Work Order Routing (W05)

Work Management Track

1. Open Internet Explorer 2. Type into the address bar: www.maintenanceconnection.com 3. Click Log In button 4. Enter the following:

Member ID: W_CHECKPOINT Password: Checkpoint2014

Note: During the seminar, please do not “Save” 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: Genaro Garza

Background information:

• Role and expertise at Maintenance Connection

• Fun Fact

Presenter Bio

Work Order Flow

Work Order Details

Routing Tools

Agenda

Work Order Typical Process

Process Flow

Work Order Flow

Processes may vary, but typically are all similar in some ways

Organization and business practice specific

Work Order Typical Process

First stage of process is Administrator being notified of work to be done

Typical forms of contact:

• Email

• Phone

• Service Requester

Work Order Typical Process (cont’d)

Requested:

• Work Order is created

• Appears in system (bold)

• Unassigned

Process Flow

Denied:

• Closed qualities

• Requester alerted

Process Flow (cont’d)

Issued:

• Work Order ready for Technician

• Assign work to Vendor / Technician

• Preventive Maintenance can Auto-Issue

Process Flow (cont’d)

Technician interaction:

• My Open Assignments

• Cannot be Completed

• Can be Completed

Process Flow (cont’d)

Completed / Responded / Closed:

• Verify data on Work Order

• Close / send back

• Work Order Rapid Entry

Process Flow (cont’d)

Work Order Details Overview

Repair Center

Shop

Shift

Zone

Work Order Details

Many Work Order Detail fields are key for routing process

Fields can be used for:

• Alerting key Labor resources

• Routing to appropriate location

Work Order Details Overview

Highest level of organization

Populated onto Work Order from Asset

Repair Center

Can limit members access to specific Work Orders

Defined at Access Group or Labor record level

Repair Center (cont’d)

Stores information for repair shops maintained at organization

Must belong to a Repair Center

Shop

Many places where Shop is referenced:

• Labor record

• Repair Center association

• Default preference upon startup

Shop (cont’d)

Assigned to Labor resources and / or Work Orders

Defaults can be assigned per Repair Center

Ideal for work management purposes

Shift

Shift Pass Down / Change:

• Batch Update access required

• Search and Filter controls

• Assign to different Labor

Shift (cont’d)

Associate Assets with geographic zones

Assists in resource management by location

Zone

Color coded for easy identification when managing Work Orders

Zone (cont’d)

Now let’s practice our knowledge of Work Order Details to create a test Work Order and view Routing Details!

Work Order Details: Hands-On

Locate an Asset in the Asset Tree

Select the Asset to view the Asset Details

Locate the Maintained By section to view the Repair Center, Shop, and Priority information

Work Order Details: Hands-On (cont’d)

Right mouse click on the Asset in the Asset Tree

Select New Work Order…

Work Order Details: Hands-On (cont’d)

Locate the Priority, Repair Center, and Shop field on the Work Order

Field data will match the Asset Maintained By information

Work Order Details: Hands-On (cont’d)

You have now successfully completed creating a test Work Order and viewing routing data carried over from the Asset!

Work Order Details: Hands-On (cont’d)

Scheduled Report Examples

Rules Manager

Asset Labor Auto-Assign

Conditional Formatting

Priority Actions Manager

Routing Tools

Alert management of specific work

Scheduled Report Examples

Send Technicians list of assigned work

Scheduled Report Examples (cont’d)

Review Work Order approvals

Scheduled Report Examples (cont’d)

Work Order Sub-Status

Scheduled Report Examples (cont’d)

Review and manage assignment and work load

Scheduled Report Examples (cont’d)

Work Order Status reports

Scheduled Report Examples (cont’d)

Auto Assignments immediately route Work Orders to proper Technicians

Event defined to trigger Auto-Assignment (New Work Order)

Rules Manager

Notifications alert Administrators / Technicians of important status changes, assignments, etc.

Rules Manager (cont’d)

Immediately routes Work Order for high priority Assets

Assign Labor to every Work Order associated with specific Assets

Asset Labor Auto-Assign

Visually changes records displayed in Explorer based on criteria

Quickly locate specific Work Orders in Explorer based on criteria defined

Conditional Formatting

Examples of criteria for Conditional Formatting:

• Status of WO

• Approvals

• Sub-Status

• Priority, type, etc.

Conditional Formatting

Work Orders can be required to be approved prior to Issuing

Advanced system setup required

Work Order Approvals

Up to 5 Levels of Approval

Separate Administrator for each level of Approval

Work Order Approvals (cont’d)

Determines Work Order target dates based on Priority

Assists with priority routing

Can be used in conjunction with Rules

Priority Actions Manager

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

MC User Connect

MCUC Documentation / Tutorials Article PDF Video Tutorial

User Guide

Notifications – Create, Edit and Email

Scheduled Reports – Intermediate

Conditional Formatting – How to Setup

Priority Actions Manager

Additional Resources