w04 - creating work order assignments
TRANSCRIPT
Creating Work Order Assignments (W04)
Work Management Track
1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following
Member ID W_CHECKPOINT Password Checkpoint2014
Note During the seminar please do not ldquoSaverdquo 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 David Smith
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Viewing and Managing Assignments
Assigning Work Orders
Editing Assignments
Automatic Assignment
Agenda
Viewing and Managing Assignments Overview
View Assignment Mode
Assignment List Tab View
Assignment Calendar Tab View
Assignment Calendar Controls
Viewing and Managing Assignments
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
Can be viewed on Work Order details page
Right mouse click for interactive options
Viewing and Managing Assignments Overview (contrsquod)
Work Order Assign Tab provides options to assign and view
Two Modes
bull View Assignment Mode (default View)
bull New Assignment Mode
Viewing and Managing Assignments Overview (contrsquod)
Default view when first accessing Assign tab
Two Sub-Tabs
bull Assignment List Tab View
bull Assignment Calendar Tab View
View Assignments Mode
Displays Assignments associated with Work Order
Both Estimated and Assigned Hours displayed and shown in date order
Assignment List Tab View
Labor Estimate and Completed Labor
bull Grey text
bull Estimated = craft skill and estimated hours
bull Completed = craft or labor name work date and work hours
Assignment List Tab View (contrsquod)
Assigned Labor
bull Blue text
bull Craft labor resource date and hours displayed
Assignment List Tab View (contrsquod)
Calendar view of assignments for Work Order
Current month (or last month accessed)
Assignment displayed on appropriate date
Assignment Calendar Tab View
Assignment displayed on calendar
bull Picture of assignee (if available)
bull Work Order number
bull Asset Name (blue lettering)
bull Assignment hours
bull Craft and skill
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Additional Work Order information by hovering mouse
bull Target completion date and hours
bull Reason
bull Procedure
bull Asset ID and Name
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Options and controls to view and assign currently displayed Work Order
Navigation controls provided
Assignment Calendar Controls
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 (contrsquod)
Different tabs are displayed depending on Display Tabs As control
Additional filters and Search Control will also change (logical choices)
Assignment Calendar Controls (contrsquod)
Work Order Details
Labor Resource Perspective
Organizational and View Only Perspective
Assigning Work Orders
Icon allows user to create new and additional assignment
Will display Work Order Assign Tab (New Assignment Mode)
Work Order Details
Select labor perspective from choices available
Different filters and search controls used to find labor resource
Labor Resource Perspective
Click on the Tab corresponding to desired assignee
Choose the date on which the assignment should be made
Labor Resource Perspective (contrsquod)
New Assignment Dialog will display
Assignment will display on calendar
Labor Resource Perspective (contrsquod)
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
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following
Member ID W_CHECKPOINT Password Checkpoint2014
Note During the seminar please do not ldquoSaverdquo 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 David Smith
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Viewing and Managing Assignments
Assigning Work Orders
Editing Assignments
Automatic Assignment
Agenda
Viewing and Managing Assignments Overview
View Assignment Mode
Assignment List Tab View
Assignment Calendar Tab View
Assignment Calendar Controls
Viewing and Managing Assignments
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
Can be viewed on Work Order details page
Right mouse click for interactive options
Viewing and Managing Assignments Overview (contrsquod)
Work Order Assign Tab provides options to assign and view
Two Modes
bull View Assignment Mode (default View)
bull New Assignment Mode
Viewing and Managing Assignments Overview (contrsquod)
Default view when first accessing Assign tab
Two Sub-Tabs
bull Assignment List Tab View
bull Assignment Calendar Tab View
View Assignments Mode
Displays Assignments associated with Work Order
Both Estimated and Assigned Hours displayed and shown in date order
Assignment List Tab View
Labor Estimate and Completed Labor
bull Grey text
bull Estimated = craft skill and estimated hours
bull Completed = craft or labor name work date and work hours
Assignment List Tab View (contrsquod)
Assigned Labor
bull Blue text
bull Craft labor resource date and hours displayed
Assignment List Tab View (contrsquod)
Calendar view of assignments for Work Order
Current month (or last month accessed)
Assignment displayed on appropriate date
Assignment Calendar Tab View
Assignment displayed on calendar
bull Picture of assignee (if available)
bull Work Order number
bull Asset Name (blue lettering)
bull Assignment hours
bull Craft and skill
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Additional Work Order information by hovering mouse
bull Target completion date and hours
bull Reason
bull Procedure
bull Asset ID and Name
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Options and controls to view and assign currently displayed Work Order
Navigation controls provided
Assignment Calendar Controls
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 (contrsquod)
Different tabs are displayed depending on Display Tabs As control
Additional filters and Search Control will also change (logical choices)
Assignment Calendar Controls (contrsquod)
Work Order Details
Labor Resource Perspective
Organizational and View Only Perspective
Assigning Work Orders
Icon allows user to create new and additional assignment
Will display Work Order Assign Tab (New Assignment Mode)
Work Order Details
Select labor perspective from choices available
Different filters and search controls used to find labor resource
Labor Resource Perspective
Click on the Tab corresponding to desired assignee
Choose the date on which the assignment should be made
Labor Resource Perspective (contrsquod)
New Assignment Dialog will display
Assignment will display on calendar
Labor Resource Perspective (contrsquod)
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
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Presenter Name David Smith
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Viewing and Managing Assignments
Assigning Work Orders
Editing Assignments
Automatic Assignment
Agenda
Viewing and Managing Assignments Overview
View Assignment Mode
Assignment List Tab View
Assignment Calendar Tab View
Assignment Calendar Controls
Viewing and Managing Assignments
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
Can be viewed on Work Order details page
Right mouse click for interactive options
Viewing and Managing Assignments Overview (contrsquod)
Work Order Assign Tab provides options to assign and view
Two Modes
bull View Assignment Mode (default View)
bull New Assignment Mode
Viewing and Managing Assignments Overview (contrsquod)
Default view when first accessing Assign tab
Two Sub-Tabs
bull Assignment List Tab View
bull Assignment Calendar Tab View
View Assignments Mode
Displays Assignments associated with Work Order
Both Estimated and Assigned Hours displayed and shown in date order
Assignment List Tab View
Labor Estimate and Completed Labor
bull Grey text
bull Estimated = craft skill and estimated hours
bull Completed = craft or labor name work date and work hours
Assignment List Tab View (contrsquod)
Assigned Labor
bull Blue text
bull Craft labor resource date and hours displayed
Assignment List Tab View (contrsquod)
Calendar view of assignments for Work Order
Current month (or last month accessed)
Assignment displayed on appropriate date
Assignment Calendar Tab View
Assignment displayed on calendar
bull Picture of assignee (if available)
bull Work Order number
bull Asset Name (blue lettering)
bull Assignment hours
bull Craft and skill
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Additional Work Order information by hovering mouse
bull Target completion date and hours
bull Reason
bull Procedure
bull Asset ID and Name
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Options and controls to view and assign currently displayed Work Order
Navigation controls provided
Assignment Calendar Controls
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 (contrsquod)
Different tabs are displayed depending on Display Tabs As control
Additional filters and Search Control will also change (logical choices)
Assignment Calendar Controls (contrsquod)
Work Order Details
Labor Resource Perspective
Organizational and View Only Perspective
Assigning Work Orders
Icon allows user to create new and additional assignment
Will display Work Order Assign Tab (New Assignment Mode)
Work Order Details
Select labor perspective from choices available
Different filters and search controls used to find labor resource
Labor Resource Perspective
Click on the Tab corresponding to desired assignee
Choose the date on which the assignment should be made
Labor Resource Perspective (contrsquod)
New Assignment Dialog will display
Assignment will display on calendar
Labor Resource Perspective (contrsquod)
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
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Viewing and Managing Assignments
Assigning Work Orders
Editing Assignments
Automatic Assignment
Agenda
Viewing and Managing Assignments Overview
View Assignment Mode
Assignment List Tab View
Assignment Calendar Tab View
Assignment Calendar Controls
Viewing and Managing Assignments
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
Can be viewed on Work Order details page
Right mouse click for interactive options
Viewing and Managing Assignments Overview (contrsquod)
Work Order Assign Tab provides options to assign and view
Two Modes
bull View Assignment Mode (default View)
bull New Assignment Mode
Viewing and Managing Assignments Overview (contrsquod)
Default view when first accessing Assign tab
Two Sub-Tabs
bull Assignment List Tab View
bull Assignment Calendar Tab View
View Assignments Mode
Displays Assignments associated with Work Order
Both Estimated and Assigned Hours displayed and shown in date order
Assignment List Tab View
Labor Estimate and Completed Labor
bull Grey text
bull Estimated = craft skill and estimated hours
bull Completed = craft or labor name work date and work hours
Assignment List Tab View (contrsquod)
Assigned Labor
bull Blue text
bull Craft labor resource date and hours displayed
Assignment List Tab View (contrsquod)
Calendar view of assignments for Work Order
Current month (or last month accessed)
Assignment displayed on appropriate date
Assignment Calendar Tab View
Assignment displayed on calendar
bull Picture of assignee (if available)
bull Work Order number
bull Asset Name (blue lettering)
bull Assignment hours
bull Craft and skill
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Additional Work Order information by hovering mouse
bull Target completion date and hours
bull Reason
bull Procedure
bull Asset ID and Name
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Options and controls to view and assign currently displayed Work Order
Navigation controls provided
Assignment Calendar Controls
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 (contrsquod)
Different tabs are displayed depending on Display Tabs As control
Additional filters and Search Control will also change (logical choices)
Assignment Calendar Controls (contrsquod)
Work Order Details
Labor Resource Perspective
Organizational and View Only Perspective
Assigning Work Orders
Icon allows user to create new and additional assignment
Will display Work Order Assign Tab (New Assignment Mode)
Work Order Details
Select labor perspective from choices available
Different filters and search controls used to find labor resource
Labor Resource Perspective
Click on the Tab corresponding to desired assignee
Choose the date on which the assignment should be made
Labor Resource Perspective (contrsquod)
New Assignment Dialog will display
Assignment will display on calendar
Labor Resource Perspective (contrsquod)
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
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Viewing and Managing Assignments Overview
View Assignment Mode
Assignment List Tab View
Assignment Calendar Tab View
Assignment Calendar Controls
Viewing and Managing Assignments
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
Can be viewed on Work Order details page
Right mouse click for interactive options
Viewing and Managing Assignments Overview (contrsquod)
Work Order Assign Tab provides options to assign and view
Two Modes
bull View Assignment Mode (default View)
bull New Assignment Mode
Viewing and Managing Assignments Overview (contrsquod)
Default view when first accessing Assign tab
Two Sub-Tabs
bull Assignment List Tab View
bull Assignment Calendar Tab View
View Assignments Mode
Displays Assignments associated with Work Order
Both Estimated and Assigned Hours displayed and shown in date order
Assignment List Tab View
Labor Estimate and Completed Labor
bull Grey text
bull Estimated = craft skill and estimated hours
bull Completed = craft or labor name work date and work hours
Assignment List Tab View (contrsquod)
Assigned Labor
bull Blue text
bull Craft labor resource date and hours displayed
Assignment List Tab View (contrsquod)
Calendar view of assignments for Work Order
Current month (or last month accessed)
Assignment displayed on appropriate date
Assignment Calendar Tab View
Assignment displayed on calendar
bull Picture of assignee (if available)
bull Work Order number
bull Asset Name (blue lettering)
bull Assignment hours
bull Craft and skill
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Additional Work Order information by hovering mouse
bull Target completion date and hours
bull Reason
bull Procedure
bull Asset ID and Name
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Options and controls to view and assign currently displayed Work Order
Navigation controls provided
Assignment Calendar Controls
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 (contrsquod)
Different tabs are displayed depending on Display Tabs As control
Additional filters and Search Control will also change (logical choices)
Assignment Calendar Controls (contrsquod)
Work Order Details
Labor Resource Perspective
Organizational and View Only Perspective
Assigning Work Orders
Icon allows user to create new and additional assignment
Will display Work Order Assign Tab (New Assignment Mode)
Work Order Details
Select labor perspective from choices available
Different filters and search controls used to find labor resource
Labor Resource Perspective
Click on the Tab corresponding to desired assignee
Choose the date on which the assignment should be made
Labor Resource Perspective (contrsquod)
New Assignment Dialog will display
Assignment will display on calendar
Labor Resource Perspective (contrsquod)
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
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
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
Can be viewed on Work Order details page
Right mouse click for interactive options
Viewing and Managing Assignments Overview (contrsquod)
Work Order Assign Tab provides options to assign and view
Two Modes
bull View Assignment Mode (default View)
bull New Assignment Mode
Viewing and Managing Assignments Overview (contrsquod)
Default view when first accessing Assign tab
Two Sub-Tabs
bull Assignment List Tab View
bull Assignment Calendar Tab View
View Assignments Mode
Displays Assignments associated with Work Order
Both Estimated and Assigned Hours displayed and shown in date order
Assignment List Tab View
Labor Estimate and Completed Labor
bull Grey text
bull Estimated = craft skill and estimated hours
bull Completed = craft or labor name work date and work hours
Assignment List Tab View (contrsquod)
Assigned Labor
bull Blue text
bull Craft labor resource date and hours displayed
Assignment List Tab View (contrsquod)
Calendar view of assignments for Work Order
Current month (or last month accessed)
Assignment displayed on appropriate date
Assignment Calendar Tab View
Assignment displayed on calendar
bull Picture of assignee (if available)
bull Work Order number
bull Asset Name (blue lettering)
bull Assignment hours
bull Craft and skill
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Additional Work Order information by hovering mouse
bull Target completion date and hours
bull Reason
bull Procedure
bull Asset ID and Name
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Options and controls to view and assign currently displayed Work Order
Navigation controls provided
Assignment Calendar Controls
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 (contrsquod)
Different tabs are displayed depending on Display Tabs As control
Additional filters and Search Control will also change (logical choices)
Assignment Calendar Controls (contrsquod)
Work Order Details
Labor Resource Perspective
Organizational and View Only Perspective
Assigning Work Orders
Icon allows user to create new and additional assignment
Will display Work Order Assign Tab (New Assignment Mode)
Work Order Details
Select labor perspective from choices available
Different filters and search controls used to find labor resource
Labor Resource Perspective
Click on the Tab corresponding to desired assignee
Choose the date on which the assignment should be made
Labor Resource Perspective (contrsquod)
New Assignment Dialog will display
Assignment will display on calendar
Labor Resource Perspective (contrsquod)
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
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Can be viewed on Work Order details page
Right mouse click for interactive options
Viewing and Managing Assignments Overview (contrsquod)
Work Order Assign Tab provides options to assign and view
