Archive | Release Notes RSS feed for this section

Version 5.0 Release – Project Plans

We are quickly approaching the release of Version 5.0.  As soon as the release dates are finalized,  you will receive an announcement with the Release Notes and specifics about how to upgrade.

Over the next several weeks we will be posting blog topics that highlight the new features and enhancements. This first blog in the series will highlight Project Plans, a completely new module that will be available to all customers. In the upcoming blogs, we will provide a preview of enhancements to the Reporter, Work Order Module and Purchase Order Module, as well as a general overview of new capabilities.

Project Plan Module

The Project Plan Module is a powerful new feature that automates the generation and scheduling of a group of associated work orders defined for a common project, allowing you to define dependencies between the work orders if required. This module allows your organization to define a “project template” for recurring projects and simply “regenerate” the project plan whenever needed to create a new “project”.

As an example, cities often have a set of procedures that they follow each time a street is paved. (i.e., Survey Area, Dig Street, Inspect Pipes, CCTV, Pave Street, Inspect Pavement). Using the new module, the city could create a project plan that includes each of these procedures, which would have predefined estimated labor (crews, contractors) and parts. Using the dependency feature, they could specify that the work order to “Pave Street” shouldn’t be issued until the work orders to “Inspect Pipes” and “CCTV” are complete:

 

When the project plan is generated, a project is created along with individual work orders to “Survey”, “Dig”, etc. These work orders can then be scheduled on the new “Scheduling Calendar” available from the Project Module:

 

Work orders created by the project plan can be selected and edited like any other work order. If the work order is dependent on another work order, this will be shown in the header bar. If multiple dependencies exist, this will also be shown:


 

Defined project plans can be “generated” whenever needed, and can even be “scheduled” for generation using available features in the Preventive Maintenance Module. That is, a project plan can be specified to generate at a given PM interval, just like an individual procedure. This allows you to generate a predefined “set” of work orders with defined procedures for a specified asset, rather than just the single work order typically generated in the PM process.

Next Week….

In next week’s blog previewing Version 5.0 features, we will preview enhancements to the Reporter.

Version 4.2 Features – Week 3 of 3

 

Don’t forget! We’re coming to visit
you next year. Sign up today!
www.mcrvtour.com

New Complete/Close Options

In this third post in the series highlighting the features included in the 4.2 Release, we will discuss the new ability to customize the Complete/Close Dialog. Customers can now determine what sections of the dialog should display to users, identify required entry and specify sort order. The Complete/Close Dialog can also now be configured to allow entry of Actual Labor, Material Usage and Miscellaneous Costs, allowing work orders to be closed out without having to first update “Actuals” on the Costs Tab.

To define the appearance and behavior of the Complete/Close Dialog, a new set of preferences are available. In addition to defining field inclusion and placement, you can specify fields that must be entered by the user (required fields). In the following example, the preferences are set to show “Actual Labor, Parts and Miscellaneous Costs” in the right column (2). They are specified as the 4th, 5th, and 6th items to display in the column, respectively. Directly below the settings for the actual costs, some preferences to designate fields as “required” entry are shown.

Additional preferences are available to determine if sections for assignments, labor report, failure analysis, meter readings and actions should be displayed. These new settings give you considerable control over the functionality and appearance of the Complete/Close Dialog, allowing the feature to more closely mirror your business process.

Note: Since many customers will not have a need to modify their current process, this new feature was not enabled “by default” with the upgrade. In order to use the new feature, hosted customers must contact Maintenance Connection Support. Support will arrange to have the feature enabled, populating your system with the new preferences that are used to customize the dialog.  Onsite customers will have an option to install this new feature included with their upgrade scripts.

Version 4.2 Features – Week 2 of 3

Smart Share Application

In this second post in the series highlighting the new features included in the 4.2 Release, we will discuss the Smart Share Feature that allows your organization to share reports, procedures and KPIs with other members of the MC Community. This feature allows customers who have implemented creative ideas to share their solutions with the broader community. You can also extend your system’s capabilities by implementing a shared item that has benefited another organization. It is important to note that only the “parameters” of reports, procedures and KPIs are shared with the community; no confidential organizational data is ever shared.

