ppp04 - setting up assets and pm schedules

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Setting Up Assets and PM Schedules (PPP04) PMs, Procedures, and Projects Track

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This session takes a look at how the assets tab functions and the fields and columns that can be selected when adding assets to a schedule.

TRANSCRIPT

Page 1: PPP04 - Setting Up Assets and PM Schedules

Setting Up Assets and PM Schedules (PPP04)

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 Brandon Palana

Background information

bull Role and expertise at Maintenance Connection

bull Fun Fact

Presenter Bio

PM Assets Tab Defined

Fields and Columns

Adding Assets to Schedule

Agenda

PM Assets Tab Overview

Repair Center Filter

Use Asset Defaults

Header Action Bar

PM Assets Tab Defined

Provides a list of Assets Locations associated with the selected PM schedule

Assets added will be used for generation of Work Orders

PM Assets Tab Overview

Filters Assets displayed to specific Repair Centers

Repair Center specified on PM Asset record

Repair Center Filter

Control designates fields of Asset record that should be referenced for generation

If selected the following options will appear to choose from

Use Asset Defaults

If Indicator is not checked

bull Asset attributes from PM Asset record regardless of current value on Asset

bull Value stored with Asset at time of record creation

If Indicator is checked

bull Attributes of Asset at time of Work Order generation

Use Asset Defaults (contrsquod)

Addhellip Asset to schedule

bull Asset Lookup is used

bull Asset Location Popup for entering organizational attribute fields

Header Action Bar

Updatehellip button

bull Update same information on multiple Assets

bull Fields left blank will not be affected

Header Action Bar (contrsquod)

Removehellip Assets from schedule

bull Select single or multiple Assets and remove from PM schedule

Header Action Bar (contrsquod)

In this example the PM Assets Tab will be explored by filtering Assets by Repair Center as well as removing Assets from the schedule

Exploring the PM Assets Tab Example

PM Assets Tab is selected and Asset is populated for Assets with associated Repair Centers

Exploring the PM Assets Tab Example (contrsquod)

Repair Center filter is updated to include All Assets for this PM schedule

Exploring the PM Assets Tab Example (contrsquod)

Asset is removed from schedule

Exploring the PM Assets Tab Example (contrsquod)

Selection Box

Name

Parent Location

Route Order

Next Scheduled

Next Procedure

Enabled

Fields and Columns

Select one or more Assets from list to update or remove

Provides revert control capability

Selection Box

Name and ID of designated Asset displayed

Work Order generation information

Asset In-Service and PM Schedule Disabled notification

Name

Location of Asset in the Asset Hierarchy

Field lists all locations listed above Asset Location

Parent Location

Determines the order of Work Order generation

bull Also determines order displayed in list

bull Useful for print order

Route Order

Displays the next scheduled date or next scheduled meter interval

bull Date can change if based on Work Order completion

Next Scheduled

Displays next scheduled procedure to be performed for Asset

bull Helpful with multiple scheduled procedures

Next Procedure

Indicates if schedule is enabled for individual Asset

Enabled

Adding Assets Overview

Asset Location Module Lookup

Asset Location Popup

Adding Assets to Schedule

Enabled Assets added to Assets tab will have Work Orders generated

Procedures also can determine which Assets will be associated with PM

Adding Assets Overview

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 2: PPP04 - Setting Up Assets and PM Schedules

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 Brandon Palana

Background information

bull Role and expertise at Maintenance Connection

bull Fun Fact

Presenter Bio

PM Assets Tab Defined

Fields and Columns

Adding Assets to Schedule

Agenda

PM Assets Tab Overview

Repair Center Filter

Use Asset Defaults

Header Action Bar

PM Assets Tab Defined

Provides a list of Assets Locations associated with the selected PM schedule

Assets added will be used for generation of Work Orders

PM Assets Tab Overview

Filters Assets displayed to specific Repair Centers

Repair Center specified on PM Asset record

Repair Center Filter

Control designates fields of Asset record that should be referenced for generation

If selected the following options will appear to choose from

Use Asset Defaults

If Indicator is not checked

bull Asset attributes from PM Asset record regardless of current value on Asset

bull Value stored with Asset at time of record creation

If Indicator is checked

bull Attributes of Asset at time of Work Order generation

Use Asset Defaults (contrsquod)

Addhellip Asset to schedule

bull Asset Lookup is used

bull Asset Location Popup for entering organizational attribute fields

Header Action Bar

Updatehellip button

bull Update same information on multiple Assets

bull Fields left blank will not be affected

Header Action Bar (contrsquod)

Removehellip Assets from schedule

bull Select single or multiple Assets and remove from PM schedule

Header Action Bar (contrsquod)

In this example the PM Assets Tab will be explored by filtering Assets by Repair Center as well as removing Assets from the schedule

Exploring the PM Assets Tab Example

PM Assets Tab is selected and Asset is populated for Assets with associated Repair Centers

Exploring the PM Assets Tab Example (contrsquod)

Repair Center filter is updated to include All Assets for this PM schedule

Exploring the PM Assets Tab Example (contrsquod)

Asset is removed from schedule

Exploring the PM Assets Tab Example (contrsquod)