Two Modes
bull View Assignment Mode (default View)
bull New Assignment Mode
Viewing and Managing Assignments Overview (contrsquod)
Default view when first accessing Assign tab
Two Sub-Tabs
bull Assignment List Tab View
bull Assignment Calendar Tab View
View Assignments Mode
Displays Assignments associated with Work Order
Both Estimated and Assigned Hours displayed and shown in date order
Assignment List Tab View
Labor Estimate and Completed Labor
bull Grey text
bull Estimated = craft skill and estimated hours
bull Completed = craft or labor name work date and work hours
Assignment List Tab View (contrsquod)
Assigned Labor
bull Blue text
bull Craft labor resource date and hours displayed
Assignment List Tab View (contrsquod)
Calendar view of assignments for Work Order
Current month (or last month accessed)
Assignment displayed on appropriate date
Assignment Calendar Tab View
Assignment displayed on calendar
bull Picture of assignee (if available)
bull Work Order number
bull Asset Name (blue lettering)
bull Assignment hours
bull Craft and skill
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Additional Work Order information by hovering mouse
bull Target completion date and hours
bull Reason
bull Procedure
bull Asset ID and Name
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Options and controls to view and assign currently displayed Work Order
Navigation controls provided
Assignment Calendar Controls
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 (contrsquod)
Different tabs are displayed depending on Display Tabs As control
Additional filters and Search Control will also change (logical choices)
Assignment Calendar Controls (contrsquod)
Work Order Details
Labor Resource Perspective
Organizational and View Only Perspective
Assigning Work Orders
Icon allows user to create new and additional assignment
Will display Work Order Assign Tab (New Assignment Mode)
Work Order Details
Select labor perspective from choices available
Different filters and search controls used to find labor resource
Labor Resource Perspective
Click on the Tab corresponding to desired assignee
Choose the date on which the assignment should be made
Labor Resource Perspective (contrsquod)
New Assignment Dialog will display
Assignment will display on calendar
Labor Resource Perspective (contrsquod)
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
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Work Order Assign Tab provides options to assign and view
Two Modes
bull View Assignment Mode (default View)
bull New Assignment Mode
Viewing and Managing Assignments Overview (contrsquod)
Default view when first accessing Assign tab
Two Sub-Tabs
bull Assignment List Tab View
bull Assignment Calendar Tab View
View Assignments Mode
Displays Assignments associated with Work Order
Both Estimated and Assigned Hours displayed and shown in date order
Assignment List Tab View
Labor Estimate and Completed Labor
bull Grey text
bull Estimated = craft skill and estimated hours
bull Completed = craft or labor name work date and work hours
Assignment List Tab View (contrsquod)
Assigned Labor
bull Blue text
bull Craft labor resource date and hours displayed
Assignment List Tab View (contrsquod)
Calendar view of assignments for Work Order
Current month (or last month accessed)
Assignment displayed on appropriate date
Assignment Calendar Tab View
Assignment displayed on calendar
bull Picture of assignee (if available)
bull Work Order number
bull Asset Name (blue lettering)
bull Assignment hours
bull Craft and skill
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Additional Work Order information by hovering mouse
bull Target completion date and hours
bull Reason
bull Procedure
bull Asset ID and Name
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Options and controls to view and assign currently displayed Work Order
Navigation controls provided
Assignment Calendar Controls
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 (contrsquod)
Different tabs are displayed depending on Display Tabs As control
Additional filters and Search Control will also change (logical choices)
Assignment Calendar Controls (contrsquod)
Work Order Details
Labor Resource Perspective
Organizational and View Only Perspective
Assigning Work Orders
Icon allows user to create new and additional assignment
Will display Work Order Assign Tab (New Assignment Mode)
Work Order Details
Select labor perspective from choices available
Different filters and search controls used to find labor resource
Labor Resource Perspective
Click on the Tab corresponding to desired assignee
Choose the date on which the assignment should be made
Labor Resource Perspective (contrsquod)
New Assignment Dialog will display
Assignment will display on calendar
Labor Resource Perspective (contrsquod)
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
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Default view when first accessing Assign tab
Two Sub-Tabs
bull Assignment List Tab View
bull Assignment Calendar Tab View
View Assignments Mode
Displays Assignments associated with Work Order
Both Estimated and Assigned Hours displayed and shown in date order
Assignment List Tab View
Labor Estimate and Completed Labor
bull Grey text
bull Estimated = craft skill and estimated hours
bull Completed = craft or labor name work date and work hours
Assignment List Tab View (contrsquod)
Assigned Labor
bull Blue text
bull Craft labor resource date and hours displayed
Assignment List Tab View (contrsquod)
Calendar view of assignments for Work Order
Current month (or last month accessed)
Assignment displayed on appropriate date
Assignment Calendar Tab View
Assignment displayed on calendar
bull Picture of assignee (if available)
bull Work Order number
bull Asset Name (blue lettering)
bull Assignment hours
bull Craft and skill
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Additional Work Order information by hovering mouse
bull Target completion date and hours
bull Reason
bull Procedure
bull Asset ID and Name
