W04 - Creating Work Order Assignments
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The document discusses various methods for assigning work orders in the Maintenance Connection software. It covers manually assigning work orders by selecting a labor resource and date. It also covers automatically assigning work orders using rules defined in the Rules Manager, assignments tied to specific assets, or estimated labor assigned from procedures. The document provides an overview and steps for creating both manual and automatic assignments within the software.
W04 - Creating Work Order Assignments
- 1. Creating Work Order Assignments (W04) Work Management Track
- 2. 1. Open Internet Explorer 2. Type into the address bar: www.maintenanceconnection.com 3. Click Log In button 4. Enter the following: Member ID: W_CHECKPOINT Password: Checkpoint2014 Note: During the seminar, please do not “Save” while following along with a specific example unless directed to do so by your course instructor. Wireless SSID: CHECKPOINT Wireless Password: CHECKPOINT Logon Instructions
- 3. Presenter Name: David Smith Background information: • Role and expertise at Maintenance Connection • Fun Fact Presenter Bio
- 4. Viewing and Managing Assignments Assigning Work Orders Editing Assignments Automatic Assignment Agenda
- 5. Viewing and Managing Assignments Overview View Assignment Mode Assignment List Tab View Assignment Calendar Tab View Assignment Calendar Controls Viewing and Managing Assignments
- 6. Extensive features available to assign Work Orders and manage workloads Assignments can be for Labor (employees) or Labor resources (contractors) Intuitive Calendar used Viewing and Managing Assignments Overview
- 7. Can be viewed on Work Order details page Right mouse click for interactive options Viewing and Managing Assignments Overview (cont’d)
- 8. Work Order Assign Tab provides options to assign and view Two Modes: • View Assignment Mode (default View) • New Assignment Mode Viewing and Managing Assignments Overview (cont’d)
- 9. Default view when first accessing Assign tab Two Sub-Tabs: • Assignment List Tab View • Assignment Calendar Tab View View Assignments Mode
- 10. Displays Assignments associated with Work Order Both Estimated and Assigned Hours displayed and shown in date order Assignment List Tab View
- 11. Labor Estimate and Completed Labor: • Grey text • Estimated = craft, skill, and estimated hours • Completed = craft or labor name, work date, and work hours Assignment List Tab View (cont’d)
- 12. Assigned Labor: • Blue text • Craft, labor resource, date, and hours displayed Assignment List Tab View (cont’d)
- 13. Calendar view of assignments for Work Order Current month (or last month accessed) Assignment displayed on appropriate date Assignment Calendar Tab View
- 14. Assignment displayed on calendar: • Picture of assignee (if available) • Work Order number • Asset Name (blue lettering) • Assignment hours • Craft and skill Assignment Calendar Tab View (cont’d)
- 15. Background color of assignment signifies priority Varies in appearance based on display perspective Red outline around target date of displayed WO Assignment Calendar Tab View (cont’d)
- 16. Additional Work Order information by hovering mouse: • Target completion date and hours • Reason • Procedure • Asset ID and Name Assignment Calendar Tab View (cont’d)
- 17. Total assigned hours displayed in green Multiple assignments show accumulated total Scheduled work hours will appear if Labor resource has schedule set Assignment Calendar Tab View (cont’d)
- 18. Options and controls to view and assign currently displayed Work Order Navigation controls provided Assignment Calendar Controls
- 19. Display Tabs As determines perspective and view of Calendar Labor Resources with associated Work Order attributes Remaining options for organizational views (considered view only) Assignment Calendar Controls (cont’d)
- 20. Different tabs are displayed depending on Display Tabs As control Additional filters and Search Control will also change (logical choices) Assignment Calendar Controls (cont’d)
- 21. Work Order Details Labor Resource Perspective Organizational and View Only Perspective Assigning Work Orders
- 22. Icon allows user to create new and additional assignment Will display Work Order Assign Tab (New Assignment Mode) Work Order Details
