ppp05 - creating preventive maintenance schedules
DESCRIPTION
Learn how to create preventive maintenance schedules and see examples of PMs with different procedure intervals, linking procedure tasks, and automation.TRANSCRIPT
Creating Preventive Maintenance Schedules (PPP05)
PMs Procedures and Projects Track
1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following
Member ID PPP_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 Ange Garner
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Creating PM Schedules Defined
Creating PM Examples
Agenda
Creating PM Schedules Overview
Creating PM Schedules Defined
Created based on organizational need
Add new Asset vs create new schedule
Naming and ID structure should remain consistent
Creating PM Schedules Overview
Flexible schedule configuration options available for Fixed or Floating Schedules
Creating PM Schedules Overview (contrsquod)
Procedures added for tasks estimated costs details and attachments to transfer over to Work Orders
Creating PM Schedules Overview (contrsquod)
Assets added to PM Assets Tab will be used for generation of Work Orders
Creating PM Schedules Overview (contrsquod)
Automation settings are defined to determine automatic generation or notification for manual generation
Creating PM Schedules Overview (contrsquod)
Monthly HVAC
Bi-Monthly and Annual Fire Extinguisher
Quarterly or Every 25000 Miles Brake Inspection
Creating PM Examples
In this example a PM will be created with the following criteria
bull Monthly Schedule
bull Single Procedure
bull All Assets with Classification of HVAC Unit (anywhere in Asset Tree)
bull Automatically generated
Monthly HVAC Example
Details
bull PM ID is HVAC-M
bull Name is HVAC Monthly Check
Monthly HVAC Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull Every 1 Month(s)
Monthly HVAC Example (contrsquod)
Procedure
bull Created automatically
bull Tasks must be added
Monthly HVAC Example (contrsquod)
Procedure (contrsquod)
bull Link Assets by Class (HVAC Unit)
bull Link All Assets
Monthly HVAC Example (contrsquod)
Assets
bull Root Asset added
bull Set Last Generated date back one month
Monthly HVAC Example (contrsquod)
Automation
bull Automatically generate Work Orders 3 days before PM is due
Monthly HVAC Example (contrsquod)
Work Order is generated
Monthly HVAC Example (contrsquod)
In this example a PM will be created with the following criteria
bull Bi-Monthly Schedule on the 15th
bull Multiple Procedures
bull Extinguisher Assets located in specific rooms in buildings
bull Automatic generation
(Assets with Class auto-added)
Bi-Monthly and Annual Fire Extinguisher Example
Details
bull PM ID is FIREEXTING-BI-M-A
bull Name is Bi-Monthly and Annual Fire Extinguisher Inspection
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull 15th of every 2 month(s)
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure
bull Pre-created
bull Monthly and Annual Procedure
bull Intervals must be defined
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure (contrsquod)
bull Tasks will differ for each Procedure
bull Specification will link reading back to Assets
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Assets
bull Each fire extinguisher Added to schedule
bull Next schedule set for the 15th
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Automation
bull Auto-generate 10 days before PM is due
bull Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following
Member ID PPP_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 Ange Garner
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Creating PM Schedules Defined
Creating PM Examples
Agenda
Creating PM Schedules Overview
Creating PM Schedules Defined
Created based on organizational need
Add new Asset vs create new schedule
Naming and ID structure should remain consistent
Creating PM Schedules Overview
Flexible schedule configuration options available for Fixed or Floating Schedules
Creating PM Schedules Overview (contrsquod)
Procedures added for tasks estimated costs details and attachments to transfer over to Work Orders
Creating PM Schedules Overview (contrsquod)
Assets added to PM Assets Tab will be used for generation of Work Orders
Creating PM Schedules Overview (contrsquod)
Automation settings are defined to determine automatic generation or notification for manual generation
Creating PM Schedules Overview (contrsquod)
Monthly HVAC
Bi-Monthly and Annual Fire Extinguisher
Quarterly or Every 25000 Miles Brake Inspection
Creating PM Examples
In this example a PM will be created with the following criteria
bull Monthly Schedule
bull Single Procedure
bull All Assets with Classification of HVAC Unit (anywhere in Asset Tree)
bull Automatically generated
Monthly HVAC Example
Details
bull PM ID is HVAC-M
bull Name is HVAC Monthly Check
Monthly HVAC Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull Every 1 Month(s)
Monthly HVAC Example (contrsquod)
Procedure
bull Created automatically
bull Tasks must be added
Monthly HVAC Example (contrsquod)
Procedure (contrsquod)
bull Link Assets by Class (HVAC Unit)
bull Link All Assets
Monthly HVAC Example (contrsquod)
Assets
bull Root Asset added
bull Set Last Generated date back one month
Monthly HVAC Example (contrsquod)
Automation
bull Automatically generate Work Orders 3 days before PM is due
Monthly HVAC Example (contrsquod)
Work Order is generated
Monthly HVAC Example (contrsquod)
In this example a PM will be created with the following criteria
bull Bi-Monthly Schedule on the 15th
bull Multiple Procedures
bull Extinguisher Assets located in specific rooms in buildings
bull Automatic generation
(Assets with Class auto-added)
Bi-Monthly and Annual Fire Extinguisher Example
Details
bull PM ID is FIREEXTING-BI-M-A
bull Name is Bi-Monthly and Annual Fire Extinguisher Inspection
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull 15th of every 2 month(s)
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure
bull Pre-created
bull Monthly and Annual Procedure
bull Intervals must be defined
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure (contrsquod)
bull Tasks will differ for each Procedure
bull Specification will link reading back to Assets
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Assets
bull Each fire extinguisher Added to schedule
bull Next schedule set for the 15th
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Automation
bull Auto-generate 10 days before PM is due
bull Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Presenter Name Ange Garner
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Creating PM Schedules Defined
Creating PM Examples
Agenda
Creating PM Schedules Overview
Creating PM Schedules Defined
Created based on organizational need
Add new Asset vs create new schedule
Naming and ID structure should remain consistent
Creating PM Schedules Overview
Flexible schedule configuration options available for Fixed or Floating Schedules
Creating PM Schedules Overview (contrsquod)
Procedures added for tasks estimated costs details and attachments to transfer over to Work Orders
Creating PM Schedules Overview (contrsquod)
Assets added to PM Assets Tab will be used for generation of Work Orders
Creating PM Schedules Overview (contrsquod)
Automation settings are defined to determine automatic generation or notification for manual generation
Creating PM Schedules Overview (contrsquod)
Monthly HVAC
Bi-Monthly and Annual Fire Extinguisher
Quarterly or Every 25000 Miles Brake Inspection
Creating PM Examples
In this example a PM will be created with the following criteria
bull Monthly Schedule
bull Single Procedure
bull All Assets with Classification of HVAC Unit (anywhere in Asset Tree)
bull Automatically generated
Monthly HVAC Example
Details
bull PM ID is HVAC-M
bull Name is HVAC Monthly Check
Monthly HVAC Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull Every 1 Month(s)
Monthly HVAC Example (contrsquod)
Procedure
bull Created automatically
bull Tasks must be added
Monthly HVAC Example (contrsquod)
Procedure (contrsquod)
bull Link Assets by Class (HVAC Unit)
bull Link All Assets
Monthly HVAC Example (contrsquod)
Assets
bull Root Asset added
bull Set Last Generated date back one month
Monthly HVAC Example (contrsquod)
Automation
bull Automatically generate Work Orders 3 days before PM is due
Monthly HVAC Example (contrsquod)
Work Order is generated
Monthly HVAC Example (contrsquod)
In this example a PM will be created with the following criteria
bull Bi-Monthly Schedule on the 15th
bull Multiple Procedures
bull Extinguisher Assets located in specific rooms in buildings
bull Automatic generation
(Assets with Class auto-added)
Bi-Monthly and Annual Fire Extinguisher Example
Details
bull PM ID is FIREEXTING-BI-M-A
bull Name is Bi-Monthly and Annual Fire Extinguisher Inspection
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull 15th of every 2 month(s)
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure
bull Pre-created
bull Monthly and Annual Procedure
bull Intervals must be defined
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure (contrsquod)
bull Tasks will differ for each Procedure
bull Specification will link reading back to Assets
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Assets
bull Each fire extinguisher Added to schedule
bull Next schedule set for the 15th
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Automation
bull Auto-generate 10 days before PM is due
bull Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Creating PM Schedules Defined
Creating PM Examples
Agenda
Creating PM Schedules Overview
Creating PM Schedules Defined
Created based on organizational need
Add new Asset vs create new schedule
Naming and ID structure should remain consistent
Creating PM Schedules Overview
Flexible schedule configuration options available for Fixed or Floating Schedules
Creating PM Schedules Overview (contrsquod)
Procedures added for tasks estimated costs details and attachments to transfer over to Work Orders
Creating PM Schedules Overview (contrsquod)
Assets added to PM Assets Tab will be used for generation of Work Orders
Creating PM Schedules Overview (contrsquod)
Automation settings are defined to determine automatic generation or notification for manual generation
Creating PM Schedules Overview (contrsquod)
Monthly HVAC
Bi-Monthly and Annual Fire Extinguisher
Quarterly or Every 25000 Miles Brake Inspection
Creating PM Examples
In this example a PM will be created with the following criteria
bull Monthly Schedule
bull Single Procedure
bull All Assets with Classification of HVAC Unit (anywhere in Asset Tree)
bull Automatically generated
Monthly HVAC Example
Details
bull PM ID is HVAC-M
bull Name is HVAC Monthly Check
Monthly HVAC Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull Every 1 Month(s)
Monthly HVAC Example (contrsquod)
Procedure
bull Created automatically
bull Tasks must be added
Monthly HVAC Example (contrsquod)
Procedure (contrsquod)
bull Link Assets by Class (HVAC Unit)
bull Link All Assets
Monthly HVAC Example (contrsquod)
Assets
bull Root Asset added
bull Set Last Generated date back one month
Monthly HVAC Example (contrsquod)
Automation
bull Automatically generate Work Orders 3 days before PM is due
Monthly HVAC Example (contrsquod)
Work Order is generated
Monthly HVAC Example (contrsquod)
In this example a PM will be created with the following criteria
bull Bi-Monthly Schedule on the 15th
bull Multiple Procedures
bull Extinguisher Assets located in specific rooms in buildings
bull Automatic generation
(Assets with Class auto-added)
Bi-Monthly and Annual Fire Extinguisher Example
Details
bull PM ID is FIREEXTING-BI-M-A
bull Name is Bi-Monthly and Annual Fire Extinguisher Inspection
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull 15th of every 2 month(s)
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure
bull Pre-created
bull Monthly and Annual Procedure
bull Intervals must be defined
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure (contrsquod)
bull Tasks will differ for each Procedure
bull Specification will link reading back to Assets
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Assets
bull Each fire extinguisher Added to schedule
bull Next schedule set for the 15th
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Automation
bull Auto-generate 10 days before PM is due
bull Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Creating PM Schedules Overview
Creating PM Schedules Defined
Created based on organizational need
Add new Asset vs create new schedule
Naming and ID structure should remain consistent
Creating PM Schedules Overview
Flexible schedule configuration options available for Fixed or Floating Schedules
Creating PM Schedules Overview (contrsquod)
Procedures added for tasks estimated costs details and attachments to transfer over to Work Orders
Creating PM Schedules Overview (contrsquod)
Assets added to PM Assets Tab will be used for generation of Work Orders
Creating PM Schedules Overview (contrsquod)
Automation settings are defined to determine automatic generation or notification for manual generation
Creating PM Schedules Overview (contrsquod)
Monthly HVAC
Bi-Monthly and Annual Fire Extinguisher
Quarterly or Every 25000 Miles Brake Inspection
Creating PM Examples
In this example a PM will be created with the following criteria
bull Monthly Schedule
bull Single Procedure
bull All Assets with Classification of HVAC Unit (anywhere in Asset Tree)
bull Automatically generated
Monthly HVAC Example
Details
bull PM ID is HVAC-M
bull Name is HVAC Monthly Check
Monthly HVAC Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull Every 1 Month(s)
Monthly HVAC Example (contrsquod)
Procedure
bull Created automatically
bull Tasks must be added
Monthly HVAC Example (contrsquod)
Procedure (contrsquod)
bull Link Assets by Class (HVAC Unit)
bull Link All Assets
Monthly HVAC Example (contrsquod)
Assets
bull Root Asset added
bull Set Last Generated date back one month
Monthly HVAC Example (contrsquod)
Automation
bull Automatically generate Work Orders 3 days before PM is due
Monthly HVAC Example (contrsquod)
Work Order is generated
Monthly HVAC Example (contrsquod)
In this example a PM will be created with the following criteria
bull Bi-Monthly Schedule on the 15th
bull Multiple Procedures
bull Extinguisher Assets located in specific rooms in buildings
bull Automatic generation
(Assets with Class auto-added)
Bi-Monthly and Annual Fire Extinguisher Example
Details
bull PM ID is FIREEXTING-BI-M-A
bull Name is Bi-Monthly and Annual Fire Extinguisher Inspection
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull 15th of every 2 month(s)
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure
bull Pre-created
bull Monthly and Annual Procedure
bull Intervals must be defined
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure (contrsquod)
bull Tasks will differ for each Procedure
bull Specification will link reading back to Assets
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Assets
bull Each fire extinguisher Added to schedule
bull Next schedule set for the 15th
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Automation
bull Auto-generate 10 days before PM is due
bull Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Created based on organizational need
Add new Asset vs create new schedule
Naming and ID structure should remain consistent
Creating PM Schedules Overview
Flexible schedule configuration options available for Fixed or Floating Schedules
Creating PM Schedules Overview (contrsquod)
Procedures added for tasks estimated costs details and attachments to transfer over to Work Orders
Creating PM Schedules Overview (contrsquod)
Assets added to PM Assets Tab will be used for generation of Work Orders
Creating PM Schedules Overview (contrsquod)
Automation settings are defined to determine automatic generation or notification for manual generation
Creating PM Schedules Overview (contrsquod)
Monthly HVAC
Bi-Monthly and Annual Fire Extinguisher
Quarterly or Every 25000 Miles Brake Inspection
Creating PM Examples
In this example a PM will be created with the following criteria
bull Monthly Schedule
bull Single Procedure
bull All Assets with Classification of HVAC Unit (anywhere in Asset Tree)
bull Automatically generated
Monthly HVAC Example
Details
bull PM ID is HVAC-M
bull Name is HVAC Monthly Check
Monthly HVAC Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull Every 1 Month(s)
Monthly HVAC Example (contrsquod)
Procedure
bull Created automatically
bull Tasks must be added
Monthly HVAC Example (contrsquod)
Procedure (contrsquod)
bull Link Assets by Class (HVAC Unit)
bull Link All Assets
Monthly HVAC Example (contrsquod)
Assets
bull Root Asset added
bull Set Last Generated date back one month
Monthly HVAC Example (contrsquod)
Automation
bull Automatically generate Work Orders 3 days before PM is due
Monthly HVAC Example (contrsquod)
Work Order is generated
Monthly HVAC Example (contrsquod)
In this example a PM will be created with the following criteria
bull Bi-Monthly Schedule on the 15th
bull Multiple Procedures
bull Extinguisher Assets located in specific rooms in buildings
bull Automatic generation
(Assets with Class auto-added)
Bi-Monthly and Annual Fire Extinguisher Example
Details
bull PM ID is FIREEXTING-BI-M-A
bull Name is Bi-Monthly and Annual Fire Extinguisher Inspection
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull 15th of every 2 month(s)
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure
bull Pre-created
bull Monthly and Annual Procedure
bull Intervals must be defined
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure (contrsquod)
bull Tasks will differ for each Procedure
bull Specification will link reading back to Assets
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Assets
bull Each fire extinguisher Added to schedule
bull Next schedule set for the 15th
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Automation
bull Auto-generate 10 days before PM is due
bull Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Flexible schedule configuration options available for Fixed or Floating Schedules
Creating PM Schedules Overview (contrsquod)
Procedures added for tasks estimated costs details and attachments to transfer over to Work Orders
Creating PM Schedules Overview (contrsquod)
Assets added to PM Assets Tab will be used for generation of Work Orders
Creating PM Schedules Overview (contrsquod)
Automation settings are defined to determine automatic generation or notification for manual generation
Creating PM Schedules Overview (contrsquod)
Monthly HVAC
Bi-Monthly and Annual Fire Extinguisher
Quarterly or Every 25000 Miles Brake Inspection
Creating PM Examples
In this example a PM will be created with the following criteria
bull Monthly Schedule
bull Single Procedure
bull All Assets with Classification of HVAC Unit (anywhere in Asset Tree)
bull Automatically generated
Monthly HVAC Example
Details
bull PM ID is HVAC-M
bull Name is HVAC Monthly Check
Monthly HVAC Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull Every 1 Month(s)
Monthly HVAC Example (contrsquod)
Procedure
bull Created automatically
bull Tasks must be added
Monthly HVAC Example (contrsquod)
Procedure (contrsquod)
bull Link Assets by Class (HVAC Unit)
bull Link All Assets
Monthly HVAC Example (contrsquod)
Assets
bull Root Asset added
bull Set Last Generated date back one month
Monthly HVAC Example (contrsquod)
Automation
bull Automatically generate Work Orders 3 days before PM is due
Monthly HVAC Example (contrsquod)
Work Order is generated
Monthly HVAC Example (contrsquod)
In this example a PM will be created with the following criteria
bull Bi-Monthly Schedule on the 15th
bull Multiple Procedures
bull Extinguisher Assets located in specific rooms in buildings
bull Automatic generation
(Assets with Class auto-added)
Bi-Monthly and Annual Fire Extinguisher Example
Details
bull PM ID is FIREEXTING-BI-M-A
bull Name is Bi-Monthly and Annual Fire Extinguisher Inspection
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull 15th of every 2 month(s)
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure
bull Pre-created
bull Monthly and Annual Procedure
bull Intervals must be defined
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure (contrsquod)
bull Tasks will differ for each Procedure
bull Specification will link reading back to Assets
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Assets
bull Each fire extinguisher Added to schedule
bull Next schedule set for the 15th
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Automation
bull Auto-generate 10 days before PM is due
bull Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Procedures added for tasks estimated costs details and attachments to transfer over to Work Orders
Creating PM Schedules Overview (contrsquod)
Assets added to PM Assets Tab will be used for generation of Work Orders
Creating PM Schedules Overview (contrsquod)
Automation settings are defined to determine automatic generation or notification for manual generation
Creating PM Schedules Overview (contrsquod)
Monthly HVAC
Bi-Monthly and Annual Fire Extinguisher
Quarterly or Every 25000 Miles Brake Inspection
Creating PM Examples
In this example a PM will be created with the following criteria
bull Monthly Schedule
bull Single Procedure
bull All Assets with Classification of HVAC Unit (anywhere in Asset Tree)
bull Automatically generated
Monthly HVAC Example
Details
bull PM ID is HVAC-M
bull Name is HVAC Monthly Check
Monthly HVAC Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull Every 1 Month(s)
Monthly HVAC Example (contrsquod)
Procedure
bull Created automatically
bull Tasks must be added
Monthly HVAC Example (contrsquod)
Procedure (contrsquod)
bull Link Assets by Class (HVAC Unit)
bull Link All Assets
Monthly HVAC Example (contrsquod)
Assets
bull Root Asset added
bull Set Last Generated date back one month
Monthly HVAC Example (contrsquod)
Automation
bull Automatically generate Work Orders 3 days before PM is due
Monthly HVAC Example (contrsquod)
Work Order is generated
Monthly HVAC Example (contrsquod)
In this example a PM will be created with the following criteria
bull Bi-Monthly Schedule on the 15th
bull Multiple Procedures
bull Extinguisher Assets located in specific rooms in buildings
bull Automatic generation
(Assets with Class auto-added)
Bi-Monthly and Annual Fire Extinguisher Example
Details
bull PM ID is FIREEXTING-BI-M-A
bull Name is Bi-Monthly and Annual Fire Extinguisher Inspection
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull 15th of every 2 month(s)
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure
bull Pre-created
bull Monthly and Annual Procedure
bull Intervals must be defined
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure (contrsquod)
bull Tasks will differ for each Procedure
bull Specification will link reading back to Assets
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Assets
bull Each fire extinguisher Added to schedule
bull Next schedule set for the 15th
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Automation
bull Auto-generate 10 days before PM is due
bull Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Assets added to PM Assets Tab will be used for generation of Work Orders
Creating PM Schedules Overview (contrsquod)
Automation settings are defined to determine automatic generation or notification for manual generation
Creating PM Schedules Overview (contrsquod)
Monthly HVAC
Bi-Monthly and Annual Fire Extinguisher
Quarterly or Every 25000 Miles Brake Inspection
Creating PM Examples
In this example a PM will be created with the following criteria
bull Monthly Schedule
bull Single Procedure
bull All Assets with Classification of HVAC Unit (anywhere in Asset Tree)
bull Automatically generated
Monthly HVAC Example
Details
bull PM ID is HVAC-M
bull Name is HVAC Monthly Check
Monthly HVAC Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull Every 1 Month(s)
Monthly HVAC Example (contrsquod)
Procedure
bull Created automatically
bull Tasks must be added
Monthly HVAC Example (contrsquod)
Procedure (contrsquod)
bull Link Assets by Class (HVAC Unit)
bull Link All Assets
Monthly HVAC Example (contrsquod)
Assets
bull Root Asset added
bull Set Last Generated date back one month
Monthly HVAC Example (contrsquod)
Automation
bull Automatically generate Work Orders 3 days before PM is due
Monthly HVAC Example (contrsquod)
Work Order is generated
Monthly HVAC Example (contrsquod)
In this example a PM will be created with the following criteria
bull Bi-Monthly Schedule on the 15th
bull Multiple Procedures
bull Extinguisher Assets located in specific rooms in buildings
bull Automatic generation
(Assets with Class auto-added)
Bi-Monthly and Annual Fire Extinguisher Example
Details
bull PM ID is FIREEXTING-BI-M-A
bull Name is Bi-Monthly and Annual Fire Extinguisher Inspection
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull 15th of every 2 month(s)
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure
bull Pre-created
bull Monthly and Annual Procedure
bull Intervals must be defined
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure (contrsquod)
bull Tasks will differ for each Procedure
bull Specification will link reading back to Assets
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Assets
bull Each fire extinguisher Added to schedule
bull Next schedule set for the 15th
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Automation
bull Auto-generate 10 days before PM is due
bull Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Automation settings are defined to determine automatic generation or notification for manual generation
Creating PM Schedules Overview (contrsquod)
Monthly HVAC
Bi-Monthly and Annual Fire Extinguisher
Quarterly or Every 25000 Miles Brake Inspection
Creating PM Examples
In this example a PM will be created with the following criteria
bull Monthly Schedule
bull Single Procedure
bull All Assets with Classification of HVAC Unit (anywhere in Asset Tree)
bull Automatically generated
Monthly HVAC Example
Details
bull PM ID is HVAC-M
bull Name is HVAC Monthly Check
Monthly HVAC Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull Every 1 Month(s)
Monthly HVAC Example (contrsquod)
Procedure
bull Created automatically
bull Tasks must be added
Monthly HVAC Example (contrsquod)
Procedure (contrsquod)
bull Link Assets by Class (HVAC Unit)
bull Link All Assets
Monthly HVAC Example (contrsquod)
Assets
bull Root Asset added
bull Set Last Generated date back one month
Monthly HVAC Example (contrsquod)
Automation
bull Automatically generate Work Orders 3 days before PM is due
Monthly HVAC Example (contrsquod)
Work Order is generated
Monthly HVAC Example (contrsquod)
In this example a PM will be created with the following criteria
bull Bi-Monthly Schedule on the 15th
bull Multiple Procedures
bull Extinguisher Assets located in specific rooms in buildings
bull Automatic generation
(Assets with Class auto-added)
Bi-Monthly and Annual Fire Extinguisher Example
Details
bull PM ID is FIREEXTING-BI-M-A
bull Name is Bi-Monthly and Annual Fire Extinguisher Inspection
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull 15th of every 2 month(s)
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure
bull Pre-created
bull Monthly and Annual Procedure
bull Intervals must be defined
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure (contrsquod)
bull Tasks will differ for each Procedure
bull Specification will link reading back to Assets
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Assets
bull Each fire extinguisher Added to schedule
bull Next schedule set for the 15th
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Automation
bull Auto-generate 10 days before PM is due
bull Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Monthly HVAC
Bi-Monthly and Annual Fire Extinguisher
Quarterly or Every 25000 Miles Brake Inspection
Creating PM Examples
In this example a PM will be created with the following criteria
bull Monthly Schedule
bull Single Procedure
bull All Assets with Classification of HVAC Unit (anywhere in Asset Tree)
bull Automatically generated
Monthly HVAC Example
Details
bull PM ID is HVAC-M
bull Name is HVAC Monthly Check
Monthly HVAC Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull Every 1 Month(s)
Monthly HVAC Example (contrsquod)
Procedure
bull Created automatically
bull Tasks must be added
Monthly HVAC Example (contrsquod)
Procedure (contrsquod)
bull Link Assets by Class (HVAC Unit)
bull Link All Assets
Monthly HVAC Example (contrsquod)
Assets
bull Root Asset added
bull Set Last Generated date back one month
Monthly HVAC Example (contrsquod)
Automation
bull Automatically generate Work Orders 3 days before PM is due
Monthly HVAC Example (contrsquod)
Work Order is generated
Monthly HVAC Example (contrsquod)
In this example a PM will be created with the following criteria
bull Bi-Monthly Schedule on the 15th
bull Multiple Procedures
bull Extinguisher Assets located in specific rooms in buildings
bull Automatic generation
(Assets with Class auto-added)
Bi-Monthly and Annual Fire Extinguisher Example
Details
bull PM ID is FIREEXTING-BI-M-A
bull Name is Bi-Monthly and Annual Fire Extinguisher Inspection
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull 15th of every 2 month(s)
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure
bull Pre-created
bull Monthly and Annual Procedure
bull Intervals must be defined
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure (contrsquod)
bull Tasks will differ for each Procedure
bull Specification will link reading back to Assets
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Assets
bull Each fire extinguisher Added to schedule
bull Next schedule set for the 15th
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Automation
bull Auto-generate 10 days before PM is due
bull Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
In this example a PM will be created with the following criteria
bull Monthly Schedule
bull Single Procedure
bull All Assets with Classification of HVAC Unit (anywhere in Asset Tree)
bull Automatically generated
Monthly HVAC Example
Details
bull PM ID is HVAC-M
bull Name is HVAC Monthly Check
Monthly HVAC Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull Every 1 Month(s)
Monthly HVAC Example (contrsquod)
Procedure
bull Created automatically
bull Tasks must be added
Monthly HVAC Example (contrsquod)
Procedure (contrsquod)
bull Link Assets by Class (HVAC Unit)
bull Link All Assets
Monthly HVAC Example (contrsquod)
Assets
bull Root Asset added
bull Set Last Generated date back one month
Monthly HVAC Example (contrsquod)
Automation
bull Automatically generate Work Orders 3 days before PM is due
Monthly HVAC Example (contrsquod)
Work Order is generated
Monthly HVAC Example (contrsquod)
In this example a PM will be created with the following criteria
bull Bi-Monthly Schedule on the 15th
bull Multiple Procedures
bull Extinguisher Assets located in specific rooms in buildings
bull Automatic generation
(Assets with Class auto-added)
Bi-Monthly and Annual Fire Extinguisher Example
Details
bull PM ID is FIREEXTING-BI-M-A
bull Name is Bi-Monthly and Annual Fire Extinguisher Inspection
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull 15th of every 2 month(s)
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure
bull Pre-created
bull Monthly and Annual Procedure
bull Intervals must be defined
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure (contrsquod)
bull Tasks will differ for each Procedure
bull Specification will link reading back to Assets
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Assets
bull Each fire extinguisher Added to schedule
bull Next schedule set for the 15th
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Automation
bull Auto-generate 10 days before PM is due
bull Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Details
bull PM ID is HVAC-M
bull Name is HVAC Monthly Check
Monthly HVAC Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull Every 1 Month(s)
Monthly HVAC Example (contrsquod)
Procedure
bull Created automatically
bull Tasks must be added
Monthly HVAC Example (contrsquod)
Procedure (contrsquod)
bull Link Assets by Class (HVAC Unit)
bull Link All Assets
Monthly HVAC Example (contrsquod)
Assets
bull Root Asset added
bull Set Last Generated date back one month
Monthly HVAC Example (contrsquod)
Automation
bull Automatically generate Work Orders 3 days before PM is due
Monthly HVAC Example (contrsquod)
Work Order is generated
Monthly HVAC Example (contrsquod)
In this example a PM will be created with the following criteria
bull Bi-Monthly Schedule on the 15th
bull Multiple Procedures
bull Extinguisher Assets located in specific rooms in buildings
bull Automatic generation
(Assets with Class auto-added)
Bi-Monthly and Annual Fire Extinguisher Example
Details
bull PM ID is FIREEXTING-BI-M-A
bull Name is Bi-Monthly and Annual Fire Extinguisher Inspection
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull 15th of every 2 month(s)
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure
bull Pre-created
bull Monthly and Annual Procedure
bull Intervals must be defined
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure (contrsquod)
bull Tasks will differ for each Procedure
bull Specification will link reading back to Assets
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Assets
bull Each fire extinguisher Added to schedule
bull Next schedule set for the 15th
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Automation
bull Auto-generate 10 days before PM is due
bull Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Schedule
bull Time Based or Meter Based
bull Monthly
bull Every 1 Month(s)
Monthly HVAC Example (contrsquod)
Procedure
bull Created automatically
bull Tasks must be added
Monthly HVAC Example (contrsquod)
Procedure (contrsquod)
bull Link Assets by Class (HVAC Unit)
bull Link All Assets
Monthly HVAC Example (contrsquod)
Assets
bull Root Asset added
bull Set Last Generated date back one month
Monthly HVAC Example (contrsquod)
Automation
bull Automatically generate Work Orders 3 days before PM is due
Monthly HVAC Example (contrsquod)
Work Order is generated
Monthly HVAC Example (contrsquod)
In this example a PM will be created with the following criteria
bull Bi-Monthly Schedule on the 15th
bull Multiple Procedures
bull Extinguisher Assets located in specific rooms in buildings
bull Automatic generation
(Assets with Class auto-added)
Bi-Monthly and Annual Fire Extinguisher Example
Details
bull PM ID is FIREEXTING-BI-M-A
bull Name is Bi-Monthly and Annual Fire Extinguisher Inspection
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull 15th of every 2 month(s)
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure
bull Pre-created
bull Monthly and Annual Procedure
bull Intervals must be defined
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure (contrsquod)
bull Tasks will differ for each Procedure
bull Specification will link reading back to Assets
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Assets
bull Each fire extinguisher Added to schedule
bull Next schedule set for the 15th
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Automation
bull Auto-generate 10 days before PM is due
bull Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Procedure
bull Created automatically
bull Tasks must be added
Monthly HVAC Example (contrsquod)
Procedure (contrsquod)
bull Link Assets by Class (HVAC Unit)
bull Link All Assets
Monthly HVAC Example (contrsquod)
Assets
bull Root Asset added
bull Set Last Generated date back one month
Monthly HVAC Example (contrsquod)
Automation
bull Automatically generate Work Orders 3 days before PM is due
Monthly HVAC Example (contrsquod)
Work Order is generated
Monthly HVAC Example (contrsquod)
In this example a PM will be created with the following criteria
bull Bi-Monthly Schedule on the 15th
bull Multiple Procedures
bull Extinguisher Assets located in specific rooms in buildings
bull Automatic generation
(Assets with Class auto-added)
Bi-Monthly and Annual Fire Extinguisher Example
Details
bull PM ID is FIREEXTING-BI-M-A
bull Name is Bi-Monthly and Annual Fire Extinguisher Inspection
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull 15th of every 2 month(s)
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure
bull Pre-created
bull Monthly and Annual Procedure
bull Intervals must be defined
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure (contrsquod)
bull Tasks will differ for each Procedure
bull Specification will link reading back to Assets
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Assets
bull Each fire extinguisher Added to schedule
bull Next schedule set for the 15th
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Automation
bull Auto-generate 10 days before PM is due
bull Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Procedure (contrsquod)
bull Link Assets by Class (HVAC Unit)
bull Link All Assets
Monthly HVAC Example (contrsquod)
Assets
bull Root Asset added
bull Set Last Generated date back one month
Monthly HVAC Example (contrsquod)
Automation
bull Automatically generate Work Orders 3 days before PM is due
Monthly HVAC Example (contrsquod)
Work Order is generated
Monthly HVAC Example (contrsquod)
In this example a PM will be created with the following criteria
bull Bi-Monthly Schedule on the 15th
bull Multiple Procedures
bull Extinguisher Assets located in specific rooms in buildings
bull Automatic generation
(Assets with Class auto-added)
Bi-Monthly and Annual Fire Extinguisher Example
Details
bull PM ID is FIREEXTING-BI-M-A
bull Name is Bi-Monthly and Annual Fire Extinguisher Inspection
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull 15th of every 2 month(s)
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure
bull Pre-created
bull Monthly and Annual Procedure
bull Intervals must be defined
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure (contrsquod)
bull Tasks will differ for each Procedure
bull Specification will link reading back to Assets
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Assets
bull Each fire extinguisher Added to schedule
bull Next schedule set for the 15th
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Automation
bull Auto-generate 10 days before PM is due
bull Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Assets
bull Root Asset added
bull Set Last Generated date back one month
Monthly HVAC Example (contrsquod)
Automation
bull Automatically generate Work Orders 3 days before PM is due
Monthly HVAC Example (contrsquod)
Work Order is generated
Monthly HVAC Example (contrsquod)
In this example a PM will be created with the following criteria
bull Bi-Monthly Schedule on the 15th
bull Multiple Procedures
bull Extinguisher Assets located in specific rooms in buildings
bull Automatic generation
(Assets with Class auto-added)
Bi-Monthly and Annual Fire Extinguisher Example
Details
bull PM ID is FIREEXTING-BI-M-A
bull Name is Bi-Monthly and Annual Fire Extinguisher Inspection
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull 15th of every 2 month(s)
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure
bull Pre-created
bull Monthly and Annual Procedure
bull Intervals must be defined
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure (contrsquod)
bull Tasks will differ for each Procedure
bull Specification will link reading back to Assets
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Assets
bull Each fire extinguisher Added to schedule
bull Next schedule set for the 15th
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Automation
bull Auto-generate 10 days before PM is due
bull Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Automation
bull Automatically generate Work Orders 3 days before PM is due
Monthly HVAC Example (contrsquod)
Work Order is generated
Monthly HVAC Example (contrsquod)
In this example a PM will be created with the following criteria
bull Bi-Monthly Schedule on the 15th
bull Multiple Procedures
bull Extinguisher Assets located in specific rooms in buildings
bull Automatic generation
(Assets with Class auto-added)
Bi-Monthly and Annual Fire Extinguisher Example
Details
bull PM ID is FIREEXTING-BI-M-A
bull Name is Bi-Monthly and Annual Fire Extinguisher Inspection
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull 15th of every 2 month(s)
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure
bull Pre-created
bull Monthly and Annual Procedure
bull Intervals must be defined
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure (contrsquod)
bull Tasks will differ for each Procedure
bull Specification will link reading back to Assets
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Assets
bull Each fire extinguisher Added to schedule
bull Next schedule set for the 15th
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Automation
bull Auto-generate 10 days before PM is due
bull Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Work Order is generated
Monthly HVAC Example (contrsquod)
In this example a PM will be created with the following criteria
bull Bi-Monthly Schedule on the 15th
bull Multiple Procedures
bull Extinguisher Assets located in specific rooms in buildings
bull Automatic generation
(Assets with Class auto-added)
Bi-Monthly and Annual Fire Extinguisher Example
Details
bull PM ID is FIREEXTING-BI-M-A
bull Name is Bi-Monthly and Annual Fire Extinguisher Inspection
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull 15th of every 2 month(s)
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure
bull Pre-created
bull Monthly and Annual Procedure
bull Intervals must be defined
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure (contrsquod)
bull Tasks will differ for each Procedure
bull Specification will link reading back to Assets
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Assets
bull Each fire extinguisher Added to schedule
bull Next schedule set for the 15th
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Automation
bull Auto-generate 10 days before PM is due
bull Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
In this example a PM will be created with the following criteria
bull Bi-Monthly Schedule on the 15th
bull Multiple Procedures
bull Extinguisher Assets located in specific rooms in buildings
bull Automatic generation
(Assets with Class auto-added)
Bi-Monthly and Annual Fire Extinguisher Example
Details
bull PM ID is FIREEXTING-BI-M-A
bull Name is Bi-Monthly and Annual Fire Extinguisher Inspection
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull 15th of every 2 month(s)
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure
bull Pre-created
bull Monthly and Annual Procedure
bull Intervals must be defined
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure (contrsquod)
bull Tasks will differ for each Procedure
bull Specification will link reading back to Assets
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Assets
bull Each fire extinguisher Added to schedule
bull Next schedule set for the 15th
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Automation
bull Auto-generate 10 days before PM is due
bull Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Details
bull PM ID is FIREEXTING-BI-M-A
bull Name is Bi-Monthly and Annual Fire Extinguisher Inspection
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Schedule
bull Time Based or Meter Based
bull Monthly
bull 15th of every 2 month(s)
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure
bull Pre-created
bull Monthly and Annual Procedure
bull Intervals must be defined
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure (contrsquod)
bull Tasks will differ for each Procedure
bull Specification will link reading back to Assets
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Assets
bull Each fire extinguisher Added to schedule
bull Next schedule set for the 15th
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Automation
bull Auto-generate 10 days before PM is due
bull Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Schedule
bull Time Based or Meter Based
bull Monthly
bull 15th of every 2 month(s)
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure
bull Pre-created
bull Monthly and Annual Procedure
bull Intervals must be defined
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure (contrsquod)
bull Tasks will differ for each Procedure
bull Specification will link reading back to Assets
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Assets
bull Each fire extinguisher Added to schedule
bull Next schedule set for the 15th
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Automation
bull Auto-generate 10 days before PM is due
bull Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Procedure
bull Pre-created
bull Monthly and Annual Procedure
bull Intervals must be defined
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Procedure (contrsquod)
bull Tasks will differ for each Procedure
bull Specification will link reading back to Assets
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Assets
bull Each fire extinguisher Added to schedule
bull Next schedule set for the 15th
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Automation
bull Auto-generate 10 days before PM is due
bull Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Procedure (contrsquod)
bull Tasks will differ for each Procedure
bull Specification will link reading back to Assets
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Assets
bull Each fire extinguisher Added to schedule
bull Next schedule set for the 15th
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Automation
bull Auto-generate 10 days before PM is due
bull Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Assets
bull Each fire extinguisher Added to schedule
bull Next schedule set for the 15th
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Automation
bull Auto-generate 10 days before PM is due
bull Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Automation
bull Auto-generate 10 days before PM is due
bull Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Work Orders are generated
Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
In this example a PM will be created with the following criteria
bull Quarterly or 25000 miles
bull Single Procedure
bull Delivery Vehicle Assets (two different Classifications)
bull Display notification on home page
Quarterly or Every 25000 Miles Brake Inspection Example
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Details
bull PM ID is DELIVERY-BRAKES-Q25000
bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Schedule
bull Time Based and Meter Based
bull Every 3 month(s) or every 25000 Meter 1 Units
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Procedure
bull Pre-created
bull Task linked to a specific Asset Directly
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Assets
bull Use Asset Defaults has been selected
bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Automation
bull Notification on home page
bull Auto-add Assets with specific Classifications
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Work Orders are generated
Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip