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DESCRIPTION
This session shows a typical work order process - including routing methods - that demonstrate various ways to track work orders.
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Work Order Routing (W05)
Work Management Track
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
Presenter Name: Genaro Garza
Background information:
• Role and expertise at Maintenance Connection
• Fun Fact
Presenter Bio
Work Order Flow
Work Order Details
Routing Tools
Agenda
Work Order Typical Process
Process Flow
Work Order Flow
Processes may vary, but typically are all similar in some ways
Organization and business practice specific
Work Order Typical Process
First stage of process is Administrator being notified of work to be done
Typical forms of contact:
• Phone
• Service Requester
Work Order Typical Process (cont’d)
Requested:
• Work Order is created
• Appears in system (bold)
• Unassigned
Process Flow
Denied:
• Closed qualities
• Requester alerted
Process Flow (cont’d)
Issued:
• Work Order ready for Technician
• Assign work to Vendor / Technician
• Preventive Maintenance can Auto-Issue
Process Flow (cont’d)
Technician interaction:
• My Open Assignments
• Cannot be Completed
• Can be Completed
Process Flow (cont’d)
Completed / Responded / Closed:
• Verify data on Work Order
• Close / send back
• Work Order Rapid Entry
Process Flow (cont’d)
Work Order Details Overview
Repair Center
Shop
Shift
Zone
Work Order Details
Many Work Order Detail fields are key for routing process
Fields can be used for:
• Alerting key Labor resources
• Routing to appropriate location
Work Order Details Overview
Highest level of organization
Populated onto Work Order from Asset
Repair Center
Can limit members access to specific Work Orders
Defined at Access Group or Labor record level
Repair Center (cont’d)
Stores information for repair shops maintained at organization
Must belong to a Repair Center
Shop
Many places where Shop is referenced:
• Labor record
• Repair Center association
• Default preference upon startup
Shop (cont’d)
Assigned to Labor resources and / or Work Orders
Defaults can be assigned per Repair Center
Ideal for work management purposes
Shift
Shift Pass Down / Change:
• Batch Update access required
• Search and Filter controls
• Assign to different Labor
Shift (cont’d)
Associate Assets with geographic zones
Assists in resource management by location
Zone
Color coded for easy identification when managing Work Orders
Zone (cont’d)
Now let’s practice our knowledge of Work Order Details to create a test Work Order and view Routing Details!
Work Order Details: Hands-On
Locate an Asset in the Asset Tree
Select the Asset to view the Asset Details
Locate the Maintained By section to view the Repair Center, Shop, and Priority information
Work Order Details: Hands-On (cont’d)
Right mouse click on the Asset in the Asset Tree
Select New Work Order…
Work Order Details: Hands-On (cont’d)
Locate the Priority, Repair Center, and Shop field on the Work Order
Field data will match the Asset Maintained By information
Work Order Details: Hands-On (cont’d)
You have now successfully completed creating a test Work Order and viewing routing data carried over from the Asset!
Work Order Details: Hands-On (cont’d)
Scheduled Report Examples
Rules Manager
Asset Labor Auto-Assign
Conditional Formatting
Priority Actions Manager
Routing Tools
Alert management of specific work
Scheduled Report Examples
Send Technicians list of assigned work
Scheduled Report Examples (cont’d)
Review Work Order approvals
Scheduled Report Examples (cont’d)
Work Order Sub-Status
Scheduled Report Examples (cont’d)
Review and manage assignment and work load
Scheduled Report Examples (cont’d)
Work Order Status reports
Scheduled Report Examples (cont’d)
Auto Assignments immediately route Work Orders to proper Technicians
Event defined to trigger Auto-Assignment (New Work Order)
Rules Manager
Notifications alert Administrators / Technicians of important status changes, assignments, etc.
Rules Manager (cont’d)
Immediately routes Work Order for high priority Assets
Assign Labor to every Work Order associated with specific Assets
Asset Labor Auto-Assign
Visually changes records displayed in Explorer based on criteria
Quickly locate specific Work Orders in Explorer based on criteria defined
Conditional Formatting
Examples of criteria for Conditional Formatting:
• Status of WO
• Approvals
• Sub-Status
• Priority, type, etc.
Conditional Formatting
Work Orders can be required to be approved prior to Issuing
Advanced system setup required
Work Order Approvals
Up to 5 Levels of Approval
Separate Administrator for each level of Approval
Work Order Approvals (cont’d)
Determines Work Order target dates based on Priority
Assists with priority routing
Can be used in conjunction with Rules
Priority Actions Manager
For access to documentation and tutorials, reference www.mcuserconnect.com
MC User Connect
MCUC Documentation / Tutorials Article PDF Video Tutorial
User Guide
Notifications – Create, Edit and Email
Scheduled Reports – Intermediate
Conditional Formatting – How to Setup
Priority Actions Manager
Additional Resources
Recommended