- 23. Select labor perspective from choices available Different filters and search controls used to find labor resource Labor Resource Perspective
- 24. Click on the Tab corresponding to desired assignee: Choose the date on which the assignment should be made: Labor Resource Perspective (cont’d)
- 25. New Assignment Dialog will display: Assignment will display on calendar: Labor Resource Perspective (cont’d)
- 26. Calendar displays in View Only mode when certain display options are chosen Evaluate work load by Location, Department, Zone, etc. Multiple technician assignments shown together Organizational and View Only Perspective
- 27. Select “view only” organizational perspective: Select tab to view all assignments: Organizational and View Only Perspective (cont’d)
- 28. All assigned Work will be displayed: To create assignment, locate another assignment to be used as a model Organizational and View Only Perspective (cont’d)
- 29. Right click on assignment New Assignment: New Assignment Dialog will display: Organizational and View Only Perspective (cont’d)
- 30. Assignment will be made for same day, but can be moved by clicking and dragging: Organizational and View Only Perspective (cont’d)
- 31. Now let’s practice creating a test Work Order, and creating a new assignment! Assigning a Work Order: Hands-On
- 32. To create a test Work Order select the arrow next to the New button, and select Work Orders Fill in the required details highlighted in blue Save the record Assigning a Work Order: Hands-On (cont’d)
- 33. Locate the Assignments section of the Work Order Click on the Click to Assign… icon Select the Labor from the Display Tabs As dropdown Assigning a Work Order: Hands-On (cont’d)
- 34. Select a Labor resource to assign to the test Work Order Select a Date from the Assignment Calendar Select the Hours and Minutes for the Assignment Info Assigning a Work Order: Hands-On (cont’d)
- 35. Click Apply Your assignment will be added to the Calendar Assigning a Work Order: Hands-On (cont’d)
- 36. You have now successfully completed creating a test Work Order and creating an assignment! Assigning a Work Order: Hands-On (cont’d)
- 37. Editing Assignments Info Editing Assignment Date Editing Assignments
- 38. Double click on assignment or right click on Assignment Change Assignment Editing Assignments Info
- 39. Assignment Info: • Change Hours and Minutes • Assigned Lead? • Assigned PDA User? Editing Assignments Info (cont’d)
- 40. Click and drag to desired date Right click on assignment Cut Paste Editing Assignment Date
- 41. Automatic Assignments Overview Rules Manager: Assignment Rules Assign Labor from Asset Assign Labor from Procedures Automatic Assignments
- 42. Automatically assigning Work Orders: • Decreases time spent assigning • No assignment mistakes! Options to auto-assign: • Rules Manager • Labor from Asset • Labor from Procedure Automatic Assignments Overview
- 43. Create Assignment Action based on defined New Work Order Event Labor Assignments specifies individual (or contractor) for assignment Rules Manager: Assignment Rules
- 44. Criteria is the condition(s) that must be met for assignment to take place Rules Manager Assignment Rules (cont’d)
- 45. Labor Assignments: • Labor selected from Labor Module Lookup • Priority is designated • Backup Resource? Rules Manager Assignment Rules (cont’d)
- 46. Assets (or Classifications) can be tied to labor resources Auto-assigns that labor to every Work Order for that Asset Assign Labor From Asset
- 47. Accessible from the Asset record Related Info Labor / Contacts Sub-Tab Add Labor resource and select Auto-Assign Assign Labor From Asset (cont’d)
- 48. Estimated Labor on Procedure creates assignment record on the Work Order Suggested for organizations looking to track estimated labor Assign Labor From Procedures
- 49. Add estimated Labor via Costs tab of the Procedure Work Orders with Procedure will auto- assign estimated Labor Assign Labor From Procedures (cont’d)
- 50. For access to documentation and tutorials, reference www.mcuserconnect.com MC User Connect
- 51. MCUC Documentation / Tutorials Article PDF Video Tutorial User Guide Assign WO – Assign To Technician Batch WO Assignments Create Auto-Assignment – Rules Manager Create Auto-Assignment – Asset Module Additional Resources