Selection Box

Name

Parent Location

Route Order

Next Scheduled

Next Procedure

Enabled

Fields and Columns

Select one or more Assets from list to update or remove

Provides revert control capability

Selection Box

Name and ID of designated Asset displayed

Work Order generation information

Asset In-Service and PM Schedule Disabled notification

Name

Location of Asset in the Asset Hierarchy

Field lists all locations listed above Asset Location

Parent Location

Determines the order of Work Order generation

bull Also determines order displayed in list

bull Useful for print order

Route Order

Displays the next scheduled date or next scheduled meter interval

bull Date can change if based on Work Order completion

Next Scheduled

Displays next scheduled procedure to be performed for Asset

bull Helpful with multiple scheduled procedures

Next Procedure

Indicates if schedule is enabled for individual Asset

Enabled

Adding Assets Overview

Asset Location Module Lookup

Asset Location Popup

Adding Assets to Schedule

Enabled Assets added to Assets tab will have Work Orders generated

Procedures also can determine which Assets will be associated with PM

Adding Assets Overview

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 3: PPP04 - Setting Up Assets and PM Schedules

Presenter Name Brandon Palana

Background information

bull Role and expertise at Maintenance Connection

bull Fun Fact

Presenter Bio

PM Assets Tab Defined

Fields and Columns

Adding Assets to Schedule

Agenda

PM Assets Tab Overview

Repair Center Filter

Use Asset Defaults

Header Action Bar

PM Assets Tab Defined

Provides a list of Assets Locations associated with the selected PM schedule

Assets added will be used for generation of Work Orders

PM Assets Tab Overview

Filters Assets displayed to specific Repair Centers

Repair Center specified on PM Asset record

Repair Center Filter

Control designates fields of Asset record that should be referenced for generation

If selected the following options will appear to choose from

Use Asset Defaults

If Indicator is not checked

bull Asset attributes from PM Asset record regardless of current value on Asset

bull Value stored with Asset at time of record creation

If Indicator is checked

bull Attributes of Asset at time of Work Order generation

Use Asset Defaults (contrsquod)

Addhellip Asset to schedule

bull Asset Lookup is used

bull Asset Location Popup for entering organizational attribute fields

Header Action Bar

Updatehellip button

bull Update same information on multiple Assets

bull Fields left blank will not be affected

Header Action Bar (contrsquod)

Removehellip Assets from schedule

bull Select single or multiple Assets and remove from PM schedule

Header Action Bar (contrsquod)

In this example the PM Assets Tab will be explored by filtering Assets by Repair Center as well as removing Assets from the schedule

Exploring the PM Assets Tab Example

PM Assets Tab is selected and Asset is populated for Assets with associated Repair Centers

Exploring the PM Assets Tab Example (contrsquod)

Repair Center filter is updated to include All Assets for this PM schedule

Exploring the PM Assets Tab Example (contrsquod)

Asset is removed from schedule

Exploring the PM Assets Tab Example (contrsquod)

Selection Box

Name

Parent Location

Route Order

Next Scheduled

Next Procedure

Enabled

Fields and Columns

Select one or more Assets from list to update or remove

Provides revert control capability

Selection Box

Name and ID of designated Asset displayed

Work Order generation information

Asset In-Service and PM Schedule Disabled notification

Name

Location of Asset in the Asset Hierarchy

Field lists all locations listed above Asset Location

Parent Location

Determines the order of Work Order generation

bull Also determines order displayed in list

bull Useful for print order

Route Order

Displays the next scheduled date or next scheduled meter interval

bull Date can change if based on Work Order completion

Next Scheduled

Displays next scheduled procedure to be performed for Asset

bull Helpful with multiple scheduled procedures

Next Procedure

Indicates if schedule is enabled for individual Asset

Enabled

Adding Assets Overview

Asset Location Module Lookup

Asset Location Popup

Adding Assets to Schedule

Enabled Assets added to Assets tab will have Work Orders generated

Procedures also can determine which Assets will be associated with PM

Adding Assets Overview

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 4: PPP04 - Setting Up Assets and PM Schedules

PM Assets Tab Defined

Fields and Columns

Adding Assets to Schedule

Agenda

PM Assets Tab Overview

Repair Center Filter

Use Asset Defaults

Header Action Bar

PM Assets Tab Defined

Provides a list of Assets Locations associated with the selected PM schedule

Assets added will be used for generation of Work Orders

PM Assets Tab Overview

Filters Assets displayed to specific Repair Centers

Repair Center specified on PM Asset record

Repair Center Filter

Control designates fields of Asset record that should be referenced for generation

If selected the following options will appear to choose from

Use Asset Defaults

If Indicator is not checked

bull Asset attributes from PM Asset record regardless of current value on Asset

bull Value stored with Asset at time of record creation

If Indicator is checked

bull Attributes of Asset at time of Work Order generation

Use Asset Defaults (contrsquod)

Addhellip Asset to schedule

bull Asset Lookup is used

bull Asset Location Popup for entering organizational attribute fields

Header Action Bar

Updatehellip button

bull Update same information on multiple Assets

bull Fields left blank will not be affected

Header Action Bar (contrsquod)

Removehellip Assets from schedule

bull Select single or multiple Assets and remove from PM schedule

Header Action Bar (contrsquod)

In this example the PM Assets Tab will be explored by filtering Assets by Repair Center as well as removing Assets from the schedule

Exploring the PM Assets Tab Example

PM Assets Tab is selected and Asset is populated for Assets with associated Repair Centers

Exploring the PM Assets Tab Example (contrsquod)

Repair Center filter is updated to include All Assets for this PM schedule

Exploring the PM Assets Tab Example (contrsquod)

Asset is removed from schedule

Exploring the PM Assets Tab Example (contrsquod)

