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SA10 - MC Express
The document outlines a presentation by Arlene Roberg on maximizing the MC Express (SA10) system for administrators, covering user interface tips, search methods, and configuration settings. Key features discussed include permissions management, forms manager settings, and navigation improvements, as well as new functionalities introduced in recent modules. Additional resources and access to documentation are offered for further learning and support.
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SA10 - MC Express
- 1. Getting the MostOut of MC Express (SA10) System Administrator Track
- 2. Presenter Name: ArleneRoberg Background information: • Role and expertise at Maintenance Connection • Fun Fact Presenter Bio
- 3. Joe Droid andAubrey iOS Configuration Overview Search Methods User Interface Tips and Tricks What’s New in Each Module Bonus Features Agenda
- 4. Joe Droid andAubrey iOS
- 5. MRO Permissions MC ExpressPermissions MC Express Preferences Forms Manager Configuration Overview
- 6. Which Permissions areUsed? Imp & Admin Guide – MC User Connect MRO Permissions
- 7.
- 8. Too Many toReview General Assets Work Orders Status Update MC Express Preferences
- 9. Labels, Required Fields,and Hidden Fields Preference to Honor UDF Forms Manager Settings Forms Manager
- 10. Global Search Filtering Filter andSearch Search Methods
- 11. Powerful New Feature AlwaysAvailable… Global Search
- 12. What fields ineach module? Check Help… Global Search (cont’d)
- 13. Selected Filter Servesas Base RC / Shop Settings Honored Filter Icon to Add Criteria Filtering
- 14. Add As MuchCriteria As Needed Custom Labels Honored Logical Prompts Filtering (cont’d)
- 15. Let’s Create Criteria… •Logical / Bit Fields • Text Entry (contains) • Multi Select Lookups • Dates Filtering (cont’d)
- 16. Clear Criteria… • SelectNew Filter… • Go Home… Filter and Search
- 17. Navigation Action Control Lookup Features CustomFields – Expanded WO List User Interface Tips and Tricks
- 18. Home, Home, Home BackButton Header Bar Jump to Asset Asset History Navigation
- 19. Record Summary andDetail Pages • Permission and State Based • Light vs. Dark Grey Lists, Lookups, Home Action Control
- 20. RC Filtering Other FilterControls Search Options Lookup Features
- 21. Add Data toExpanded WO List Fields Custom Expression Custom Fields – Expanded WO List
- 22. Work Orders Assets Parts What’s Newin Each Module
- 23. Start / Stop AllStatus Updates Follow Up / Add Note Attachments Work Orders
- 24. List View withFiltering / Search More Data… Configurable Meter Entry Downtime Assets
- 25. More Data Suchas History / Transactions Stock Room Default Lots of New Features • Adjust On Hand/Apply Counts • Transfer • Part Checkout • Part Receive Separate Permissions Parts
- 26. My (Labor) Profile ManageSessions Asset Task List Part Checkout Part Receive Bonus Features
- 27. Users Can UpdateContact Info Change Password Upload / Set Photo My (Labor) Profile
- 28. Session Administration • DoesNot Use License • URL: http://express.maintenanceconnection.com/Admin.aspx • Ctrl – Shift – Click on Log In Page Logo Manage Sessions
- 29. Update Tasks fromMultiple WO on Single Page Great for Inspections Linked Through Asset Task and/or Direct Asset Task List
- 30. Checkout Parts fromPerspective of Part Configurable Existing or New Work Order Multiple Parts Part Checkout
- 31. Receive Parts onOpen Purchase Orders Receive Line Item, All, or Partial Receive Parts
- 32. Stop by theMC Express Booth • More Info.. • Demo Access… Invitation
- 33. For access todocumentation and tutorials, reference www.mcuserconnect.com MC User Connect
- 34. MCUC Documentation /Tutorials Article PDF Video Tutorial User Guide MC Express Implementation and Administration Guide MC Express Webinar Additional Resources