V7.0-07|Overview of MC v7.0
MC University
MC University
Agenda
General / Navigation Enhancements
Work Order and PM Management
Asset and Parts Management
Reporting
System Administration
Documentation and Upgrade Information
MC University
General / Navigation Enhancements
What’s New in MC v7.0?
Multiple Browser Capabilities
Language and Smart Label
Single Browser Window
Enhanced Views
Tailor Fields in List Pane
Menu Reorganization
MC University
What’s New in MC v7.0?
Significant enhancements to the User
Interface
Extensive new features!
MC University
What’s New in MC v7.0? (cont’d)
New functionality includes:
• Multi-browser accessibility (Chrome, Safari, IE 11)
• Multi-language capability
• PM Balancer to reschedule PMs and distribute
workloads
• Intuitive menu and toolbar displays
• …and much more!
MC University
Multiple Browser Capabilities
MC v7.0 now supports multiple devices and
browsers!
• Windows PC
• Mac
• Chromebook
MC University
Language and Smart Label
MC v7.0 includes language support
throughout the application
Language is specified using available menu
option
MC University
Language and Smart Label (cont’d)
Smart Label feature used to modify or tailor
translations
• Field Labels
• Messages
• Button Names
• Tab Names
MC University
Language and Smart Label (cont’d)
Smart Label feature can be used to configure
the same information for English speaking
users by using Custom English settings
MC University
Single Browser Window
MRO no longer opens in separate browser
window for more browser control
MC University
Enhanced View Modes
Numerous features available to expand areas
of display
• Pop Out icon for full screen mode
• Single Pane View shows both List and Work
Center in expanded view
MC University
Tailor Fields in List Pane
Fields in List Pane can now be tailored based
on a Report definition
• Multiple different list definitions can be set
(Asset, Work Order, Company, etc.)
MC University
Menu Reorganization
Favorites Menu now available to expediently
access records marked as favorites
MC University
Menu Reorganization (cont’d)
Tools Menu reorganized into sub-menus
MC University
Menu Reorganization (cont’d)
New set of options accessible from the View
 Settings Menu
• Can also be accessed by right clicking in
gray area at top of Work Center
MC University
Interactive Example
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• V7.0-08 – Menu Display and Changing
Work Order List Pane Order Example 1
MC University
Work Order and PM Management
SMS to Work Order
Gantt View
Preventive Maintenance Balancer
MC University
SMS to Work Order
Optional service available to initiate a Work
Order by sending a text (SMS)
• Sent to a predefined number
MC University
Gantt View
New View option for Calendars to view
extended lists of Work Orders or Assignments
Includes exciting features:
• Duration and progress recording
• Smart Shift
MC University
Interactive Example
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• V7.0-08 – Exploring Gantt View Example 2
MC University
Preventive Maintenance Balancer
New Preventive Maintenance Balancer tool to
evaluate Work Order Schedules
• Assists with rescheduling PMs to balance
workload
MC University
Preventive Maintenance Balancer (cont’d)
Tool provides:
• Graphical display of upcoming Work Orders
• Powerful search features
• Mechanisms to modify next scheduled dates
MC University
Asset and Parts Management
Asset Quick Search
Asset Paste Special
Asset Right-Click Options
Multi-Bin
Part Checkout
MC University
Asset Quick Search
Asset Tree is searched for IDs and / or Names
that match entered value
• Matches highlighted in yellow
MC University
Interactive Example
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• V7.0-08 – Using Quick Search Example 3
MC University
Asset Paste Special
Paste Special feature enhanced to allow
multiple copies
MC University
Asset Right-Click Options
New Asset Tree option to create new Work
Order in new window
• Allows for focus to remain in Asset Module
MC University
Multi-Bin
Multiple Bins can now be used for same Part
in a given Stock Room
• Duplicate Part Location records (different Bin)
MC University
Multi-Bin (cont’d)
All Part Location records must now specify a
bin
• Any Parts without bin filled in with “DEFAULT”
MC University
Part Checkout Enancements
Part Checkout feature now is permission
based
Allows Parts to be tied to existing or a new
Work Order
MC University
Reporting
Smart Search
Criteria Library
MC University
Smart Search
New feature allows dynamic searching for
data in columns within reports
• Especially helpful for reports with extensive
records
MC University
Smart Search (cont’d)