Selection Box

Name

Parent Location

Route Order

Next Scheduled

Next Procedure

Enabled

Fields and Columns

Select one or more Assets from list to update or remove

Provides revert control capability

Selection Box

Name and ID of designated Asset displayed

Work Order generation information

Asset In-Service and PM Schedule Disabled notification

Name

Location of Asset in the Asset Hierarchy

Field lists all locations listed above Asset Location

Parent Location

Determines the order of Work Order generation

bull Also determines order displayed in list

bull Useful for print order

Route Order

Displays the next scheduled date or next scheduled meter interval

bull Date can change if based on Work Order completion

Next Scheduled

Displays next scheduled procedure to be performed for Asset

bull Helpful with multiple scheduled procedures

Next Procedure

Indicates if schedule is enabled for individual Asset

Enabled

Adding Assets Overview

Asset Location Module Lookup

Asset Location Popup

Adding Assets to Schedule

Enabled Assets added to Assets tab will have Work Orders generated

Procedures also can determine which Assets will be associated with PM

Adding Assets Overview

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 5: PPP04 - Setting Up Assets and PM Schedules

PM Assets Tab Overview

Repair Center Filter

Use Asset Defaults

Header Action Bar

PM Assets Tab Defined

Provides a list of Assets Locations associated with the selected PM schedule

Assets added will be used for generation of Work Orders

PM Assets Tab Overview

Filters Assets displayed to specific Repair Centers

Repair Center specified on PM Asset record

Repair Center Filter

Control designates fields of Asset record that should be referenced for generation

If selected the following options will appear to choose from

Use Asset Defaults

If Indicator is not checked

bull Asset attributes from PM Asset record regardless of current value on Asset

bull Value stored with Asset at time of record creation

If Indicator is checked

bull Attributes of Asset at time of Work Order generation

Use Asset Defaults (contrsquod)

Addhellip Asset to schedule

bull Asset Lookup is used

bull Asset Location Popup for entering organizational attribute fields

Header Action Bar

Updatehellip button

bull Update same information on multiple Assets

bull Fields left blank will not be affected

Header Action Bar (contrsquod)

Removehellip Assets from schedule

bull Select single or multiple Assets and remove from PM schedule

Header Action Bar (contrsquod)

In this example the PM Assets Tab will be explored by filtering Assets by Repair Center as well as removing Assets from the schedule

Exploring the PM Assets Tab Example

PM Assets Tab is selected and Asset is populated for Assets with associated Repair Centers

Exploring the PM Assets Tab Example (contrsquod)

Repair Center filter is updated to include All Assets for this PM schedule

Exploring the PM Assets Tab Example (contrsquod)

Asset is removed from schedule

Exploring the PM Assets Tab Example (contrsquod)

Selection Box

Name

Parent Location

Route Order

Next Scheduled

Next Procedure

Enabled

Fields and Columns

Select one or more Assets from list to update or remove

Provides revert control capability

Selection Box

Name and ID of designated Asset displayed

Work Order generation information

Asset In-Service and PM Schedule Disabled notification

Name

Location of Asset in the Asset Hierarchy

Field lists all locations listed above Asset Location

Parent Location

Determines the order of Work Order generation

bull Also determines order displayed in list

bull Useful for print order

Route Order

Displays the next scheduled date or next scheduled meter interval

bull Date can change if based on Work Order completion

Next Scheduled

Displays next scheduled procedure to be performed for Asset

bull Helpful with multiple scheduled procedures

Next Procedure

Indicates if schedule is enabled for individual Asset

Enabled

Adding Assets Overview

Asset Location Module Lookup

Asset Location Popup

Adding Assets to Schedule

Enabled Assets added to Assets tab will have Work Orders generated

Procedures also can determine which Assets will be associated with PM

Adding Assets Overview

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 6: PPP04 - Setting Up Assets and PM Schedules

Provides a list of Assets Locations associated with the selected PM schedule

Assets added will be used for generation of Work Orders

PM Assets Tab Overview

Filters Assets displayed to specific Repair Centers

Repair Center specified on PM Asset record

Repair Center Filter

Control designates fields of Asset record that should be referenced for generation

If selected the following options will appear to choose from

Use Asset Defaults

If Indicator is not checked

bull Asset attributes from PM Asset record regardless of current value on Asset

bull Value stored with Asset at time of record creation

If Indicator is checked

bull Attributes of Asset at time of Work Order generation

Use Asset Defaults (contrsquod)

Addhellip Asset to schedule

bull Asset Lookup is used

bull Asset Location Popup for entering organizational attribute fields

Header Action Bar

Updatehellip button

bull Update same information on multiple Assets

bull Fields left blank will not be affected

Header Action Bar (contrsquod)

Removehellip Assets from schedule

bull Select single or multiple Assets and remove from PM schedule

Header Action Bar (contrsquod)

In this example the PM Assets Tab will be explored by filtering Assets by Repair Center as well as removing Assets from the schedule

Exploring the PM Assets Tab Example

PM Assets Tab is selected and Asset is populated for Assets with associated Repair Centers

Exploring the PM Assets Tab Example (contrsquod)

Repair Center filter is updated to include All Assets for this PM schedule

Exploring the PM Assets Tab Example (contrsquod)

Asset is removed from schedule

Exploring the PM Assets Tab Example (contrsquod)

Selection Box

Name

Parent Location

Route Order

Next Scheduled

Next Procedure

Enabled

Fields and Columns

Select one or more Assets from list to update or remove

Provides revert control capability

Selection Box

Name and ID of designated Asset displayed

Work Order generation information

Asset In-Service and PM Schedule Disabled notification

Name

Location of Asset in the Asset Hierarchy

Field lists all locations listed above Asset Location

Parent Location

Determines the order of Work Order generation

bull Also determines order displayed in list

bull Useful for print order

Route Order

Displays the next scheduled date or next scheduled meter interval

bull Date can change if based on Work Order completion

Next Scheduled

Displays next scheduled procedure to be performed for Asset

bull Helpful with multiple scheduled procedures

Next Procedure

Indicates if schedule is enabled for individual Asset

Enabled

Adding Assets Overview

Asset Location Module Lookup

Asset Location Popup

Adding Assets to Schedule

Enabled Assets added to Assets tab will have Work Orders generated

Procedures also can determine which Assets will be associated with PM

Adding Assets Overview

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 7: PPP04 - Setting Up Assets and PM Schedules

