Tag Archives: Release Notes

Version 5.0 Release – General Enhancements


In this last in the series on the Version 5.0 Release, we will highlight a few general enhancements that will be of special benefit to customers. These enhancements include Background Processing for Manual PM/Projection Generation, Extra Password for Delete Confirm and New Recipient Options in the Rules Manager.

Background Processing for Manual PM/Projection Generation

While most customers take advantage of MC’s automated capabilities for the generation of Preventive Maintenance Work Orders, the “manual generation” process is sometimes used to deal with special circumstances or to generate Work Order Projections. This “manual generation” feature has been enhanced to allow for background processing to improve efficiency and eliminate possible “time out” errors when large batches are generated.

A new PM Preference is available to indicate that you wish to generate Manual PM and PM Projection Work Orders in the “background”:

Once the preference for this has been set, requests for generation are put into a queue allowing you to continue to work elsewhere in Maintenance Connection until the process is complete. Once the PMs/Projections have been generated, a brief notification will display in the lower right of your screen.


Extra Password on Delete

The ability to delete records in MC is controlled by permissions and users are always prompted to “confirm” any deletions. However, customers have often asked for an “extra” step to ensure users pause and verify that they wish to delete the identified record. You can now set a new preference that prompts users to enter an additional “delete password” when attempting to delete records. Once your system is set to “require” this new password, the “Yes” option on the “Delete Confirm” will not display until the correct password is entered.

 

New “Recipient” Options for Notification Rules

The Rules Manager now includes an option to send a notification to the “Assigned Labor (Pager)”, which can be used to send a text message to the technician. To use this feature, you must determine the domain that is used by the technician’s wireless carrier. For example, for Verizon Wireless, the domain “@vtext.com” is used. As such, to send an automated text message to a Verizon subscriber with the number 916-555-1212, you would enter 9165551212@vtext.com into the technician’s Pager Email Field.


Notifications can now also be automatically sent to the individual who recorded the work order (“Taken By”).

Version 5.0 Upgrade
Customers with onsite installations of Maintenance Connection will be receiving an email shortly providing instructions for requesting the software upgrade. If you have questions in the meantime, do not hesitate to contact MC Support.

Version 5.0 Release – Work Order Enhancements


A number of new features in Version 5.0 will enhance the flexibility and capabilities of the Work Order Module. In this blog topic we will summarize enhancements to the Work Order Report and Complete/Close Dialog, as well as the ability to create a follow up work order when tasks are marked as failed.

Customization Options on Work Order Report

Extensive preferences have been added to the Work Order Report to allow you to customize the appearance of the Printed Work Order. You have control over the display of numerous fields, including some that were not previously available, such as work order sub-status, asset address and additional details like model/serial #. You are also given more control over the display of fields, such as the indicators shown in the top section.

 

In the subsequent sections of the report, you now have more control over the columns that should display, as well as the report line height of the “fill in blank” lines. In addition, there are new options to include sections for approvals and signatures, as well as one to control the number of entry lines displayed for the Labor Report:

 

Enhanced Complete/Close Changes

A significantly faster and more flexible method for adding parts to the Enhanced Complete/Close Dialog is available. You can now search for material by entering any characters or numbers that exist in the Part ID or Name. MC will dynamically (and rapidly) display the records that correspond, narrowing the results as you enter more characters for the search.

 

In addition, you can now update the actual quantity for estimated material populated from a PM/Procedure and can even require that tasks are marked as complete (or failed) before a work order can be completed by a technician. Lastly, you can set the default value for the “Split Labor Hours” indicator for grouped work orders.

 

Follow Up Work Orders on Failed Tasks

There is also a new feature that allows you to create a follow up work order for failed tasks (or separate work orders for each failed task) from the Complete/Close Dialog. This feature is available for customers that use both the Standard and Enhanced Complete/Close Dialog. A new preference is available to set the default value for the control.

 

Next Week….

In next week’s blog previewing Version 5.0 features, we will take a peek at enhancements to the Purchase Order Module, including the ability to set approval requirements based on the amount of the purchase order.

Feature Spotlight on 4.0 – Week 2 of 3


For week two of our 3-week series on the upcoming 4.0 version, we will highlight several of the key enhancments to existing modules within Maintenance Connection:

Work Order Rapid Entry Tool

The Work Order Rapid Entry Tool now allows entry of Meter Readings, Requested Date and User Defined Fields. Rapid Entry Preferences can be defined to determine whether or not these fields should display.

Asset Module > History Tab > Work Orders Sub-tab

 

The Work Orders (History) Sub-Tab now includes a “Group by Status” indicator, allowing work orders to be grouped    by current status. Actual hours are also now displayed on this page.

 

 

 

 

 

 

Document Attachments

Customers with an onsite installation of Maintenance Connection will have access to a new tool that allows for quick uploading of files directly to a record, such as a work order. Files, such as documents or PDFs, can be uploaded directly; they no longer need to be placed in the Documents Module prior to attaching to a record. This new feature is available for work orders, assets, purchase orders, inventory items, labor records, procedures and company records.

 

 

 

 

 

 
Miscellaneous Enhancements

The following additional enhancements are included in Maintenance Connection Release 4.0:

  • Purchase Orders: Security has been enhanced to ensure that users without proper access cannot delete a Purchase Order.
  • Work Orders:  Tasks Page has been enhanced to allow special characters to be entered in the “Final Reading” field.
  • Inventory: A new field has been added to the Details Page to enter a website address, such as a vendor page or ordering website.
  • Labor Timesheet Entry: A new preference to specify the start of the workweek has been added, along with filter criteria for workweek that will correspond to this preference.