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Grouped WOs Ungroup – How to Regroup


Have you ever taken a look at your Work Order Explorer and seen pages of Work Orders that seemed to have appeared out of no where? Rest assured, Maintenance Connection did not just create extra work for you and there is a quick way to get your work load back to normal.

This post will cover the following topics that are designed to help you re-group the stray Work Orders and prevent this issue from happening in the future by providing a short-term and a long-term solution.

Background: In certain situations, when the master record of a Work Order group does not get completed by it’s designated Target Date, the Work Order group will become ungrouped. This issue affects a limited amount of databases.

Short-Term Solution (manual re-grouping)

  1. Navigate to the Work Order module-Group tab of the affected record.ungroupedwo1
  2. Using the ‘Add’ button, re-attach the missing Work Orders to the Work Order groupungroupedwo2

Long-Term Solution (automatic re-grouping)

The long-term solution involves a straightforward process of running a script in either the SQL Studio Management Tool (On-Premise customers) or contact Maintenance Connection support for further assistance (hosted customers). A step-by-step set of instructions on how to run the script to resolve this issue can be found by logging in to MCUC and typing in the search term “Regroup”.

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Some Shortcuts Are Worth Taking


Everybody should be allowed to take a few shortcuts in life from time to time to deviate from the norm, shave off some time, and keep things interesting. At Maintenance Connection, we’re always looking for ways to help our customers save time and get on with their day. Here are a few keyboard shortcuts in Maintenance Connection that our experts wanted to share with you:

shortCut
1. Ctrl + Enter : Saves current record
2. Ctrl + Left: Previous
3. Ctrl + Right: Next
4. [WO Tasks] –> Shift + Enter: New Task row
5. [WO Module] –> F10: Open Complete/Close Dialog
6. Tab to a lookup field, + will open the lookup table (same as clicking the arrow).

We hope that you’ll be able that you’ll be able to put these shortcuts to good use.
To read about more Maintenance Connection tips and tricks click here for some more shortcuts we’ve highlighted in the past on our blog.

Do you have any ‘little known’ Maintenance Connection facts you’d like to share? If so, please share them by commenting on this post.

What people are saying about Maintenance Connection


Last week we shared two of the interviews we recently filmed where we asked our customers what they thought of our products and services. There are so many of these, but we wanted to share two more with you. We are so thankful for the over 1,200 customers and hundreds of thousands of users that make Maintenance Connection who we are!

CREE

Courier Corporation

Maintenance Connection is a CMMS / EAM product that helps thousands of sites manage their Work Orders, Preventive Maintenance, Inventory and most MRO activities.

Work Order Tools – 2 of 2 – Labor Timesheet


In this second post in the Work Order Tools series, we will explore how the Labor Timesheet Entry tool provides an efficient method for technicians to enter time against multiple work orders.

To access this feature, select Labor Timesheet Entry… from the Tools Menu:

The logged in user is selected by default at the top of the dialog. If you are a member of an access group with permission to enter time for others, you will be able to select other users from that control.

The top section of the dialog shows any open and closed work orders with time recorded for the current week. This allows the user to quickly add time to work orders that are in progress. An option to hide these sections is available so that they do not take up space in the dialog.

 

To input time on new work orders, enter the Work Order ID into the column on the left. If you do not know the Work Order ID, double click inside the field and a lookup will open from which you can find the correct record. Once a valid work order ID has been entered, the work order reason will display allowing you to confirm that you are entering time on the correct record. You can then just enter hours in the appropriate day columns. As you enter the hours, the total for the work order is automatically calculated on the right, along with the total for the days/weeks at the bottom. The calculations may include time that is hidden in the top sections to ensure all hours for the week are included:

If desired, you can also specify the type of hours, account, category or comment for any records. You can also enter time for a different week, by clicking on the Previous/Next buttons at the top of the dialog.

Once all desired time has been entered, click the Apply button on the Header bar at the top of the dialog.

 

An actual labor record will be created for each row entered, properly associated with the designated work order. The page will refresh with the updated work orders now showing in the top section. Complete/Close buttons are available to process any work orders now ready to complete and/or close.

 

You can proceed to enter time for a different user or week if desired. Once all time has been entered, you can click Close to exit the dialog.

 

 

 

 

 

 

 

Work Order Tools – 1 of 2 – Work Order Rapid Entry


Maintenance Connection includes some very helpful Work Order Tools that are less commonly used by our customers. This blog series will highlight two of these features, the Work Order Rapid Entry Tool and the Labor Timesheet Tool.

 

Work Order Rapid Entry

This beneficial feature provides a quick method to add a series of work orders and is especially valuable for administrators entering requests submitted via email, phone or paper by users without access to MC. The tool provides a one screen entry mechanism that is custom designed for your organization to include the fields that are important when establishing a work order, along with any logical default values.

 

You can indicate the reason/problem/procedure for the work, requester information, assigned individual, and the asset requiring work. For completed work orders, you can enter actual labor hours, parts used, and the labor report. Based on setup, work orders can even be completed or closed out from the same screen.

A series of preferences are available to determine which fields should be displayed and whether or not default values should be defined. These preferences can be accessed from the standard menu (Tools->Preferences; Work Order folder) or from within the tool (tab displays if user has permission to modify preferences).

The tool can be tailored by including/excluding the following fields:

  • Default Asset (starting point for selecting an asset)
  • Requester Information
  • Reason and Procedure Fields
  • Problem, Failure, and Solution Fields
  • Type and Priority Fields
  • Organizational Attributes (Repair Center, Shop, Department, Supervisor, Customer)
  • Meter Readings
  • Labor Hours (Actuals)
  • Inventory Items (Actuals)
  • Status Updates (Issued, Completed, and Closed)

 

Once configured, the feature can be accessed from the Tools Menu (Tools->Work Order Rapid Entry). In the following example, the tool is setup to capture key fields on work orders (including a custom UDF) and complete them in a single step. In this example, a work order with an assignment to Roberta Jones would be created, an actual labor record of 3.5 hours would be recorded, and the work order would then be marked as completed:

It should be noted that the Work Order Rapid Entry Tool requires the MC Agent.  If the tool is not displayed at your organization, check with MC Support to ensure you have the MC Agent installed and activated.

 

Stay Tuned

Check back next week for a highlight of the Labor Timesheet Entry tool.