Note: The permissions for the Smart Share Application were disabled (turned “off”) during upgrade to Release 4.2 so that each organization can decide which access groups should be able to use this feature. In order to use the Smart Share Application you need to modify the rights/permissions of the access groups that you wish to have access.

To access the Maintenance Connection Smart Share Feature, open the Applications Menu and select Smart Share

The Maintenance Connection Smart Share Application will open, displaying Reports that have been shared by the community.

You can use the categories listed on the left to search for particular types of reports, procedures or KPIs. Items that have already been installed on your system will be marked with a green check. To install an available shared item, select it and click the “View” Button at the bottom of the Smart Share Window. A dialog will open providing complete information about the item (report in this example).

To install the report on your system, click the “Install Report” Button.

The dialog will close and you will return to the Smart Share Application. You can then access the Reporter to view and run this newly installed report. Since all “customer specific” data (such as Repair Center = “NY”) is removed before reports are shared, you may need to customize the report criteria before running the new report.

If you wish to share a helpful report with the MC Community, locate it in the Report List, right click on it, and select “Share Report.” You will be prompted to enter descriptive information before it is shared. Similarly, to share a procedure, you can right click on the procedure name in the Procedure Explorer and select “Share Procedure.” For KPIs, you can click the “Share” Link just below the KPI.

For more information on the Smart Share Feature, be sure to check the MC Community Chapter of the Online User Guide.

Coming Posting…

Next week, in our third blog in the series on new 4.2 features, we will discuss the new configurable Complete/Close Dialog.

Version 4.2 Features – Week 1 of 3

In this first post in the series highlighting the new features included in the 4.2 Release, we will discuss the new MC User Community.   The Community provides a supportive environment where customers looking for assistance can post questions, relying on other Customers and MC Staff with expertise to provide answers and suggestions.

Note: Customers using the hosted Maintenance Connection Application are currently utilizing the new 4.2 release and can access all features described in this series. Customers with onsite installations can look forward to being upgraded to the new release shortly after the beginning of the year and will receive an email notification when the download is available.

To access the this new community forum, open the Applications Menu and select MC Community

 

The first time you access the MC User Community, you will be prompted to register. Once you have completed the registration process, the User Community will open, displaying recently posted questions.

 

You can use the tabs at the top and categories listed on the left to search for particular topics. The default Answer (Open Questions) Tab lists questions that are still awaiting a response. The Discover Tab is especially useful to search for helpful postings of resolved questions.

To post your own question to the MC User Community, click the “Ask a Question” Button at the bottom of the dialog:

 

You will be prompted to enter your question and provide additional details as needed. Once the question is posted, it will be made available to the general MC Community. As members of the MC User Community notice questions for which they have expertise, they can post answers.

 

For more information on the User Community, be sure to check the MC Community Chapter of the Online User Guide.

Coming Postings…

Next week, in our second blog in the series on new 4.2 features, we will discuss the Smart Share feature that allows your organization to share reports, procedures and KPIs with other members of the MC Community.

Version 4.0 Released!

We are proud to announce the release of Version 4.0 of Maintenance Connection. There will be a scheduled upgrade on March 14th at 10pm PST continuing through March 15th at 2am. At this time, online hosted customers will be automatically upgraded to the newest version. Upon your next login, the application will reflect version 4.0. Users should plan to clear their browser cache prior to logging in.

For customers hosted onsite, we expect to send out upgrade instructions the week of March 30th. As always, we would be happy to upgrade your system for you – but the upgrade instructions will allow for a self-upgrade to version 4.0. Please email support@maintenanceconnection.com or contact your Account Manager to schedule the upgrade.

Wondering what’s in this version? Download release notes here

Customer Installation Details

In preparation for the 4.0 upgrade, we’d like to be sure our customer details are accurate. For onsite installations only, would you mind taking a minute to update as much information as you can via the link below?

Help us prepare for the upgrade by taking two minutes to complete the customer technical details survey.

Follow

Get every new post delivered to your Inbox.