Filters Assets displayed to specific Repair Centers

Repair Center specified on PM Asset record

Repair Center Filter

Control designates fields of Asset record that should be referenced for generation

If selected the following options will appear to choose from

Use Asset Defaults

If Indicator is not checked

bull Asset attributes from PM Asset record regardless of current value on Asset

bull Value stored with Asset at time of record creation

If Indicator is checked

bull Attributes of Asset at time of Work Order generation

Use Asset Defaults (contrsquod)

Addhellip Asset to schedule

bull Asset Lookup is used

bull Asset Location Popup for entering organizational attribute fields

Header Action Bar

Updatehellip button

bull Update same information on multiple Assets

bull Fields left blank will not be affected

Header Action Bar (contrsquod)

Removehellip Assets from schedule

bull Select single or multiple Assets and remove from PM schedule

Header Action Bar (contrsquod)

In this example the PM Assets Tab will be explored by filtering Assets by Repair Center as well as removing Assets from the schedule

Exploring the PM Assets Tab Example

PM Assets Tab is selected and Asset is populated for Assets with associated Repair Centers

Exploring the PM Assets Tab Example (contrsquod)

Repair Center filter is updated to include All Assets for this PM schedule

Exploring the PM Assets Tab Example (contrsquod)

Asset is removed from schedule

Exploring the PM Assets Tab Example (contrsquod)

Selection Box

Name

Parent Location

Route Order

Next Scheduled

Next Procedure

Enabled

Fields and Columns

Select one or more Assets from list to update or remove

Provides revert control capability

Selection Box

Name and ID of designated Asset displayed

Work Order generation information

Asset In-Service and PM Schedule Disabled notification

Name

Location of Asset in the Asset Hierarchy

Field lists all locations listed above Asset Location

Parent Location

Determines the order of Work Order generation

bull Also determines order displayed in list

bull Useful for print order

Route Order

Displays the next scheduled date or next scheduled meter interval

bull Date can change if based on Work Order completion

Next Scheduled

Displays next scheduled procedure to be performed for Asset

bull Helpful with multiple scheduled procedures

Next Procedure

Indicates if schedule is enabled for individual Asset

Enabled

Adding Assets Overview

Asset Location Module Lookup

Asset Location Popup

Adding Assets to Schedule

Enabled Assets added to Assets tab will have Work Orders generated

Procedures also can determine which Assets will be associated with PM

Adding Assets Overview

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 8: PPP04 - Setting Up Assets and PM Schedules

Control designates fields of Asset record that should be referenced for generation

If selected the following options will appear to choose from

Use Asset Defaults

If Indicator is not checked

bull Asset attributes from PM Asset record regardless of current value on Asset

bull Value stored with Asset at time of record creation

If Indicator is checked

bull Attributes of Asset at time of Work Order generation

Use Asset Defaults (contrsquod)

Addhellip Asset to schedule

bull Asset Lookup is used

bull Asset Location Popup for entering organizational attribute fields

Header Action Bar

Updatehellip button

bull Update same information on multiple Assets

bull Fields left blank will not be affected

Header Action Bar (contrsquod)

Removehellip Assets from schedule

bull Select single or multiple Assets and remove from PM schedule

Header Action Bar (contrsquod)

In this example the PM Assets Tab will be explored by filtering Assets by Repair Center as well as removing Assets from the schedule

Exploring the PM Assets Tab Example

PM Assets Tab is selected and Asset is populated for Assets with associated Repair Centers

Exploring the PM Assets Tab Example (contrsquod)

Repair Center filter is updated to include All Assets for this PM schedule

Exploring the PM Assets Tab Example (contrsquod)

Asset is removed from schedule

Exploring the PM Assets Tab Example (contrsquod)

Selection Box

Name

Parent Location

Route Order

Next Scheduled

Next Procedure

Enabled

Fields and Columns

Select one or more Assets from list to update or remove

Provides revert control capability

Selection Box

Name and ID of designated Asset displayed

Work Order generation information

Asset In-Service and PM Schedule Disabled notification

Name

Location of Asset in the Asset Hierarchy

Field lists all locations listed above Asset Location

Parent Location

Determines the order of Work Order generation

bull Also determines order displayed in list

bull Useful for print order

Route Order

Displays the next scheduled date or next scheduled meter interval

bull Date can change if based on Work Order completion

Next Scheduled

Displays next scheduled procedure to be performed for Asset

bull Helpful with multiple scheduled procedures

Next Procedure

Indicates if schedule is enabled for individual Asset

Enabled

Adding Assets Overview

Asset Location Module Lookup

Asset Location Popup

Adding Assets to Schedule

Enabled Assets added to Assets tab will have Work Orders generated

Procedures also can determine which Assets will be associated with PM

Adding Assets Overview

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 9: PPP04 - Setting Up Assets and PM Schedules

If Indicator is not checked

bull Asset attributes from PM Asset record regardless of current value on Asset

bull Value stored with Asset at time of record creation

If Indicator is checked

bull Attributes of Asset at time of Work Order generation

Use Asset Defaults (contrsquod)

Addhellip Asset to schedule

bull Asset Lookup is used

bull Asset Location Popup for entering organizational attribute fields

Header Action Bar

Updatehellip button

bull Update same information on multiple Assets

bull Fields left blank will not be affected

Header Action Bar (contrsquod)

