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W06 - Standard Enhanced Complete Close Setup

Date post: 23-Jun-2015
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Description:
This session will provide overviews and examples of the complete/close functionality of work orders, including configuration of the standard/enhanced complete/close screen.
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Standard / Enhanced Complete Close Setup (W06) Work Management Track
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Page 1: W06 - Standard Enhanced Complete Close Setup

Standard Enhanced Complete Close Setup (W06)

Work Management Track

1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following

Member ID W_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 Joe Rogan

Background information

bull Role and expertise at Maintenance Connection

bull Fun Fact

Presenter Bio

Standard and Enhanced Complete Close Defined

Standard Complete Close Dialog Configuration

Enhanced Complete Close Dialog Configuration

Agenda

What is the Complete Close Dialog

What is the Enhanced Complete Close

Standard and Enhanced Complete Close Defined

Standard Complete Close Dialog can be used to

bull Record progress against a Work Order

bull Complete Close Work Order

bull Fill in important details about the Work Order

What is the Complete Close Dialog

Use of Complete Close dependent on complexity and business process

Preferences and settings used to define

What is the Complete Close Dialog (contrsquod)

Accessed through

bull Action Bar

bull Status Action Dropdown Control

bull Report Tab

What is the Complete Close Dialog (contrsquod)

bull Group Tab

bull Assignment Calendar

bull Expanded Work Order Explorer

What is the Complete Close Dialog (contrsquod)

Also accessible through Smart Reports

Dialog appears based on Smart Button

What is the Complete Close Dialog (contrsquod)

Enhanced Complete Close Dialog determined by preferences

Optional upgrade

What is the Enhanced Complete Close Dialog

Enhanced Complete Close includes new preferences to determine

bull Section of dialog to display

bull Required entry fields

bull Order of sections displayed

What is the Enhanced Complete Close Dialog (contrsquod)

Auto-Selects

Defaults

Set Actuals Equal to Estimated

Return Asset to Service and Downtime

Create Follow-Up Work Orders

Custom Hook

Standard Complete Close Dialog Configuration

Fills in Status Date choices upon selection of Complete Close Dialog

Options to

bull Respond

bull Complete

bull Finalize

bull Close

Auto-Selects

Labor Report Default auto-populates specified text

Defaults

Account and Category Set All options will fill in all Details and Cost fields

Defaults (contrsquod)

Chargeable will select Indicator on Details page

Defaults (contrsquod)

Set all Tasks Completed marks off all Tasks as Complete with initials of Technician

Defaults (contrsquod)

Labor Hours preferences for Technicians to quickly adjust Actuals

bull Estimated vs Assigned

Set Actuals Equal to Estimated

Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge

bull Charge vs No Charge (estimated)

Set Actuals Equal to Estimated (contrsquod)

Return Asset to Service will return the Asset back In-Service if not currently In-Service

Asset back in Service will prompt for Asset Status Change details

Return Asset to Service and Downtime

Set Downtime will prompt Technician to fill in details for Downtime record

Return Asset to Service and Downtime (contrsquod)

Allow or deny ability to create Work Orders based on Failures of Tasks

Option to create

bull One Work Order for all Failures

bull Separate Work Order per Failure

Create Follow-Up Work Orders

Ability to give a customized feel to the Complete Close Dialog

Can be important notifications or brief instructions

Custom Hook

In this example the Complete Close Dialog will be updated to the following

bull Auto-select Complete Yes

bull Labor Report Default Please enter text

bull Return Asset to Service Default Yes

Standard Complete Close Dialog Example

Complete Close Dialog prior to changes

Standard Complete Close Dialog Example (contrsquod)

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 2: W06 - Standard Enhanced Complete Close Setup

1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following

Member ID W_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 Joe Rogan

Background information

bull Role and expertise at Maintenance Connection

bull Fun Fact

Presenter Bio

Standard and Enhanced Complete Close Defined

Standard Complete Close Dialog Configuration

Enhanced Complete Close Dialog Configuration

Agenda

What is the Complete Close Dialog

What is the Enhanced Complete Close

Standard and Enhanced Complete Close Defined

Standard Complete Close Dialog can be used to

bull Record progress against a Work Order

bull Complete Close Work Order

bull Fill in important details about the Work Order

What is the Complete Close Dialog

Use of Complete Close dependent on complexity and business process

Preferences and settings used to define

What is the Complete Close Dialog (contrsquod)

Accessed through

bull Action Bar

bull Status Action Dropdown Control

bull Report Tab

What is the Complete Close Dialog (contrsquod)

bull Group Tab

bull Assignment Calendar

bull Expanded Work Order Explorer

What is the Complete Close Dialog (contrsquod)

Also accessible through Smart Reports

Dialog appears based on Smart Button

What is the Complete Close Dialog (contrsquod)

Enhanced Complete Close Dialog determined by preferences

Optional upgrade

What is the Enhanced Complete Close Dialog

Enhanced Complete Close includes new preferences to determine

bull Section of dialog to display

bull Required entry fields

bull Order of sections displayed

What is the Enhanced Complete Close Dialog (contrsquod)

Auto-Selects

Defaults

Set Actuals Equal to Estimated

Return Asset to Service and Downtime

Create Follow-Up Work Orders

Custom Hook

Standard Complete Close Dialog Configuration

Fills in Status Date choices upon selection of Complete Close Dialog

Options to

bull Respond

bull Complete

bull Finalize

bull Close

Auto-Selects

Labor Report Default auto-populates specified text

Defaults

Account and Category Set All options will fill in all Details and Cost fields

Defaults (contrsquod)

Chargeable will select Indicator on Details page

Defaults (contrsquod)

Set all Tasks Completed marks off all Tasks as Complete with initials of Technician

Defaults (contrsquod)

Labor Hours preferences for Technicians to quickly adjust Actuals

bull Estimated vs Assigned

Set Actuals Equal to Estimated

Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge

bull Charge vs No Charge (estimated)

Set Actuals Equal to Estimated (contrsquod)

Return Asset to Service will return the Asset back In-Service if not currently In-Service

Asset back in Service will prompt for Asset Status Change details

Return Asset to Service and Downtime

Set Downtime will prompt Technician to fill in details for Downtime record

Return Asset to Service and Downtime (contrsquod)

