Managing KPIs and Dashboards (SA04)

System Administrator Track

1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following

Member ID SA_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

1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following

Member ID SA_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 Names Marc Ackers and Adam OrsquoBrien

Background information

bull Role and expertise at Maintenance Connection

bull Fun Fact

Presenter Bio

KPI and Dashboard Defined

Dashboard Functionality

KPI Editing

Advanced KPI Features

Agenda

What is a KPI

What is the Dashboard

KPI and Dashboard Defined

Key Performance Indicator (KPI) evaluates performance on measurements

Examples of use cases

bull Average WO Completion

bull Average Response Time

bull Mean Time Between Failures

bull Count of Overdue WOs PMs

What is a KPI

Organization and business practice specific

Create New Clone Trend and Print

SQL knowledge is required

What is a KPI (contrsquod)

Special presentation view of KPIs defined by organization

Displays important information about KPI

bull Description

bull Current value

bull Target

bull Variance

What is the Dashboard

Use Dashboard to

bull Group like KPIs

bull Specify display order

bull Determine thresholds and graphic format

bull Determine which KPIs to trend

What is the Dashboard (contrsquod)

Accessed from

bull Dashboard Icon on toolbar

bull Applications Menu

What is the Dashboard (contrsquod)

Multiple KPI Dashboard Groups

Reports and Charts

Filter and Compare

Action Bar Options

Dashboard Functionality

Group KPIs by common features (such as Work Orders Purchasing etc)

Create as many KPI Dashboard Groups as needed

Multiple KPI Dashboard Groups

Create new KPI Groups by defining

bull Managed By

bull Display Order

bull Module ID

bull KPI Group Name

bull Active

Multiple KPI Dashboard Groups (contrsquod)

Reports and Charts can be run from Dashboard

Easy navigation via tabs

Reports and charts are listed in left- hand column for selection to display

Reports and Charts

Example of Report selection

Reports and Charts (contrsquod)

Example of Chart selection

Reports and Charts (contrsquod)

Valuable for analyzing KPI data from different perspectives

Controls to limit define and compare data

Filter and Compare

Filter By and Compare By (multiple options)

Multiple Selections

Clear All control resets filters

Filter and Compare (contrsquod)

Options from Action Bar to Create New Clone Refresh Trend or Print

Action Bar Options

Now letrsquos practice navigating the Dashboard to view and compare KPI details

View and Compare KPI Hands-On

Select the Dashboard button from the Action Bar

Select Work Order from the KPI Dashboard dropdown

View and Compare KPI Hands-On (contrsquod)

Locate and select the PM Work Orders Overdue KPI

Select the Compare tab

View and Compare KPI Hands-On (contrsquod)

Select Shop for the Compare by dropdown

Select the Multiple Selections indicator

Select the Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

KPIs will show for All Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

You have now successfully completed accessing the Dashboard and comparing KPIs

View and Compare KPI Hands-On (contrsquod)

KPI Editing Overview

Edit Window

KPI Queries

KPI Editing

Editing is only for advanced users and MC Staff

Preferences available to limit access

Access via Edit button under KPI

KPI Editing Overview

Displays fields to adjust

bull KPI Name and Description

bull Managed By

bull Display Order

Edit Window

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

KPI and Dashboard Defined

Dashboard Functionality

KPI Editing

Advanced KPI Features

Agenda

What is a KPI

What is the Dashboard

KPI and Dashboard Defined

Key Performance Indicator (KPI) evaluates performance on measurements

Examples of use cases

bull Average WO Completion

bull Average Response Time

bull Mean Time Between Failures

bull Count of Overdue WOs PMs

What is a KPI

Organization and business practice specific

Create New Clone Trend and Print

SQL knowledge is required

What is a KPI (contrsquod)

Special presentation view of KPIs defined by organization

Displays important information about KPI

bull Description

bull Current value

bull Target

bull Variance

What is the Dashboard

Use Dashboard to

bull Group like KPIs

bull Specify display order

bull Determine thresholds and graphic format

bull Determine which KPIs to trend

What is the Dashboard (contrsquod)

Accessed from

bull Dashboard Icon on toolbar

bull Applications Menu

What is the Dashboard (contrsquod)

Multiple KPI Dashboard Groups

Reports and Charts

Filter and Compare

Action Bar Options

Dashboard Functionality

Group KPIs by common features (such as Work Orders Purchasing etc)

Create as many KPI Dashboard Groups as needed

Multiple KPI Dashboard Groups

Create new KPI Groups by defining

bull Managed By

bull Display Order

bull Module ID

bull KPI Group Name

bull Active

Multiple KPI Dashboard Groups (contrsquod)

Reports and Charts can be run from Dashboard

Easy navigation via tabs

Reports and charts are listed in left- hand column for selection to display

Reports and Charts

Example of Report selection

Reports and Charts (contrsquod)

Example of Chart selection

Reports and Charts (contrsquod)