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Options and controls to view and assign currently displayed Work Order
Navigation controls provided
Assignment Calendar Controls
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 (contrsquod)
Different tabs are displayed depending on Display Tabs As control
Additional filters and Search Control will also change (logical choices)
Assignment Calendar Controls (contrsquod)
Work Order Details
Labor Resource Perspective
Organizational and View Only Perspective
Assigning Work Orders
Icon allows user to create new and additional assignment
Will display Work Order Assign Tab (New Assignment Mode)
Work Order Details
Select labor perspective from choices available
Different filters and search controls used to find labor resource
Labor Resource Perspective
Click on the Tab corresponding to desired assignee
Choose the date on which the assignment should be made
Labor Resource Perspective (contrsquod)
New Assignment Dialog will display
Assignment will display on calendar
Labor Resource Perspective (contrsquod)
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
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Displays Assignments associated with Work Order
Both Estimated and Assigned Hours displayed and shown in date order
Assignment List Tab View
Labor Estimate and Completed Labor
bull Grey text
bull Estimated = craft skill and estimated hours
bull Completed = craft or labor name work date and work hours
Assignment List Tab View (contrsquod)
Assigned Labor
bull Blue text
bull Craft labor resource date and hours displayed
Assignment List Tab View (contrsquod)
Calendar view of assignments for Work Order
Current month (or last month accessed)
Assignment displayed on appropriate date
Assignment Calendar Tab View
Assignment displayed on calendar
bull Picture of assignee (if available)
bull Work Order number
bull Asset Name (blue lettering)
bull Assignment hours
bull Craft and skill
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Additional Work Order information by hovering mouse
bull Target completion date and hours
bull Reason
bull Procedure
bull Asset ID and Name
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Options and controls to view and assign currently displayed Work Order
Navigation controls provided
Assignment Calendar Controls
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 (contrsquod)
Different tabs are displayed depending on Display Tabs As control
Additional filters and Search Control will also change (logical choices)
Assignment Calendar Controls (contrsquod)
Work Order Details
Labor Resource Perspective
Organizational and View Only Perspective
Assigning Work Orders
Icon allows user to create new and additional assignment
Will display Work Order Assign Tab (New Assignment Mode)
Work Order Details
Select labor perspective from choices available
Different filters and search controls used to find labor resource
Labor Resource Perspective
Click on the Tab corresponding to desired assignee
Choose the date on which the assignment should be made
Labor Resource Perspective (contrsquod)
New Assignment Dialog will display
Assignment will display on calendar
Labor Resource Perspective (contrsquod)
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
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Labor Estimate and Completed Labor
bull Grey text
bull Estimated = craft skill and estimated hours
bull Completed = craft or labor name work date and work hours
Assignment List Tab View (contrsquod)
Assigned Labor
bull Blue text
bull Craft labor resource date and hours displayed
Assignment List Tab View (contrsquod)
Calendar view of assignments for Work Order
Current month (or last month accessed)
Assignment displayed on appropriate date
Assignment Calendar Tab View
Assignment displayed on calendar
bull Picture of assignee (if available)
bull Work Order number
bull Asset Name (blue lettering)
bull Assignment hours
bull Craft and skill
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Additional Work Order information by hovering mouse
bull Target completion date and hours
bull Reason
bull Procedure
bull Asset ID and Name
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Options and controls to view and assign currently displayed Work Order
Navigation controls provided
Assignment Calendar Controls
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 (contrsquod)
Different tabs are displayed depending on Display Tabs As control
Additional filters and Search Control will also change (logical choices)
Assignment Calendar Controls (contrsquod)
Work Order Details
Labor Resource Perspective
Organizational and View Only Perspective
Assigning Work Orders
Icon allows user to create new and additional assignment
Will display Work Order Assign Tab (New Assignment Mode)
Work Order Details
Select labor perspective from choices available
Different filters and search controls used to find labor resource
Labor Resource Perspective
Click on the Tab corresponding to desired assignee
Choose the date on which the assignment should be made
Labor Resource Perspective (contrsquod)
New Assignment Dialog will display
Assignment will display on calendar
Labor Resource Perspective (contrsquod)
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
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Assigned Labor
bull Blue text
bull Craft labor resource date and hours displayed
Assignment List Tab View (contrsquod)
Calendar view of assignments for Work Order
Current month (or last month accessed)
Assignment displayed on appropriate date
Assignment Calendar Tab View
Assignment displayed on calendar
bull Picture of assignee (if available)
bull Work Order number
bull Asset Name (blue lettering)
bull Assignment hours
bull Craft and skill
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Additional Work Order information by hovering mouse
bull Target completion date and hours
bull Reason
bull Procedure
bull Asset ID and Name
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Options and controls to view and assign currently displayed Work Order
Navigation controls provided
Assignment Calendar Controls
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 (contrsquod)
Different tabs are displayed depending on Display Tabs As control
Additional filters and Search Control will also change (logical choices)
Assignment Calendar Controls (contrsquod)
Work Order Details
Labor Resource Perspective
Organizational and View Only Perspective
Assigning Work Orders
Icon allows user to create new and additional assignment
Will display Work Order Assign Tab (New Assignment Mode)
Work Order Details
Select labor perspective from choices available
Different filters and search controls used to find labor resource
Labor Resource Perspective
Click on the Tab corresponding to desired assignee
Choose the date on which the assignment should be made
Labor Resource Perspective (contrsquod)
New Assignment Dialog will display
Assignment will display on calendar
Labor Resource Perspective (contrsquod)
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
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Calendar view of assignments for Work Order
Current month (or last month accessed)
Assignment displayed on appropriate date
Assignment Calendar Tab View
Assignment displayed on calendar
bull Picture of assignee (if available)
bull Work Order number
bull Asset Name (blue lettering)
bull Assignment hours
bull Craft and skill
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Additional Work Order information by hovering mouse
bull Target completion date and hours
bull Reason
bull Procedure
bull Asset ID and Name
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Options and controls to view and assign currently displayed Work Order
Navigation controls provided
Assignment Calendar Controls
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 (contrsquod)
Different tabs are displayed depending on Display Tabs As control
Additional filters and Search Control will also change (logical choices)
Assignment Calendar Controls (contrsquod)
Work Order Details
Labor Resource Perspective
Organizational and View Only Perspective
Assigning Work Orders
Icon allows user to create new and additional assignment
Will display Work Order Assign Tab (New Assignment Mode)
Work Order Details
Select labor perspective from choices available
Different filters and search controls used to find labor resource
Labor Resource Perspective
Click on the Tab corresponding to desired assignee
Choose the date on which the assignment should be made
Labor Resource Perspective (contrsquod)
New Assignment Dialog will display
Assignment will display on calendar
Labor Resource Perspective (contrsquod)
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
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Assignment displayed on calendar
bull Picture of assignee (if available)
bull Work Order number
bull Asset Name (blue lettering)
bull Assignment hours
bull Craft and skill
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Additional Work Order information by hovering mouse
bull Target completion date and hours
bull Reason
bull Procedure
bull Asset ID and Name
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Options and controls to view and assign currently displayed Work Order
Navigation controls provided
Assignment Calendar Controls
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 (contrsquod)
Different tabs are displayed depending on Display Tabs As control
Additional filters and Search Control will also change (logical choices)
Assignment Calendar Controls (contrsquod)
Work Order Details
Labor Resource Perspective
Organizational and View Only Perspective
Assigning Work Orders
Icon allows user to create new and additional assignment
Will display Work Order Assign Tab (New Assignment Mode)
Work Order Details
Select labor perspective from choices available
Different filters and search controls used to find labor resource
Labor Resource Perspective
Click on the Tab corresponding to desired assignee
Choose the date on which the assignment should be made
Labor Resource Perspective (contrsquod)
New Assignment Dialog will display
Assignment will display on calendar
Labor Resource Perspective (contrsquod)
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
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
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 (contrsquod)
Additional Work Order information by hovering mouse
bull Target completion date and hours
bull Reason
bull Procedure
bull Asset ID and Name
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Options and controls to view and assign currently displayed Work Order
Navigation controls provided
Assignment Calendar Controls
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 (contrsquod)
Different tabs are displayed depending on Display Tabs As control
Additional filters and Search Control will also change (logical choices)
Assignment Calendar Controls (contrsquod)
Work Order Details
Labor Resource Perspective
Organizational and View Only Perspective
Assigning Work Orders
Icon allows user to create new and additional assignment
Will display Work Order Assign Tab (New Assignment Mode)
Work Order Details
Select labor perspective from choices available
Different filters and search controls used to find labor resource
Labor Resource Perspective
Click on the Tab corresponding to desired assignee
Choose the date on which the assignment should be made
Labor Resource Perspective (contrsquod)
New Assignment Dialog will display
Assignment will display on calendar
Labor Resource Perspective (contrsquod)
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
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Additional Work Order information by hovering mouse
bull Target completion date and hours
bull Reason
bull Procedure
bull Asset ID and Name
Assignment Calendar Tab View (contrsquod)
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 (contrsquod)
Options and controls to view and assign currently displayed Work Order
Navigation controls provided
Assignment Calendar Controls
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 (contrsquod)
