab

Task types include

bull Standard task

bull Task Group

bull Specification task

bull Meter Readings Task

bull Header

Tasks

Tasks Module stores list of predefined tasks

Tasks can be tracked allowing for easy identification

Tasks (contrsquod)

Special formatting and styles can be used to emphasize text

Style Lookup Table display options

Tasks (contrsquod)

Example of Procedure Tasks

Tasks (contrsquod)

Lists all Estimated Costs associated with Procedure

bull Labor

bull Materials

bull Other Costs

bull Tools

bull

Costs

Labor (Estimates)

bull Creates auto-assignment

bull Creates estimated Labor record

bull Can be added for Employees Contractors and Crafts

Costs (contrsquod)

Material (Estimates)

bull Creates estimated material or part cost

bull Provides Technician with part(s) needs

bull Reserves part from Inventory

Costs (contrsquod)

Asset Classification(s) to which procedure should be associated

Procedure is listed on Procedures Tab for listed Asset Classifications

Classifications

Stores documents and notes for Procedure

Auto-populated onto Work Orders

Attach

Three report displays

bull Work Orders

bull Backlog

bull Cost Breakdown

Reports

Creating Procedures Overview

Create Basic Procedure

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Procedures Defined

Procedure Tabs

Create Basic Procedure

Agenda

Procedures Overview

Manually Added Procedures

Procedures Added via Problem Code

Generated Procedures

Procedures Defined

Collection of tasks estimated costs details and attachments to transfer over to Work Orders

Procedures Overview

Procedures accessed from PM record can be opened (right mouse click)

Procedures added using ldquoAddhelliprdquo button

Procedures Overview (contrsquod)

Two typical common ways to add Procedures to Work Orders

bull Manually added to Work Orders

bull Generated onto Work Order from Preventive Maintenance

Procedures Overview (contrsquod)

Manually added Procedures useful for

bull Populating set of pre-defined Tasks for work

bull On-the-fly situations

Manually Added Procedures

Procedures also can be added via Problem code

bull Associated on Details tab

bull Useful for specific instructions related to common Problems

Procedures Added via Problem Code

Automatic Procedure association through PM generation

bull Added to Procedures tab of PM records

bull Populated onto all Work Orders for that PM

bull More advanced multiple procedure capabilities available

Generated Procedures

Details

Tasks

Costs

Classifications

Attach

Reports

Procedure Tabs

Key information transferred to generated Work Orders

bull Type and Priority (if no value listed on PM Details)

bull Target Hours

bull Indicators

bull Authorization

Details

Procedure Info stores identifying information and Category of Procedure

Details store primarily reference information

bull Back-up data if PM fields left blank

Details (contrsquod)

Managed By used for filtering in Explorer and limiting access by Repair Center

Details (contrsquod)

Status determines if Procedure should appear or be hidden in Procedure Lookup

Authorization sets necessary approval level for Work Orders (if applicable)

Details (contrsquod)

Indicators will be checked on Work Orders dependent on Procedure selections

Details (contrsquod)

Tasks are added manually or from tasks Module to Procedure on Tasks tab

Task types include

bull Standard task

bull Task Group

bull Specification task

bull Meter Readings Task

bull Header

Tasks

Tasks Module stores list of predefined tasks

Tasks can be tracked allowing for easy identification

Tasks (contrsquod)

Special formatting and styles can be used to emphasize text

Style Lookup Table display options

Tasks (contrsquod)

Example of Procedure Tasks

Tasks (contrsquod)

Lists all Estimated Costs associated with Procedure

bull Labor

bull Materials

bull Other Costs

bull Tools

bull

Costs

Labor (Estimates)

bull Creates auto-assignment

bull Creates estimated Labor record

bull Can be added for Employees Contractors and Crafts

Costs (contrsquod)

Material (Estimates)

bull Creates estimated material or part cost

bull Provides Technician with part(s) needs

bull Reserves part from Inventory

Costs (contrsquod)

Asset Classification(s) to which procedure should be associated

Procedure is listed on Procedures Tab for listed Asset Classifications

Classifications

Stores documents and notes for Procedure

Auto-populated onto Work Orders

Attach

Three report displays

bull Work Orders

bull Backlog

bull Cost Breakdown

Reports

Creating Procedures Overview

Create Basic Procedure

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Procedures Overview

Manually Added Procedures

Procedures Added via Problem Code

Generated Procedures

Procedures Defined

Collection of tasks estimated costs details and attachments to transfer over to Work Orders

Procedures Overview

Procedures accessed from PM record can be opened (right mouse click)

Procedures added using ldquoAddhelliprdquo button

Procedures Overview (contrsquod)

Two typical common ways to add Procedures to Work Orders

bull Manually added to Work Orders

bull Generated onto Work Order from Preventive Maintenance

Procedures Overview (contrsquod)