Removehellip Assets from schedule

bull Select single or multiple Assets and remove from PM schedule

Header Action Bar (contrsquod)

In this example the PM Assets Tab will be explored by filtering Assets by Repair Center as well as removing Assets from the schedule

Exploring the PM Assets Tab Example

PM Assets Tab is selected and Asset is populated for Assets with associated Repair Centers

Exploring the PM Assets Tab Example (contrsquod)

Repair Center filter is updated to include All Assets for this PM schedule

Exploring the PM Assets Tab Example (contrsquod)

Asset is removed from schedule

Exploring the PM Assets Tab Example (contrsquod)

Selection Box

Name

Parent Location

Route Order

Next Scheduled

Next Procedure

Enabled

Fields and Columns

Select one or more Assets from list to update or remove

Provides revert control capability

Selection Box

Name and ID of designated Asset displayed

Work Order generation information

Asset In-Service and PM Schedule Disabled notification

Name

Location of Asset in the Asset Hierarchy

Field lists all locations listed above Asset Location

Parent Location

Determines the order of Work Order generation

bull Also determines order displayed in list

bull Useful for print order

Route Order

Displays the next scheduled date or next scheduled meter interval

bull Date can change if based on Work Order completion

Next Scheduled

Displays next scheduled procedure to be performed for Asset

bull Helpful with multiple scheduled procedures

Next Procedure

Indicates if schedule is enabled for individual Asset

Enabled

Adding Assets Overview

Asset Location Module Lookup

Asset Location Popup

Adding Assets to Schedule

Enabled Assets added to Assets tab will have Work Orders generated

Procedures also can determine which Assets will be associated with PM

Adding Assets Overview

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 10: PPP04 - Setting Up Assets and PM Schedules

Addhellip Asset to schedule

bull Asset Lookup is used

bull Asset Location Popup for entering organizational attribute fields

Header Action Bar

Updatehellip button

bull Update same information on multiple Assets

bull Fields left blank will not be affected

Header Action Bar (contrsquod)

Removehellip Assets from schedule

bull Select single or multiple Assets and remove from PM schedule

Header Action Bar (contrsquod)

In this example the PM Assets Tab will be explored by filtering Assets by Repair Center as well as removing Assets from the schedule

Exploring the PM Assets Tab Example

PM Assets Tab is selected and Asset is populated for Assets with associated Repair Centers

Exploring the PM Assets Tab Example (contrsquod)

Repair Center filter is updated to include All Assets for this PM schedule

Exploring the PM Assets Tab Example (contrsquod)

Asset is removed from schedule

Exploring the PM Assets Tab Example (contrsquod)

Selection Box

Name

Parent Location

Route Order

Next Scheduled

Next Procedure

Enabled

Fields and Columns

Select one or more Assets from list to update or remove

Provides revert control capability

Selection Box

Name and ID of designated Asset displayed

Work Order generation information

Asset In-Service and PM Schedule Disabled notification

Name

Location of Asset in the Asset Hierarchy

Field lists all locations listed above Asset Location

Parent Location

Determines the order of Work Order generation

bull Also determines order displayed in list

bull Useful for print order

Route Order

Displays the next scheduled date or next scheduled meter interval

bull Date can change if based on Work Order completion

Next Scheduled

Displays next scheduled procedure to be performed for Asset

bull Helpful with multiple scheduled procedures

Next Procedure

Indicates if schedule is enabled for individual Asset

Enabled

Adding Assets Overview

Asset Location Module Lookup

Asset Location Popup

Adding Assets to Schedule

Enabled Assets added to Assets tab will have Work Orders generated

Procedures also can determine which Assets will be associated with PM

Adding Assets Overview

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 11: PPP04 - Setting Up Assets and PM Schedules

Updatehellip button

bull Update same information on multiple Assets

bull Fields left blank will not be affected

Header Action Bar (contrsquod)

Removehellip Assets from schedule

bull Select single or multiple Assets and remove from PM schedule

Header Action Bar (contrsquod)

In this example the PM Assets Tab will be explored by filtering Assets by Repair Center as well as removing Assets from the schedule

Exploring the PM Assets Tab Example

PM Assets Tab is selected and Asset is populated for Assets with associated Repair Centers

Exploring the PM Assets Tab Example (contrsquod)

Repair Center filter is updated to include All Assets for this PM schedule

Exploring the PM Assets Tab Example (contrsquod)

Asset is removed from schedule

Exploring the PM Assets Tab Example (contrsquod)

Selection Box

Name

Parent Location

Route Order

Next Scheduled

Next Procedure

Enabled

Fields and Columns

Select one or more Assets from list to update or remove

Provides revert control capability

Selection Box

Name and ID of designated Asset displayed

Work Order generation information

Asset In-Service and PM Schedule Disabled notification

Name

Location of Asset in the Asset Hierarchy

Field lists all locations listed above Asset Location

Parent Location

Determines the order of Work Order generation

bull Also determines order displayed in list

bull Useful for print order

Route Order

Displays the next scheduled date or next scheduled meter interval

bull Date can change if based on Work Order completion

Next Scheduled

Displays next scheduled procedure to be performed for Asset

bull Helpful with multiple scheduled procedures

Next Procedure

Indicates if schedule is enabled for individual Asset

Enabled

Adding Assets Overview

Asset Location Module Lookup

Asset Location Popup

Adding Assets to Schedule

Enabled Assets added to Assets tab will have Work Orders generated

Procedures also can determine which Assets will be associated with PM

Adding Assets Overview

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 12: PPP04 - Setting Up Assets and PM Schedules

