Gain knowledge of more complex procedures in preventive maintenance records like cloning, linking assets, and adding images.

1. Complex Preventive Maintenance
Procedures (PPP03)
PMs, Procedures, and Projects Track

2. 1. Open Internet Explorer
2. Type into the address bar: www.maintenanceconnection.com
3. Click Log In button
4. Enter the following:
Member ID: PPP_CHECKPOINT
Password: Checkpoint2014
Note: During the seminar, please do not “Save” while following along with a
specific example unless directed to do so by your course instructor.
Wireless SSID: CHECKPOINT
Wireless Password: CHECKPOINT
Logon Instructions

3. Presenter Name: Dave Putnam
Background information:
• Role and expertise at Maintenance
Connection
• Fun Fact
Presenter Bio

4. Cloning Procedures Defined
Complex Procedure Tasks
Linking Assets
Agenda

5. Cloning Procedures Overview
Clone Record
Cloning Procedures Defined

6. Clone existing Procedures when new
record should have similar attributes to
existing Procedure
Cloning Procedures Overview

7. New Procedure ID comprised of original
Procedure ID plus incremental number
Many associated features carried over
(tasks, costs, etc.)
Cloning Procedures Overview (cont’d)

8. Select Procedure record to be Cloned
Select Clone button
Clone Record

9. Example of cloning record:
Clone Record (cont’d)

10. Special Task Formatting
Specification Tasks
Limit Task by Class
Tracked Tasks
Complex Procedure Tasks

11. HTML can be used to further customize
the format and style of text for Tasks
HTML information can easily be found
online
Special Task Formatting

12. Example of using HTML to change Font
Color:
Special Task Formatting (cont’d)

13. Example of using HTML to change Font
Size:
Special Task Formatting (cont’d)

14. Images can be added to tasks for clear
description
Special Task Formatting (cont’d)

15. Website links can be added to tasks
with the proper formatting
Allows users to retrieve information
from outside sources directly from task
Special Task Formatting (cont’d)

16. Tasks auto-update respective Asset
Specification record
Value entered in Work Order
Specification Task will update value for
Asset Specification
Specification Tasks

17. Value of Specification Tasks for
Procedures:
• Ensure consistency (timely
measurements)
• Track over time (data analysis)
• Allows Technicians to update data directly
from Work Orders
Specification Tasks (cont’d)

18. Limits display of task to specific Asset
Classification
Helpful for tasks included in a large list
that pertain to specific Classification
Limit Task by Class

19. Task will be tracked in Asset module
(listed in Asset history)
Example: 15,000 Mile Check
Tracked Tasks

20. Link Asset Directly
Link Assets by Class
Link All Assets
Linking Assets

21. Designate a Task for specific Asset
Ties Task to different Asset than Work
Order Asset
Link Asset Directly

22. Example of linking Asset directly:
Link Asset Directly (cont’d)

23. Display multiple Assets on a single
Work Order
Work Order is created:
• Assigned to specific node on
• Asset Tree
• Task created for all Assets matching Class
below node of Asset Tree
Link Asset by Class

24. Example of linking Asset by Class:
Link Asset by Class (cont’d)

25. Link task to Assets below designated
node of Tree
Work Order is created:
• Task created for all Assets below selected
node of Tree
• Separate tasks appear on Work Order
Tasks page for each Asset
Link All Assets

26. Example of linking All Assets:
Link All Assets (cont’d)

27. Now let’s practice creating a test
Procedure, adding a Specification Task,
limiting the Task by Class, and adding
the Procedure to an Asset!
Link Assets and Add Tasks: Hands-On

28. To create a test Procedure, click on the
down arrow next to the New button
and select Procedures
Type in the Procedure ID as
PPP03TEST_YOURINITIALS
Type in the Procedure Name as
PPP03Test_YourName
Link Assets and Add Tasks: Hands-On (cont’d)

29. Navigate to the Tasks tab
Select Add Task / Specification…
Select View: Specifications
Select Alignment as the Specification
and select Apply to add to Procedure
Link Assets and Add Tasks: Hands-On (cont’d)

30. Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks: Hands-On (cont’d)

31. Select Limit Task by Class for the
Specification Task
Select AIR CONDITIONER as the
Classification
Save your Procedure
Link Assets and Add Tasks: Hands-On (cont’d)

32. Create a test Work Order and add Asset
ID ELEARNING-ASSET
Prior to save, add your test Procedure
Save the Work Order
Link Assets and Add Tasks: Hands-On (cont’d)

33. Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks: Hands-On (cont’d)

34. Create another test Work Order and
add Asset ID ELEARNING-ASSET-2
Prior to save, add your test Procedure
Save the Work Order
Link Assets and Add Tasks: Hands-On (cont’d)

35. Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks: Hands-On (cont’d)

36. You have now successfully completed
creating a test Procedure, adding a
Specification task, linking by
Classification, and adding to a Work
Order!
Link Assets and Add Tasks: Hands-On (cont’d)

37. For access to documentation and tutorials,
reference www.mcuserconnect.com
MC User Connect

38. MCUC Documentation / Tutorials Article PDF Video
Tutorial
User
Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab – Procedures Module
Additional Resources

39. Did you know you can take a Quiz to
test your knowledge of today’s content?
• Check it out on MC User Connect!
(www.mcuserconnect.com)
• Located in the MC eLearning folder 
PMs, Procedures, and Projects Course
Quizzes
Test Your Knowledge…