Options to search globally (Single Search) or
by column (Multiple Column Search) through
new Smart Search tab
MC University
Interactive Example
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• V7.0-08 – Using Smart Search Example 4
MC University
Criteria Library
Create library of commonly used criteria to
select when running a given report
• Once created available for all Reports
MC University
System Administration
Add Documents On-The-Fly
Image Tab Enhancements
Field Level Permissions
Permission Search
Schedule Tab for Shift Module
Record Level Rules
MC University
Add Documents On-The-Fly
Documents can be added on-the-fly to the
Documents Module from individual record
• Dynamically create new Documents and Links
MC University
Image Tab Enhancements
Enhancements made to the Image tab:
• New Add (Multiple)… button to add
multiple images
• Add… button used to take image
• Maximum file and image upload size
increased to 10MB
MC University
Field Level Permissions
New options available for Permissions:
• Access to individual fields can now be defined
• Separate permission for editing new vs. existing
record fields
MC University
Permission Search
Search option now displayed above Module
List
• Locate permissions quickly across multiple
modules
MC University
Interactive Example
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• V7.0-08 – Navigating and Searching for
Access Groups Example 5
MC University
Schedule Tab for Shift Module
New Schedule Tab available in Shift Module
• Schedule for each shift can be defined
• Time off / work schedule exceptions
• Shift and exceptions can be applied to any
labor record
MC University
Record Level Rules
Rules can now be defined at record level
Defined on new Attach  Rules tab
MC University
Documentation and Upgrade Information
Accessing v7.0 Documentation
Request the Upgrade
MC University
Accessing v7.0 Documentation
Many ways to stay connected with v7.0:
• MCUC Library documentation / videos
• MC University courses
• User Guide
MC University
Accessing v7.0 Documentation (cont’d)
Release Notes available that outline all new
enhancements and features of MC v7.0
MC University
Request the Upgrade
Cloud Hosted and On-Premise customers:
• Library article available on MCUC with link to
request upgrade
• Upgrades typically scheduled within 2-4 weeks
MC University
Don’t Forget Your Homework!
Watch the previously recorded course Video
or review the course Slides
Practice your new skills with the Interactive
Examples
Test your knowledge of the course material
with the Quiz
Review the other MC v7.0 courses
Thank You for
Attending!

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V7.0-07 - Overview of MC v7.0

  • 1. V7.0-07|Overview of MC v7.0 MC University
  • 2. MC University Agenda General / Navigation Enhancements Work Order and PM Management Asset and Parts Management Reporting System Administration Documentation and Upgrade Information
  • 3. MC University General / Navigation Enhancements What’s New in MC v7.0? Multiple Browser Capabilities Language and Smart Label Single Browser Window Enhanced Views Tailor Fields in List Pane Menu Reorganization
  • 4. MC University What’s New in MC v7.0? Significant enhancements to the User Interface Extensive new features!
  • 5. MC University What’s New in MC v7.0? (cont’d) New functionality includes: • Multi-browser accessibility (Chrome, Safari, IE 11) • Multi-language capability • PM Balancer to reschedule PMs and distribute workloads • Intuitive menu and toolbar displays • …and much more!
  • 6. MC University Multiple Browser Capabilities MC v7.0 now supports multiple devices and browsers! • Windows PC • Mac • Chromebook
  • 7. MC University Language and Smart Label MC v7.0 includes language support throughout the application Language is specified using available menu option
  • 8. MC University Language and Smart Label (cont’d) Smart Label feature used to modify or tailor translations • Field Labels • Messages • Button Names • Tab Names
  • 9. MC University Language and Smart Label (cont’d) Smart Label feature can be used to configure the same information for English speaking users by using Custom English settings
  • 10. MC University Single Browser Window MRO no longer opens in separate browser window for more browser control
  • 11. MC University Enhanced View Modes Numerous features available to expand areas of display • Pop Out icon for full screen mode • Single Pane View shows both List and Work Center in expanded view
  • 12. MC University Tailor Fields in List Pane Fields in List Pane can now be tailored based on a Report definition • Multiple different list definitions can be set (Asset, Work Order, Company, etc.)
  • 13. MC University Menu Reorganization Favorites Menu now available to expediently access records marked as favorites
  • 14. MC University Menu Reorganization (cont’d) Tools Menu reorganized into sub-menus
  • 15. MC University Menu Reorganization (cont’d) New set of options accessible from the View  Settings Menu • Can also be accessed by right clicking in gray area at top of Work Center
  • 16. MC University Interactive Example Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • V7.0-08 – Menu Display and Changing Work Order List Pane Order Example 1
  • 17. MC University Work Order and PM Management SMS to Work Order Gantt View Preventive Maintenance Balancer
  • 18. MC University SMS to Work Order Optional service available to initiate a Work Order by sending a text (SMS) • Sent to a predefined number
  • 19. MC University Gantt View New View option for Calendars to view extended lists of Work Orders or Assignments Includes exciting features: • Duration and progress recording • Smart Shift
  • 20. MC University Interactive Example Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • V7.0-08 – Exploring Gantt View Example 2
  • 21. MC University Preventive Maintenance Balancer New Preventive Maintenance Balancer tool to evaluate Work Order Schedules • Assists with rescheduling PMs to balance workload
  • 22. MC University Preventive Maintenance Balancer (cont’d) Tool provides: • Graphical display of upcoming Work Orders • Powerful search features • Mechanisms to modify next scheduled dates
  • 23. MC University Asset and Parts Management Asset Quick Search Asset Paste Special Asset Right-Click Options Multi-Bin Part Checkout
  • 24. MC University Asset Quick Search Asset Tree is searched for IDs and / or Names that match entered value • Matches highlighted in yellow
  • 25. MC University Interactive Example Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • V7.0-08 – Using Quick Search Example 3
  • 26. MC University Asset Paste Special Paste Special feature enhanced to allow multiple copies
  • 27. MC University Asset Right-Click Options New Asset Tree option to create new Work Order in new window • Allows for focus to remain in Asset Module
  • 28. MC University Multi-Bin Multiple Bins can now be used for same Part in a given Stock Room • Duplicate Part Location records (different Bin)
  • 29. MC University Multi-Bin (cont’d) All Part Location records must now specify a bin • Any Parts without bin filled in with “DEFAULT”
  • 30. MC University Part Checkout Enancements Part Checkout feature now is permission based Allows Parts to be tied to existing or a new Work Order
  • 32. MC University Smart Search New feature allows dynamic searching for data in columns within reports • Especially helpful for reports with extensive records
  • 33. MC University Smart Search (cont’d) Options to search globally (Single Search) or by column (Multiple Column Search) through new Smart Search tab
  • 34. MC University Interactive Example Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • V7.0-08 – Using Smart Search Example 4
  • 35. MC University Criteria Library Create library of commonly used criteria to select when running a given report • Once created available for all Reports
  • 36. MC University System Administration Add Documents On-The-Fly Image Tab Enhancements Field Level Permissions Permission Search Schedule Tab for Shift Module Record Level Rules
  • 37. MC University Add Documents On-The-Fly Documents can be added on-the-fly to the Documents Module from individual record • Dynamically create new Documents and Links
  • 38. MC University Image Tab Enhancements Enhancements made to the Image tab: • New Add (Multiple)… button to add multiple images • Add… button used to take image • Maximum file and image upload size increased to 10MB
  • 39. MC University Field Level Permissions New options available for Permissions: • Access to individual fields can now be defined • Separate permission for editing new vs. existing record fields
  • 40. MC University Permission Search Search option now displayed above Module List • Locate permissions quickly across multiple modules
  • 41. MC University Interactive Example Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • V7.0-08 – Navigating and Searching for Access Groups Example 5
  • 42. MC University Schedule Tab for Shift Module New Schedule Tab available in Shift Module • Schedule for each shift can be defined • Time off / work schedule exceptions • Shift and exceptions can be applied to any labor record
  • 43. MC University Record Level Rules Rules can now be defined at record level Defined on new Attach  Rules tab
  • 44. MC University Documentation and Upgrade Information Accessing v7.0 Documentation Request the Upgrade
  • 45. MC University Accessing v7.0 Documentation Many ways to stay connected with v7.0: • MCUC Library documentation / videos • MC University courses • User Guide
  • 46. MC University Accessing v7.0 Documentation (cont’d) Release Notes available that outline all new enhancements and features of MC v7.0
  • 47. MC University Request the Upgrade Cloud Hosted and On-Premise customers: • Library article available on MCUC with link to request upgrade • Upgrades typically scheduled within 2-4 weeks
  • 48. MC University Don’t Forget Your Homework! Watch the previously recorded course Video or review the course Slides Practice your new skills with the Interactive Examples Test your knowledge of the course material with the Quiz Review the other MC v7.0 courses

Editor's Notes

  • #9: NOTE: Used for languages OTHER THAN ENGLISH.
  • #10: NOTE: Used for languages OTHER THAN ENGLISH.
  • #11: NOTE: Browser toolbar (and back button) no longer hidden because of this enhancement. Using the browser back button will navigate out of MC v7.0
  • #29: NOTE: Many changes and enhancements have been made throughout the Inventory, Work Order, and Purchasing modules to support this enhancement.
  • #40: NOTE: Important to ensure that field level security settings are logically coordinated with Forms Manager and Complete / Close settings for required fields. Users should be given proper access to any required field so they do not get “stuck” trying to fulfill requirements that they do not have permission to fulfill.
  • #43: NOTE: Feature is also very valuable to customers that do not have shifts in the labor force, as it provides a beneficial method to globally apply a schedule and schedule exceptions to labor records.