Getting the Most Out of MC Express (SA10)

System Administrator Track

Presenter Name: Arlene Roberg

Background information:

• Role and expertise at Maintenance Connection

• Fun Fact

Presenter Bio

Joe Droid and Aubrey iOS

Configuration Overview

Search Methods

User Interface Tips and Tricks

What’s New in Each Module

Bonus Features

Agenda

Joe Droid and Aubrey iOS

MRO Permissions

MC Express Permissions

MC Express Preferences

Forms Manager

Configuration Overview

Which Permissions are Used?

Imp & Admin Guide – MC User Connect

MRO Permissions

Filters

Access

Tabs

Edit

MC Express Permissions

Too Many to Review

General

Assets

Work Orders

Status Update

MC Express Preferences

Labels, Required Fields, and Hidden Fields

Preference to Honor UDF Forms Manager Settings

Forms Manager

Global Search

Filtering

Filter and Search

Search Methods

Powerful New Feature

Always Available…

Global Search

What fields in each module?

Check Help…

Global Search (cont’d)

Selected Filter Serves as Base

RC / Shop Settings Honored

Filter Icon to Add Criteria

Filtering

Add As Much Criteria As Needed

Custom Labels Honored

Logical Prompts

Filtering (cont’d)

Let’s Create Criteria…

• Logical / Bit Fields

• Text Entry (contains)

• Multi Select Lookups

• Dates

Filtering (cont’d)

Clear Criteria…

• Select New Filter…

• Go Home…

Filter and Search

Navigation

Action Control

Lookup Features

Custom Fields – Expanded WO List

User Interface Tips and Tricks

Home, Home, Home

Back Button

Header Bar

Jump to Asset

Asset History

Navigation

Record Summary and Detail Pages

• Permission and State Based

• Light vs. Dark Grey

Lists, Lookups, Home

Action Control

RC Filtering

Other Filter Controls

Search Options

Lookup Features

Add Data to Expanded WO List

Fields

Custom Expression

Custom Fields – Expanded WO List

Work Orders

Assets

Parts

What’s New in Each Module

Start / Stop

All Status Updates

Follow Up / Add Note

Attachments

Work Orders

List View with Filtering / Search

More Data… Configurable

Meter Entry

Downtime

Assets

More Data Such as History / Transactions

Stock Room Default

Lots of New Features

• Adjust On Hand/Apply Counts

• Transfer

• Part Checkout

• Part Receive

Separate Permissions

Parts

My (Labor) Profile

Manage Sessions

Asset Task List

Part Checkout

Part Receive

Bonus Features

Users Can Update Contact Info

Change Password

Upload / Set Photo

My (Labor) Profile

Session Administration

• Does Not Use License

• URL: http://express.maintenanceconnection.com/Admin.aspx

• Ctrl – Shift – Click on Log In Page Logo

Manage Sessions

Update Tasks from Multiple WO on Single Page

Great for Inspections

Linked Through Asset Task and/or Direct

Asset Task List

Checkout Parts from Perspective of Part

Configurable

Existing or New Work Order

Multiple Parts

Part Checkout

Receive Parts on Open Purchase Orders

Receive Line Item, All, or Partial

Receive Parts

Stop by the MC Express Booth

• More Info..

• Demo Access…

Invitation

For access to documentation and tutorials, reference www.mcuserconnect.com

MC User Connect

MCUC Documentation / Tutorials Article PDF Video Tutorial

User Guide

MC Express Implementation and Administration Guide

MC Express Webinar

Additional Resources