Manually added Procedures useful for

bull Populating set of pre-defined Tasks for work

bull On-the-fly situations

Manually Added Procedures

Procedures also can be added via Problem code

bull Associated on Details tab

bull Useful for specific instructions related to common Problems

Procedures Added via Problem Code

Automatic Procedure association through PM generation

bull Added to Procedures tab of PM records

bull Populated onto all Work Orders for that PM

bull More advanced multiple procedure capabilities available

Generated Procedures

Details

Tasks

Costs

Classifications

Attach

Reports

Procedure Tabs

Key information transferred to generated Work Orders

bull Type and Priority (if no value listed on PM Details)

bull Target Hours

bull Indicators

bull Authorization

Details

Procedure Info stores identifying information and Category of Procedure

Details store primarily reference information

bull Back-up data if PM fields left blank

Details (contrsquod)

Managed By used for filtering in Explorer and limiting access by Repair Center

Details (contrsquod)

Status determines if Procedure should appear or be hidden in Procedure Lookup

Authorization sets necessary approval level for Work Orders (if applicable)

Details (contrsquod)

Indicators will be checked on Work Orders dependent on Procedure selections

Details (contrsquod)

Tasks are added manually or from tasks Module to Procedure on Tasks tab

Task types include

bull Standard task

bull Task Group

bull Specification task

bull Meter Readings Task

bull Header

Tasks

Tasks Module stores list of predefined tasks

Tasks can be tracked allowing for easy identification

Tasks (contrsquod)

Special formatting and styles can be used to emphasize text

Style Lookup Table display options

Tasks (contrsquod)

Example of Procedure Tasks

Tasks (contrsquod)

Lists all Estimated Costs associated with Procedure

bull Labor

bull Materials

bull Other Costs

bull Tools

bull

Costs

Labor (Estimates)

bull Creates auto-assignment

bull Creates estimated Labor record

bull Can be added for Employees Contractors and Crafts

Costs (contrsquod)

Material (Estimates)

bull Creates estimated material or part cost

bull Provides Technician with part(s) needs

bull Reserves part from Inventory

Costs (contrsquod)

Asset Classification(s) to which procedure should be associated

Procedure is listed on Procedures Tab for listed Asset Classifications

Classifications

Stores documents and notes for Procedure

Auto-populated onto Work Orders

Attach

Three report displays

bull Work Orders

bull Backlog

bull Cost Breakdown

Reports

Creating Procedures Overview

Create Basic Procedure

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Collection of tasks estimated costs details and attachments to transfer over to Work Orders

Procedures Overview

Procedures accessed from PM record can be opened (right mouse click)

Procedures added using ldquoAddhelliprdquo button

Procedures Overview (contrsquod)

Two typical common ways to add Procedures to Work Orders

bull Manually added to Work Orders

bull Generated onto Work Order from Preventive Maintenance

Procedures Overview (contrsquod)

Manually added Procedures useful for

bull Populating set of pre-defined Tasks for work

bull On-the-fly situations

Manually Added Procedures

Procedures also can be added via Problem code

bull Associated on Details tab

bull Useful for specific instructions related to common Problems

Procedures Added via Problem Code

Automatic Procedure association through PM generation

bull Added to Procedures tab of PM records

bull Populated onto all Work Orders for that PM

bull More advanced multiple procedure capabilities available

Generated Procedures

Details

Tasks

Costs

Classifications

Attach

Reports

Procedure Tabs

Key information transferred to generated Work Orders

bull Type and Priority (if no value listed on PM Details)

bull Target Hours

bull Indicators

bull Authorization

Details

Procedure Info stores identifying information and Category of Procedure

Details store primarily reference information

bull Back-up data if PM fields left blank

Details (contrsquod)

Managed By used for filtering in Explorer and limiting access by Repair Center

Details (contrsquod)

Status determines if Procedure should appear or be hidden in Procedure Lookup

Authorization sets necessary approval level for Work Orders (if applicable)

Details (contrsquod)

Indicators will be checked on Work Orders dependent on Procedure selections

Details (contrsquod)

Tasks are added manually or from tasks Module to Procedure on Tasks tab

Task types include

bull Standard task

bull Task Group

bull Specification task

bull Meter Readings Task

bull Header

Tasks

Tasks Module stores list of predefined tasks

Tasks can be tracked allowing for easy identification

Tasks (contrsquod)

Special formatting and styles can be used to emphasize text

Style Lookup Table display options

Tasks (contrsquod)

Example of Procedure Tasks

Tasks (contrsquod)

Lists all Estimated Costs associated with Procedure

bull Labor

bull Materials

bull Other Costs

bull Tools

bull

Costs

Labor (Estimates)

bull Creates auto-assignment

bull Creates estimated Labor record

bull Can be added for Employees Contractors and Crafts

Costs (contrsquod)

Material (Estimates)

bull Creates estimated material or part cost

bull Provides Technician with part(s) needs

bull Reserves part from Inventory

Costs (contrsquod)

Asset Classification(s) to which procedure should be associated

Procedure is listed on Procedures Tab for listed Asset Classifications

Classifications

Stores documents and notes for Procedure

Auto-populated onto Work Orders

Attach

Three report displays

bull Work Orders

bull Backlog

bull Cost Breakdown

Reports

Creating Procedures Overview

Create Basic Procedure

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Procedures accessed from PM record can be opened (right mouse click)

Procedures added using ldquoAddhelliprdquo button

Procedures Overview (contrsquod)