Removehellip Assets from schedule

bull Select single or multiple Assets and remove from PM schedule

Header Action Bar (contrsquod)

In this example the PM Assets Tab will be explored by filtering Assets by Repair Center as well as removing Assets from the schedule

Exploring the PM Assets Tab Example

PM Assets Tab is selected and Asset is populated for Assets with associated Repair Centers

Exploring the PM Assets Tab Example (contrsquod)

Repair Center filter is updated to include All Assets for this PM schedule

Exploring the PM Assets Tab Example (contrsquod)

Asset is removed from schedule

Exploring the PM Assets Tab Example (contrsquod)

Selection Box

Name

Parent Location

Route Order

Next Scheduled

Next Procedure

Enabled

Fields and Columns

Select one or more Assets from list to update or remove

Provides revert control capability

Selection Box

Name and ID of designated Asset displayed

Work Order generation information

Asset In-Service and PM Schedule Disabled notification

Name

Location of Asset in the Asset Hierarchy

Field lists all locations listed above Asset Location

Parent Location

Determines the order of Work Order generation

bull Also determines order displayed in list

bull Useful for print order

Route Order

Displays the next scheduled date or next scheduled meter interval

bull Date can change if based on Work Order completion

Next Scheduled

Displays next scheduled procedure to be performed for Asset

bull Helpful with multiple scheduled procedures

Next Procedure

Indicates if schedule is enabled for individual Asset

Enabled

Adding Assets Overview

Asset Location Module Lookup

Asset Location Popup

Adding Assets to Schedule

Enabled Assets added to Assets tab will have Work Orders generated

Procedures also can determine which Assets will be associated with PM

Adding Assets Overview

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 13: PPP04 - Setting Up Assets and PM Schedules

In this example the PM Assets Tab will be explored by filtering Assets by Repair Center as well as removing Assets from the schedule

Exploring the PM Assets Tab Example

PM Assets Tab is selected and Asset is populated for Assets with associated Repair Centers

Exploring the PM Assets Tab Example (contrsquod)

Repair Center filter is updated to include All Assets for this PM schedule

Exploring the PM Assets Tab Example (contrsquod)

Asset is removed from schedule

Exploring the PM Assets Tab Example (contrsquod)

Selection Box

Name

Parent Location

Route Order

Next Scheduled

Next Procedure

Enabled

Fields and Columns

Select one or more Assets from list to update or remove

Provides revert control capability

Selection Box

Name and ID of designated Asset displayed

Work Order generation information

Asset In-Service and PM Schedule Disabled notification

Name

Location of Asset in the Asset Hierarchy

Field lists all locations listed above Asset Location

Parent Location

Determines the order of Work Order generation

bull Also determines order displayed in list

bull Useful for print order

Route Order

Displays the next scheduled date or next scheduled meter interval

bull Date can change if based on Work Order completion

Next Scheduled

Displays next scheduled procedure to be performed for Asset

bull Helpful with multiple scheduled procedures

Next Procedure

Indicates if schedule is enabled for individual Asset

Enabled

Adding Assets Overview

Asset Location Module Lookup

Asset Location Popup

Adding Assets to Schedule

Enabled Assets added to Assets tab will have Work Orders generated

Procedures also can determine which Assets will be associated with PM

Adding Assets Overview

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 14: PPP04 - Setting Up Assets and PM Schedules

PM Assets Tab is selected and Asset is populated for Assets with associated Repair Centers

Exploring the PM Assets Tab Example (contrsquod)

Repair Center filter is updated to include All Assets for this PM schedule

Exploring the PM Assets Tab Example (contrsquod)

Asset is removed from schedule

Exploring the PM Assets Tab Example (contrsquod)

Selection Box

Name

Parent Location

Route Order

Next Scheduled

Next Procedure

Enabled

Fields and Columns

Select one or more Assets from list to update or remove

Provides revert control capability

Selection Box

Name and ID of designated Asset displayed

Work Order generation information

Asset In-Service and PM Schedule Disabled notification

Name

Location of Asset in the Asset Hierarchy

Field lists all locations listed above Asset Location

Parent Location

Determines the order of Work Order generation

bull Also determines order displayed in list

bull Useful for print order

Route Order

Displays the next scheduled date or next scheduled meter interval

bull Date can change if based on Work Order completion

Next Scheduled

Displays next scheduled procedure to be performed for Asset

bull Helpful with multiple scheduled procedures

Next Procedure

Indicates if schedule is enabled for individual Asset

Enabled

Adding Assets Overview

Asset Location Module Lookup

Asset Location Popup

Adding Assets to Schedule

Enabled Assets added to Assets tab will have Work Orders generated

Procedures also can determine which Assets will be associated with PM

Adding Assets Overview

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 15: PPP04 - Setting Up Assets and PM Schedules

Repair Center filter is updated to include All Assets for this PM schedule

Exploring the PM Assets Tab Example (contrsquod)

Asset is removed from schedule

Exploring the PM Assets Tab Example (contrsquod)

Selection Box

Name

Parent Location

Route Order

Next Scheduled

Next Procedure

Enabled

Fields and Columns

Select one or more Assets from list to update or remove

Provides revert control capability

Selection Box

Name and ID of designated Asset displayed

Work Order generation information

Asset In-Service and PM Schedule Disabled notification

Name

Location of Asset in the Asset Hierarchy

Field lists all locations listed above Asset Location

Parent Location

Determines the order of Work Order generation

bull Also determines order displayed in list

bull Useful for print order

Route Order

Displays the next scheduled date or next scheduled meter interval

bull Date can change if based on Work Order completion

Next Scheduled

Displays next scheduled procedure to be performed for Asset

bull Helpful with multiple scheduled procedures

Next Procedure

Indicates if schedule is enabled for individual Asset

Enabled

Adding Assets Overview

Asset Location Module Lookup

Asset Location Popup

Adding Assets to Schedule

Enabled Assets added to Assets tab will have Work Orders generated

Procedures also can determine which Assets will be associated with PM

Adding Assets Overview

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 16: PPP04 - Setting Up Assets and PM Schedules

