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MC University
EX01|Overview of MC Express
MC University
Agenda
MC Express Defined
Basic Navigation
Filtering Lists and Records
Rights and Access
Preferences
Accessing Help
MC University
MC Express Defined
What is MC Express?
How Do I Purchase MC Express?
How Do I Login to MC Express?
Licensing and Session Management
Interface Differences
Process Management
MC University
What is MC Express?
Capability to take Maintenance Connection
mobile with virtually any device!
Work anywhere a wireless or cell phone
signal is available
MC University
What is MC Express? (cont’d)
Increase your team’s productivity with a
powerful user interface:
• Access Work Orders at your fingertips
• Instantly complete PM Tasks
• Use your CMMS in the field, anytime!
• Use, adjust, and receive spare Parts
• Utilize start / stop clock functionality to log time
• Save time and paper with no printouts
• …and much more!
MC University
How Do I Purchase MC Express?
Contact sales@maintenanceconnection.com
• Trade in your current MC Mobile product using
our exchange program
• Purchase brand new licenses for MC Express
MC University
How Do I Login to MC Express?
Navigate using any web browser to
express.maintenanceconnection.com
Enter a Member ID and Password with
permission access to MC Express
MC University
Licensing and Session Management
Maintains a separate concurrent license
count from MRO and TWC
Default timeout set at 30 minutes, but can be
updated in preferences
MC University
Licensing and Session Management (cont’d)
Session Management Tool available to drop
user sessions and free licenses
• Cloud hosted:
http://express.maintenanceconnection.com/Adm
in.aspx
• On-Premise:
http://[servername]/express.maintenanceconnec
tion.com/Admin.aspx
MC University
Licensing and Session Management (cont’d)
To remove sessions, click or tap the red “x” to
the left the user’s name
MC University
Interface Differences
To enable optimum performance and an
intuitive mobile interface, enhancements
were made that result in slight variation:
• Parts vs. Material
• Default Shop / RC
• Status Update (Complete / Close)
• Technician Focus
MC University
Process Management
Same general processes carry over into MC
Express as designed in the MRO / TWC
Business practices should remain the same
when using MC Express
MC University
Process Management (cont’d)
If you are looking to learn more about general
course information, refer to the course list on
the MCU
MC University
Basic Navigation
Home Page
Menu Control
Action Control
Filtering Lists and Records
Editing Records
MC University
Home Page
Sections for Work Orders, Assets, and
Inventory / Parts
Repair Center and Shop filtering appear on
Section Header
MC University
Home Page (cont’d)
Select Section Header for quick access to
Settings
MC University
Home Page (cont’d)
Options are displayed in each section to
interact with desired list of records
MC University
Home Page (cont’d)
Summary information for selections appear
on right side of screen
MC University
Menu Control
Menu controls with logical actions appear for
each section
MC University
Action Control
Action control opens menu of options
MC University
Action Control (cont’d)
Global searches allows you to quickly enter or
scan a value to find matching Work Order,
Asset, or Part
MC University
Action Control (cont’d)
Home button will immediately take user back
to home page
MC University
Action Control (cont’d)
Companies option only displays for
organizations with more than one company
using MC Express
MC University
Action Control (cont’d)
Settings allow you to change MC Express
personal settings
MC University
Action Control (cont’d)
My Profile allows you to update contact
information, labor photo, and password
MC University
Action Control (cont’d)
Language allows you to set the default
language displayed
MC University
Action Control (cont’d)
Help button will be discussed later in this
course
Log Out button used to end user session
MC University
Editing Records
Icons and visual indicators are displayed
when editing records to distinguish what type
of field
• Required fields highlighted in blue
MC University
Editing Records (cont’d)
• Lock symbol means field cannot be edited
MC University
Editing Records (cont’d)
• Looking glass icon means field is connected to a
lookup (select hyperlink to open)
MC University
Navigate MC Express: Example
Now let’s take a look at logging in to MC
Express, and use the Global Search to locate a
record!
MC University
Filtering Lists and Records
Filter Overview
Adding a Filter Criteria
Editing and Removing Criteria
MC University
Filter Overview
Once section is accessed, Filter control is
available to set Criteria for records
MC University
Filter Overview (cont’d)
Currently specified global filter (list) will be
specified on grey header bar
MC University
Adding a Filter Criteria
Build as much Criteria as needed to retrieve
desired results
MC University
Editing and Removing Criteria
Method to edit defined Criteria will vary:
• Contains – type over specified value
MC University
Editing and Removing Criteria (cont’d)
• Date – change date by clicking or pressing date
control
• Is / Is Not – select “x” to remove or select pencil
icon to alter selection
MC University
Editing and Removing Criteria (cont’d)
Remove filter expression by clicking / tapping
on icon to the left of field name
• Remove all expressions defined on page by
selecting “Clear All” button on blue footer
MC University
Create Criteria: Example
Now let’s take a look at creating Criteria for
Work Order records!
MC University
Rights and Access
Member Settings
Repair Center and Accessible Locations
MC Express Rights Overview
MC University
Member Settings
Users given any Application Access in the
Members Module will have access to MC
Express, as long as Access Group has been
given associated permission
MC University
Repair Center and Accessible Locations
Repair Center and Location restrictions
honored from Access Group and Labor record
association
MC University
MC Express Rights Overview
Numerous rights available to ensure users
have access only to appropriate features
MC University
MC Express Rights Overview (cont’d)
Complete list of MC Express specific Rights
(permissions) available from MC Express
Admin Guide
MC University
Preferences
MC Express Preferences Overview
Other Module Preferences
MC University
MC Express Preferences Overview
Numerous preferences available to tailor the
user experience
Smaller devices benefit from a more
customized display!
MC University
Other Module Preferences
Limited number of MRO Preferences that are
honored in MC Express
• View full list of options from MC Express
Implementation and Administration Guide
MC University
Accessing Help
MC Express Administration Guide
MC Express Application Help
Community
Want to Know More?
MC University
MC Express Administration Guide
Access the MC Express Administration Guide
for further detail and assistance, available on
the MC User Connect
MC University
MC Express Application Help
Application guide available through the MC
Express interface
MC University
Community
Get involved in the Community!
MC University
Want To Know More?
Additional courses available for:
• EX02: Asset Management Through MC Express
• EX03: Work Order Management Through MC
Express
• EX04: Parts Management Through MC Express
• EX05: System Administration for MC Express
Thank You for
Watching!

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EX01 - Overview of MC Express

  • 2. MC University Agenda MC Express Defined Basic Navigation Filtering Lists and Records Rights and Access Preferences Accessing Help
  • 3. MC University MC Express Defined What is MC Express? How Do I Purchase MC Express? How Do I Login to MC Express? Licensing and Session Management Interface Differences Process Management
  • 4. MC University What is MC Express? Capability to take Maintenance Connection mobile with virtually any device! Work anywhere a wireless or cell phone signal is available
  • 5. MC University What is MC Express? (cont’d) Increase your team’s productivity with a powerful user interface: • Access Work Orders at your fingertips • Instantly complete PM Tasks • Use your CMMS in the field, anytime! • Use, adjust, and receive spare Parts • Utilize start / stop clock functionality to log time • Save time and paper with no printouts • …and much more!
  • 6. MC University How Do I Purchase MC Express? Contact sales@maintenanceconnection.com • Trade in your current MC Mobile product using our exchange program • Purchase brand new licenses for MC Express
  • 7. MC University How Do I Login to MC Express? Navigate using any web browser to express.maintenanceconnection.com Enter a Member ID and Password with permission access to MC Express
  • 8. MC University Licensing and Session Management Maintains a separate concurrent license count from MRO and TWC Default timeout set at 30 minutes, but can be updated in preferences
  • 9. MC University Licensing and Session Management (cont’d) Session Management Tool available to drop user sessions and free licenses • Cloud hosted: http://express.maintenanceconnection.com/Adm in.aspx • On-Premise: http://[servername]/express.maintenanceconnec tion.com/Admin.aspx
  • 10. MC University Licensing and Session Management (cont’d) To remove sessions, click or tap the red “x” to the left the user’s name
  • 11. MC University Interface Differences To enable optimum performance and an intuitive mobile interface, enhancements were made that result in slight variation: • Parts vs. Material • Default Shop / RC • Status Update (Complete / Close) • Technician Focus
  • 12. MC University Process Management Same general processes carry over into MC Express as designed in the MRO / TWC Business practices should remain the same when using MC Express