Two typical common ways to add Procedures to Work Orders

bull Manually added to Work Orders

bull Generated onto Work Order from Preventive Maintenance

Procedures Overview (contrsquod)

Manually added Procedures useful for

bull Populating set of pre-defined Tasks for work

bull On-the-fly situations

Manually Added Procedures

Procedures also can be added via Problem code

bull Associated on Details tab

bull Useful for specific instructions related to common Problems

Procedures Added via Problem Code

Automatic Procedure association through PM generation

bull Added to Procedures tab of PM records

bull Populated onto all Work Orders for that PM

bull More advanced multiple procedure capabilities available

Generated Procedures

Details

Tasks

Costs

Classifications

Attach

Reports

Procedure Tabs

Key information transferred to generated Work Orders

bull Type and Priority (if no value listed on PM Details)

bull Target Hours

bull Indicators

bull Authorization

Details

Procedure Info stores identifying information and Category of Procedure

Details store primarily reference information

bull Back-up data if PM fields left blank

Details (contrsquod)

Managed By used for filtering in Explorer and limiting access by Repair Center

Details (contrsquod)

Status determines if Procedure should appear or be hidden in Procedure Lookup

Authorization sets necessary approval level for Work Orders (if applicable)

Details (contrsquod)

Indicators will be checked on Work Orders dependent on Procedure selections

Details (contrsquod)

Tasks are added manually or from tasks Module to Procedure on Tasks tab

Task types include

bull Standard task

bull Task Group

bull Specification task

bull Meter Readings Task

bull Header

Tasks

Tasks Module stores list of predefined tasks

Tasks can be tracked allowing for easy identification

Tasks (contrsquod)

Special formatting and styles can be used to emphasize text

Style Lookup Table display options

Tasks (contrsquod)

Example of Procedure Tasks

Tasks (contrsquod)

Lists all Estimated Costs associated with Procedure

bull Labor

bull Materials

bull Other Costs

bull Tools

bull

Costs

Labor (Estimates)

bull Creates auto-assignment

bull Creates estimated Labor record

bull Can be added for Employees Contractors and Crafts

Costs (contrsquod)

Material (Estimates)

bull Creates estimated material or part cost

bull Provides Technician with part(s) needs

bull Reserves part from Inventory

Costs (contrsquod)

Asset Classification(s) to which procedure should be associated

Procedure is listed on Procedures Tab for listed Asset Classifications

Classifications

Stores documents and notes for Procedure

Auto-populated onto Work Orders

Attach

Three report displays

bull Work Orders

bull Backlog

bull Cost Breakdown

Reports

Creating Procedures Overview

Create Basic Procedure

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Two typical common ways to add Procedures to Work Orders

bull Manually added to Work Orders

bull Generated onto Work Order from Preventive Maintenance

Procedures Overview (contrsquod)

Manually added Procedures useful for

bull Populating set of pre-defined Tasks for work

bull On-the-fly situations

Manually Added Procedures

Procedures also can be added via Problem code

bull Associated on Details tab

bull Useful for specific instructions related to common Problems

Procedures Added via Problem Code

Automatic Procedure association through PM generation

bull Added to Procedures tab of PM records

bull Populated onto all Work Orders for that PM

bull More advanced multiple procedure capabilities available

Generated Procedures

Details

Tasks

Costs

Classifications

Attach

Reports

Procedure Tabs

Key information transferred to generated Work Orders

bull Type and Priority (if no value listed on PM Details)

bull Target Hours

bull Indicators

bull Authorization

Details

Procedure Info stores identifying information and Category of Procedure

Details store primarily reference information

bull Back-up data if PM fields left blank

Details (contrsquod)

Managed By used for filtering in Explorer and limiting access by Repair Center

Details (contrsquod)

Status determines if Procedure should appear or be hidden in Procedure Lookup

Authorization sets necessary approval level for Work Orders (if applicable)

Details (contrsquod)

Indicators will be checked on Work Orders dependent on Procedure selections

Details (contrsquod)

Tasks are added manually or from tasks Module to Procedure on Tasks tab

Task types include

bull Standard task

bull Task Group

bull Specification task

bull Meter Readings Task

bull Header

Tasks

Tasks Module stores list of predefined tasks

Tasks can be tracked allowing for easy identification

Tasks (contrsquod)

Special formatting and styles can be used to emphasize text

Style Lookup Table display options

Tasks (contrsquod)

Example of Procedure Tasks

Tasks (contrsquod)

Lists all Estimated Costs associated with Procedure

bull Labor

bull Materials

bull Other Costs

bull Tools

bull

Costs

Labor (Estimates)

bull Creates auto-assignment

bull Creates estimated Labor record

bull Can be added for Employees Contractors and Crafts

Costs (contrsquod)

Material (Estimates)

bull Creates estimated material or part cost

bull Provides Technician with part(s) needs

bull Reserves part from Inventory

Costs (contrsquod)