Asset is removed from schedule

Exploring the PM Assets Tab Example (contrsquod)

Selection Box

Name

Parent Location

Route Order

Next Scheduled

Next Procedure

Enabled

Fields and Columns

Select one or more Assets from list to update or remove

Provides revert control capability

Selection Box

Name and ID of designated Asset displayed

Work Order generation information

Asset In-Service and PM Schedule Disabled notification

Name

Location of Asset in the Asset Hierarchy

Field lists all locations listed above Asset Location

Parent Location

Determines the order of Work Order generation

bull Also determines order displayed in list

bull Useful for print order

Route Order

Displays the next scheduled date or next scheduled meter interval

bull Date can change if based on Work Order completion

Next Scheduled

Displays next scheduled procedure to be performed for Asset

bull Helpful with multiple scheduled procedures

Next Procedure

Indicates if schedule is enabled for individual Asset

Enabled

Adding Assets Overview

Asset Location Module Lookup

Asset Location Popup

Adding Assets to Schedule

Enabled Assets added to Assets tab will have Work Orders generated

Procedures also can determine which Assets will be associated with PM

Adding Assets Overview

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 17: PPP04 - Setting Up Assets and PM Schedules

Selection Box

Name

Parent Location

Route Order

Next Scheduled

Next Procedure

Enabled

Fields and Columns

Select one or more Assets from list to update or remove

Provides revert control capability

Selection Box

Name and ID of designated Asset displayed

Work Order generation information

Asset In-Service and PM Schedule Disabled notification

Name

Location of Asset in the Asset Hierarchy

Field lists all locations listed above Asset Location

Parent Location

Determines the order of Work Order generation

bull Also determines order displayed in list

bull Useful for print order

Route Order

Displays the next scheduled date or next scheduled meter interval

bull Date can change if based on Work Order completion

Next Scheduled

Displays next scheduled procedure to be performed for Asset

bull Helpful with multiple scheduled procedures

Next Procedure

Indicates if schedule is enabled for individual Asset

Enabled

Adding Assets Overview

Asset Location Module Lookup

Asset Location Popup

Adding Assets to Schedule

Enabled Assets added to Assets tab will have Work Orders generated

Procedures also can determine which Assets will be associated with PM

Adding Assets Overview

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 18: PPP04 - Setting Up Assets and PM Schedules

Select one or more Assets from list to update or remove

Provides revert control capability

Selection Box

Name and ID of designated Asset displayed

Work Order generation information

Asset In-Service and PM Schedule Disabled notification

Name

Location of Asset in the Asset Hierarchy

Field lists all locations listed above Asset Location

Parent Location

Determines the order of Work Order generation

bull Also determines order displayed in list

bull Useful for print order

Route Order

Displays the next scheduled date or next scheduled meter interval

bull Date can change if based on Work Order completion

Next Scheduled

Displays next scheduled procedure to be performed for Asset

bull Helpful with multiple scheduled procedures

Next Procedure

Indicates if schedule is enabled for individual Asset

Enabled

Adding Assets Overview

Asset Location Module Lookup

Asset Location Popup

Adding Assets to Schedule

Enabled Assets added to Assets tab will have Work Orders generated

Procedures also can determine which Assets will be associated with PM

Adding Assets Overview

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 19: PPP04 - Setting Up Assets and PM Schedules

Name and ID of designated Asset displayed

Work Order generation information

Asset In-Service and PM Schedule Disabled notification

Name

Location of Asset in the Asset Hierarchy

Field lists all locations listed above Asset Location

Parent Location

Determines the order of Work Order generation

bull Also determines order displayed in list

bull Useful for print order

Route Order

Displays the next scheduled date or next scheduled meter interval

bull Date can change if based on Work Order completion

Next Scheduled

Displays next scheduled procedure to be performed for Asset

bull Helpful with multiple scheduled procedures

Next Procedure

Indicates if schedule is enabled for individual Asset

Enabled

Adding Assets Overview

Asset Location Module Lookup

Asset Location Popup

Adding Assets to Schedule

Enabled Assets added to Assets tab will have Work Orders generated

Procedures also can determine which Assets will be associated with PM

Adding Assets Overview

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 20: PPP04 - Setting Up Assets and PM Schedules

Location of Asset in the Asset Hierarchy

Field lists all locations listed above Asset Location

Parent Location

Determines the order of Work Order generation

bull Also determines order displayed in list

bull Useful for print order

Route Order

Displays the next scheduled date or next scheduled meter interval

bull Date can change if based on Work Order completion

Next Scheduled

Displays next scheduled procedure to be performed for Asset

bull Helpful with multiple scheduled procedures

Next Procedure

Indicates if schedule is enabled for individual Asset

Enabled

Adding Assets Overview

Asset Location Module Lookup

Asset Location Popup

Adding Assets to Schedule

Enabled Assets added to Assets tab will have Work Orders generated

Procedures also can determine which Assets will be associated with PM

Adding Assets Overview

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 21: PPP04 - Setting Up Assets and PM Schedules

