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MC v6.0 – 6 of 6 – General Enhancements


In this final post in the MC v6.0 series, we will highlight a few general enhancements that were included in the new release. There have been more improvements to the general user interface than can be covered a single blog topic, so we will focus on those that have proven to be the most popular with customers.

Time Zones

Individual users can now set a personal time zone to ensure accurate calculations of elapsed time when multiple time zones are in effect at an organization. When different time zones are specified between the “server” and the “client/member”, all data entered is adjusted and saved in the “server” time zone to ensure accurate calculations.

To set a different personal time zone:

  • Open the Tools Menu and select Preferences….
  • Select the System Folder
  • Click on My Preferences
  • Scroll to the Localization Section and set the Client Time Zone to your personal time zone
  • The image below shows the Client/Personal Time Zone set for “Mountain Time”, with the Server Time Zone set to “Pacific Time”.

When viewing information on the screen, the user will most often see information displayed in their “personal” time zone. As such, two users from different time zones looking at the same data will likely note different times!

It should be noted that custom report forms will not automatically display adjusted times. For additional information on setting a personal time zone, go to:

  • MC User Connect: Tutorials and Docs -> Tutorials -> MC v6.0->Time Zone Enhancements

Auto Complete

The autocomplete features have been extended to additional Work Center Tabs and fixed to eliminate the error that occurred when an option was selected with a mouse. As shown in the following example, entering “le” into the problem field might return this list to allow for quick selection of a desired value.

System Preferences

System Preferences now retain your position in the list as you edit items, eliminating the need to scroll back down to the area of interest. The last item edited also now appears in blue, making it easier to spot your position and the next item to designate. This enhancement is especially valuable when defining preferences for features such as the Enhanced Work Order Complete/Close, as multiple settings are often modified in the same session:

More….

There are numerous additional general user interface enhancements included in v6.0. For more information, log into MC User Connect and access the following videos:

  • Tutorials and Docs -> Tutorials -> MC v6.0
    • Style Editor
    • Batch Update Tool
    • Multiple Selects from Lookups
    • SQL Criteria Builder Dialog
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MC v6.0 – 5 of 6 – Message Center and Rules Manager


This post in the MC v6.0 series will explore the new Message Center and Chat Features, along with numerous enhancements to the Rules Manager.

Rules Manager and Alerts

The Rules Manager now supports a broader array of event actions, including alerts, internal notifications and text messages. The interface now includes a new Actions Tab that allows you to specify the intended action(s) for each rule. As shown in the example below, single rules can now be defined to have multiple event actions:

The Rules Manager Dialog has also been enhanced to support these changes, displaying Action Icons and allowing filtering by both Event and Action.

The new Notification Action allows you to send members online alert notifications that popup in the lower right of their screen. You can configure the format, content and “sound” of the alert, and can even specify a Click Action to occur if the user clicks on the alert.



Message Center and Chat

The new Message Center provides a medium for enhanced interaction and communication between system members with access to the MRO/TWC (Service Requesters do not have access). This feature integrates with the Rules Manager, allowing event notifications to be received within the application (in addition to, or instead of an external email application). Members of access groups with permission to use the Message Center will see a new icon displayed on the main toolbar, indicating the number of unread messages.

Tip: Remember, new features such as the Message Center are disabled by default during the upgrade to minimize disruption to your business process. Contact your System Administrator for assistance with enabling the feature.

The Message Center displays an Inbox, showing system generated messages initiated by the Rules Manager, as well as manually composed messages sent between members.



In addition to providing a centralized source for system alerts and notifications, the Message Center includes a feature to chat with accessible online members. A sidebar is shown at the left of the Message Center, listing all members with access to the feature and letting you know which members are online and available to chat. Clicking the Chat option for an Online Member opens a chat window and sends the member an alert requesting the chat.

You simply enter a chat message and click “Send“, and the message will be sent to the Chat Window of the specified member. You can then proceed to carry on a chat dialog.



How do I get more info on the Message Center and enhanced Rules Manager?

  • MC User Connect Videos: Tutorials and Docs -> Tutorials -> MC v6.0
    • Rules Manager
    • Alert Features
    • Message Center
  • User Guide: System Administration->Rules Manager
  • User Guide: Additional Features->Message Center and Chat



Stay tuned for next week’s final blog on v6.0, highlighting some general User Interface Enhancements that were incorporated into the release.

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MC v6.0 – 4 of 6 – Reporter and Password Management


In this fourth post in the MC v6.0 series, we will highlight some Reporter enhancements, along with the new Password Management Feature.

Reporter Enhancements
The Report List has been enhanced with a “grid” style display, providing additional information to assist when searching for reports:

Report names are truncated to fit into the allowable space, with the full name and description available through a “tooltip”. On the left of the list is a grid, specifying the type of report. These columns can be sorted to quickly locate a particular type of report, such as one scheduled for distribution, or one with a locked setup:

On the far right of the list are columns that show the number of times each report has run (Run Count), as well as the date it was last run (Last Run). This allows for a better audit of report usage, and adds the ability to sort reports by “last run” to expedite locating frequently run reports.