Valuable for analyzing KPI data from different perspectives

Controls to limit define and compare data

Filter and Compare

Filter By and Compare By (multiple options)

Multiple Selections

Clear All control resets filters

Filter and Compare (contrsquod)

Options from Action Bar to Create New Clone Refresh Trend or Print

Action Bar Options

Now letrsquos practice navigating the Dashboard to view and compare KPI details

View and Compare KPI Hands-On

Select the Dashboard button from the Action Bar

Select Work Order from the KPI Dashboard dropdown

View and Compare KPI Hands-On (contrsquod)

Locate and select the PM Work Orders Overdue KPI

Select the Compare tab

View and Compare KPI Hands-On (contrsquod)

Select Shop for the Compare by dropdown

Select the Multiple Selections indicator

Select the Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

KPIs will show for All Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

You have now successfully completed accessing the Dashboard and comparing KPIs

View and Compare KPI Hands-On (contrsquod)

KPI Editing Overview

Edit Window

KPI Queries

KPI Editing

Editing is only for advanced users and MC Staff

Preferences available to limit access

Access via Edit button under KPI

KPI Editing Overview

Displays fields to adjust

bull KPI Name and Description

bull Managed By

bull Display Order

Edit Window

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

What is a KPI

What is the Dashboard

KPI and Dashboard Defined

Key Performance Indicator (KPI) evaluates performance on measurements

Examples of use cases

bull Average WO Completion

bull Average Response Time

bull Mean Time Between Failures

bull Count of Overdue WOs PMs

What is a KPI

Organization and business practice specific

Create New Clone Trend and Print

SQL knowledge is required

What is a KPI (contrsquod)

Special presentation view of KPIs defined by organization

Displays important information about KPI

bull Description

bull Current value

bull Target

bull Variance

What is the Dashboard

Use Dashboard to

bull Group like KPIs

bull Specify display order

bull Determine thresholds and graphic format

bull Determine which KPIs to trend

What is the Dashboard (contrsquod)

Accessed from

bull Dashboard Icon on toolbar

bull Applications Menu

What is the Dashboard (contrsquod)

Multiple KPI Dashboard Groups

Reports and Charts

Filter and Compare

Action Bar Options

Dashboard Functionality

Group KPIs by common features (such as Work Orders Purchasing etc)

Create as many KPI Dashboard Groups as needed

Multiple KPI Dashboard Groups

Create new KPI Groups by defining

bull Managed By

bull Display Order

bull Module ID

bull KPI Group Name

bull Active

Multiple KPI Dashboard Groups (contrsquod)

Reports and Charts can be run from Dashboard

Easy navigation via tabs

Reports and charts are listed in left- hand column for selection to display

Reports and Charts

Example of Report selection

Reports and Charts (contrsquod)

Example of Chart selection

Reports and Charts (contrsquod)

Valuable for analyzing KPI data from different perspectives

Controls to limit define and compare data

Filter and Compare

Filter By and Compare By (multiple options)

Multiple Selections

Clear All control resets filters

Filter and Compare (contrsquod)

Options from Action Bar to Create New Clone Refresh Trend or Print

Action Bar Options

Now letrsquos practice navigating the Dashboard to view and compare KPI details

View and Compare KPI Hands-On

Select the Dashboard button from the Action Bar

Select Work Order from the KPI Dashboard dropdown

View and Compare KPI Hands-On (contrsquod)

Locate and select the PM Work Orders Overdue KPI

Select the Compare tab

View and Compare KPI Hands-On (contrsquod)

Select Shop for the Compare by dropdown

Select the Multiple Selections indicator

Select the Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

KPIs will show for All Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

You have now successfully completed accessing the Dashboard and comparing KPIs

View and Compare KPI Hands-On (contrsquod)

KPI Editing Overview

Edit Window

KPI Queries

KPI Editing

Editing is only for advanced users and MC Staff

Preferences available to limit access

Access via Edit button under KPI

KPI Editing Overview

Displays fields to adjust

bull KPI Name and Description

bull Managed By

bull Display Order

Edit Window

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Key Performance Indicator (KPI) evaluates performance on measurements

Examples of use cases

bull Average WO Completion

bull Average Response Time

bull Mean Time Between Failures

bull Count of Overdue WOs PMs

What is a KPI

Organization and business practice specific

Create New Clone Trend and Print

SQL knowledge is required

What is a KPI (contrsquod)

Special presentation view of KPIs defined by organization

Displays important information about KPI

bull Description

bull Current value

bull Target

bull Variance

What is the Dashboard

Use Dashboard to

bull Group like KPIs

bull Specify display order

bull Determine thresholds and graphic format

bull Determine which KPIs to trend

What is the Dashboard (contrsquod)

Accessed from

bull Dashboard Icon on toolbar

bull Applications Menu

What is the Dashboard (contrsquod)

Multiple KPI Dashboard Groups

Reports and Charts

Filter and Compare

Action Bar Options

Dashboard Functionality

Group KPIs by common features (such as Work Orders Purchasing etc)