Asset Classification(s) to which procedure should be associated

Procedure is listed on Procedures Tab for listed Asset Classifications

Classifications

Stores documents and notes for Procedure

Auto-populated onto Work Orders

Attach

Three report displays

bull Work Orders

bull Backlog

bull Cost Breakdown

Reports

Creating Procedures Overview

Create Basic Procedure

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Manually added Procedures useful for

bull Populating set of pre-defined Tasks for work

bull On-the-fly situations

Manually Added Procedures

Procedures also can be added via Problem code

bull Associated on Details tab

bull Useful for specific instructions related to common Problems

Procedures Added via Problem Code

Automatic Procedure association through PM generation

bull Added to Procedures tab of PM records

bull Populated onto all Work Orders for that PM

bull More advanced multiple procedure capabilities available

Generated Procedures

Details

Tasks

Costs

Classifications

Attach

Reports

Procedure Tabs

Key information transferred to generated Work Orders

bull Type and Priority (if no value listed on PM Details)

bull Target Hours

bull Indicators

bull Authorization

Details

Procedure Info stores identifying information and Category of Procedure

Details store primarily reference information

bull Back-up data if PM fields left blank

Details (contrsquod)

Managed By used for filtering in Explorer and limiting access by Repair Center

Details (contrsquod)

Status determines if Procedure should appear or be hidden in Procedure Lookup

Authorization sets necessary approval level for Work Orders (if applicable)

Details (contrsquod)

Indicators will be checked on Work Orders dependent on Procedure selections

Details (contrsquod)

Tasks are added manually or from tasks Module to Procedure on Tasks tab

Task types include

bull Standard task

bull Task Group

bull Specification task

bull Meter Readings Task

bull Header

Tasks

Tasks Module stores list of predefined tasks

Tasks can be tracked allowing for easy identification

Tasks (contrsquod)

Special formatting and styles can be used to emphasize text

Style Lookup Table display options

Tasks (contrsquod)

Example of Procedure Tasks

Tasks (contrsquod)

Lists all Estimated Costs associated with Procedure

bull Labor

bull Materials

bull Other Costs

bull Tools

bull

Costs

Labor (Estimates)

bull Creates auto-assignment

bull Creates estimated Labor record

bull Can be added for Employees Contractors and Crafts

Costs (contrsquod)

Material (Estimates)

bull Creates estimated material or part cost

bull Provides Technician with part(s) needs

bull Reserves part from Inventory

Costs (contrsquod)

Asset Classification(s) to which procedure should be associated

Procedure is listed on Procedures Tab for listed Asset Classifications

Classifications

Stores documents and notes for Procedure

Auto-populated onto Work Orders

Attach

Three report displays

bull Work Orders

bull Backlog

bull Cost Breakdown

Reports

Creating Procedures Overview

Create Basic Procedure

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Procedures also can be added via Problem code

bull Associated on Details tab

bull Useful for specific instructions related to common Problems

Procedures Added via Problem Code

Automatic Procedure association through PM generation

bull Added to Procedures tab of PM records

bull Populated onto all Work Orders for that PM

bull More advanced multiple procedure capabilities available

Generated Procedures

Details

Tasks

Costs

Classifications

Attach

Reports

Procedure Tabs

Key information transferred to generated Work Orders

bull Type and Priority (if no value listed on PM Details)

bull Target Hours

bull Indicators

bull Authorization

Details

Procedure Info stores identifying information and Category of Procedure

Details store primarily reference information

bull Back-up data if PM fields left blank

Details (contrsquod)

Managed By used for filtering in Explorer and limiting access by Repair Center

Details (contrsquod)

Status determines if Procedure should appear or be hidden in Procedure Lookup

Authorization sets necessary approval level for Work Orders (if applicable)

Details (contrsquod)

Indicators will be checked on Work Orders dependent on Procedure selections

Details (contrsquod)

Tasks are added manually or from tasks Module to Procedure on Tasks tab

Task types include

bull Standard task

bull Task Group

bull Specification task

bull Meter Readings Task

bull Header

Tasks

Tasks Module stores list of predefined tasks

Tasks can be tracked allowing for easy identification

Tasks (contrsquod)

Special formatting and styles can be used to emphasize text

Style Lookup Table display options

Tasks (contrsquod)

Example of Procedure Tasks

Tasks (contrsquod)

Lists all Estimated Costs associated with Procedure

bull Labor

bull Materials

bull Other Costs

bull Tools

bull

Costs

Labor (Estimates)

bull Creates auto-assignment

bull Creates estimated Labor record

bull Can be added for Employees Contractors and Crafts

Costs (contrsquod)

Material (Estimates)

bull Creates estimated material or part cost

bull Provides Technician with part(s) needs

bull Reserves part from Inventory

Costs (contrsquod)

Asset Classification(s) to which procedure should be associated

Procedure is listed on Procedures Tab for listed Asset Classifications

Classifications

Stores documents and notes for Procedure

Auto-populated onto Work Orders

Attach

Three report displays

bull Work Orders

bull Backlog

bull Cost Breakdown

Reports

Creating Procedures Overview

Create Basic Procedure

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Automatic Procedure association through PM generation

bull Added to Procedures tab of PM records

bull Populated onto all Work Orders for that PM

bull More advanced multiple procedure capabilities available

Generated Procedures

Details

Tasks

Costs

Classifications

Attach

Reports

Procedure Tabs

Key information transferred to generated Work Orders

bull Type and Priority (if no value listed on PM Details)

bull Target Hours

bull Indicators

bull Authorization

Details

Procedure Info stores identifying information and Category of Procedure

Details store primarily reference information

bull Back-up data if PM fields left blank

Details (contrsquod)

Managed By used for filtering in Explorer and limiting access by Repair Center

Details (contrsquod)

Status determines if Procedure should appear or be hidden in Procedure Lookup

Authorization sets necessary approval level for Work Orders (if applicable)

Details (contrsquod)

Indicators will be checked on Work Orders dependent on Procedure selections

Details (contrsquod)

Tasks are added manually or from tasks Module to Procedure on Tasks tab

Task types include

bull Standard task

bull Task Group

bull Specification task

bull Meter Readings Task

bull Header

Tasks

Tasks Module stores list of predefined tasks

Tasks can be tracked allowing for easy identification

Tasks (contrsquod)

Special formatting and styles can be used to emphasize text

Style Lookup Table display options

Tasks (contrsquod)

Example of Procedure Tasks

Tasks (contrsquod)

Lists all Estimated Costs associated with Procedure

bull Labor

bull Materials

bull Other Costs

bull Tools

bull

Costs

Labor (Estimates)

bull Creates auto-assignment

bull Creates estimated Labor record

bull Can be added for Employees Contractors and Crafts

Costs (contrsquod)

Material (Estimates)

bull Creates estimated material or part cost

bull Provides Technician with part(s) needs

bull Reserves part from Inventory

Costs (contrsquod)

Asset Classification(s) to which procedure should be associated

Procedure is listed on Procedures Tab for listed Asset Classifications

Classifications

Stores documents and notes for Procedure

Auto-populated onto Work Orders

Attach

Three report displays

bull Work Orders

bull Backlog

bull Cost Breakdown

Reports

Creating Procedures Overview

Create Basic Procedure

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Details

Tasks

Costs

Classifications

Attach

Reports

Procedure Tabs

Key information transferred to generated Work Orders

bull Type and Priority (if no value listed on PM Details)

bull Target Hours

bull Indicators

bull Authorization

Details

Procedure Info stores identifying information and Category of Procedure

Details store primarily reference information

bull Back-up data if PM fields left blank

Details (contrsquod)

Managed By used for filtering in Explorer and limiting access by Repair Center

Details (contrsquod)

Status determines if Procedure should appear or be hidden in Procedure Lookup

Authorization sets necessary approval level for Work Orders (if applicable)

Details (contrsquod)

Indicators will be checked on Work Orders dependent on Procedure selections

Details (contrsquod)

Tasks are added manually or from tasks Module to Procedure on Tasks tab

Task types include

bull Standard task

bull Task Group

bull Specification task

bull Meter Readings Task

bull Header

Tasks

Tasks Module stores list of predefined tasks

Tasks can be tracked allowing for easy identification

Tasks (contrsquod)

Special formatting and styles can be used to emphasize text

Style Lookup Table display options

Tasks (contrsquod)

Example of Procedure Tasks

Tasks (contrsquod)

Lists all Estimated Costs associated with Procedure

bull Labor

bull Materials

bull Other Costs

bull Tools

bull

Costs

Labor (Estimates)

bull Creates auto-assignment

bull Creates estimated Labor record

bull Can be added for Employees Contractors and Crafts

Costs (contrsquod)

Material (Estimates)

bull Creates estimated material or part cost

bull Provides Technician with part(s) needs

bull Reserves part from Inventory

Costs (contrsquod)

Asset Classification(s) to which procedure should be associated

Procedure is listed on Procedures Tab for listed Asset Classifications

Classifications

Stores documents and notes for Procedure

Auto-populated onto Work Orders

Attach

Three report displays

bull Work Orders

bull Backlog

bull Cost Breakdown

Reports

Creating Procedures Overview

Create Basic Procedure

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Key information transferred to generated Work Orders

bull Type and Priority (if no value listed on PM Details)

bull Target Hours

bull Indicators

bull Authorization

Details

Procedure Info stores identifying information and Category of Procedure

Details store primarily reference information

bull Back-up data if PM fields left blank

Details (contrsquod)

Managed By used for filtering in Explorer and limiting access by Repair Center

Details (contrsquod)

Status determines if Procedure should appear or be hidden in Procedure Lookup

Authorization sets necessary approval level for Work Orders (if applicable)

Details (contrsquod)

Indicators will be checked on Work Orders dependent on Procedure selections

Details (contrsquod)

Tasks are added manually or from tasks Module to Procedure on Tasks tab

Task types include

bull Standard task

bull Task Group

bull Specification task

bull Meter Readings Task

bull Header

Tasks

Tasks Module stores list of predefined tasks

Tasks can be tracked allowing for easy identification

Tasks (contrsquod)

Special formatting and styles can be used to emphasize text

Style Lookup Table display options

Tasks (contrsquod)

Example of Procedure Tasks

Tasks (contrsquod)

Lists all Estimated Costs associated with Procedure

bull Labor

bull Materials

bull Other Costs

bull Tools

bull

Costs

Labor (Estimates)

bull Creates auto-assignment

bull Creates estimated Labor record

bull Can be added for Employees Contractors and Crafts

Costs (contrsquod)