Allow or deny ability to create Work Orders based on Failures of Tasks

Option to create

bull One Work Order for all Failures

bull Separate Work Order per Failure

Create Follow-Up Work Orders

Ability to give a customized feel to the Complete Close Dialog

Can be important notifications or brief instructions

Custom Hook

In this example the Complete Close Dialog will be updated to the following

bull Auto-select Complete Yes

bull Labor Report Default Please enter text

bull Return Asset to Service Default Yes

Standard Complete Close Dialog Example

Complete Close Dialog prior to changes

Standard Complete Close Dialog Example (contrsquod)

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 3: W06 - Standard Enhanced Complete Close Setup

Presenter Name Joe Rogan

Background information

bull Role and expertise at Maintenance Connection

bull Fun Fact

Presenter Bio

Standard and Enhanced Complete Close Defined

Standard Complete Close Dialog Configuration

Enhanced Complete Close Dialog Configuration

Agenda

What is the Complete Close Dialog

What is the Enhanced Complete Close

Standard and Enhanced Complete Close Defined

Standard Complete Close Dialog can be used to

bull Record progress against a Work Order

bull Complete Close Work Order

bull Fill in important details about the Work Order

What is the Complete Close Dialog

Use of Complete Close dependent on complexity and business process

Preferences and settings used to define

What is the Complete Close Dialog (contrsquod)

Accessed through

bull Action Bar

bull Status Action Dropdown Control

bull Report Tab

What is the Complete Close Dialog (contrsquod)

bull Group Tab

bull Assignment Calendar

bull Expanded Work Order Explorer

What is the Complete Close Dialog (contrsquod)

Also accessible through Smart Reports

Dialog appears based on Smart Button

What is the Complete Close Dialog (contrsquod)

Enhanced Complete Close Dialog determined by preferences

Optional upgrade

What is the Enhanced Complete Close Dialog

Enhanced Complete Close includes new preferences to determine

bull Section of dialog to display

bull Required entry fields

bull Order of sections displayed

What is the Enhanced Complete Close Dialog (contrsquod)

Auto-Selects

Defaults

Set Actuals Equal to Estimated

Return Asset to Service and Downtime

Create Follow-Up Work Orders

Custom Hook

Standard Complete Close Dialog Configuration

Fills in Status Date choices upon selection of Complete Close Dialog

Options to

bull Respond

bull Complete

bull Finalize

bull Close

Auto-Selects

Labor Report Default auto-populates specified text

Defaults

Account and Category Set All options will fill in all Details and Cost fields

Defaults (contrsquod)

Chargeable will select Indicator on Details page

Defaults (contrsquod)

Set all Tasks Completed marks off all Tasks as Complete with initials of Technician

Defaults (contrsquod)

Labor Hours preferences for Technicians to quickly adjust Actuals

bull Estimated vs Assigned

Set Actuals Equal to Estimated

Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge

bull Charge vs No Charge (estimated)

Set Actuals Equal to Estimated (contrsquod)

Return Asset to Service will return the Asset back In-Service if not currently In-Service

Asset back in Service will prompt for Asset Status Change details

Return Asset to Service and Downtime

Set Downtime will prompt Technician to fill in details for Downtime record

Return Asset to Service and Downtime (contrsquod)

Allow or deny ability to create Work Orders based on Failures of Tasks

Option to create

bull One Work Order for all Failures

bull Separate Work Order per Failure

Create Follow-Up Work Orders

Ability to give a customized feel to the Complete Close Dialog

Can be important notifications or brief instructions

Custom Hook

In this example the Complete Close Dialog will be updated to the following

bull Auto-select Complete Yes

bull Labor Report Default Please enter text

bull Return Asset to Service Default Yes

Standard Complete Close Dialog Example

Complete Close Dialog prior to changes

Standard Complete Close Dialog Example (contrsquod)

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 4: W06 - Standard Enhanced Complete Close Setup

Standard and Enhanced Complete Close Defined

Standard Complete Close Dialog Configuration

Enhanced Complete Close Dialog Configuration

Agenda

What is the Complete Close Dialog

What is the Enhanced Complete Close

Standard and Enhanced Complete Close Defined

Standard Complete Close Dialog can be used to

bull Record progress against a Work Order

bull Complete Close Work Order

bull Fill in important details about the Work Order

What is the Complete Close Dialog

Use of Complete Close dependent on complexity and business process

Preferences and settings used to define

What is the Complete Close Dialog (contrsquod)

Accessed through

bull Action Bar

bull Status Action Dropdown Control

bull Report Tab

What is the Complete Close Dialog (contrsquod)

bull Group Tab

bull Assignment Calendar

bull Expanded Work Order Explorer

What is the Complete Close Dialog (contrsquod)

Also accessible through Smart Reports

Dialog appears based on Smart Button

What is the Complete Close Dialog (contrsquod)

Enhanced Complete Close Dialog determined by preferences

Optional upgrade

What is the Enhanced Complete Close Dialog

Enhanced Complete Close includes new preferences to determine

bull Section of dialog to display

bull Required entry fields

bull Order of sections displayed

What is the Enhanced Complete Close Dialog (contrsquod)

Auto-Selects

Defaults

Set Actuals Equal to Estimated

Return Asset to Service and Downtime

Create Follow-Up Work Orders

Custom Hook

Standard Complete Close Dialog Configuration

Fills in Status Date choices upon selection of Complete Close Dialog

Options to

bull Respond

bull Complete

bull Finalize

bull Close

Auto-Selects

Labor Report Default auto-populates specified text

Defaults

Account and Category Set All options will fill in all Details and Cost fields

Defaults (contrsquod)

Chargeable will select Indicator on Details page

Defaults (contrsquod)

Set all Tasks Completed marks off all Tasks as Complete with initials of Technician

Defaults (contrsquod)

Labor Hours preferences for Technicians to quickly adjust Actuals

bull Estimated vs Assigned

Set Actuals Equal to Estimated

Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge

bull Charge vs No Charge (estimated)

Set Actuals Equal to Estimated (contrsquod)

Return Asset to Service will return the Asset back In-Service if not currently In-Service