Create as many KPI Dashboard Groups as needed

Multiple KPI Dashboard Groups

Create new KPI Groups by defining

bull Managed By

bull Display Order

bull Module ID

bull KPI Group Name

bull Active

Multiple KPI Dashboard Groups (contrsquod)

Reports and Charts can be run from Dashboard

Easy navigation via tabs

Reports and charts are listed in left- hand column for selection to display

Reports and Charts

Example of Report selection

Reports and Charts (contrsquod)

Example of Chart selection

Reports and Charts (contrsquod)

Valuable for analyzing KPI data from different perspectives

Controls to limit define and compare data

Filter and Compare

Filter By and Compare By (multiple options)

Multiple Selections

Clear All control resets filters

Filter and Compare (contrsquod)

Options from Action Bar to Create New Clone Refresh Trend or Print

Action Bar Options

Now letrsquos practice navigating the Dashboard to view and compare KPI details

View and Compare KPI Hands-On

Select the Dashboard button from the Action Bar

Select Work Order from the KPI Dashboard dropdown

View and Compare KPI Hands-On (contrsquod)

Locate and select the PM Work Orders Overdue KPI

Select the Compare tab

View and Compare KPI Hands-On (contrsquod)

Select Shop for the Compare by dropdown

Select the Multiple Selections indicator

Select the Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

KPIs will show for All Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

You have now successfully completed accessing the Dashboard and comparing KPIs

View and Compare KPI Hands-On (contrsquod)

KPI Editing Overview

Edit Window

KPI Queries

KPI Editing

Editing is only for advanced users and MC Staff

Preferences available to limit access

Access via Edit button under KPI

KPI Editing Overview

Displays fields to adjust

bull KPI Name and Description

bull Managed By

bull Display Order

Edit Window

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Organization and business practice specific

Create New Clone Trend and Print

SQL knowledge is required

What is a KPI (contrsquod)

Special presentation view of KPIs defined by organization

Displays important information about KPI

bull Description

bull Current value

bull Target

bull Variance

What is the Dashboard

Use Dashboard to

bull Group like KPIs

bull Specify display order

bull Determine thresholds and graphic format

bull Determine which KPIs to trend

What is the Dashboard (contrsquod)

Accessed from

bull Dashboard Icon on toolbar

bull Applications Menu

What is the Dashboard (contrsquod)

Multiple KPI Dashboard Groups

Reports and Charts

Filter and Compare

Action Bar Options

Dashboard Functionality

Group KPIs by common features (such as Work Orders Purchasing etc)

Create as many KPI Dashboard Groups as needed

Multiple KPI Dashboard Groups

Create new KPI Groups by defining

bull Managed By

bull Display Order

bull Module ID

bull KPI Group Name

bull Active

Multiple KPI Dashboard Groups (contrsquod)

Reports and Charts can be run from Dashboard

Easy navigation via tabs

Reports and charts are listed in left- hand column for selection to display

Reports and Charts

Example of Report selection

Reports and Charts (contrsquod)

Example of Chart selection

Reports and Charts (contrsquod)

Valuable for analyzing KPI data from different perspectives

Controls to limit define and compare data

Filter and Compare

Filter By and Compare By (multiple options)

Multiple Selections

Clear All control resets filters

Filter and Compare (contrsquod)

Options from Action Bar to Create New Clone Refresh Trend or Print

Action Bar Options

Now letrsquos practice navigating the Dashboard to view and compare KPI details

View and Compare KPI Hands-On

Select the Dashboard button from the Action Bar

Select Work Order from the KPI Dashboard dropdown

View and Compare KPI Hands-On (contrsquod)

Locate and select the PM Work Orders Overdue KPI

Select the Compare tab

View and Compare KPI Hands-On (contrsquod)

Select Shop for the Compare by dropdown

Select the Multiple Selections indicator

Select the Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

KPIs will show for All Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

You have now successfully completed accessing the Dashboard and comparing KPIs

View and Compare KPI Hands-On (contrsquod)

KPI Editing Overview

Edit Window

KPI Queries

KPI Editing

Editing is only for advanced users and MC Staff

Preferences available to limit access

Access via Edit button under KPI

KPI Editing Overview

Displays fields to adjust

bull KPI Name and Description

bull Managed By

bull Display Order

Edit Window

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Special presentation view of KPIs defined by organization

Displays important information about KPI

bull Description

bull Current value

bull Target

bull Variance

What is the Dashboard

Use Dashboard to

bull Group like KPIs

bull Specify display order

bull Determine thresholds and graphic format

bull Determine which KPIs to trend

What is the Dashboard (contrsquod)

Accessed from

bull Dashboard Icon on toolbar

bull Applications Menu

What is the Dashboard (contrsquod)

Multiple KPI Dashboard Groups

Reports and Charts

Filter and Compare

Action Bar Options

Dashboard Functionality

Group KPIs by common features (such as Work Orders Purchasing etc)

Create as many KPI Dashboard Groups as needed

Multiple KPI Dashboard Groups

Create new KPI Groups by defining

bull Managed By

bull Display Order

bull Module ID

bull KPI Group Name

bull Active

Multiple KPI Dashboard Groups (contrsquod)

Reports and Charts can be run from Dashboard

Easy navigation via tabs

Reports and charts are listed in left- hand column for selection to display

Reports and Charts

Example of Report selection

Reports and Charts (contrsquod)

Example of Chart selection

Reports and Charts (contrsquod)

Valuable for analyzing KPI data from different perspectives

Controls to limit define and compare data

Filter and Compare

Filter By and Compare By (multiple options)

Multiple Selections

Clear All control resets filters

Filter and Compare (contrsquod)

Options from Action Bar to Create New Clone Refresh Trend or Print

Action Bar Options

Now letrsquos practice navigating the Dashboard to view and compare KPI details

View and Compare KPI Hands-On

Select the Dashboard button from the Action Bar

Select Work Order from the KPI Dashboard dropdown

View and Compare KPI Hands-On (contrsquod)

Locate and select the PM Work Orders Overdue KPI

Select the Compare tab

View and Compare KPI Hands-On (contrsquod)

Select Shop for the Compare by dropdown

Select the Multiple Selections indicator

Select the Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

KPIs will show for All Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

You have now successfully completed accessing the Dashboard and comparing KPIs

View and Compare KPI Hands-On (contrsquod)

KPI Editing Overview

Edit Window

KPI Queries

KPI Editing

Editing is only for advanced users and MC Staff

Preferences available to limit access

Access via Edit button under KPI

KPI Editing Overview

Displays fields to adjust

bull KPI Name and Description

bull Managed By

bull Display Order

Edit Window

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Use Dashboard to

bull Group like KPIs

bull Specify display order

bull Determine thresholds and graphic format

bull Determine which KPIs to trend

What is the Dashboard (contrsquod)

Accessed from

bull Dashboard Icon on toolbar

bull Applications Menu

What is the Dashboard (contrsquod)

Multiple KPI Dashboard Groups

Reports and Charts

Filter and Compare

Action Bar Options

Dashboard Functionality

Group KPIs by common features (such as Work Orders Purchasing etc)

Create as many KPI Dashboard Groups as needed

Multiple KPI Dashboard Groups

Create new KPI Groups by defining

bull Managed By

bull Display Order

bull Module ID

bull KPI Group Name

bull Active

Multiple KPI Dashboard Groups (contrsquod)

Reports and Charts can be run from Dashboard

Easy navigation via tabs

Reports and charts are listed in left- hand column for selection to display

Reports and Charts

Example of Report selection

Reports and Charts (contrsquod)

Example of Chart selection

Reports and Charts (contrsquod)

Valuable for analyzing KPI data from different perspectives

Controls to limit define and compare data

Filter and Compare

Filter By and Compare By (multiple options)

Multiple Selections

Clear All control resets filters

Filter and Compare (contrsquod)

Options from Action Bar to Create New Clone Refresh Trend or Print

Action Bar Options

Now letrsquos practice navigating the Dashboard to view and compare KPI details

View and Compare KPI Hands-On

Select the Dashboard button from the Action Bar

Select Work Order from the KPI Dashboard dropdown

View and Compare KPI Hands-On (contrsquod)

Locate and select the PM Work Orders Overdue KPI

Select the Compare tab

View and Compare KPI Hands-On (contrsquod)

Select Shop for the Compare by dropdown

Select the Multiple Selections indicator

Select the Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

KPIs will show for All Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

You have now successfully completed accessing the Dashboard and comparing KPIs

View and Compare KPI Hands-On (contrsquod)

KPI Editing Overview

Edit Window

KPI Queries

KPI Editing

Editing is only for advanced users and MC Staff

Preferences available to limit access

Access via Edit button under KPI

KPI Editing Overview

Displays fields to adjust

bull KPI Name and Description

bull Managed By

bull Display Order

Edit Window

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Accessed from

bull Dashboard Icon on toolbar

bull Applications Menu

What is the Dashboard (contrsquod)

Multiple KPI Dashboard Groups

Reports and Charts

Filter and Compare

Action Bar Options

Dashboard Functionality

Group KPIs by common features (such as Work Orders Purchasing etc)

Create as many KPI Dashboard Groups as needed

Multiple KPI Dashboard Groups

Create new KPI Groups by defining

bull Managed By

bull Display Order

bull Module ID

bull KPI Group Name

bull Active

Multiple KPI Dashboard Groups (contrsquod)

Reports and Charts can be run from Dashboard

Easy navigation via tabs

Reports and charts are listed in left- hand column for selection to display

Reports and Charts

Example of Report selection

Reports and Charts (contrsquod)

Example of Chart selection

Reports and Charts (contrsquod)

Valuable for analyzing KPI data from different perspectives

Controls to limit define and compare data

Filter and Compare

Filter By and Compare By (multiple options)

Multiple Selections

Clear All control resets filters

Filter and Compare (contrsquod)

Options from Action Bar to Create New Clone Refresh Trend or Print

Action Bar Options

Now letrsquos practice navigating the Dashboard to view and compare KPI details

View and Compare KPI Hands-On

Select the Dashboard button from the Action Bar

Select Work Order from the KPI Dashboard dropdown

View and Compare KPI Hands-On (contrsquod)

Locate and select the PM Work Orders Overdue KPI

Select the Compare tab

View and Compare KPI Hands-On (contrsquod)

Select Shop for the Compare by dropdown

Select the Multiple Selections indicator

Select the Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

KPIs will show for All Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

You have now successfully completed accessing the Dashboard and comparing KPIs

View and Compare KPI Hands-On (contrsquod)

KPI Editing Overview

Edit Window

KPI Queries

KPI Editing

Editing is only for advanced users and MC Staff

Preferences available to limit access

Access via Edit button under KPI

KPI Editing Overview

Displays fields to adjust

bull KPI Name and Description

bull Managed By

bull Display Order

Edit Window

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Multiple KPI Dashboard Groups

Reports and Charts

Filter and Compare

Action Bar Options

Dashboard Functionality

Group KPIs by common features (such as Work Orders Purchasing etc)

Create as many KPI Dashboard Groups as needed

Multiple KPI Dashboard Groups

Create new KPI Groups by defining

bull Managed By

bull Display Order

bull Module ID

bull KPI Group Name

bull Active

Multiple KPI Dashboard Groups (contrsquod)

Reports and Charts can be run from Dashboard

Easy navigation via tabs

Reports and charts are listed in left- hand column for selection to display

Reports and Charts

Example of Report selection

Reports and Charts (contrsquod)

Example of Chart selection

Reports and Charts (contrsquod)

Valuable for analyzing KPI data from different perspectives

Controls to limit define and compare data

Filter and Compare

Filter By and Compare By (multiple options)

Multiple Selections

Clear All control resets filters

Filter and Compare (contrsquod)

Options from Action Bar to Create New Clone Refresh Trend or Print

Action Bar Options

Now letrsquos practice navigating the Dashboard to view and compare KPI details

View and Compare KPI Hands-On

Select the Dashboard button from the Action Bar

Select Work Order from the KPI Dashboard dropdown

View and Compare KPI Hands-On (contrsquod)

Locate and select the PM Work Orders Overdue KPI

Select the Compare tab

View and Compare KPI Hands-On (contrsquod)

Select Shop for the Compare by dropdown

Select the Multiple Selections indicator

Select the Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

KPIs will show for All Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

You have now successfully completed accessing the Dashboard and comparing KPIs

View and Compare KPI Hands-On (contrsquod)

KPI Editing Overview

Edit Window

KPI Queries

KPI Editing

Editing is only for advanced users and MC Staff

Preferences available to limit access

Access via Edit button under KPI

KPI Editing Overview

Displays fields to adjust

bull KPI Name and Description

bull Managed By

bull Display Order

Edit Window

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Group KPIs by common features (such as Work Orders Purchasing etc)

Create as many KPI Dashboard Groups as needed

Multiple KPI Dashboard Groups

Create new KPI Groups by defining

bull Managed By

bull Display Order

bull Module ID

bull KPI Group Name

bull Active

Multiple KPI Dashboard Groups (contrsquod)

Reports and Charts can be run from Dashboard

Easy navigation via tabs

Reports and charts are listed in left- hand column for selection to display

Reports and Charts

Example of Report selection

Reports and Charts (contrsquod)

Example of Chart selection

Reports and Charts (contrsquod)

Valuable for analyzing KPI data from different perspectives

Controls to limit define and compare data

Filter and Compare

Filter By and Compare By (multiple options)

Multiple Selections

Clear All control resets filters

Filter and Compare (contrsquod)

Options from Action Bar to Create New Clone Refresh Trend or Print

Action Bar Options

Now letrsquos practice navigating the Dashboard to view and compare KPI details

View and Compare KPI Hands-On

Select the Dashboard button from the Action Bar

Select Work Order from the KPI Dashboard dropdown

View and Compare KPI Hands-On (contrsquod)

Locate and select the PM Work Orders Overdue KPI

Select the Compare tab

View and Compare KPI Hands-On (contrsquod)

Select Shop for the Compare by dropdown

Select the Multiple Selections indicator

Select the Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

KPIs will show for All Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

You have now successfully completed accessing the Dashboard and comparing KPIs

View and Compare KPI Hands-On (contrsquod)

KPI Editing Overview

Edit Window

KPI Queries

KPI Editing

Editing is only for advanced users and MC Staff

Preferences available to limit access

Access via Edit button under KPI

KPI Editing Overview

Displays fields to adjust

bull KPI Name and Description

bull Managed By

bull Display Order

Edit Window

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Create new KPI Groups by defining

bull Managed By

bull Display Order

bull Module ID

bull KPI Group Name

bull Active

Multiple KPI Dashboard Groups (contrsquod)

Reports and Charts can be run from Dashboard

Easy navigation via tabs

Reports and charts are listed in left- hand column for selection to display

Reports and Charts

Example of Report selection

Reports and Charts (contrsquod)

Example of Chart selection

Reports and Charts (contrsquod)

Valuable for analyzing KPI data from different perspectives

Controls to limit define and compare data

Filter and Compare

Filter By and Compare By (multiple options)

Multiple Selections

Clear All control resets filters

Filter and Compare (contrsquod)

Options from Action Bar to Create New Clone Refresh Trend or Print

Action Bar Options

Now letrsquos practice navigating the Dashboard to view and compare KPI details

View and Compare KPI Hands-On

Select the Dashboard button from the Action Bar

Select Work Order from the KPI Dashboard dropdown

View and Compare KPI Hands-On (contrsquod)

Locate and select the PM Work Orders Overdue KPI

Select the Compare tab

View and Compare KPI Hands-On (contrsquod)

Select Shop for the Compare by dropdown

Select the Multiple Selections indicator

Select the Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

KPIs will show for All Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

You have now successfully completed accessing the Dashboard and comparing KPIs

View and Compare KPI Hands-On (contrsquod)

KPI Editing Overview

Edit Window

KPI Queries

KPI Editing

Editing is only for advanced users and MC Staff

Preferences available to limit access

Access via Edit button under KPI

KPI Editing Overview

Displays fields to adjust

bull KPI Name and Description

bull Managed By

bull Display Order

Edit Window

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Reports and Charts can be run from Dashboard

Easy navigation via tabs

Reports and charts are listed in left- hand column for selection to display

Reports and Charts

Example of Report selection

Reports and Charts (contrsquod)

Example of Chart selection

Reports and Charts (contrsquod)

Valuable for analyzing KPI data from different perspectives

Controls to limit define and compare data

Filter and Compare

Filter By and Compare By (multiple options)

Multiple Selections

Clear All control resets filters

Filter and Compare (contrsquod)

Options from Action Bar to Create New Clone Refresh Trend or Print

Action Bar Options

Now letrsquos practice navigating the Dashboard to view and compare KPI details

View and Compare KPI Hands-On

Select the Dashboard button from the Action Bar

Select Work Order from the KPI Dashboard dropdown

View and Compare KPI Hands-On (contrsquod)

Locate and select the PM Work Orders Overdue KPI

Select the Compare tab

View and Compare KPI Hands-On (contrsquod)

Select Shop for the Compare by dropdown

Select the Multiple Selections indicator

Select the Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

KPIs will show for All Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

You have now successfully completed accessing the Dashboard and comparing KPIs

View and Compare KPI Hands-On (contrsquod)

KPI Editing Overview

Edit Window

KPI Queries

KPI Editing

Editing is only for advanced users and MC Staff

Preferences available to limit access

Access via Edit button under KPI

KPI Editing Overview

Displays fields to adjust

bull KPI Name and Description

bull Managed By

bull Display Order

Edit Window

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Example of Report selection

Reports and Charts (contrsquod)

Example of Chart selection

Reports and Charts (contrsquod)

Valuable for analyzing KPI data from different perspectives

Controls to limit define and compare data

Filter and Compare

Filter By and Compare By (multiple options)

Multiple Selections

Clear All control resets filters

Filter and Compare (contrsquod)

Options from Action Bar to Create New Clone Refresh Trend or Print

Action Bar Options

Now letrsquos practice navigating the Dashboard to view and compare KPI details

View and Compare KPI Hands-On

Select the Dashboard button from the Action Bar

Select Work Order from the KPI Dashboard dropdown

View and Compare KPI Hands-On (contrsquod)

Locate and select the PM Work Orders Overdue KPI

Select the Compare tab

View and Compare KPI Hands-On (contrsquod)

Select Shop for the Compare by dropdown

Select the Multiple Selections indicator

Select the Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

KPIs will show for All Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

You have now successfully completed accessing the Dashboard and comparing KPIs

View and Compare KPI Hands-On (contrsquod)

KPI Editing Overview

Edit Window

KPI Queries

KPI Editing

Editing is only for advanced users and MC Staff

Preferences available to limit access

Access via Edit button under KPI

KPI Editing Overview

Displays fields to adjust

bull KPI Name and Description

bull Managed By

bull Display Order

Edit Window

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Example of Chart selection

Reports and Charts (contrsquod)

Valuable for analyzing KPI data from different perspectives

Controls to limit define and compare data

Filter and Compare

Filter By and Compare By (multiple options)

Multiple Selections

Clear All control resets filters

Filter and Compare (contrsquod)

Options from Action Bar to Create New Clone Refresh Trend or Print

Action Bar Options

Now letrsquos practice navigating the Dashboard to view and compare KPI details

View and Compare KPI Hands-On

Select the Dashboard button from the Action Bar

Select Work Order from the KPI Dashboard dropdown

View and Compare KPI Hands-On (contrsquod)

Locate and select the PM Work Orders Overdue KPI

Select the Compare tab

View and Compare KPI Hands-On (contrsquod)

Select Shop for the Compare by dropdown

Select the Multiple Selections indicator

Select the Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

KPIs will show for All Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

You have now successfully completed accessing the Dashboard and comparing KPIs

View and Compare KPI Hands-On (contrsquod)

KPI Editing Overview

Edit Window

KPI Queries

KPI Editing

Editing is only for advanced users and MC Staff

Preferences available to limit access

Access via Edit button under KPI

KPI Editing Overview

Displays fields to adjust

bull KPI Name and Description

bull Managed By

bull Display Order

Edit Window

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Valuable for analyzing KPI data from different perspectives

Controls to limit define and compare data

Filter and Compare

Filter By and Compare By (multiple options)

Multiple Selections

Clear All control resets filters

Filter and Compare (contrsquod)

Options from Action Bar to Create New Clone Refresh Trend or Print

Action Bar Options

Now letrsquos practice navigating the Dashboard to view and compare KPI details

View and Compare KPI Hands-On

Select the Dashboard button from the Action Bar

Select Work Order from the KPI Dashboard dropdown

View and Compare KPI Hands-On (contrsquod)

Locate and select the PM Work Orders Overdue KPI

Select the Compare tab

View and Compare KPI Hands-On (contrsquod)

Select Shop for the Compare by dropdown

Select the Multiple Selections indicator

Select the Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

KPIs will show for All Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

You have now successfully completed accessing the Dashboard and comparing KPIs

View and Compare KPI Hands-On (contrsquod)

KPI Editing Overview

Edit Window

KPI Queries

KPI Editing

Editing is only for advanced users and MC Staff

Preferences available to limit access

Access via Edit button under KPI

KPI Editing Overview

Displays fields to adjust

bull KPI Name and Description

bull Managed By

bull Display Order

Edit Window

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Filter By and Compare By (multiple options)

Multiple Selections

Clear All control resets filters

Filter and Compare (contrsquod)

Options from Action Bar to Create New Clone Refresh Trend or Print

Action Bar Options

Now letrsquos practice navigating the Dashboard to view and compare KPI details

View and Compare KPI Hands-On

Select the Dashboard button from the Action Bar

Select Work Order from the KPI Dashboard dropdown

View and Compare KPI Hands-On (contrsquod)

Locate and select the PM Work Orders Overdue KPI

Select the Compare tab

View and Compare KPI Hands-On (contrsquod)

Select Shop for the Compare by dropdown

Select the Multiple Selections indicator

Select the Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

KPIs will show for All Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

You have now successfully completed accessing the Dashboard and comparing KPIs

View and Compare KPI Hands-On (contrsquod)

KPI Editing Overview

Edit Window

KPI Queries

KPI Editing

Editing is only for advanced users and MC Staff

Preferences available to limit access

Access via Edit button under KPI

KPI Editing Overview

Displays fields to adjust

bull KPI Name and Description

bull Managed By

bull Display Order

Edit Window

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Options from Action Bar to Create New Clone Refresh Trend or Print

Action Bar Options

Now letrsquos practice navigating the Dashboard to view and compare KPI details

View and Compare KPI Hands-On

Select the Dashboard button from the Action Bar

Select Work Order from the KPI Dashboard dropdown

View and Compare KPI Hands-On (contrsquod)

Locate and select the PM Work Orders Overdue KPI

Select the Compare tab

View and Compare KPI Hands-On (contrsquod)

Select Shop for the Compare by dropdown

Select the Multiple Selections indicator

Select the Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

KPIs will show for All Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

You have now successfully completed accessing the Dashboard and comparing KPIs

View and Compare KPI Hands-On (contrsquod)

KPI Editing Overview

Edit Window

KPI Queries

KPI Editing

Editing is only for advanced users and MC Staff

Preferences available to limit access

Access via Edit button under KPI

KPI Editing Overview

Displays fields to adjust

bull KPI Name and Description

bull Managed By

bull Display Order

Edit Window

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Now letrsquos practice navigating the Dashboard to view and compare KPI details

View and Compare KPI Hands-On

Select the Dashboard button from the Action Bar

Select Work Order from the KPI Dashboard dropdown

View and Compare KPI Hands-On (contrsquod)

Locate and select the PM Work Orders Overdue KPI

Select the Compare tab

View and Compare KPI Hands-On (contrsquod)

Select Shop for the Compare by dropdown

Select the Multiple Selections indicator

Select the Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

KPIs will show for All Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

You have now successfully completed accessing the Dashboard and comparing KPIs

View and Compare KPI Hands-On (contrsquod)

KPI Editing Overview

Edit Window

KPI Queries

KPI Editing

Editing is only for advanced users and MC Staff

Preferences available to limit access

Access via Edit button under KPI

KPI Editing Overview

Displays fields to adjust

bull KPI Name and Description

bull Managed By

bull Display Order

Edit Window

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Select the Dashboard button from the Action Bar

Select Work Order from the KPI Dashboard dropdown

View and Compare KPI Hands-On (contrsquod)

Locate and select the PM Work Orders Overdue KPI

Select the Compare tab

View and Compare KPI Hands-On (contrsquod)

Select Shop for the Compare by dropdown

Select the Multiple Selections indicator

Select the Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

KPIs will show for All Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

You have now successfully completed accessing the Dashboard and comparing KPIs

View and Compare KPI Hands-On (contrsquod)

KPI Editing Overview

Edit Window

KPI Queries

KPI Editing

Editing is only for advanced users and MC Staff

Preferences available to limit access

Access via Edit button under KPI

KPI Editing Overview

Displays fields to adjust

bull KPI Name and Description

bull Managed By

bull Display Order

Edit Window

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Locate and select the PM Work Orders Overdue KPI

Select the Compare tab

View and Compare KPI Hands-On (contrsquod)

Select Shop for the Compare by dropdown

Select the Multiple Selections indicator

Select the Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

KPIs will show for All Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

You have now successfully completed accessing the Dashboard and comparing KPIs

View and Compare KPI Hands-On (contrsquod)

KPI Editing Overview

Edit Window

KPI Queries

KPI Editing

Editing is only for advanced users and MC Staff

Preferences available to limit access

Access via Edit button under KPI

KPI Editing Overview

Displays fields to adjust

bull KPI Name and Description

bull Managed By

bull Display Order

Edit Window

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Select Shop for the Compare by dropdown

Select the Multiple Selections indicator

Select the Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

KPIs will show for All Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

You have now successfully completed accessing the Dashboard and comparing KPIs

View and Compare KPI Hands-On (contrsquod)

KPI Editing Overview

Edit Window

KPI Queries

KPI Editing

Editing is only for advanced users and MC Staff

Preferences available to limit access

Access via Edit button under KPI

KPI Editing Overview

Displays fields to adjust

bull KPI Name and Description

bull Managed By

bull Display Order

Edit Window

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

KPIs will show for All Shops Mechanic and Safety Regulatory

View and Compare KPI Hands-On (contrsquod)

You have now successfully completed accessing the Dashboard and comparing KPIs

View and Compare KPI Hands-On (contrsquod)

KPI Editing Overview

Edit Window

KPI Queries

KPI Editing

Editing is only for advanced users and MC Staff

Preferences available to limit access

Access via Edit button under KPI

KPI Editing Overview

Displays fields to adjust

bull KPI Name and Description

bull Managed By

bull Display Order

Edit Window

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

You have now successfully completed accessing the Dashboard and comparing KPIs

View and Compare KPI Hands-On (contrsquod)

KPI Editing Overview

Edit Window

KPI Queries

KPI Editing

Editing is only for advanced users and MC Staff

Preferences available to limit access

Access via Edit button under KPI

KPI Editing Overview

Displays fields to adjust

bull KPI Name and Description

bull Managed By

bull Display Order

Edit Window

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

KPI Editing Overview

Edit Window

KPI Queries

KPI Editing

Editing is only for advanced users and MC Staff

Preferences available to limit access

Access via Edit button under KPI

KPI Editing Overview

Displays fields to adjust

bull KPI Name and Description

bull Managed By

bull Display Order

Edit Window

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Editing is only for advanced users and MC Staff

Preferences available to limit access

Access via Edit button under KPI

KPI Editing Overview

Displays fields to adjust

bull KPI Name and Description

bull Managed By

bull Display Order

Edit Window

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Displays fields to adjust

bull KPI Name and Description

bull Managed By

bull Display Order

Edit Window

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

bull Range

bull Critical Alert and Optimal values

bull Default Format

Edit Window (contrsquod)

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Example of Edit Window for Work Orders Overdue

Edit Window (contrsquod)

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Store the SQL used to drive the data displayed

Multiple KPI Queries available for calculations

KPI Queries

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Example of KPI Query for Work Orders Overdue

KPI Queries (contrsquod)

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders

KPI Queries (contrsquod)

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Clone

Trend

Share

Home Page Summary Tab

Advanced KPI Functionality

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Feature will copy existing KPI to use as starting point for new KPI

Clone KPI Dialog requires

bull Selection of KPI to Clone

bull New KPI name

bull Group to place new KPI

Clone

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Track and trend results over time

Trend

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Measurement dropdown allows users to select KPI for data to display

Date range must be selected

Trend (contrsquod)

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

KPIs that are beneficial to other organizations can be shared

Displayed in Smart Share Application

Select Share button under KPI

Share

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Enter a description to inform members of the benefit or value of KPI

Select the Share KPI button to instantly share

Share (contrsquod)

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Two KPIs displayed for each Home Page Summary Tab

KPIs displayed can be modified through Start Up Preferences

Home Page Summary Tab

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Dashboard Overview

Edit Trend and Clone KPI

KPIs on Summary Tab

Additional Resources