SA10 - MC Express
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Getting the Most Out of MC Express (SA10) System Administrator Track
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One of the most exciting new products offered by Maintenance Connection. Learn about what is available in this new cross-device technician portal, and how to implement MC Express in your business.
Transcript of SA10 - MC Express
Getting the Most Out of MC Express (SA10)
System Administrator Track
Presenter Name: Arlene Roberg
Background information:
• Role and expertise at Maintenance Connection
• Fun Fact
Presenter Bio
Joe Droid and Aubrey iOS
Configuration Overview
Search Methods
User Interface Tips and Tricks
What’s New in Each Module
Bonus Features
Agenda
Joe Droid and Aubrey iOS
MRO Permissions
MC Express Permissions
MC Express Preferences
Forms Manager
Configuration Overview
Which Permissions are Used?
Imp & Admin Guide – MC User Connect
MRO Permissions
Filters
Access
Tabs
Edit
MC Express Permissions
Too Many to Review
General
Assets
Work Orders
Status Update
MC Express Preferences
Labels, Required Fields, and Hidden Fields
Preference to Honor UDF Forms Manager Settings
Forms Manager
Global Search
Filtering
Filter and Search
Search Methods
Powerful New Feature
Always Available…
Global Search
What fields in each module?
Check Help…
Global Search (cont’d)
Selected Filter Serves as Base
RC / Shop Settings Honored
Filter Icon to Add Criteria
Filtering
Add As Much Criteria As Needed
Custom Labels Honored
Logical Prompts
Filtering (cont’d)
Let’s Create Criteria…
• Logical / Bit Fields
• Text Entry (contains)
• Multi Select Lookups
• Dates
Filtering (cont’d)
Clear Criteria…
• Select New Filter…
• Go Home…
Filter and Search
Navigation
Action Control
Lookup Features
Custom Fields – Expanded WO List
User Interface Tips and Tricks
Home, Home, Home
Back Button
Header Bar
Jump to Asset
Asset History
Navigation
Record Summary and Detail Pages
• Permission and State Based
• Light vs. Dark Grey
Lists, Lookups, Home
Action Control
RC Filtering
Other Filter Controls
Search Options
Lookup Features
Add Data to Expanded WO List
Fields
Custom Expression
Custom Fields – Expanded WO List
Work Orders
Assets
Parts
What’s New in Each Module
Start / Stop
All Status Updates
Follow Up / Add Note
Attachments
Work Orders
List View with Filtering / Search
More Data… Configurable
Meter Entry
Downtime
Assets
More Data Such as History / Transactions
Stock Room Default
Lots of New Features
• Adjust On Hand/Apply Counts
• Transfer
• Part Checkout
• Part Receive
Separate Permissions
Parts
My (Labor) Profile
Manage Sessions
Asset Task List
Part Checkout
Part Receive
Bonus Features
Users Can Update Contact Info
Change Password
Upload / Set Photo
My (Labor) Profile
Session Administration
• Does Not Use License
• URL: http://express.maintenanceconnection.com/Admin.aspx
• Ctrl – Shift – Click on Log In Page Logo
Manage Sessions
Update Tasks from Multiple WO on Single Page
Great for Inspections
Linked Through Asset Task and/or Direct
Asset Task List
Checkout Parts from Perspective of Part
Configurable
Existing or New Work Order
Multiple Parts
Part Checkout
Receive Parts on Open Purchase Orders
Receive Line Item, All, or Partial
Receive Parts
Stop by the MC Express Booth
• More Info..
• Demo Access…
Invitation
For access to documentation and tutorials, reference www.mcuserconnect.com
MC User Connect
MCUC Documentation / Tutorials Article PDF Video Tutorial
User Guide
MC Express Implementation and Administration Guide
MC Express Webinar
Additional Resources