Asset back in Service will prompt for Asset Status Change details

Return Asset to Service and Downtime

Set Downtime will prompt Technician to fill in details for Downtime record

Return Asset to Service and Downtime (contrsquod)

Allow or deny ability to create Work Orders based on Failures of Tasks

Option to create

bull One Work Order for all Failures

bull Separate Work Order per Failure

Create Follow-Up Work Orders

Ability to give a customized feel to the Complete Close Dialog

Can be important notifications or brief instructions

Custom Hook

In this example the Complete Close Dialog will be updated to the following

bull Auto-select Complete Yes

bull Labor Report Default Please enter text

bull Return Asset to Service Default Yes

Standard Complete Close Dialog Example

Complete Close Dialog prior to changes

Standard Complete Close Dialog Example (contrsquod)

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 5: W06 - Standard Enhanced Complete Close Setup

What is the Complete Close Dialog

What is the Enhanced Complete Close

Standard and Enhanced Complete Close Defined

Standard Complete Close Dialog can be used to

bull Record progress against a Work Order

bull Complete Close Work Order

bull Fill in important details about the Work Order

What is the Complete Close Dialog

Use of Complete Close dependent on complexity and business process

Preferences and settings used to define

What is the Complete Close Dialog (contrsquod)

Accessed through

bull Action Bar

bull Status Action Dropdown Control

bull Report Tab

What is the Complete Close Dialog (contrsquod)

bull Group Tab

bull Assignment Calendar

bull Expanded Work Order Explorer

What is the Complete Close Dialog (contrsquod)

Also accessible through Smart Reports

Dialog appears based on Smart Button

What is the Complete Close Dialog (contrsquod)

Enhanced Complete Close Dialog determined by preferences

Optional upgrade

What is the Enhanced Complete Close Dialog

Enhanced Complete Close includes new preferences to determine

bull Section of dialog to display

bull Required entry fields

bull Order of sections displayed

What is the Enhanced Complete Close Dialog (contrsquod)

Auto-Selects

Defaults

Set Actuals Equal to Estimated

Return Asset to Service and Downtime

Create Follow-Up Work Orders

Custom Hook

Standard Complete Close Dialog Configuration

Fills in Status Date choices upon selection of Complete Close Dialog

Options to

bull Respond

bull Complete

bull Finalize

bull Close

Auto-Selects

Labor Report Default auto-populates specified text

Defaults

Account and Category Set All options will fill in all Details and Cost fields

Defaults (contrsquod)

Chargeable will select Indicator on Details page

Defaults (contrsquod)

Set all Tasks Completed marks off all Tasks as Complete with initials of Technician

Defaults (contrsquod)

Labor Hours preferences for Technicians to quickly adjust Actuals

bull Estimated vs Assigned

Set Actuals Equal to Estimated

Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge

bull Charge vs No Charge (estimated)

Set Actuals Equal to Estimated (contrsquod)

Return Asset to Service will return the Asset back In-Service if not currently In-Service

Asset back in Service will prompt for Asset Status Change details

Return Asset to Service and Downtime

Set Downtime will prompt Technician to fill in details for Downtime record

Return Asset to Service and Downtime (contrsquod)

Allow or deny ability to create Work Orders based on Failures of Tasks

Option to create

bull One Work Order for all Failures

bull Separate Work Order per Failure

Create Follow-Up Work Orders

Ability to give a customized feel to the Complete Close Dialog

Can be important notifications or brief instructions

Custom Hook

In this example the Complete Close Dialog will be updated to the following

bull Auto-select Complete Yes

bull Labor Report Default Please enter text

bull Return Asset to Service Default Yes

Standard Complete Close Dialog Example

Complete Close Dialog prior to changes

Standard Complete Close Dialog Example (contrsquod)

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 6: W06 - Standard Enhanced Complete Close Setup

Standard Complete Close Dialog can be used to

bull Record progress against a Work Order

bull Complete Close Work Order

bull Fill in important details about the Work Order

What is the Complete Close Dialog

Use of Complete Close dependent on complexity and business process

Preferences and settings used to define

What is the Complete Close Dialog (contrsquod)

Accessed through

bull Action Bar

bull Status Action Dropdown Control

bull Report Tab

What is the Complete Close Dialog (contrsquod)

bull Group Tab

bull Assignment Calendar

bull Expanded Work Order Explorer

What is the Complete Close Dialog (contrsquod)

Also accessible through Smart Reports

Dialog appears based on Smart Button

What is the Complete Close Dialog (contrsquod)

Enhanced Complete Close Dialog determined by preferences

Optional upgrade

What is the Enhanced Complete Close Dialog

Enhanced Complete Close includes new preferences to determine

bull Section of dialog to display

bull Required entry fields

bull Order of sections displayed

What is the Enhanced Complete Close Dialog (contrsquod)

Auto-Selects

Defaults

Set Actuals Equal to Estimated

Return Asset to Service and Downtime

Create Follow-Up Work Orders

Custom Hook

Standard Complete Close Dialog Configuration

Fills in Status Date choices upon selection of Complete Close Dialog

Options to

bull Respond

bull Complete

bull Finalize

bull Close

Auto-Selects

Labor Report Default auto-populates specified text

Defaults

Account and Category Set All options will fill in all Details and Cost fields

Defaults (contrsquod)

Chargeable will select Indicator on Details page

Defaults (contrsquod)

Set all Tasks Completed marks off all Tasks as Complete with initials of Technician

Defaults (contrsquod)

Labor Hours preferences for Technicians to quickly adjust Actuals

bull Estimated vs Assigned

Set Actuals Equal to Estimated

Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge

bull Charge vs No Charge (estimated)

Set Actuals Equal to Estimated (contrsquod)

Return Asset to Service will return the Asset back In-Service if not currently In-Service

Asset back in Service will prompt for Asset Status Change details

Return Asset to Service and Downtime

Set Downtime will prompt Technician to fill in details for Downtime record

Return Asset to Service and Downtime (contrsquod)

Allow or deny ability to create Work Orders based on Failures of Tasks

Option to create

bull One Work Order for all Failures

bull Separate Work Order per Failure

Create Follow-Up Work Orders

Ability to give a customized feel to the Complete Close Dialog

Can be important notifications or brief instructions

Custom Hook

In this example the Complete Close Dialog will be updated to the following

bull Auto-select Complete Yes

bull Labor Report Default Please enter text

bull Return Asset to Service Default Yes

Standard Complete Close Dialog Example

Complete Close Dialog prior to changes

Standard Complete Close Dialog Example (contrsquod)