Material (Estimates)

bull Creates estimated material or part cost

bull Provides Technician with part(s) needs

bull Reserves part from Inventory

Costs (contrsquod)

Asset Classification(s) to which procedure should be associated

Procedure is listed on Procedures Tab for listed Asset Classifications

Classifications

Stores documents and notes for Procedure

Auto-populated onto Work Orders

Attach

Three report displays

bull Work Orders

bull Backlog

bull Cost Breakdown

Reports

Creating Procedures Overview

Create Basic Procedure

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Procedure Info stores identifying information and Category of Procedure

Details store primarily reference information

bull Back-up data if PM fields left blank

Details (contrsquod)

Managed By used for filtering in Explorer and limiting access by Repair Center

Details (contrsquod)

Status determines if Procedure should appear or be hidden in Procedure Lookup

Authorization sets necessary approval level for Work Orders (if applicable)

Details (contrsquod)

Indicators will be checked on Work Orders dependent on Procedure selections

Details (contrsquod)

Tasks are added manually or from tasks Module to Procedure on Tasks tab

Task types include

bull Standard task

bull Task Group

bull Specification task

bull Meter Readings Task

bull Header

Tasks

Tasks Module stores list of predefined tasks

Tasks can be tracked allowing for easy identification

Tasks (contrsquod)

Special formatting and styles can be used to emphasize text

Style Lookup Table display options

Tasks (contrsquod)

Example of Procedure Tasks

Tasks (contrsquod)

Lists all Estimated Costs associated with Procedure

bull Labor

bull Materials

bull Other Costs

bull Tools

bull

Costs

Labor (Estimates)

bull Creates auto-assignment

bull Creates estimated Labor record

bull Can be added for Employees Contractors and Crafts

Costs (contrsquod)

Material (Estimates)

bull Creates estimated material or part cost

bull Provides Technician with part(s) needs

bull Reserves part from Inventory

Costs (contrsquod)

Asset Classification(s) to which procedure should be associated

Procedure is listed on Procedures Tab for listed Asset Classifications

Classifications

Stores documents and notes for Procedure

Auto-populated onto Work Orders

Attach

Three report displays

bull Work Orders

bull Backlog

bull Cost Breakdown

Reports

Creating Procedures Overview

Create Basic Procedure

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Managed By used for filtering in Explorer and limiting access by Repair Center

Details (contrsquod)

Status determines if Procedure should appear or be hidden in Procedure Lookup

Authorization sets necessary approval level for Work Orders (if applicable)

Details (contrsquod)

Indicators will be checked on Work Orders dependent on Procedure selections

Details (contrsquod)

Tasks are added manually or from tasks Module to Procedure on Tasks tab

Task types include

bull Standard task

bull Task Group

bull Specification task

bull Meter Readings Task

bull Header

Tasks

Tasks Module stores list of predefined tasks

Tasks can be tracked allowing for easy identification

Tasks (contrsquod)

Special formatting and styles can be used to emphasize text

Style Lookup Table display options

Tasks (contrsquod)

Example of Procedure Tasks

Tasks (contrsquod)

Lists all Estimated Costs associated with Procedure

bull Labor

bull Materials

bull Other Costs

bull Tools

bull

Costs

Labor (Estimates)

bull Creates auto-assignment

bull Creates estimated Labor record

bull Can be added for Employees Contractors and Crafts

Costs (contrsquod)

Material (Estimates)

bull Creates estimated material or part cost

bull Provides Technician with part(s) needs

bull Reserves part from Inventory

Costs (contrsquod)

Asset Classification(s) to which procedure should be associated

Procedure is listed on Procedures Tab for listed Asset Classifications

Classifications

Stores documents and notes for Procedure

Auto-populated onto Work Orders

Attach

Three report displays

bull Work Orders

bull Backlog

bull Cost Breakdown

Reports

Creating Procedures Overview

Create Basic Procedure

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Status determines if Procedure should appear or be hidden in Procedure Lookup

Authorization sets necessary approval level for Work Orders (if applicable)

Details (contrsquod)

Indicators will be checked on Work Orders dependent on Procedure selections

Details (contrsquod)

Tasks are added manually or from tasks Module to Procedure on Tasks tab

Task types include

bull Standard task

bull Task Group

bull Specification task

bull Meter Readings Task

bull Header

Tasks

Tasks Module stores list of predefined tasks

Tasks can be tracked allowing for easy identification

Tasks (contrsquod)

Special formatting and styles can be used to emphasize text

Style Lookup Table display options

Tasks (contrsquod)

Example of Procedure Tasks

Tasks (contrsquod)

Lists all Estimated Costs associated with Procedure

bull Labor

bull Materials

bull Other Costs

bull Tools

bull

Costs

Labor (Estimates)

bull Creates auto-assignment

bull Creates estimated Labor record

bull Can be added for Employees Contractors and Crafts

Costs (contrsquod)

Material (Estimates)

bull Creates estimated material or part cost

bull Provides Technician with part(s) needs

bull Reserves part from Inventory

Costs (contrsquod)