Different tabs are displayed depending on Display Tabs As control
Additional filters and Search Control will also change (logical choices)
Assignment Calendar Controls (contrsquod)
Work Order Details
Labor Resource Perspective
Organizational and View Only Perspective
Assigning Work Orders
Icon allows user to create new and additional assignment
Will display Work Order Assign Tab (New Assignment Mode)
Work Order Details
Select labor perspective from choices available
Different filters and search controls used to find labor resource
Labor Resource Perspective
Click on the Tab corresponding to desired assignee
Choose the date on which the assignment should be made
Labor Resource Perspective (contrsquod)
New Assignment Dialog will display
Assignment will display on calendar
Labor Resource Perspective (contrsquod)
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
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
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 (contrsquod)
Options and controls to view and assign currently displayed Work Order
Navigation controls provided
Assignment Calendar Controls
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 (contrsquod)
Different tabs are displayed depending on Display Tabs As control
Additional filters and Search Control will also change (logical choices)
Assignment Calendar Controls (contrsquod)
Work Order Details
Labor Resource Perspective
Organizational and View Only Perspective
Assigning Work Orders
Icon allows user to create new and additional assignment
Will display Work Order Assign Tab (New Assignment Mode)
Work Order Details
Select labor perspective from choices available
Different filters and search controls used to find labor resource
Labor Resource Perspective
Click on the Tab corresponding to desired assignee
Choose the date on which the assignment should be made
Labor Resource Perspective (contrsquod)
New Assignment Dialog will display
Assignment will display on calendar
Labor Resource Perspective (contrsquod)
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
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Options and controls to view and assign currently displayed Work Order
Navigation controls provided
Assignment Calendar Controls
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 (contrsquod)
Different tabs are displayed depending on Display Tabs As control
Additional filters and Search Control will also change (logical choices)
Assignment Calendar Controls (contrsquod)
Work Order Details
Labor Resource Perspective
Organizational and View Only Perspective
Assigning Work Orders
Icon allows user to create new and additional assignment
Will display Work Order Assign Tab (New Assignment Mode)
Work Order Details
Select labor perspective from choices available
Different filters and search controls used to find labor resource
Labor Resource Perspective
Click on the Tab corresponding to desired assignee
Choose the date on which the assignment should be made
Labor Resource Perspective (contrsquod)
New Assignment Dialog will display
Assignment will display on calendar
Labor Resource Perspective (contrsquod)
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
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
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 (contrsquod)
Different tabs are displayed depending on Display Tabs As control
Additional filters and Search Control will also change (logical choices)
Assignment Calendar Controls (contrsquod)
Work Order Details
Labor Resource Perspective
Organizational and View Only Perspective
Assigning Work Orders
Icon allows user to create new and additional assignment
Will display Work Order Assign Tab (New Assignment Mode)
Work Order Details
Select labor perspective from choices available
Different filters and search controls used to find labor resource
Labor Resource Perspective
Click on the Tab corresponding to desired assignee
Choose the date on which the assignment should be made
Labor Resource Perspective (contrsquod)
New Assignment Dialog will display
Assignment will display on calendar
Labor Resource Perspective (contrsquod)
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
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Different tabs are displayed depending on Display Tabs As control
Additional filters and Search Control will also change (logical choices)
Assignment Calendar Controls (contrsquod)
Work Order Details
Labor Resource Perspective
Organizational and View Only Perspective
Assigning Work Orders
Icon allows user to create new and additional assignment
Will display Work Order Assign Tab (New Assignment Mode)
Work Order Details
Select labor perspective from choices available
Different filters and search controls used to find labor resource
Labor Resource Perspective
Click on the Tab corresponding to desired assignee
Choose the date on which the assignment should be made
Labor Resource Perspective (contrsquod)
New Assignment Dialog will display
Assignment will display on calendar
Labor Resource Perspective (contrsquod)
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
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Work Order Details
Labor Resource Perspective
Organizational and View Only Perspective
Assigning Work Orders
Icon allows user to create new and additional assignment
Will display Work Order Assign Tab (New Assignment Mode)
Work Order Details
Select labor perspective from choices available
Different filters and search controls used to find labor resource
Labor Resource Perspective
Click on the Tab corresponding to desired assignee
Choose the date on which the assignment should be made
Labor Resource Perspective (contrsquod)
New Assignment Dialog will display
Assignment will display on calendar
Labor Resource Perspective (contrsquod)
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
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Icon allows user to create new and additional assignment
Will display Work Order Assign Tab (New Assignment Mode)
Work Order Details
Select labor perspective from choices available
Different filters and search controls used to find labor resource
Labor Resource Perspective
Click on the Tab corresponding to desired assignee
Choose the date on which the assignment should be made
Labor Resource Perspective (contrsquod)
New Assignment Dialog will display
Assignment will display on calendar
Labor Resource Perspective (contrsquod)
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
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Select labor perspective from choices available
Different filters and search controls used to find labor resource
Labor Resource Perspective
Click on the Tab corresponding to desired assignee
Choose the date on which the assignment should be made
Labor Resource Perspective (contrsquod)
New Assignment Dialog will display
Assignment will display on calendar
Labor Resource Perspective (contrsquod)
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
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Click on the Tab corresponding to desired assignee
Choose the date on which the assignment should be made
Labor Resource Perspective (contrsquod)
New Assignment Dialog will display
Assignment will display on calendar
Labor Resource Perspective (contrsquod)
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
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
New Assignment Dialog will display
Assignment will display on calendar
Labor Resource Perspective (contrsquod)
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
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
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
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Select ldquoview onlyrdquo organizational perspective
Select tab to view all assignments
Organizational and View Only Perspective (contrsquod)
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
All assigned Work will be displayed
To create assignment locate another assignment to be used as a model
Organizational and View Only Perspective (contrsquod)
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Right click on assignment New Assignment
New Assignment Dialog will display
Organizational and View Only Perspective (contrsquod)
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Assignment will be made for same day but can be moved by clicking and dragging
Organizational and View Only Perspective (contrsquod)
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Now letrsquos practice creating a test Work Order and creating a new assignment
Assigning a Work Order Hands-On
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
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 (contrsquod)
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Locate the Assignments section of the Work Order
Click on the Click to Assignhellip icon
Select the Labor from the Display Tabs As dropdown
Assigning a Work Order Hands-On (contrsquod)
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
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 (contrsquod)
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Click Apply
Your assignment will be added to the Calendar
Assigning a Work Order Hands-On (contrsquod)
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
You have now successfully completed creating a test Work Order and creating an assignment
Assigning a Work Order Hands-On (contrsquod)
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Editing Assignments Info
Editing Assignment Date
Editing Assignments
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Double click on assignment or right click on Assignment Change Assignment
Editing Assignments Info
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Assignment Info
bull Change Hours and Minutes
bull Assigned Lead
bull Assigned PDA User
Editing Assignments Info (contrsquod)
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Click and drag to desired date
Right click on assignment Cut Paste
Editing Assignment Date
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Automatic Assignments Overview
Rules Manager Assignment Rules
Assign Labor from Asset
Assign Labor from Procedures
Automatic Assignments
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Automatically assigning Work Orders
bull Decreases time spent assigning
bull No assignment mistakes
Options to auto-assign
bull Rules Manager
bull Labor from Asset
bull Labor from Procedure
Automatic Assignments Overview
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Create Assignment Action based on defined New Work Order Event
Labor Assignments specifies individual (or contractor) for assignment
Rules Manager Assignment Rules
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Criteria is the condition(s) that must be met for assignment to take place
Rules Manager Assignment Rules (contrsquod)
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Labor Assignments
bull Labor selected from Labor Module Lookup
bull Priority is designated
bull Backup Resource
Rules Manager Assignment Rules (contrsquod)
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Assets (or Classifications) can be tied to labor resources
Auto-assigns that labor to every Work Order for that Asset
Assign Labor From Asset
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Accessible from the Asset record Related Info Labor Contacts Sub-Tab
Add Labor resource and select Auto-Assign
Assign Labor From Asset (contrsquod)
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Estimated Labor on Procedure creates assignment record on the Work Order
Suggested for organizations looking to track estimated labor
Assign Labor From Procedures
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
Add estimated Labor via Costs tab of the Procedure
Work Orders with Procedure will auto-assign estimated Labor
Assign Labor From Procedures (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Assign WO ndash Assign To Technician
Batch WO Assignments
Create Auto-Assignment ndash Rules Manager
Create Auto-Assignment ndash Asset Module
Additional Resources