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EX02 - Asset Management Through MC Express
The document provides an overview of asset management features in MC Express. It describes how to create and edit assets, navigate the asset hierarchy and list views, view asset pages and components, and perform other actions like updating meter readings, moving assets, creating work orders, and deleting assets. Step-by-step instructions are included for key asset management tasks. The document also highlights example workflows to demonstrate how to perform these functions in MC Express.
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EX02 - Asset Management Through MC Express
- 1. MC University EX02|Asset ManagementThrough MC Express
- 2. MC University Agenda Creating andEditing Assets Asset Hierarchy and List Asset Pages Asset Features
- 3. MC University Creating andEditing Assets Creating New Assets Editing Existing Assets
- 4. MC University Creating NewAssets Several locations throughout MC Express to create new Assets • Each method described accessed through action control on grey header bar
- 5. MC University Creating NewAssets (cont’d) Methods: • Asset Hierarchy and List • Asset Summary or Detail Page • Home Page
- 6. MC University Creating NewAssets (cont’d) Fields highlighted in blue are required fields to be filled in
- 7. MC University Editing ExistingAssets Option available from Asset Summary and Detail pages to edit Asset • Accessed from the Action control on grey header bar
- 8. MC University Editing ExistingAssets (cont’d) Asset Edit Page will display allowing updates to current attributes
- 9. MC University Create aNew Asset: Example Now let’s take a look at creating a new Asset in MC Express!
- 10. MC University Asset Hierarchyand List Differences Between Hierarchy and List Switching Between Views Navigating the Hierarchy Repair Center and Shop Filtering
- 11. MC University Differences BetweenHierarchy and List MC Express provides two ways to view and access Assets: • Asset Hierarchy • Asset List
- 12. MC University Differences BetweenHierarchy and List (cont’d) Asset Hierarchy: • Hierarchical view of Assets • Navigate to individual Assets through defined structure
- 13. MC University Differences BetweenHierarchy and List (cont’d) Asset List: • Non-hierarchical view of all Assets • Displayed in alphabetical order by Asset Name • Uses available filtering options to locate Assets
- 14. MC University Switching BetweenViews Click or tap icon to switch between hierarchy and list view!
- 15. MC University Navigating theHierarchy Down arrow next to Asset will populate children Assets for that record
- 16. MC University Navigating theHierarchy (cont’d) “Breadcrumb” trail is created when navigating different sections of the Hierarchy
- 17. MC University Repair Centerand Shop Filtering Repair Center and Shop filtering defined on Settings page affects records displayed in Hierarchy
- 18. MC University Repair Centerand Shop Filtering (cont’d) Type “L” Assets will always display, regardless of filters set Type “A” Assets will display based on designated repair center and shop
- 19. MC University Navigate theHierarchy: Example Now let’s take a look at navigating the Asset Hierarchy – and Asset List – using MC Express!
- 20. MC University Asset Pages AssetSummary Asset Components
- 21. MC University Asset Summary WhenAsset is selected from Hierarchy or List, Asset Summary page will appear:
- 22. MC University Asset Summary(cont’d) Comprised of: • Header Bar
- 23. MC University Asset Summary(cont’d) • Action Control
- 24. MC University Asset Summary(cont’d) • Descriptive Area:
- 25. MC University Asset Summary(cont’d) • Page Links:
- 26. MC University Asset Summary(cont’d) • Blue Footer Bar:
- 27. MC University Asset Components Assetrecords in the MRO have tabs to store information – Assets in MC Express have similar sections to select from to display information
- 28. MC University Asset Components(cont’d) Add or edit Specifications, Labor, and Parts Upload Attachments Record / view Work Order and Downtime History for Assets
- 29. MC University Asset Components(cont’d) Additional Asset details are accessed using the “More Asset Detail…” selection
- 30. MC University Asset Components(cont’d) Selection options will vary depending on data maintained at your organization, but typically include: • General Info
- 31. MC University Asset Components(cont’d) • Organizational Attributes
- 32. MC University Asset Components(cont’d) • Manufacturers / Vendors
- 33. MC University Asset Components(cont’d) • Custom Fields (User Defined Fields)
- 34. MC University Navigating anAsset Record: Example Now let’s take a look at navigating an Asset record in MC Express!
- 35. MC University Asset Features Removingand Returning Assets to Service Updating Meter Readings Move an Asset Create a Work Order for an Asset Upload Asset Photo Asset Task List Delete an Asset
- 36. MC University Removing andReturning Assets to Service Steps for removing Asset from Service: • Open Action control on grey header bar • Select Remove from Service
- 37. MC University Removing andReturning Assets to Service (cont’d) • Remove Service Page will display to verify date and time • Enter any explanatory information needed into Reason
- 38. MC University Removing andReturning Assets to Service (cont’d) Steps for returning Asset to Service: • Open Action control on grey header bar • Select Return to Service
- 39. MC University Removing andReturning Assets to Service (cont’d) • Configuration will either be Downtime Set with Elapsed Time or Downtime Set with Shutdown and Return Service Dates
- 40. MC University Updating MeterReadings To update Meter Readings: • Open Action control on grey header bar • Enter updates to Meter 1 and / or Meter 2
- 41. MC University Move anAsset Steps to move Asset to new location: • Open Action control and select Move to New Location • Enter location to which Asset should be moved in New Parent field • Move Date field can be edited as necessary
- 42. MC University Create aWork Order for an Asset Steps to create a Work Order for an Asset: • Open Action control and select Create Work Order • New Work Order Page is used to populate required fields and additional detail
- 43. MC University Upload AssetPhoto Steps to upload an Asset photo: • Open the Action control and select Set Asset Photo • Options include Upload Existing Photo / Image or Take Photo (dependent on camera detection)
- 44. MC University Asset TaskList Steps to access Asset Task List: • Available from Asset Section of Home Page, Asset List, and Asset Summary Page • Separate section is shown for each open Work Order in which the Asset has an identified task
- 45. MC University Asset TaskList (cont’d) With Asset Task List displayed, users can: • Complete Task • Edit Task or Reading • View Work Order Reason
- 46. MC University Delete anAsset Assets are rarely deleted – only if created in error! Require password to delete NOT used in MC Express
- 47. MC University Delete anAsset (cont’d) Steps to delete an Asset: • Open the Action control and select Delete Asset • Message will display to confirm
- 48. MC University Remove andReturn Asset to Service: Example Now let’s take a look at removing and returning an Asset to Service in MC Express!
- 49.
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