Refer to the following sections of the Reporter Guide for information on additional new features available:

  • Retention of Multiple Selections made in Report Criteria: Report Criteria -> Defining Criteria -> Text Fields -> Connected to a Module Lookup
  • Specifying Days to Exclude Scheduled Reports: Report Setup -> Schedule Tab -> Email Sub-Tab
  • Sub Report Display Controls: Report Setup -> Sub-Reports Tab
  • Style Editor for Conditional Formatting: Report Setup -> Style/Format Tab -> Format Sub-Tabs->Style Editor



Password Management
The new Password Management Feature allows System Administrators to modify passwords on behalf of users. In addition, new settings are available to specify the desired level of security for password definition and whether users should be prompted to change their password after a specified number of days.

Note: Access to this feature is controlled through two new Access Group Permissions.

To edit a member’s password:

  1. Access the Password Management Tool (Tools -> Password Management…).
  2. Use the filter and search controls on the top of the dialog to locate the record to be updated.


  3. Click on the record to modify. The Edit Member Dialog will display, with the password field pre-selected for editing.


  4. To modify the password on behalf of the member, enter a new password in the first password prompt field. Passwords must meet the parameters defined for your organization on the Security Setting Tab. As a new value is entered, the strength of the password entered will be shown to the right of the field prompt.


    Password Strength Options are defined as follows:


  5. Confirm the new password by entering the same value into the second (confirm) password prompt. Until the values match, the following message will be displayed below the password prompts:


  6. If you would like the member to be prompted to change the assigned password upon next login, click the following indicator:


  7. When you are finished changing the password, click the Apply Button.


    Note: To cancel without changing the password, click Cancel.

You will be returned to the Password Management Members Page.



How do I get more info on Password Management?

  • MC User Connect Video: Tutorials and Docs -> Tutorials -> MC v6.0 -> Password Management
  • User Guide: System Administration->System Security->Password Management

Stay tuned next week for information on the new Message Center, and the enhancements to the Rules Manager for sending event based text messages and online alerts.

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MC v6.0 – 3 of 6 – Shifts and Calendar


In this third post in the series highlighting MC v6.0 we will review the new Shift Module, along with several enhancements now available in MC Calendars.

Shift Module
The new Shift Module allows your organization to define shifts for each repair center, and then assign labor and work orders to defined shifts.

Once shifts have been defined, they can be assigned to each Labor Record as needed.  Shift can also be tied to each work order created. A default shift can be defined for new corrective work orders, or shift can be manually assigned. PM Generated work orders can also be assigned a default shift.

Once shifts have been assigned, you can filter the Work Manager or Labor Calendar to show all work orders/assignments tied to a particular shift. In addition, when creating new assignments, you can filter the calendar to display tabs for labor assigned to a shift:

To support Pass Downs at the end of a shift, work orders can be globally “reassigned” to the next shift using the new “batch update” feature. As the following example shows, work order requests remaining open at the end of a shift can be viewed in the Expanded Explorer, allowing selected records to be “passed down” to the next shift:

How do I get more info on the new Shift Module?

  • MC User Connect Video: Tutorials and Docs -> Tutorials -> MC v6.0 -> Shift Module to Assist 24/7 Organizations
  • User Guide:
    • Additional Modules->Shift Module
    • Additional Modules->Shift Module->Shift Pass Downs



Calendar Enhancements

MC v6.0 includes numerous enhancements to MC Calendar Features. The Work Manager and Home Page Labor Calendar no longer default to a standard view each time they are accessed. Your selection for “Display Tabs As” is now saved so that the calendar will present by default as you have last specified.

The Work Manager also has a new option to view scheduled employee time off by calendar month. Time Off can be viewed by individual, shop, shift, repair center, department or supervisor. In addition, an All Labor option is available to view time off for all individuals.

Labor Calendars can now also be “shared” from MC to a default calendar application such as Microsoft Outlook, or to a third party calendar program such as Google Calendar. This feature allows Maintenance Connection Assignments or targeted Work Orders to display on the designated calendar. Once shared, the data will be updated based on synchronization settings in the calendar program. It should be noted that this feature only exports calendar data to a third party calendar program; no data is synchronized back from a calendar program into Maintenance Connection.

To share a calendar:

  1. Open the calendar to be shared. This can be the calendar of a specific labor resource, shop, shift, etc.
  2. Click on the Share Button on the far right of the calendar displayed:


  3. The Share Calendar Dialog will display, providing options to share the currently displayed calendar with your default calendar program or another 3rd party calendar program.


  4. To enable sharing for the displayed calendar, click the “Enable Sharing for this Calendar” Indicator.


  5. To share with your default calendar, click the blue link that indicates: “Click here to share this calendar with your default calendar program.” The links turns red when you hover over it:


    Note: The exact steps will vary depending on your default calendar program. The following instructions are based on Microsoft Outlook as an example.

  • You may receive a warning prompting you to confirm that you wish to allow Maintenance Connection to open your calendar program and proceed. If presented with this warning, click the designated option to proceed (e.g., Allow).
  • Your calendar program should open, prompting you to confirm that you wish to add this calendar and subscribe to updates. Click the option to proceed (e.g., Yes).
  • The imported calendar should open and display as an “Other Calendar” or “Shared Calendar”.


  • If necessary, open the calendar item to display all available information (depending on calendar view, you may only see partial information until opened):


  • The calendar will be named “Maintenance Connection” by default. You can use features available from your calendar program to change the name or position in your calendar list. In Microsoft Outlook, right clicking on the calendar name displays the following options:


  • Using the “Rename” option, you could change the name to better represent the calendar being shared. In this example, two MC Calendars were shared, the User’s Labor Calendar and the Night Shift Calendar.


  • Once shared, your calendar will be updated from Maintenance Connection based on synchronization settings in your calendar program.

Refer to the User Guide for more information on this feature, and for instructions to share a calendar with a third party calendar program, such as Google Calendar.

How do I get more info on Calendar Enhancements?

  • MC User Connect Video: Tutorials and Docs -> Tutorials -> MC v6.0 -> Calendar Sharing to Outlook
  • User Guide:
    • Home Page->Work Manager ->Calendar Sharing
    • Home Page->Work Manager ->View Labor Time Off

Stay tuned next week for information on enhancements to the Reporter and System Security, including the new Password Management Feature.

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MC v6.0 – 2 of 6 – Service Requester


In this second post in the series highlighting MC v6.0, we will explore the numerous enhancements available in the Service Requester. The new version of the Service Requester is available to all MC v6.0 customers, but is not installed by default during the upgrade, allowing customers to retain their current functionality if preferred. MC v6.0 Customers who would like access to these new features should contact Maintenance Connection Support to request this enhancement.

We will review three features available in the new Service Requester; the ability to reorder field display, valuable changes to the Service Request Status Page, and tools to edit the instructions on numerous pages. These changes are enabled using the Service Requester Configuration option available from the Tools Menu.

Reorder Field Display

Customers can now set the order of fields displayed on the Submit Service Request Page. To modify field order:

  • Access the Submit Service Request Tab and click the Set Display Order… link on the lower right, below the field list:

  • The Requester Field Order Dialog will display, allowing you to specify the sequence for the fields. For example, to reorder the following field list to have Reason appear before Asset, and Needed By moved to the bottom, the dialog might appear as follows:

  • When you are finished, click the Apply/Close Button. MC v6.0 will confirm that the change was successful and return you to the Submit Service Request Tab.
  • With the above settings, the revised Submit Service Request page will appear as follows:

Service Request Status Page Enhancements

The Service Request Status Page now honors a new permission (Module: System) that allows users to view all service requests, rather than just those they have created. The page still defaults to the logged in user’s requests, but can be filtered to other users or “All Requesters.” With the ability to view a higher volume of service requests, it is more important to be able to filter the requests shown. As such, the page can now be configured to include filtering by a number of fields, including shop, department, type, problem and location.

To set up the Service Request Status Page for filtering:

  • Access the Submit Service Request Tab. Use the column on the far left of each field listed to specify that the field should be available for filtering on the Service Request Status Page. In the following example, fields would be available to filter by Location, Shop, Type and Priority.

  • Click Apply when done, and then Preview to take a peek at how this would appear on the Service Request Status Page.

If the user has access to multiple Repair Centers, the first filter displayed will allow them to switch Repair Centers. The Request Status Filter will always display, showing standard values for Request Status.

The newly specified fields will also be available to filter the list of requests displayed. Opening a dropdown control will only include the values that are specified on the full record set. For example, the Requester Dropdown would only show Requesters from the selected Repair Center who are associated with an open request (or a closed request from the defined time period). The same filtering is in effect on the other fields, including “Shop” as shown above. This ensures that the dropdown values remain manageable.

Tip: A “System Preference” is available to specify the number of days in the past closed requests should show on this page.

Instructional Text Editing

Instructional text can now be edited by customers on the Submit Service, Service Request Status, Submit Feedback and Help Pages.

To edit instructional text:

  • Access the Main Menu Tab.
  • Click the Edit Button next to the page on which instructional text is to be edited.

  • A dialog will open prompting you to modify the text content and style as desired.

  • Click Apply when done, and then Close to return to the Main Menu Tab.
  • Click Preview and then select the modified page to view the modified text:

How do I get more info on the Service Requester Enhancements?

  • MC User Connect Video: Tutorials and Docs -> Tutorials -> MC v6.0 -> Service Requester Enhancements
  • User Guide: System Administration->Service Requester Configuration

Check back next week for information about the new Shift Module and enhancements to the MC v6.0 Calendar Features.

Tip: Remember to check out the MC User Connect Tutorials and Docs Page for the latest videos being published on MC v6.0 Features.

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