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 7: W06 - Standard Enhanced Complete Close Setup

Use of Complete Close dependent on complexity and business process

Preferences and settings used to define

What is the Complete Close Dialog (contrsquod)

Accessed through

bull Action Bar

bull Status Action Dropdown Control

bull Report Tab

What is the Complete Close Dialog (contrsquod)

bull Group Tab

bull Assignment Calendar

bull Expanded Work Order Explorer

What is the Complete Close Dialog (contrsquod)

Also accessible through Smart Reports

Dialog appears based on Smart Button

What is the Complete Close Dialog (contrsquod)

Enhanced Complete Close Dialog determined by preferences

Optional upgrade

What is the Enhanced Complete Close Dialog

Enhanced Complete Close includes new preferences to determine

bull Section of dialog to display

bull Required entry fields

bull Order of sections displayed

What is the Enhanced Complete Close Dialog (contrsquod)

Auto-Selects

Defaults

Set Actuals Equal to Estimated

Return Asset to Service and Downtime

Create Follow-Up Work Orders

Custom Hook

Standard Complete Close Dialog Configuration

Fills in Status Date choices upon selection of Complete Close Dialog

Options to

bull Respond

bull Complete

bull Finalize

bull Close

Auto-Selects

Labor Report Default auto-populates specified text

Defaults

Account and Category Set All options will fill in all Details and Cost fields

Defaults (contrsquod)

Chargeable will select Indicator on Details page

Defaults (contrsquod)

Set all Tasks Completed marks off all Tasks as Complete with initials of Technician

Defaults (contrsquod)

Labor Hours preferences for Technicians to quickly adjust Actuals

bull Estimated vs Assigned

Set Actuals Equal to Estimated

Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge

bull Charge vs No Charge (estimated)

Set Actuals Equal to Estimated (contrsquod)

Return Asset to Service will return the Asset back In-Service if not currently In-Service

Asset back in Service will prompt for Asset Status Change details

Return Asset to Service and Downtime

Set Downtime will prompt Technician to fill in details for Downtime record

Return Asset to Service and Downtime (contrsquod)

Allow or deny ability to create Work Orders based on Failures of Tasks

Option to create

bull One Work Order for all Failures

bull Separate Work Order per Failure

Create Follow-Up Work Orders

Ability to give a customized feel to the Complete Close Dialog

Can be important notifications or brief instructions

Custom Hook

In this example the Complete Close Dialog will be updated to the following

bull Auto-select Complete Yes

bull Labor Report Default Please enter text

bull Return Asset to Service Default Yes

Standard Complete Close Dialog Example

Complete Close Dialog prior to changes

Standard Complete Close Dialog Example (contrsquod)

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 8: W06 - Standard Enhanced Complete Close Setup

Accessed through

bull Action Bar

bull Status Action Dropdown Control

bull Report Tab

What is the Complete Close Dialog (contrsquod)

bull Group Tab

bull Assignment Calendar

bull Expanded Work Order Explorer

What is the Complete Close Dialog (contrsquod)

Also accessible through Smart Reports

Dialog appears based on Smart Button

What is the Complete Close Dialog (contrsquod)

Enhanced Complete Close Dialog determined by preferences

Optional upgrade

What is the Enhanced Complete Close Dialog

Enhanced Complete Close includes new preferences to determine

bull Section of dialog to display

bull Required entry fields

bull Order of sections displayed

What is the Enhanced Complete Close Dialog (contrsquod)

Auto-Selects

Defaults

Set Actuals Equal to Estimated

Return Asset to Service and Downtime

Create Follow-Up Work Orders

Custom Hook

Standard Complete Close Dialog Configuration

Fills in Status Date choices upon selection of Complete Close Dialog

Options to

bull Respond

bull Complete

bull Finalize

bull Close

Auto-Selects

Labor Report Default auto-populates specified text

Defaults

Account and Category Set All options will fill in all Details and Cost fields

Defaults (contrsquod)

Chargeable will select Indicator on Details page

Defaults (contrsquod)

Set all Tasks Completed marks off all Tasks as Complete with initials of Technician

Defaults (contrsquod)

Labor Hours preferences for Technicians to quickly adjust Actuals

bull Estimated vs Assigned

Set Actuals Equal to Estimated

Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge

bull Charge vs No Charge (estimated)

Set Actuals Equal to Estimated (contrsquod)

Return Asset to Service will return the Asset back In-Service if not currently In-Service

Asset back in Service will prompt for Asset Status Change details

Return Asset to Service and Downtime

Set Downtime will prompt Technician to fill in details for Downtime record

Return Asset to Service and Downtime (contrsquod)

Allow or deny ability to create Work Orders based on Failures of Tasks

Option to create

bull One Work Order for all Failures

bull Separate Work Order per Failure

Create Follow-Up Work Orders

Ability to give a customized feel to the Complete Close Dialog

Can be important notifications or brief instructions

Custom Hook

In this example the Complete Close Dialog will be updated to the following

bull Auto-select Complete Yes

bull Labor Report Default Please enter text

bull Return Asset to Service Default Yes

Standard Complete Close Dialog Example

Complete Close Dialog prior to changes

Standard Complete Close Dialog Example (contrsquod)

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 9: W06 - Standard Enhanced Complete Close Setup

bull Group Tab

bull Assignment Calendar

bull Expanded Work Order Explorer

What is the Complete Close Dialog (contrsquod)

Also accessible through Smart Reports

Dialog appears based on Smart Button

What is the Complete Close Dialog (contrsquod)

Enhanced Complete Close Dialog determined by preferences

Optional upgrade

What is the Enhanced Complete Close Dialog

Enhanced Complete Close includes new preferences to determine

bull Section of dialog to display

bull Required entry fields

bull Order of sections displayed

What is the Enhanced Complete Close Dialog (contrsquod)