Asset Classification(s) to which procedure should be associated

Procedure is listed on Procedures Tab for listed Asset Classifications

Classifications

Stores documents and notes for Procedure

Auto-populated onto Work Orders

Attach

Three report displays

bull Work Orders

bull Backlog

bull Cost Breakdown

Reports

Creating Procedures Overview

Create Basic Procedure

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Indicators will be checked on Work Orders dependent on Procedure selections

Details (contrsquod)

Tasks are added manually or from tasks Module to Procedure on Tasks tab

Task types include

bull Standard task

bull Task Group

bull Specification task

bull Meter Readings Task

bull Header

Tasks

Tasks Module stores list of predefined tasks

Tasks can be tracked allowing for easy identification

Tasks (contrsquod)

Special formatting and styles can be used to emphasize text

Style Lookup Table display options

Tasks (contrsquod)

Example of Procedure Tasks

Tasks (contrsquod)

Lists all Estimated Costs associated with Procedure

bull Labor

bull Materials

bull Other Costs

bull Tools

bull

Costs

Labor (Estimates)

bull Creates auto-assignment

bull Creates estimated Labor record

bull Can be added for Employees Contractors and Crafts

Costs (contrsquod)

Material (Estimates)

bull Creates estimated material or part cost

bull Provides Technician with part(s) needs

bull Reserves part from Inventory

Costs (contrsquod)

Asset Classification(s) to which procedure should be associated

Procedure is listed on Procedures Tab for listed Asset Classifications

Classifications

Stores documents and notes for Procedure

Auto-populated onto Work Orders

Attach

Three report displays

bull Work Orders

bull Backlog

bull Cost Breakdown

Reports

Creating Procedures Overview

Create Basic Procedure

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Tasks are added manually or from tasks Module to Procedure on Tasks tab

Task types include

bull Standard task

bull Task Group

bull Specification task

bull Meter Readings Task

bull Header

Tasks

Tasks Module stores list of predefined tasks

Tasks can be tracked allowing for easy identification

Tasks (contrsquod)

Special formatting and styles can be used to emphasize text

Style Lookup Table display options

Tasks (contrsquod)

Example of Procedure Tasks

Tasks (contrsquod)

Lists all Estimated Costs associated with Procedure

bull Labor

bull Materials

bull Other Costs

bull Tools

bull

Costs

Labor (Estimates)

bull Creates auto-assignment

bull Creates estimated Labor record

bull Can be added for Employees Contractors and Crafts

Costs (contrsquod)

Material (Estimates)

bull Creates estimated material or part cost

bull Provides Technician with part(s) needs

bull Reserves part from Inventory

Costs (contrsquod)

Asset Classification(s) to which procedure should be associated

Procedure is listed on Procedures Tab for listed Asset Classifications

Classifications

Stores documents and notes for Procedure

Auto-populated onto Work Orders

Attach

Three report displays

bull Work Orders

bull Backlog

bull Cost Breakdown

Reports

Creating Procedures Overview

Create Basic Procedure

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Tasks Module stores list of predefined tasks

Tasks can be tracked allowing for easy identification

Tasks (contrsquod)

Special formatting and styles can be used to emphasize text

Style Lookup Table display options

Tasks (contrsquod)

Example of Procedure Tasks

Tasks (contrsquod)

Lists all Estimated Costs associated with Procedure

bull Labor

bull Materials

bull Other Costs

bull Tools

bull

Costs

Labor (Estimates)

bull Creates auto-assignment

bull Creates estimated Labor record

bull Can be added for Employees Contractors and Crafts

Costs (contrsquod)

Material (Estimates)

bull Creates estimated material or part cost

bull Provides Technician with part(s) needs

bull Reserves part from Inventory

Costs (contrsquod)

Asset Classification(s) to which procedure should be associated

Procedure is listed on Procedures Tab for listed Asset Classifications

Classifications

Stores documents and notes for Procedure

Auto-populated onto Work Orders

Attach

Three report displays

bull Work Orders

bull Backlog

bull Cost Breakdown

Reports

Creating Procedures Overview

Create Basic Procedure

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Special formatting and styles can be used to emphasize text

Style Lookup Table display options

Tasks (contrsquod)

Example of Procedure Tasks

Tasks (contrsquod)

Lists all Estimated Costs associated with Procedure

bull Labor

bull Materials

bull Other Costs

bull Tools

bull

Costs

Labor (Estimates)

bull Creates auto-assignment

bull Creates estimated Labor record

bull Can be added for Employees Contractors and Crafts

Costs (contrsquod)

Material (Estimates)

bull Creates estimated material or part cost

bull Provides Technician with part(s) needs

bull Reserves part from Inventory

Costs (contrsquod)

Asset Classification(s) to which procedure should be associated

Procedure is listed on Procedures Tab for listed Asset Classifications

Classifications

Stores documents and notes for Procedure

Auto-populated onto Work Orders

Attach

Three report displays

bull Work Orders

bull Backlog

bull Cost Breakdown

Reports

Creating Procedures Overview

Create Basic Procedure

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Example of Procedure Tasks

Tasks (contrsquod)

Lists all Estimated Costs associated with Procedure

bull Labor

bull Materials

bull Other Costs

bull Tools

bull

Costs

Labor (Estimates)

bull Creates auto-assignment

bull Creates estimated Labor record

bull Can be added for Employees Contractors and Crafts

Costs (contrsquod)

Material (Estimates)

bull Creates estimated material or part cost

bull Provides Technician with part(s) needs

bull Reserves part from Inventory

Costs (contrsquod)

Asset Classification(s) to which procedure should be associated

Procedure is listed on Procedures Tab for listed Asset Classifications

Classifications

Stores documents and notes for Procedure

Auto-populated onto Work Orders

Attach

Three report displays

bull Work Orders

bull Backlog

bull Cost Breakdown

Reports

Creating Procedures Overview

Create Basic Procedure

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Lists all Estimated Costs associated with Procedure

bull Labor

bull Materials

bull Other Costs

bull Tools

bull

Costs

Labor (Estimates)

bull Creates auto-assignment

bull Creates estimated Labor record

bull Can be added for Employees Contractors and Crafts

Costs (contrsquod)

Material (Estimates)

bull Creates estimated material or part cost

bull Provides Technician with part(s) needs

bull Reserves part from Inventory

Costs (contrsquod)

Asset Classification(s) to which procedure should be associated

Procedure is listed on Procedures Tab for listed Asset Classifications

Classifications

Stores documents and notes for Procedure

Auto-populated onto Work Orders

Attach

Three report displays

bull Work Orders

bull Backlog

bull Cost Breakdown

Reports

Creating Procedures Overview

Create Basic Procedure

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Labor (Estimates)

bull Creates auto-assignment

bull Creates estimated Labor record

bull Can be added for Employees Contractors and Crafts

Costs (contrsquod)

Material (Estimates)

bull Creates estimated material or part cost

bull Provides Technician with part(s) needs

bull Reserves part from Inventory

Costs (contrsquod)

Asset Classification(s) to which procedure should be associated

Procedure is listed on Procedures Tab for listed Asset Classifications

Classifications

Stores documents and notes for Procedure

Auto-populated onto Work Orders

Attach

Three report displays

bull Work Orders

bull Backlog

bull Cost Breakdown

Reports

Creating Procedures Overview

Create Basic Procedure

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Material (Estimates)

bull Creates estimated material or part cost

bull Provides Technician with part(s) needs

bull Reserves part from Inventory

Costs (contrsquod)

Asset Classification(s) to which procedure should be associated

Procedure is listed on Procedures Tab for listed Asset Classifications

Classifications

Stores documents and notes for Procedure

Auto-populated onto Work Orders

Attach

Three report displays

bull Work Orders

bull Backlog

bull Cost Breakdown

Reports

Creating Procedures Overview

Create Basic Procedure

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Asset Classification(s) to which procedure should be associated

Procedure is listed on Procedures Tab for listed Asset Classifications

Classifications

Stores documents and notes for Procedure

Auto-populated onto Work Orders

Attach

Three report displays

bull Work Orders

bull Backlog

bull Cost Breakdown

Reports

Creating Procedures Overview

Create Basic Procedure

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Stores documents and notes for Procedure

Auto-populated onto Work Orders

Attach

Three report displays

bull Work Orders

bull Backlog

bull Cost Breakdown

Reports

Creating Procedures Overview

Create Basic Procedure

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Three report displays

bull Work Orders

bull Backlog

bull Cost Breakdown

Reports

Creating Procedures Overview

Create Basic Procedure

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Creating Procedures Overview

Create Basic Procedure

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Created in Procedures Module

Naming convention should remain consistent

Creating Procedures Overview

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Only Procedure ID and Name are required upon creation

Tasks should be defined for Procedure if instruction is needed

Creating Procedures Overview (contrsquod)

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Now letrsquos practice creating a test Procedure adding Tasks and adding the Procedure to a test Work Order

Create a Procedure Hands-On

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Click on the down arrow next to the New button and select Procedures

Enter the Procedure ID as PPP02TEST_YOURINITIALS

Enter the Procedure Name as PPP02Test_YourName

Create a Procedure Hands-On (contrsquod)

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Enter 3 for Target Hours

Select High for Priority

Check the Indicator for Chargeable

Save the Procedure

Create a Procedure Hands-On (contrsquod)

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Navigate to the Tasks tab

Select Add Task

Type in Check Compressor Filter

Save the Procedure

Create a Procedure Hands-On (contrsquod)

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

To create a test Work Order select the arrow next to the New button and select Work Orders

Fill in the required information highlighted in blue

Save your test Work Order

Create a Procedure Hands-On (contrsquod)

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Add Procedure to test Work Order by selecting the Procedure Lookup

Find Procedure and add to Work Order

Save the Work Order

Create a Procedure Hands-On (contrsquod)

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Target Hours and Priority will match Procedure

Tasks tab will show test Task added

Create a Procedure Hands-On (contrsquod)

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

You have now successfully created a test Procedure added Tasks and added the Procedure to a Work Order

Create a Procedure Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Attach Procedures to PM

Create New Procedure

Procedure Tabs Pages

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