Determines the order of Work Order generation

bull Also determines order displayed in list

bull Useful for print order

Route Order

Displays the next scheduled date or next scheduled meter interval

bull Date can change if based on Work Order completion

Next Scheduled

Displays next scheduled procedure to be performed for Asset

bull Helpful with multiple scheduled procedures

Next Procedure

Indicates if schedule is enabled for individual Asset

Enabled

Adding Assets Overview

Asset Location Module Lookup

Asset Location Popup

Adding Assets to Schedule

Enabled Assets added to Assets tab will have Work Orders generated

Procedures also can determine which Assets will be associated with PM

Adding Assets Overview

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 22: PPP04 - Setting Up Assets and PM Schedules

Displays the next scheduled date or next scheduled meter interval

bull Date can change if based on Work Order completion

Next Scheduled

Displays next scheduled procedure to be performed for Asset

bull Helpful with multiple scheduled procedures

Next Procedure

Indicates if schedule is enabled for individual Asset

Enabled

Adding Assets Overview

Asset Location Module Lookup

Asset Location Popup

Adding Assets to Schedule

Enabled Assets added to Assets tab will have Work Orders generated

Procedures also can determine which Assets will be associated with PM

Adding Assets Overview

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 23: PPP04 - Setting Up Assets and PM Schedules

Displays next scheduled procedure to be performed for Asset

bull Helpful with multiple scheduled procedures

Next Procedure

Indicates if schedule is enabled for individual Asset

Enabled

Adding Assets Overview

Asset Location Module Lookup

Asset Location Popup

Adding Assets to Schedule

Enabled Assets added to Assets tab will have Work Orders generated

Procedures also can determine which Assets will be associated with PM

Adding Assets Overview

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 24: PPP04 - Setting Up Assets and PM Schedules

Indicates if schedule is enabled for individual Asset

Enabled

Adding Assets Overview

Asset Location Module Lookup

Asset Location Popup

Adding Assets to Schedule

Enabled Assets added to Assets tab will have Work Orders generated

Procedures also can determine which Assets will be associated with PM

Adding Assets Overview

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 25: PPP04 - Setting Up Assets and PM Schedules

Adding Assets Overview

Asset Location Module Lookup

Asset Location Popup

Adding Assets to Schedule

Enabled Assets added to Assets tab will have Work Orders generated

Procedures also can determine which Assets will be associated with PM

Adding Assets Overview

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 26: PPP04 - Setting Up Assets and PM Schedules

Enabled Assets added to Assets tab will have Work Orders generated

Procedures also can determine which Assets will be associated with PM

Adding Assets Overview

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 27: PPP04 - Setting Up Assets and PM Schedules

Addhellip button opens Asset Location Module Lookup

Use controls to find Asset(s) to be added

Asset Location Module Lookup

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 28: PPP04 - Setting Up Assets and PM Schedules

Example of adding Assets to PM

Asset Location Module Lookup (contrsquod)

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 29: PPP04 - Setting Up Assets and PM Schedules

Displays information to determine next scheduled maintenance

bull Route Order

bull Last Generated and Last Completed

Asset Location Popup

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 30: PPP04 - Setting Up Assets and PM Schedules

bull Meter Intervals

bull Occurrence Counter and Next Scheduled Interval Counter

Asset Location Popup (contrsquod)

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 31: PPP04 - Setting Up Assets and PM Schedules

Example of Last Generated and Last Completed date

Asset Location Popup (contrsquod)

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 32: PPP04 - Setting Up Assets and PM Schedules

Displays organizational attributes

bull Repair Center stock room and tool room

bull Shift

Asset Location Popup (contrsquod)

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 33: PPP04 - Setting Up Assets and PM Schedules

bull Supervisor

bull Shop department account etc

bull Enabled

Asset Location Popup (contrsquod)

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 34: PPP04 - Setting Up Assets and PM Schedules

Example of field values retrieved from Asset

Asset Location Popup (contrsquod)

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 35: PPP04 - Setting Up Assets and PM Schedules

Now letrsquos practice creating a test Asset and adding the Asset to an existing PM schedule

Add Asset to Schedule Hands-On

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 36: PPP04 - Setting Up Assets and PM Schedules

Locate the Root Asset (top Asset of the Tree)

Right mouse click directly on the Root Asset and select Add Asset Locationhellip

Add Asset to Schedule Hands-On (contrsquod)

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 37: PPP04 - Setting Up Assets and PM Schedules

Fill in the required details for the Asset (highlighted in blue)

bull Enter PPP04TEST_YOURINITIALS for the Asset ID

bull Enter PPP04Test_YourName for the Asset Name

Save the Asset

Add Asset to Schedule Hands-On (contrsquod)

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 38: PPP04 - Setting Up Assets and PM Schedules

Navigate to PM ID PPP04TEST in the Preventive Maint Explorer

Select the PM to open it in the Work Center

Navigate to the Assets Tab

Add Asset to Schedule Hands-On (contrsquod)

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 39: PPP04 - Setting Up Assets and PM Schedules

Click the Addhellip button in the Action Header Bar

Add your newly created Test Asset

Add Asset to Schedule Hands-On (contrsquod)

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 40: PPP04 - Setting Up Assets and PM Schedules

Review Asset generation details

Click Apply Close

Save the PM

Asset will be added to Schedule

Add Asset to Schedule Hands-On (contrsquod)

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 41: PPP04 - Setting Up Assets and PM Schedules

You have now successfully completed creating a test Asset and adding it to an existing PM Schedule

Add Asset to Schedule Hands-On (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 42: PPP04 - Setting Up Assets and PM Schedules

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 43: PPP04 - Setting Up Assets and PM Schedules

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Assets Tab (PM Module)

Add Asset to Schedule

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

Page 44: PPP04 - Setting Up Assets and PM Schedules

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