Auto-Selects

Defaults

Set Actuals Equal to Estimated

Return Asset to Service and Downtime

Create Follow-Up Work Orders

Custom Hook

Standard Complete Close Dialog Configuration

Fills in Status Date choices upon selection of Complete Close Dialog

Options to

bull Respond

bull Complete

bull Finalize

bull Close

Auto-Selects

Labor Report Default auto-populates specified text

Defaults

Account and Category Set All options will fill in all Details and Cost fields

Defaults (contrsquod)

Chargeable will select Indicator on Details page

Defaults (contrsquod)

Set all Tasks Completed marks off all Tasks as Complete with initials of Technician

Defaults (contrsquod)

Labor Hours preferences for Technicians to quickly adjust Actuals

bull Estimated vs Assigned

Set Actuals Equal to Estimated

Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge

bull Charge vs No Charge (estimated)

Set Actuals Equal to Estimated (contrsquod)

Return Asset to Service will return the Asset back In-Service if not currently In-Service

Asset back in Service will prompt for Asset Status Change details

Return Asset to Service and Downtime

Set Downtime will prompt Technician to fill in details for Downtime record

Return Asset to Service and Downtime (contrsquod)

Allow or deny ability to create Work Orders based on Failures of Tasks

Option to create

bull One Work Order for all Failures

bull Separate Work Order per Failure

Create Follow-Up Work Orders

Ability to give a customized feel to the Complete Close Dialog

Can be important notifications or brief instructions

Custom Hook

In this example the Complete Close Dialog will be updated to the following

bull Auto-select Complete Yes

bull Labor Report Default Please enter text

bull Return Asset to Service Default Yes

Standard Complete Close Dialog Example

Complete Close Dialog prior to changes

Standard Complete Close Dialog Example (contrsquod)

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 10: W06 - Standard Enhanced Complete Close Setup

Also accessible through Smart Reports

Dialog appears based on Smart Button

What is the Complete Close Dialog (contrsquod)

Enhanced Complete Close Dialog determined by preferences

Optional upgrade

What is the Enhanced Complete Close Dialog

Enhanced Complete Close includes new preferences to determine

bull Section of dialog to display

bull Required entry fields

bull Order of sections displayed

What is the Enhanced Complete Close Dialog (contrsquod)

Auto-Selects

Defaults

Set Actuals Equal to Estimated

Return Asset to Service and Downtime

Create Follow-Up Work Orders

Custom Hook

Standard Complete Close Dialog Configuration

Fills in Status Date choices upon selection of Complete Close Dialog

Options to

bull Respond

bull Complete

bull Finalize

bull Close

Auto-Selects

Labor Report Default auto-populates specified text

Defaults

Account and Category Set All options will fill in all Details and Cost fields

Defaults (contrsquod)

Chargeable will select Indicator on Details page

Defaults (contrsquod)

Set all Tasks Completed marks off all Tasks as Complete with initials of Technician

Defaults (contrsquod)

Labor Hours preferences for Technicians to quickly adjust Actuals

bull Estimated vs Assigned

Set Actuals Equal to Estimated

Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge

bull Charge vs No Charge (estimated)

Set Actuals Equal to Estimated (contrsquod)

Return Asset to Service will return the Asset back In-Service if not currently In-Service

Asset back in Service will prompt for Asset Status Change details

Return Asset to Service and Downtime

Set Downtime will prompt Technician to fill in details for Downtime record

Return Asset to Service and Downtime (contrsquod)

Allow or deny ability to create Work Orders based on Failures of Tasks

Option to create

bull One Work Order for all Failures

bull Separate Work Order per Failure

Create Follow-Up Work Orders

Ability to give a customized feel to the Complete Close Dialog

Can be important notifications or brief instructions

Custom Hook

In this example the Complete Close Dialog will be updated to the following

bull Auto-select Complete Yes

bull Labor Report Default Please enter text

bull Return Asset to Service Default Yes

Standard Complete Close Dialog Example

Complete Close Dialog prior to changes

Standard Complete Close Dialog Example (contrsquod)

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 11: W06 - Standard Enhanced Complete Close Setup

Enhanced Complete Close Dialog determined by preferences

Optional upgrade

What is the Enhanced Complete Close Dialog

Enhanced Complete Close includes new preferences to determine

bull Section of dialog to display

bull Required entry fields

bull Order of sections displayed

What is the Enhanced Complete Close Dialog (contrsquod)

Auto-Selects

Defaults

Set Actuals Equal to Estimated

Return Asset to Service and Downtime

Create Follow-Up Work Orders

Custom Hook

Standard Complete Close Dialog Configuration

Fills in Status Date choices upon selection of Complete Close Dialog

Options to

bull Respond

bull Complete

bull Finalize

bull Close

Auto-Selects

Labor Report Default auto-populates specified text

Defaults

Account and Category Set All options will fill in all Details and Cost fields

Defaults (contrsquod)

Chargeable will select Indicator on Details page

Defaults (contrsquod)

Set all Tasks Completed marks off all Tasks as Complete with initials of Technician

Defaults (contrsquod)

Labor Hours preferences for Technicians to quickly adjust Actuals

bull Estimated vs Assigned

Set Actuals Equal to Estimated

Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge

bull Charge vs No Charge (estimated)

Set Actuals Equal to Estimated (contrsquod)

Return Asset to Service will return the Asset back In-Service if not currently In-Service

Asset back in Service will prompt for Asset Status Change details

Return Asset to Service and Downtime

Set Downtime will prompt Technician to fill in details for Downtime record

Return Asset to Service and Downtime (contrsquod)

Allow or deny ability to create Work Orders based on Failures of Tasks

Option to create

bull One Work Order for all Failures

bull Separate Work Order per Failure

Create Follow-Up Work Orders

Ability to give a customized feel to the Complete Close Dialog

Can be important notifications or brief instructions

Custom Hook

In this example the Complete Close Dialog will be updated to the following

bull Auto-select Complete Yes

bull Labor Report Default Please enter text

bull Return Asset to Service Default Yes

Standard Complete Close Dialog Example

Complete Close Dialog prior to changes

Standard Complete Close Dialog Example (contrsquod)

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 12: W06 - Standard Enhanced Complete Close Setup

Enhanced Complete Close includes new preferences to determine

bull Section of dialog to display

bull Required entry fields

bull Order of sections displayed

What is the Enhanced Complete Close Dialog (contrsquod)

