Tag Archives: Online Help

Help for System Administrators


System Administrators looking for assistance on administrative features of Maintenance Connection will now find a section of helpful topics in the User Guide. The updated User Guide that was included in Version 4.2 includes a chapter dedicated to System Admin Features:

 

While some of the topics in the System Administration Chapter were previously included in other sections of the User Guide, numerous new sections have been added. Following are some sections that you might find especially helpful:

  • Rules Manager: Would you like to be notified when an “urgent” work order is created? Or, would you like a Shop Supervisor to receive an email when a particular piece of equipment is taken out of service or has a reading/specification that is out or range? You will find helpful instructions for automating “event triggered” notifications, including assistance in defining recipients and email content.

 

Note: The Maintenance Connection Service Agent must be installed in order to use Notification Rules.

  

  • Customization Tools: Would you like to know what tools are available to “customize” the appearance and behavior of the system? A section on “Customizing the Interface” is available with instructions for modifying user fields, using the forms manager to hide fields or change their label (or make entry required), or even modify the tabs that are displayed in each module.

 

 

  • Work Order/Asset Tools: Would you like to configure the Complete/Close Dialog so that technicians can enter actual labor and material when they close out work orders? Would you like to change the order in which assets are displayed on your asset tree? Instructions for these features and others are available in the Asset and Work Order Tools Chapters:

 

 Tip: The System Administration topics are available from both the User Guide and System Administration options on the Help Menu.

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Lightly Used Features – 2 of 3


In this second in the three part series on helpful features that are not often used in the system, we will show how you can edit the content of help text “on the fly”.

To access field level help, click on the blue label to the left of the field prompt. As your mouse hovers over the label, the text will turn red, indicating that you can click to obtain help information. Click on the label and a help window will appear.

 

You can modify the help text that is displayed to include information that is specific to your organization. On some fields, such as “Account”, there is no default help listed, allowing you to enter information about how the field is used at your organization. When you click on the field label, the Help Popup will display. To edit the help text, click on the Edit Button on the bottom of the dialog.

The popup will refresh with a text editing window, allowing you to enter your own text or customize any text that is displayed. Enter the desired text and click the Apply Button on the bottom of the dialog.

 

The editing window will disappear and the new help text will display as it will appear whenever a user clicks on the “Account” Label.

 

The help editing feature is especially useful when customizing user fields, as explanatory information on the use for the field can be provided. When you edit the help text for a user field, you are also given the opportunity to change the label for the field and indicate if the field should be connected to a lookup table.

 

Users with HTML experience can also embed HTML tags into the help text to support enhanced formatting (bold texts, colors, lists).

 

Tip: Refer to the User Guide for more information on editing help and customizing user fields.

Helpful Tips in Reporter Guide


The Maintenance Connection Reporter Guide is used extensively to obtain instructions for running reports, modifying report criteria or establishing report setup. The guide also includes numerous helpful tips for using the more complex features of the Reporter.

Since the Online Reporter Guide is not accessible from within the Report Setup or Report Preview Windows, it is recommended that you open the Online Reporter Guide while in the Report Lookup.  The guide will open in a separate browser window that you can keep open while you proceed to modify or run your reports.  This window can then be accessed whenever assistance is required.

To open the Online Reporter Guide, click the help icon to the right of the search field in the Report Lookup (you can also select Reporter Guide from the Help menu if the Reporter has not yet been opened):

You can use the TOC and Search feature to quickly obtain help. Following are some quick examples of useful information/tips found in the guide:

Assistance in Defining Report Criteria Expressions (such as date expressions):

Tips for Creating and Distributing Smart Reports

Following are some additional tips that you might find useful: