ppp03 - complex preventive maintenance procedures
DESCRIPTION
Gain knowledge of more complex procedures in preventive maintenance records like cloning, linking assets, and adding images.TRANSCRIPT
Complex Preventive Maintenance Procedures (PPP03)
PMs Procedures and Projects Track
1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following
Member ID PPP_CHECKPOINT Password Checkpoint2014
Note During the seminar please do not ldquoSaverdquo while following along with a specific example unless directed to do so by your course instructor
Wireless SSID CHECKPOINT Wireless Password CHECKPOINT
Logon Instructions
Presenter Name Dave Putnam
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Cloning Procedures Defined
Complex Procedure Tasks
Linking Assets
Agenda
Cloning Procedures Overview
Clone Record
Cloning Procedures Defined
Clone existing Procedures when new record should have similar attributes to existing Procedure
Cloning Procedures Overview
New Procedure ID comprised of original Procedure ID plus incremental number
Many associated features carried over (tasks costs etc)
Cloning Procedures Overview (contrsquod)
Select Procedure record to be Cloned
Select Clone button
Clone Record
Example of cloning record
Clone Record (contrsquod)
Special Task Formatting
Specification Tasks
Limit Task by Class
Tracked Tasks
Complex Procedure Tasks
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
Example of using HTML to change Font Color
Special Task Formatting (contrsquod)
Example of using HTML to change Font Size
Special Task Formatting (contrsquod)
Images can be added to tasks for clear description
Special Task Formatting (contrsquod)
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 (contrsquod)
Tasks auto-update respective Asset Specification record
Value entered in Work Order Specification Task will update value for Asset Specification
Specification Tasks
Value of Specification Tasks for Procedures
bull Ensure consistency (timely measurements)
bull Track over time (data analysis)
bull Allows Technicians to update data directly from Work Orders
Specification Tasks (contrsquod)
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
Task will be tracked in Asset module (listed in Asset history)
Example 15000 Mile Check
Tracked Tasks
Link Asset Directly
Link Assets by Class
Link All Assets
Linking Assets
Designate a Task for specific Asset
Ties Task to different Asset than Work Order Asset
Link Asset Directly
Example of linking Asset directly
Link Asset Directly (contrsquod)
Display multiple Assets on a single Work Order
Work Order is created
bull Assigned to specific node on
bull Asset Tree
bull Task created for all Assets matching Class below node of Asset Tree
Link Asset by Class
Example of linking Asset by Class
Link Asset by Class (contrsquod)
Link task to Assets below designated node of Tree
Work Order is created
bull Task created for all Assets below selected node of Tree
bull Separate tasks appear on Work Order Tasks page for each Asset
Link All Assets
Example of linking All Assets
Link All Assets (contrsquod)
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following
Member ID PPP_CHECKPOINT Password Checkpoint2014
Note During the seminar please do not ldquoSaverdquo while following along with a specific example unless directed to do so by your course instructor
Wireless SSID CHECKPOINT Wireless Password CHECKPOINT
Logon Instructions
Presenter Name Dave Putnam
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Cloning Procedures Defined
Complex Procedure Tasks
Linking Assets
Agenda
Cloning Procedures Overview
Clone Record
Cloning Procedures Defined
Clone existing Procedures when new record should have similar attributes to existing Procedure
Cloning Procedures Overview
New Procedure ID comprised of original Procedure ID plus incremental number
Many associated features carried over (tasks costs etc)
Cloning Procedures Overview (contrsquod)
Select Procedure record to be Cloned
Select Clone button
Clone Record
Example of cloning record
Clone Record (contrsquod)
Special Task Formatting
Specification Tasks
Limit Task by Class
Tracked Tasks
Complex Procedure Tasks
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
Example of using HTML to change Font Color
Special Task Formatting (contrsquod)
Example of using HTML to change Font Size
Special Task Formatting (contrsquod)
Images can be added to tasks for clear description
Special Task Formatting (contrsquod)
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 (contrsquod)
Tasks auto-update respective Asset Specification record
Value entered in Work Order Specification Task will update value for Asset Specification
Specification Tasks
Value of Specification Tasks for Procedures
bull Ensure consistency (timely measurements)
bull Track over time (data analysis)
bull Allows Technicians to update data directly from Work Orders
Specification Tasks (contrsquod)
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
Task will be tracked in Asset module (listed in Asset history)
Example 15000 Mile Check
Tracked Tasks
Link Asset Directly
Link Assets by Class
Link All Assets
Linking Assets
Designate a Task for specific Asset
Ties Task to different Asset than Work Order Asset
Link Asset Directly
Example of linking Asset directly
Link Asset Directly (contrsquod)
Display multiple Assets on a single Work Order
Work Order is created
bull Assigned to specific node on
bull Asset Tree
bull Task created for all Assets matching Class below node of Asset Tree
Link Asset by Class
Example of linking Asset by Class
Link Asset by Class (contrsquod)
Link task to Assets below designated node of Tree
Work Order is created
bull Task created for all Assets below selected node of Tree
bull Separate tasks appear on Work Order Tasks page for each Asset
Link All Assets
Example of linking All Assets
Link All Assets (contrsquod)
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Presenter Name Dave Putnam
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Cloning Procedures Defined
Complex Procedure Tasks
Linking Assets
Agenda
Cloning Procedures Overview
Clone Record
Cloning Procedures Defined
Clone existing Procedures when new record should have similar attributes to existing Procedure
Cloning Procedures Overview
New Procedure ID comprised of original Procedure ID plus incremental number
Many associated features carried over (tasks costs etc)
Cloning Procedures Overview (contrsquod)
Select Procedure record to be Cloned
Select Clone button
Clone Record
Example of cloning record
Clone Record (contrsquod)
Special Task Formatting
Specification Tasks
Limit Task by Class
Tracked Tasks
Complex Procedure Tasks
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
Example of using HTML to change Font Color
Special Task Formatting (contrsquod)
Example of using HTML to change Font Size
Special Task Formatting (contrsquod)
Images can be added to tasks for clear description
Special Task Formatting (contrsquod)
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 (contrsquod)
Tasks auto-update respective Asset Specification record
Value entered in Work Order Specification Task will update value for Asset Specification
Specification Tasks
Value of Specification Tasks for Procedures
bull Ensure consistency (timely measurements)
bull Track over time (data analysis)
bull Allows Technicians to update data directly from Work Orders
Specification Tasks (contrsquod)
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
Task will be tracked in Asset module (listed in Asset history)
Example 15000 Mile Check
Tracked Tasks
Link Asset Directly
Link Assets by Class
Link All Assets
Linking Assets
Designate a Task for specific Asset
Ties Task to different Asset than Work Order Asset
Link Asset Directly
Example of linking Asset directly
Link Asset Directly (contrsquod)
Display multiple Assets on a single Work Order
Work Order is created
bull Assigned to specific node on
bull Asset Tree
bull Task created for all Assets matching Class below node of Asset Tree
Link Asset by Class
Example of linking Asset by Class
Link Asset by Class (contrsquod)
Link task to Assets below designated node of Tree
Work Order is created
bull Task created for all Assets below selected node of Tree
bull Separate tasks appear on Work Order Tasks page for each Asset
Link All Assets
Example of linking All Assets
Link All Assets (contrsquod)
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Cloning Procedures Defined
Complex Procedure Tasks
Linking Assets
Agenda
Cloning Procedures Overview
Clone Record
Cloning Procedures Defined
Clone existing Procedures when new record should have similar attributes to existing Procedure
Cloning Procedures Overview
New Procedure ID comprised of original Procedure ID plus incremental number
Many associated features carried over (tasks costs etc)
Cloning Procedures Overview (contrsquod)
Select Procedure record to be Cloned
Select Clone button
Clone Record
Example of cloning record
Clone Record (contrsquod)
Special Task Formatting
Specification Tasks
Limit Task by Class
Tracked Tasks
Complex Procedure Tasks
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
Example of using HTML to change Font Color
Special Task Formatting (contrsquod)
Example of using HTML to change Font Size
Special Task Formatting (contrsquod)
Images can be added to tasks for clear description
Special Task Formatting (contrsquod)
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 (contrsquod)
Tasks auto-update respective Asset Specification record
Value entered in Work Order Specification Task will update value for Asset Specification
Specification Tasks
Value of Specification Tasks for Procedures
bull Ensure consistency (timely measurements)
bull Track over time (data analysis)
bull Allows Technicians to update data directly from Work Orders
Specification Tasks (contrsquod)
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
Task will be tracked in Asset module (listed in Asset history)
Example 15000 Mile Check
Tracked Tasks
Link Asset Directly
Link Assets by Class
Link All Assets
Linking Assets
Designate a Task for specific Asset
Ties Task to different Asset than Work Order Asset
Link Asset Directly
Example of linking Asset directly
Link Asset Directly (contrsquod)
Display multiple Assets on a single Work Order
Work Order is created
bull Assigned to specific node on
bull Asset Tree
bull Task created for all Assets matching Class below node of Asset Tree
Link Asset by Class
Example of linking Asset by Class
Link Asset by Class (contrsquod)
Link task to Assets below designated node of Tree
Work Order is created
bull Task created for all Assets below selected node of Tree
bull Separate tasks appear on Work Order Tasks page for each Asset
Link All Assets
Example of linking All Assets
Link All Assets (contrsquod)
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Cloning Procedures Overview
Clone Record
Cloning Procedures Defined
Clone existing Procedures when new record should have similar attributes to existing Procedure
Cloning Procedures Overview
New Procedure ID comprised of original Procedure ID plus incremental number
Many associated features carried over (tasks costs etc)
Cloning Procedures Overview (contrsquod)
Select Procedure record to be Cloned
Select Clone button
Clone Record
Example of cloning record
Clone Record (contrsquod)
Special Task Formatting
Specification Tasks
Limit Task by Class
Tracked Tasks
Complex Procedure Tasks
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
Example of using HTML to change Font Color
Special Task Formatting (contrsquod)
Example of using HTML to change Font Size
Special Task Formatting (contrsquod)
Images can be added to tasks for clear description
Special Task Formatting (contrsquod)
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 (contrsquod)
Tasks auto-update respective Asset Specification record
Value entered in Work Order Specification Task will update value for Asset Specification
Specification Tasks
Value of Specification Tasks for Procedures
bull Ensure consistency (timely measurements)
bull Track over time (data analysis)
bull Allows Technicians to update data directly from Work Orders
Specification Tasks (contrsquod)
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
Task will be tracked in Asset module (listed in Asset history)
Example 15000 Mile Check
Tracked Tasks
Link Asset Directly
Link Assets by Class
Link All Assets
Linking Assets
Designate a Task for specific Asset
Ties Task to different Asset than Work Order Asset
Link Asset Directly
Example of linking Asset directly
Link Asset Directly (contrsquod)
Display multiple Assets on a single Work Order
Work Order is created
bull Assigned to specific node on
bull Asset Tree
bull Task created for all Assets matching Class below node of Asset Tree
Link Asset by Class
Example of linking Asset by Class
Link Asset by Class (contrsquod)
Link task to Assets below designated node of Tree
Work Order is created
bull Task created for all Assets below selected node of Tree
bull Separate tasks appear on Work Order Tasks page for each Asset
Link All Assets
Example of linking All Assets
Link All Assets (contrsquod)
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Clone existing Procedures when new record should have similar attributes to existing Procedure
Cloning Procedures Overview
New Procedure ID comprised of original Procedure ID plus incremental number
Many associated features carried over (tasks costs etc)
Cloning Procedures Overview (contrsquod)
Select Procedure record to be Cloned
Select Clone button
Clone Record
Example of cloning record
Clone Record (contrsquod)
Special Task Formatting
Specification Tasks
Limit Task by Class
Tracked Tasks
Complex Procedure Tasks
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
Example of using HTML to change Font Color
Special Task Formatting (contrsquod)
Example of using HTML to change Font Size
Special Task Formatting (contrsquod)
Images can be added to tasks for clear description
Special Task Formatting (contrsquod)
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 (contrsquod)
Tasks auto-update respective Asset Specification record
Value entered in Work Order Specification Task will update value for Asset Specification
Specification Tasks
Value of Specification Tasks for Procedures
bull Ensure consistency (timely measurements)
bull Track over time (data analysis)
bull Allows Technicians to update data directly from Work Orders
Specification Tasks (contrsquod)
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
Task will be tracked in Asset module (listed in Asset history)
Example 15000 Mile Check
Tracked Tasks
Link Asset Directly
Link Assets by Class
Link All Assets
Linking Assets
Designate a Task for specific Asset
Ties Task to different Asset than Work Order Asset
Link Asset Directly
Example of linking Asset directly
Link Asset Directly (contrsquod)
Display multiple Assets on a single Work Order
Work Order is created
bull Assigned to specific node on
bull Asset Tree
bull Task created for all Assets matching Class below node of Asset Tree
Link Asset by Class
Example of linking Asset by Class
Link Asset by Class (contrsquod)
Link task to Assets below designated node of Tree
Work Order is created
bull Task created for all Assets below selected node of Tree
bull Separate tasks appear on Work Order Tasks page for each Asset
Link All Assets
Example of linking All Assets
Link All Assets (contrsquod)
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
New Procedure ID comprised of original Procedure ID plus incremental number
Many associated features carried over (tasks costs etc)
Cloning Procedures Overview (contrsquod)
Select Procedure record to be Cloned
Select Clone button
Clone Record
Example of cloning record
Clone Record (contrsquod)
Special Task Formatting
Specification Tasks
Limit Task by Class
Tracked Tasks
Complex Procedure Tasks
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
Example of using HTML to change Font Color
Special Task Formatting (contrsquod)
Example of using HTML to change Font Size
Special Task Formatting (contrsquod)
Images can be added to tasks for clear description
Special Task Formatting (contrsquod)
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 (contrsquod)
Tasks auto-update respective Asset Specification record
Value entered in Work Order Specification Task will update value for Asset Specification
Specification Tasks
Value of Specification Tasks for Procedures
bull Ensure consistency (timely measurements)
bull Track over time (data analysis)
bull Allows Technicians to update data directly from Work Orders
Specification Tasks (contrsquod)
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
Task will be tracked in Asset module (listed in Asset history)
Example 15000 Mile Check
Tracked Tasks
Link Asset Directly
Link Assets by Class
Link All Assets
Linking Assets
Designate a Task for specific Asset
Ties Task to different Asset than Work Order Asset
Link Asset Directly
Example of linking Asset directly
Link Asset Directly (contrsquod)
Display multiple Assets on a single Work Order
Work Order is created
bull Assigned to specific node on
bull Asset Tree
bull Task created for all Assets matching Class below node of Asset Tree
Link Asset by Class
Example of linking Asset by Class
Link Asset by Class (contrsquod)
Link task to Assets below designated node of Tree
Work Order is created
bull Task created for all Assets below selected node of Tree
bull Separate tasks appear on Work Order Tasks page for each Asset
Link All Assets
Example of linking All Assets
Link All Assets (contrsquod)
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Select Procedure record to be Cloned
Select Clone button
Clone Record
Example of cloning record
Clone Record (contrsquod)
Special Task Formatting
Specification Tasks
Limit Task by Class
Tracked Tasks
Complex Procedure Tasks
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
Example of using HTML to change Font Color
Special Task Formatting (contrsquod)
Example of using HTML to change Font Size
Special Task Formatting (contrsquod)
Images can be added to tasks for clear description
Special Task Formatting (contrsquod)
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 (contrsquod)
Tasks auto-update respective Asset Specification record
Value entered in Work Order Specification Task will update value for Asset Specification
Specification Tasks
Value of Specification Tasks for Procedures
bull Ensure consistency (timely measurements)
bull Track over time (data analysis)
bull Allows Technicians to update data directly from Work Orders
Specification Tasks (contrsquod)
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
Task will be tracked in Asset module (listed in Asset history)
Example 15000 Mile Check
Tracked Tasks
Link Asset Directly
Link Assets by Class
Link All Assets
Linking Assets
Designate a Task for specific Asset
Ties Task to different Asset than Work Order Asset
Link Asset Directly
Example of linking Asset directly
Link Asset Directly (contrsquod)
Display multiple Assets on a single Work Order
Work Order is created
bull Assigned to specific node on
bull Asset Tree
bull Task created for all Assets matching Class below node of Asset Tree
Link Asset by Class
Example of linking Asset by Class
Link Asset by Class (contrsquod)
Link task to Assets below designated node of Tree
Work Order is created
bull Task created for all Assets below selected node of Tree
bull Separate tasks appear on Work Order Tasks page for each Asset
Link All Assets
Example of linking All Assets
Link All Assets (contrsquod)
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Example of cloning record
Clone Record (contrsquod)
Special Task Formatting
Specification Tasks
Limit Task by Class
Tracked Tasks
Complex Procedure Tasks
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
Example of using HTML to change Font Color
Special Task Formatting (contrsquod)
Example of using HTML to change Font Size
Special Task Formatting (contrsquod)
Images can be added to tasks for clear description
Special Task Formatting (contrsquod)
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 (contrsquod)
Tasks auto-update respective Asset Specification record
Value entered in Work Order Specification Task will update value for Asset Specification
Specification Tasks
Value of Specification Tasks for Procedures
bull Ensure consistency (timely measurements)
bull Track over time (data analysis)
bull Allows Technicians to update data directly from Work Orders
Specification Tasks (contrsquod)
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
Task will be tracked in Asset module (listed in Asset history)
Example 15000 Mile Check
Tracked Tasks
Link Asset Directly
Link Assets by Class
Link All Assets
Linking Assets
Designate a Task for specific Asset
Ties Task to different Asset than Work Order Asset
Link Asset Directly
Example of linking Asset directly
Link Asset Directly (contrsquod)
Display multiple Assets on a single Work Order
Work Order is created
bull Assigned to specific node on
bull Asset Tree
bull Task created for all Assets matching Class below node of Asset Tree
Link Asset by Class
Example of linking Asset by Class
Link Asset by Class (contrsquod)
Link task to Assets below designated node of Tree
Work Order is created
bull Task created for all Assets below selected node of Tree
bull Separate tasks appear on Work Order Tasks page for each Asset
Link All Assets
Example of linking All Assets
Link All Assets (contrsquod)
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Special Task Formatting
Specification Tasks
Limit Task by Class
Tracked Tasks
Complex Procedure Tasks
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
Example of using HTML to change Font Color
Special Task Formatting (contrsquod)
Example of using HTML to change Font Size
Special Task Formatting (contrsquod)
Images can be added to tasks for clear description
Special Task Formatting (contrsquod)
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 (contrsquod)
Tasks auto-update respective Asset Specification record
Value entered in Work Order Specification Task will update value for Asset Specification
Specification Tasks
Value of Specification Tasks for Procedures
bull Ensure consistency (timely measurements)
bull Track over time (data analysis)
bull Allows Technicians to update data directly from Work Orders
Specification Tasks (contrsquod)
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
Task will be tracked in Asset module (listed in Asset history)
Example 15000 Mile Check
Tracked Tasks
Link Asset Directly
Link Assets by Class
Link All Assets
Linking Assets
Designate a Task for specific Asset
Ties Task to different Asset than Work Order Asset
Link Asset Directly
Example of linking Asset directly
Link Asset Directly (contrsquod)
Display multiple Assets on a single Work Order
Work Order is created
bull Assigned to specific node on
bull Asset Tree
bull Task created for all Assets matching Class below node of Asset Tree
Link Asset by Class
Example of linking Asset by Class
Link Asset by Class (contrsquod)
Link task to Assets below designated node of Tree
Work Order is created
bull Task created for all Assets below selected node of Tree
bull Separate tasks appear on Work Order Tasks page for each Asset
Link All Assets
Example of linking All Assets
Link All Assets (contrsquod)
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
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
Example of using HTML to change Font Color
Special Task Formatting (contrsquod)
Example of using HTML to change Font Size
Special Task Formatting (contrsquod)
Images can be added to tasks for clear description
Special Task Formatting (contrsquod)
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 (contrsquod)
Tasks auto-update respective Asset Specification record
Value entered in Work Order Specification Task will update value for Asset Specification
Specification Tasks
Value of Specification Tasks for Procedures
bull Ensure consistency (timely measurements)
bull Track over time (data analysis)
bull Allows Technicians to update data directly from Work Orders
Specification Tasks (contrsquod)
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
Task will be tracked in Asset module (listed in Asset history)
Example 15000 Mile Check
Tracked Tasks
Link Asset Directly
Link Assets by Class
Link All Assets
Linking Assets
Designate a Task for specific Asset
Ties Task to different Asset than Work Order Asset
Link Asset Directly
Example of linking Asset directly
Link Asset Directly (contrsquod)
Display multiple Assets on a single Work Order
Work Order is created
bull Assigned to specific node on
bull Asset Tree
bull Task created for all Assets matching Class below node of Asset Tree
Link Asset by Class
Example of linking Asset by Class
Link Asset by Class (contrsquod)
Link task to Assets below designated node of Tree
Work Order is created
bull Task created for all Assets below selected node of Tree
bull Separate tasks appear on Work Order Tasks page for each Asset
Link All Assets
Example of linking All Assets
Link All Assets (contrsquod)
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Example of using HTML to change Font Color
Special Task Formatting (contrsquod)
Example of using HTML to change Font Size
Special Task Formatting (contrsquod)
Images can be added to tasks for clear description
Special Task Formatting (contrsquod)
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 (contrsquod)
Tasks auto-update respective Asset Specification record
Value entered in Work Order Specification Task will update value for Asset Specification
Specification Tasks
Value of Specification Tasks for Procedures
bull Ensure consistency (timely measurements)
bull Track over time (data analysis)
bull Allows Technicians to update data directly from Work Orders
Specification Tasks (contrsquod)
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
Task will be tracked in Asset module (listed in Asset history)
Example 15000 Mile Check
Tracked Tasks
Link Asset Directly
Link Assets by Class
Link All Assets
Linking Assets
Designate a Task for specific Asset
Ties Task to different Asset than Work Order Asset
Link Asset Directly
Example of linking Asset directly
Link Asset Directly (contrsquod)
Display multiple Assets on a single Work Order
Work Order is created
bull Assigned to specific node on
bull Asset Tree
bull Task created for all Assets matching Class below node of Asset Tree
Link Asset by Class
Example of linking Asset by Class
Link Asset by Class (contrsquod)
Link task to Assets below designated node of Tree
Work Order is created
bull Task created for all Assets below selected node of Tree
bull Separate tasks appear on Work Order Tasks page for each Asset
Link All Assets
Example of linking All Assets
Link All Assets (contrsquod)
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Example of using HTML to change Font Size
Special Task Formatting (contrsquod)
Images can be added to tasks for clear description
Special Task Formatting (contrsquod)
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 (contrsquod)
Tasks auto-update respective Asset Specification record
Value entered in Work Order Specification Task will update value for Asset Specification
Specification Tasks
Value of Specification Tasks for Procedures
bull Ensure consistency (timely measurements)
bull Track over time (data analysis)
bull Allows Technicians to update data directly from Work Orders
Specification Tasks (contrsquod)
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
Task will be tracked in Asset module (listed in Asset history)
Example 15000 Mile Check
Tracked Tasks
Link Asset Directly
Link Assets by Class
Link All Assets
Linking Assets
Designate a Task for specific Asset
Ties Task to different Asset than Work Order Asset
Link Asset Directly
Example of linking Asset directly
Link Asset Directly (contrsquod)
Display multiple Assets on a single Work Order
Work Order is created
bull Assigned to specific node on
bull Asset Tree
bull Task created for all Assets matching Class below node of Asset Tree
Link Asset by Class
Example of linking Asset by Class
Link Asset by Class (contrsquod)
Link task to Assets below designated node of Tree
Work Order is created
bull Task created for all Assets below selected node of Tree
bull Separate tasks appear on Work Order Tasks page for each Asset
Link All Assets
Example of linking All Assets
Link All Assets (contrsquod)
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Images can be added to tasks for clear description
Special Task Formatting (contrsquod)
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 (contrsquod)
Tasks auto-update respective Asset Specification record
Value entered in Work Order Specification Task will update value for Asset Specification
Specification Tasks
Value of Specification Tasks for Procedures
bull Ensure consistency (timely measurements)
bull Track over time (data analysis)
bull Allows Technicians to update data directly from Work Orders
Specification Tasks (contrsquod)
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
Task will be tracked in Asset module (listed in Asset history)
Example 15000 Mile Check
Tracked Tasks
Link Asset Directly
Link Assets by Class
Link All Assets
Linking Assets
Designate a Task for specific Asset
Ties Task to different Asset than Work Order Asset
Link Asset Directly
Example of linking Asset directly
Link Asset Directly (contrsquod)
Display multiple Assets on a single Work Order
Work Order is created
bull Assigned to specific node on
bull Asset Tree
bull Task created for all Assets matching Class below node of Asset Tree
Link Asset by Class
Example of linking Asset by Class
Link Asset by Class (contrsquod)
Link task to Assets below designated node of Tree
Work Order is created
bull Task created for all Assets below selected node of Tree
bull Separate tasks appear on Work Order Tasks page for each Asset
Link All Assets
Example of linking All Assets
Link All Assets (contrsquod)
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
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 (contrsquod)
Tasks auto-update respective Asset Specification record
Value entered in Work Order Specification Task will update value for Asset Specification
Specification Tasks
Value of Specification Tasks for Procedures
bull Ensure consistency (timely measurements)
bull Track over time (data analysis)
bull Allows Technicians to update data directly from Work Orders
Specification Tasks (contrsquod)
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
Task will be tracked in Asset module (listed in Asset history)
Example 15000 Mile Check
Tracked Tasks
Link Asset Directly
Link Assets by Class
Link All Assets
Linking Assets
Designate a Task for specific Asset
Ties Task to different Asset than Work Order Asset
Link Asset Directly
Example of linking Asset directly
Link Asset Directly (contrsquod)
Display multiple Assets on a single Work Order
Work Order is created
bull Assigned to specific node on
bull Asset Tree
bull Task created for all Assets matching Class below node of Asset Tree
Link Asset by Class
Example of linking Asset by Class
Link Asset by Class (contrsquod)
Link task to Assets below designated node of Tree
Work Order is created
bull Task created for all Assets below selected node of Tree
bull Separate tasks appear on Work Order Tasks page for each Asset
Link All Assets
Example of linking All Assets
Link All Assets (contrsquod)
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Tasks auto-update respective Asset Specification record
Value entered in Work Order Specification Task will update value for Asset Specification
Specification Tasks
Value of Specification Tasks for Procedures
bull Ensure consistency (timely measurements)
bull Track over time (data analysis)
bull Allows Technicians to update data directly from Work Orders
Specification Tasks (contrsquod)
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
Task will be tracked in Asset module (listed in Asset history)
Example 15000 Mile Check
Tracked Tasks
Link Asset Directly
Link Assets by Class
Link All Assets
Linking Assets
Designate a Task for specific Asset
Ties Task to different Asset than Work Order Asset
Link Asset Directly
Example of linking Asset directly
Link Asset Directly (contrsquod)
Display multiple Assets on a single Work Order
Work Order is created
bull Assigned to specific node on
bull Asset Tree
bull Task created for all Assets matching Class below node of Asset Tree
Link Asset by Class
Example of linking Asset by Class
Link Asset by Class (contrsquod)
Link task to Assets below designated node of Tree
Work Order is created
bull Task created for all Assets below selected node of Tree
bull Separate tasks appear on Work Order Tasks page for each Asset
Link All Assets
Example of linking All Assets
Link All Assets (contrsquod)
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Value of Specification Tasks for Procedures
bull Ensure consistency (timely measurements)
bull Track over time (data analysis)
bull Allows Technicians to update data directly from Work Orders
Specification Tasks (contrsquod)
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
Task will be tracked in Asset module (listed in Asset history)
Example 15000 Mile Check
Tracked Tasks
Link Asset Directly
Link Assets by Class
Link All Assets
Linking Assets
Designate a Task for specific Asset
Ties Task to different Asset than Work Order Asset
Link Asset Directly
Example of linking Asset directly
Link Asset Directly (contrsquod)
Display multiple Assets on a single Work Order
Work Order is created
bull Assigned to specific node on
bull Asset Tree
bull Task created for all Assets matching Class below node of Asset Tree
Link Asset by Class
Example of linking Asset by Class
Link Asset by Class (contrsquod)
Link task to Assets below designated node of Tree
Work Order is created
bull Task created for all Assets below selected node of Tree
bull Separate tasks appear on Work Order Tasks page for each Asset
Link All Assets
Example of linking All Assets
Link All Assets (contrsquod)
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
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
Task will be tracked in Asset module (listed in Asset history)
Example 15000 Mile Check
Tracked Tasks
Link Asset Directly
Link Assets by Class
Link All Assets
Linking Assets
Designate a Task for specific Asset
Ties Task to different Asset than Work Order Asset
Link Asset Directly
Example of linking Asset directly
Link Asset Directly (contrsquod)
Display multiple Assets on a single Work Order
Work Order is created
bull Assigned to specific node on
bull Asset Tree
bull Task created for all Assets matching Class below node of Asset Tree
Link Asset by Class
Example of linking Asset by Class
Link Asset by Class (contrsquod)
Link task to Assets below designated node of Tree
Work Order is created
bull Task created for all Assets below selected node of Tree
bull Separate tasks appear on Work Order Tasks page for each Asset
Link All Assets
Example of linking All Assets
Link All Assets (contrsquod)
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Task will be tracked in Asset module (listed in Asset history)
Example 15000 Mile Check
Tracked Tasks
Link Asset Directly
Link Assets by Class
Link All Assets
Linking Assets
Designate a Task for specific Asset
Ties Task to different Asset than Work Order Asset
Link Asset Directly
Example of linking Asset directly
Link Asset Directly (contrsquod)
Display multiple Assets on a single Work Order
Work Order is created
bull Assigned to specific node on
bull Asset Tree
bull Task created for all Assets matching Class below node of Asset Tree
Link Asset by Class
Example of linking Asset by Class
Link Asset by Class (contrsquod)
Link task to Assets below designated node of Tree
Work Order is created
bull Task created for all Assets below selected node of Tree
bull Separate tasks appear on Work Order Tasks page for each Asset
Link All Assets
Example of linking All Assets
Link All Assets (contrsquod)
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Link Asset Directly
Link Assets by Class
Link All Assets
Linking Assets
Designate a Task for specific Asset
Ties Task to different Asset than Work Order Asset
Link Asset Directly
Example of linking Asset directly
Link Asset Directly (contrsquod)
Display multiple Assets on a single Work Order
Work Order is created
bull Assigned to specific node on
bull Asset Tree
bull Task created for all Assets matching Class below node of Asset Tree
Link Asset by Class
Example of linking Asset by Class
Link Asset by Class (contrsquod)
Link task to Assets below designated node of Tree
Work Order is created
bull Task created for all Assets below selected node of Tree
bull Separate tasks appear on Work Order Tasks page for each Asset
Link All Assets
Example of linking All Assets
Link All Assets (contrsquod)
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Designate a Task for specific Asset
Ties Task to different Asset than Work Order Asset
Link Asset Directly
Example of linking Asset directly
Link Asset Directly (contrsquod)
Display multiple Assets on a single Work Order
Work Order is created
bull Assigned to specific node on
bull Asset Tree
bull Task created for all Assets matching Class below node of Asset Tree
Link Asset by Class
Example of linking Asset by Class
Link Asset by Class (contrsquod)
Link task to Assets below designated node of Tree
Work Order is created
bull Task created for all Assets below selected node of Tree
bull Separate tasks appear on Work Order Tasks page for each Asset
Link All Assets
Example of linking All Assets
Link All Assets (contrsquod)
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Example of linking Asset directly
Link Asset Directly (contrsquod)
Display multiple Assets on a single Work Order
Work Order is created
bull Assigned to specific node on
bull Asset Tree
bull Task created for all Assets matching Class below node of Asset Tree
Link Asset by Class
Example of linking Asset by Class
Link Asset by Class (contrsquod)
Link task to Assets below designated node of Tree
Work Order is created
bull Task created for all Assets below selected node of Tree
bull Separate tasks appear on Work Order Tasks page for each Asset
Link All Assets
Example of linking All Assets
Link All Assets (contrsquod)
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Display multiple Assets on a single Work Order
Work Order is created
bull Assigned to specific node on
bull Asset Tree
bull Task created for all Assets matching Class below node of Asset Tree
Link Asset by Class
Example of linking Asset by Class
Link Asset by Class (contrsquod)
Link task to Assets below designated node of Tree
Work Order is created
bull Task created for all Assets below selected node of Tree
bull Separate tasks appear on Work Order Tasks page for each Asset
Link All Assets
Example of linking All Assets
Link All Assets (contrsquod)
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Example of linking Asset by Class
Link Asset by Class (contrsquod)
Link task to Assets below designated node of Tree
Work Order is created
bull Task created for all Assets below selected node of Tree
bull Separate tasks appear on Work Order Tasks page for each Asset
Link All Assets
Example of linking All Assets
Link All Assets (contrsquod)
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Link task to Assets below designated node of Tree
Work Order is created
bull Task created for all Assets below selected node of Tree
bull Separate tasks appear on Work Order Tasks page for each Asset
Link All Assets
Example of linking All Assets
Link All Assets (contrsquod)
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Example of linking All Assets
Link All Assets (contrsquod)
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Now letrsquos 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
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
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 (contrsquod)
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Navigate to the Tasks tab
Select Add Task Specificationhellip
Select View Specifications
Select Alignment as the Specification and select Apply to add to Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Select Add Task
Type in your name to the Description
Save your Procedure
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
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 (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Navigate to the Tasks tab
The Specification Task will not appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
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 (contrsquod)
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Navigate to the Tasks tab
The Specification Task will now appear
Link Assets and Add Tasks Hands-On (contrsquod)
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
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 (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
How to Attach Multiple Procedures
Modify Task (Link to Assets)
Tasks Sub-Tab ndash Procedures Module
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip