Customizing the User Interface (SA05)

System Administrator 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: SA_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 Names: Marc Ackers and Adam O’Brien

Background information:

• Role and expertise at Maintenance Connection

• Fun Fact

Presenter Bio

User Interface Management Tools

Conditional Formatting

User Defined Fields

Agenda

User Interface Management Tools Overview

Forms Manager

Tabs Manager

Menu Manager

User Interface Management Tools

Customize numerous aspects of the UI

System Admin use only

Tools System Management

User Interface Management Tools Overview

Primary tool for direct UI tailoring

Applied to entire database (not RC specific)

Forms Manager

Main features:

• Hide fields within each module

• Designate fields for required entry

• Modify field labels

• Duplicate Work Order check

Forms Manager (cont’d)

Customize tabs available within each module

Clone and edit existing Tab Groups

Tabs Manager

Main features:

• Change label on Tabs

• Disable or remove Tabs

• Reorder Tab sequence

Tabs Manager (cont’d)

Customize Module Chooser

Multiple versions can be maintained

Menu Manager

Image modified and HTML code created

Menu Manager (cont’d)

Conditional Formatting Overview

Format Criteria

Format Style

Conditional Formatting

Customize appearance of records in Explorer

Style Editor (V6.0) defines font, color, etc.

Three Repair Center and three personal preference options

Conditional Formatting Overview

Defined through Preferences for specific Modules

Both Format Criteria and Format Style must be defined

Conditional Formatting Overview (cont’d)

Examples of use cases:

• Overdue Work Orders

• Work Orders that have not been printed

• Inventory Items below reorder point

• Open Purchase Orders past follow-up date

• Inactive Labor Records

Conditional Formatting Overview (cont’d)

Criteria Dialog from Format Criteria used to create pre-stored SQL

Format Criteria

New V6.0 CSS Editing Tool available to format style

Customizable features:

• Content and Text

• Background

• Border and Outline

• Box Shadow

Format Style

Records will change for specified Repair Center dependent on Style selected:

Format Style (cont’d)

In this example Conditional Formatting will be used to set Inactive Labor records to show as light grey

Conditional Formatting: Example

Labor Module is selected

Format Criteria 1 and Format Style 1 will be used

Conditional Formatting Example (cont’d)

Criteria 1 is edited with Active? set to No

SQL will be auto-created

Conditional Formatting Example (cont’d)

Style 1 will automatically fill in for grey text (HTML) by using the CSS Editor

Conditional Formatting Example (cont’d)

All Inactive Labor will now appear in the grey shade that was selected

Conditional Formatting Example (cont’d)

User Defined Fields Overview

Editing User Defined Fields

Adding Lookup Tables

Smart Transfer

User Defined Fields

Available in core modules to track unique information

Number of fields available determined by Module:

• Text fields

• Date fields

• Checkboxes (indicators)

User Defined Fields Overview

User Defined Field features:

• Modify help instructions

• Change field label

• Connect Lookup Table

• Smart Transfer

• Enhanced Reporting

User Defined Fields Overview (cont’d)

Click on field label to open popup help dialog

Edit button refreshes dialog to outline User Defined Field

Editing User Defined Fields

Remove current field label and replace

Editing User Defined Fields (cont’d)

Modify help instructions using text box available

Editing User Defined Fields (cont’d)

Lookup tables edited from dropdown

Creates consistency for Reporting

Adding Lookup Tables

Transfer data to associated modules

Map to matching field suggested

Smart Transfer

In this example an Asset User Defined Field will be setup with a Smart Transfer to link to a Work Order User Defined Field

User Defined Field: Example

UDF Field 16 on Asset can be edited by right mouse clicking on label:

User Defined Field: Example (cont’d)

Name will be adjusted to reflect what field is being used for:

User Defined Field: Example (cont’d)

Smart Transfer is setup to link to Work Order UDF Bit 1:

User Defined Field: Example (cont’d)

Explanation of field entered into text box:

User Defined Field: Example (cont’d)

Work Order User Defined Field edited for consistency:

User Defined Field: Example (cont’d)

Work Order is created and will reflect Asset selection for User Defined Field:

User Defined Field: Example (cont’d)

For access to documentation and tutorials, reference www.mcuserconnect.com

MC User Connect

MCUC Documentation / Tutorials Article PDF Video Tutorial

User Guide

Customizing the Interface

Conditional Formatting – How To Setup

Utilizing User Defined Fields

Additional Resources