  • 13. MC University Process Management (cont’d) If you are looking to learn more about general course information, refer to the course list on the MCU
  • 14. MC University Basic Navigation Home Page Menu Control Action Control Filtering Lists and Records Editing Records
  • 15. MC University Home Page Sections for Work Orders, Assets, and Inventory / Parts Repair Center and Shop filtering appear on Section Header
  • 16. MC University Home Page (cont’d) Select Section Header for quick access to Settings
  • 17. MC University Home Page (cont’d) Options are displayed in each section to interact with desired list of records
  • 18. MC University Home Page (cont’d) Summary information for selections appear on right side of screen
  • 19. MC University Menu Control Menu controls with logical actions appear for each section
  • 20. MC University Action Control Action control opens menu of options
  • 21. MC University Action Control (cont’d) Global searches allows you to quickly enter or scan a value to find matching Work Order, Asset, or Part
  • 22. MC University Action Control (cont’d) Home button will immediately take user back to home page
  • 23. MC University Action Control (cont’d) Companies option only displays for organizations with more than one company using MC Express
  • 24. MC University Action Control (cont’d) Settings allow you to change MC Express personal settings
  • 25. MC University Action Control (cont’d) My Profile allows you to update contact information, labor photo, and password
  • 26. MC University Action Control (cont’d) Language allows you to set the default language displayed
  • 27. MC University Action Control (cont’d) Help button will be discussed later in this course Log Out button used to end user session
  • 28. MC University Editing Records Icons and visual indicators are displayed when editing records to distinguish what type of field • Required fields highlighted in blue
  • 29. MC University Editing Records (cont’d) • Lock symbol means field cannot be edited
  • 30. MC University Editing Records (cont’d) • Looking glass icon means field is connected to a lookup (select hyperlink to open)
  • 31. MC University Navigate MC Express: Example Now let’s take a look at logging in to MC Express, and use the Global Search to locate a record!
  • 32. MC University Filtering Lists and Records Filter Overview Adding a Filter Criteria Editing and Removing Criteria
  • 33. MC University Filter Overview Once section is accessed, Filter control is available to set Criteria for records
  • 34. MC University Filter Overview (cont’d) Currently specified global filter (list) will be specified on grey header bar
  • 35. MC University Adding a Filter Criteria Build as much Criteria as needed to retrieve desired results
  • 36. MC University Editing and Removing Criteria Method to edit defined Criteria will vary: • Contains – type over specified value
  • 37. MC University Editing and Removing Criteria (cont’d) • Date – change date by clicking or pressing date control • Is / Is Not – select “x” to remove or select pencil icon to alter selection
  • 38. MC University Editing and Removing Criteria (cont’d) Remove filter expression by clicking / tapping on icon to the left of field name • Remove all expressions defined on page by selecting “Clear All” button on blue footer
  • 39. MC University Create Criteria: Example Now let’s take a look at creating Criteria for Work Order records!
  • 40. MC University Rights and Access Member Settings Repair Center and Accessible Locations MC Express Rights Overview
  • 41. MC University Member Settings Users given any Application Access in the Members Module will have access to MC Express, as long as Access Group has been given associated permission
  • 42. MC University Repair Center and Accessible Locations Repair Center and Location restrictions honored from Access Group and Labor record association
  • 43. MC University MC Express Rights Overview Numerous rights available to ensure users have access only to appropriate features
  • 44. MC University MC Express Rights Overview (cont’d) Complete list of MC Express specific Rights (permissions) available from MC Express Admin Guide
  • 45. MC University Preferences MC Express Preferences Overview Other Module Preferences
  • 46. MC University MC Express Preferences Overview Numerous preferences available to tailor the user experience Smaller devices benefit from a more customized display!
  • 47. MC University Other Module Preferences Limited number of MRO Preferences that are honored in MC Express • View full list of options from MC Express Implementation and Administration Guide
  • 48. MC University Accessing Help MC Express Administration Guide MC Express Application Help Community Want to Know More?
  • 49. MC University MC Express Administration Guide Access the MC Express Administration Guide for further detail and assistance, available on the MC User Connect
  • 50. MC University MC Express Application Help Application guide available through the MC Express interface
  • 52. MC University Want To Know More? Additional courses available for: • EX02: Asset Management Through MC Express • EX03: Work Order Management Through MC Express • EX04: Parts Management Through MC Express • EX05: System Administration for MC Express

Editor's Notes

  • #4: SECTION OVERVIEW
  • #15: SECTION OVERVIEW
  • #33: SECTION OVERVIEW
  • #41: SECTION OVERVIEW
  • #46: SECTION OVERVIEW
  • #49: SECTION OVERVIEW