Auto-Selects

Defaults

Set Actuals Equal to Estimated

Return Asset to Service and Downtime

Create Follow-Up Work Orders

Custom Hook

Standard Complete Close Dialog Configuration

Fills in Status Date choices upon selection of Complete Close Dialog

Options to

bull Respond

bull Complete

bull Finalize

bull Close

Auto-Selects

Labor Report Default auto-populates specified text

Defaults

Account and Category Set All options will fill in all Details and Cost fields

Defaults (contrsquod)

Chargeable will select Indicator on Details page

Defaults (contrsquod)

Set all Tasks Completed marks off all Tasks as Complete with initials of Technician

Defaults (contrsquod)

Labor Hours preferences for Technicians to quickly adjust Actuals

bull Estimated vs Assigned

Set Actuals Equal to Estimated

Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge

bull Charge vs No Charge (estimated)

Set Actuals Equal to Estimated (contrsquod)

Return Asset to Service will return the Asset back In-Service if not currently In-Service

Asset back in Service will prompt for Asset Status Change details

Return Asset to Service and Downtime

Set Downtime will prompt Technician to fill in details for Downtime record

Return Asset to Service and Downtime (contrsquod)

Allow or deny ability to create Work Orders based on Failures of Tasks

Option to create

bull One Work Order for all Failures

bull Separate Work Order per Failure

Create Follow-Up Work Orders

Ability to give a customized feel to the Complete Close Dialog

Can be important notifications or brief instructions

Custom Hook

In this example the Complete Close Dialog will be updated to the following

bull Auto-select Complete Yes

bull Labor Report Default Please enter text

bull Return Asset to Service Default Yes

Standard Complete Close Dialog Example

Complete Close Dialog prior to changes

Standard Complete Close Dialog Example (contrsquod)

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 13: W06 - Standard Enhanced Complete Close Setup

Auto-Selects

Defaults

Set Actuals Equal to Estimated

Return Asset to Service and Downtime

Create Follow-Up Work Orders

Custom Hook

Standard Complete Close Dialog Configuration

Fills in Status Date choices upon selection of Complete Close Dialog

Options to

bull Respond

bull Complete

bull Finalize

bull Close

Auto-Selects

Labor Report Default auto-populates specified text

Defaults

Account and Category Set All options will fill in all Details and Cost fields

Defaults (contrsquod)

Chargeable will select Indicator on Details page

Defaults (contrsquod)

Set all Tasks Completed marks off all Tasks as Complete with initials of Technician

Defaults (contrsquod)

Labor Hours preferences for Technicians to quickly adjust Actuals

bull Estimated vs Assigned

Set Actuals Equal to Estimated

Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge

bull Charge vs No Charge (estimated)

Set Actuals Equal to Estimated (contrsquod)

Return Asset to Service will return the Asset back In-Service if not currently In-Service

Asset back in Service will prompt for Asset Status Change details

Return Asset to Service and Downtime

Set Downtime will prompt Technician to fill in details for Downtime record

Return Asset to Service and Downtime (contrsquod)

Allow or deny ability to create Work Orders based on Failures of Tasks

Option to create

bull One Work Order for all Failures

bull Separate Work Order per Failure

Create Follow-Up Work Orders

Ability to give a customized feel to the Complete Close Dialog

Can be important notifications or brief instructions

Custom Hook

In this example the Complete Close Dialog will be updated to the following

bull Auto-select Complete Yes

bull Labor Report Default Please enter text

bull Return Asset to Service Default Yes

Standard Complete Close Dialog Example

Complete Close Dialog prior to changes

Standard Complete Close Dialog Example (contrsquod)

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 14: W06 - Standard Enhanced Complete Close Setup

Fills in Status Date choices upon selection of Complete Close Dialog

Options to

bull Respond

bull Complete

bull Finalize

bull Close

Auto-Selects

Labor Report Default auto-populates specified text

Defaults

Account and Category Set All options will fill in all Details and Cost fields

Defaults (contrsquod)

Chargeable will select Indicator on Details page

Defaults (contrsquod)

Set all Tasks Completed marks off all Tasks as Complete with initials of Technician

Defaults (contrsquod)

Labor Hours preferences for Technicians to quickly adjust Actuals

bull Estimated vs Assigned

Set Actuals Equal to Estimated

Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge

bull Charge vs No Charge (estimated)

Set Actuals Equal to Estimated (contrsquod)

Return Asset to Service will return the Asset back In-Service if not currently In-Service

Asset back in Service will prompt for Asset Status Change details

Return Asset to Service and Downtime

Set Downtime will prompt Technician to fill in details for Downtime record

Return Asset to Service and Downtime (contrsquod)

Allow or deny ability to create Work Orders based on Failures of Tasks

Option to create

bull One Work Order for all Failures

bull Separate Work Order per Failure

Create Follow-Up Work Orders

Ability to give a customized feel to the Complete Close Dialog

Can be important notifications or brief instructions

Custom Hook

In this example the Complete Close Dialog will be updated to the following

bull Auto-select Complete Yes

bull Labor Report Default Please enter text

bull Return Asset to Service Default Yes

Standard Complete Close Dialog Example

Complete Close Dialog prior to changes

Standard Complete Close Dialog Example (contrsquod)

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 15: W06 - Standard Enhanced Complete Close Setup

Labor Report Default auto-populates specified text

Defaults

Account and Category Set All options will fill in all Details and Cost fields

Defaults (contrsquod)

Chargeable will select Indicator on Details page

Defaults (contrsquod)

Set all Tasks Completed marks off all Tasks as Complete with initials of Technician

Defaults (contrsquod)

Labor Hours preferences for Technicians to quickly adjust Actuals

bull Estimated vs Assigned

Set Actuals Equal to Estimated

Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge

bull Charge vs No Charge (estimated)

Set Actuals Equal to Estimated (contrsquod)

Return Asset to Service will return the Asset back In-Service if not currently In-Service

Asset back in Service will prompt for Asset Status Change details

Return Asset to Service and Downtime

Set Downtime will prompt Technician to fill in details for Downtime record

Return Asset to Service and Downtime (contrsquod)

Allow or deny ability to create Work Orders based on Failures of Tasks

Option to create

bull One Work Order for all Failures

bull Separate Work Order per Failure

Create Follow-Up Work Orders

Ability to give a customized feel to the Complete Close Dialog

Can be important notifications or brief instructions

Custom Hook

In this example the Complete Close Dialog will be updated to the following

bull Auto-select Complete Yes

bull Labor Report Default Please enter text

bull Return Asset to Service Default Yes

Standard Complete Close Dialog Example

Complete Close Dialog prior to changes

Standard Complete Close Dialog Example (contrsquod)

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 16: W06 - Standard Enhanced Complete Close Setup

Account and Category Set All options will fill in all Details and Cost fields

Defaults (contrsquod)

Chargeable will select Indicator on Details page

Defaults (contrsquod)

Set all Tasks Completed marks off all Tasks as Complete with initials of Technician

Defaults (contrsquod)

Labor Hours preferences for Technicians to quickly adjust Actuals

bull Estimated vs Assigned

Set Actuals Equal to Estimated

Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge

bull Charge vs No Charge (estimated)

Set Actuals Equal to Estimated (contrsquod)

Return Asset to Service will return the Asset back In-Service if not currently In-Service

Asset back in Service will prompt for Asset Status Change details

Return Asset to Service and Downtime

Set Downtime will prompt Technician to fill in details for Downtime record

Return Asset to Service and Downtime (contrsquod)

Allow or deny ability to create Work Orders based on Failures of Tasks

Option to create

bull One Work Order for all Failures

bull Separate Work Order per Failure

Create Follow-Up Work Orders

Ability to give a customized feel to the Complete Close Dialog

Can be important notifications or brief instructions

Custom Hook

In this example the Complete Close Dialog will be updated to the following

bull Auto-select Complete Yes

bull Labor Report Default Please enter text

bull Return Asset to Service Default Yes

Standard Complete Close Dialog Example

Complete Close Dialog prior to changes

Standard Complete Close Dialog Example (contrsquod)

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 17: W06 - Standard Enhanced Complete Close Setup

Chargeable will select Indicator on Details page

Defaults (contrsquod)

Set all Tasks Completed marks off all Tasks as Complete with initials of Technician

Defaults (contrsquod)

Labor Hours preferences for Technicians to quickly adjust Actuals

bull Estimated vs Assigned

Set Actuals Equal to Estimated

Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge

bull Charge vs No Charge (estimated)

Set Actuals Equal to Estimated (contrsquod)

Return Asset to Service will return the Asset back In-Service if not currently In-Service

Asset back in Service will prompt for Asset Status Change details

Return Asset to Service and Downtime

Set Downtime will prompt Technician to fill in details for Downtime record

Return Asset to Service and Downtime (contrsquod)

Allow or deny ability to create Work Orders based on Failures of Tasks

Option to create

bull One Work Order for all Failures

bull Separate Work Order per Failure

Create Follow-Up Work Orders

Ability to give a customized feel to the Complete Close Dialog

Can be important notifications or brief instructions

Custom Hook

In this example the Complete Close Dialog will be updated to the following

bull Auto-select Complete Yes

bull Labor Report Default Please enter text

bull Return Asset to Service Default Yes

Standard Complete Close Dialog Example

Complete Close Dialog prior to changes

Standard Complete Close Dialog Example (contrsquod)

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 18: W06 - Standard Enhanced Complete Close Setup

Set all Tasks Completed marks off all Tasks as Complete with initials of Technician

Defaults (contrsquod)

Labor Hours preferences for Technicians to quickly adjust Actuals

bull Estimated vs Assigned

Set Actuals Equal to Estimated

Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge

bull Charge vs No Charge (estimated)

Set Actuals Equal to Estimated (contrsquod)

Return Asset to Service will return the Asset back In-Service if not currently In-Service

Asset back in Service will prompt for Asset Status Change details

Return Asset to Service and Downtime

Set Downtime will prompt Technician to fill in details for Downtime record

Return Asset to Service and Downtime (contrsquod)

Allow or deny ability to create Work Orders based on Failures of Tasks

Option to create

bull One Work Order for all Failures

bull Separate Work Order per Failure

Create Follow-Up Work Orders

Ability to give a customized feel to the Complete Close Dialog

Can be important notifications or brief instructions

Custom Hook

In this example the Complete Close Dialog will be updated to the following

bull Auto-select Complete Yes

bull Labor Report Default Please enter text

bull Return Asset to Service Default Yes

Standard Complete Close Dialog Example

Complete Close Dialog prior to changes

Standard Complete Close Dialog Example (contrsquod)

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 19: W06 - Standard Enhanced Complete Close Setup

Labor Hours preferences for Technicians to quickly adjust Actuals

bull Estimated vs Assigned

Set Actuals Equal to Estimated

Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge

bull Charge vs No Charge (estimated)

Set Actuals Equal to Estimated (contrsquod)

Return Asset to Service will return the Asset back In-Service if not currently In-Service

Asset back in Service will prompt for Asset Status Change details

Return Asset to Service and Downtime

Set Downtime will prompt Technician to fill in details for Downtime record

Return Asset to Service and Downtime (contrsquod)

Allow or deny ability to create Work Orders based on Failures of Tasks

Option to create

bull One Work Order for all Failures

bull Separate Work Order per Failure

Create Follow-Up Work Orders

Ability to give a customized feel to the Complete Close Dialog

Can be important notifications or brief instructions

Custom Hook

In this example the Complete Close Dialog will be updated to the following

bull Auto-select Complete Yes

bull Labor Report Default Please enter text

bull Return Asset to Service Default Yes

Standard Complete Close Dialog Example

Complete Close Dialog prior to changes

Standard Complete Close Dialog Example (contrsquod)

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 20: W06 - Standard Enhanced Complete Close Setup

Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge

bull Charge vs No Charge (estimated)

Set Actuals Equal to Estimated (contrsquod)

Return Asset to Service will return the Asset back In-Service if not currently In-Service

Asset back in Service will prompt for Asset Status Change details

Return Asset to Service and Downtime

Set Downtime will prompt Technician to fill in details for Downtime record

Return Asset to Service and Downtime (contrsquod)

Allow or deny ability to create Work Orders based on Failures of Tasks

Option to create

bull One Work Order for all Failures

bull Separate Work Order per Failure

Create Follow-Up Work Orders

Ability to give a customized feel to the Complete Close Dialog

Can be important notifications or brief instructions

Custom Hook

In this example the Complete Close Dialog will be updated to the following

bull Auto-select Complete Yes

bull Labor Report Default Please enter text

bull Return Asset to Service Default Yes

Standard Complete Close Dialog Example

Complete Close Dialog prior to changes

Standard Complete Close Dialog Example (contrsquod)

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 21: W06 - Standard Enhanced Complete Close Setup

Return Asset to Service will return the Asset back In-Service if not currently In-Service

Asset back in Service will prompt for Asset Status Change details

Return Asset to Service and Downtime

Set Downtime will prompt Technician to fill in details for Downtime record

Return Asset to Service and Downtime (contrsquod)

Allow or deny ability to create Work Orders based on Failures of Tasks

Option to create

bull One Work Order for all Failures

bull Separate Work Order per Failure

Create Follow-Up Work Orders

Ability to give a customized feel to the Complete Close Dialog

Can be important notifications or brief instructions

Custom Hook

In this example the Complete Close Dialog will be updated to the following

bull Auto-select Complete Yes

bull Labor Report Default Please enter text

bull Return Asset to Service Default Yes

Standard Complete Close Dialog Example

Complete Close Dialog prior to changes

Standard Complete Close Dialog Example (contrsquod)

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 22: W06 - Standard Enhanced Complete Close Setup

Set Downtime will prompt Technician to fill in details for Downtime record

Return Asset to Service and Downtime (contrsquod)

Allow or deny ability to create Work Orders based on Failures of Tasks

Option to create

bull One Work Order for all Failures

bull Separate Work Order per Failure

Create Follow-Up Work Orders

Ability to give a customized feel to the Complete Close Dialog

Can be important notifications or brief instructions

Custom Hook

In this example the Complete Close Dialog will be updated to the following

bull Auto-select Complete Yes

bull Labor Report Default Please enter text

bull Return Asset to Service Default Yes

Standard Complete Close Dialog Example

Complete Close Dialog prior to changes

Standard Complete Close Dialog Example (contrsquod)

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 23: W06 - Standard Enhanced Complete Close Setup

Allow or deny ability to create Work Orders based on Failures of Tasks

Option to create

bull One Work Order for all Failures

bull Separate Work Order per Failure

Create Follow-Up Work Orders

Ability to give a customized feel to the Complete Close Dialog

Can be important notifications or brief instructions

Custom Hook

In this example the Complete Close Dialog will be updated to the following

bull Auto-select Complete Yes

bull Labor Report Default Please enter text

bull Return Asset to Service Default Yes

Standard Complete Close Dialog Example

Complete Close Dialog prior to changes

Standard Complete Close Dialog Example (contrsquod)

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 24: W06 - Standard Enhanced Complete Close Setup

Ability to give a customized feel to the Complete Close Dialog

Can be important notifications or brief instructions

Custom Hook

In this example the Complete Close Dialog will be updated to the following

bull Auto-select Complete Yes

bull Labor Report Default Please enter text

bull Return Asset to Service Default Yes

Standard Complete Close Dialog Example

Complete Close Dialog prior to changes

Standard Complete Close Dialog Example (contrsquod)

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 25: W06 - Standard Enhanced Complete Close Setup

In this example the Complete Close Dialog will be updated to the following

bull Auto-select Complete Yes

bull Labor Report Default Please enter text

bull Return Asset to Service Default Yes

Standard Complete Close Dialog Example

Complete Close Dialog prior to changes

Standard Complete Close Dialog Example (contrsquod)

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 26: W06 - Standard Enhanced Complete Close Setup

Complete Close Dialog prior to changes

Standard Complete Close Dialog Example (contrsquod)

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 27: W06 - Standard Enhanced Complete Close Setup

Preferences are updated

Standard Complete Close Dialog Example (contrsquod)

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 28: W06 - Standard Enhanced Complete Close Setup

Complete Close Dialog after update to preferences

Standard Complete Close Dialog Example (contrsquod)

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 29: W06 - Standard Enhanced Complete Close Setup

Section Display

Placement

Sort Order

Requirements

Enhanced Complete Close Dialog Configuration

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 30: W06 - Standard Enhanced Complete Close Setup

Specify which sections of the Dialog should be displayed or hidden

Only acceptable values are Yes or No

Section Display

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 31: W06 - Standard Enhanced Complete Close Setup

Sections to display

bull Status Dates

bull Labor Report

bull Actions

bull Meter Readings

bull Labor Part Cost

Section Display (contrsquod)

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 32: W06 - Standard Enhanced Complete Close Setup

Determined by

bull Column 1

bull Column 2

bull Span both columns

Placement

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 33: W06 - Standard Enhanced Complete Close Setup

Example of specific placement

Placement (contrsquod)

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 34: W06 - Standard Enhanced Complete Close Setup

Determines order for sections in same column or region

Numbers are used to sort as desired

Sort Order

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 35: W06 - Standard Enhanced Complete Close Setup

Example of order

Sort Order (contrsquod)

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 36: W06 - Standard Enhanced Complete Close Setup

Determines what fields should be required to enter data

Highlighted in blue

Requirements

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 37: W06 - Standard Enhanced Complete Close Setup

Example of required fields

Requirements (contrsquod)

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 38: W06 - Standard Enhanced Complete Close Setup

In this example the Enhanced Complete Close preferences will be updated to the following

bull Move Labor Report section to bottom of Dialog

bull Hide Meter Readings

bull Show Account Category

bull Require Category

Enhanced Complete Close Dialog Example

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 39: W06 - Standard Enhanced Complete Close Setup

Current configuration

Enhanced Complete Close Dialog Example (contrsquod)

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 40: W06 - Standard Enhanced Complete Close Setup

Preferences are updated

Enhanced Complete Close Dialog Example (contrsquod)

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 41: W06 - Standard Enhanced Complete Close Setup

Configuration after changes

Enhanced Complete Close Dialog Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 42: W06 - Standard Enhanced Complete Close Setup

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources

Page 43: W06 - Standard Enhanced Complete Close Setup

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Complete Close Overview

Complete Close Configuration

Work Order Preferences

Additional Resources


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