w06 - standard enhanced complete close setup
DESCRIPTION
This session will provide overviews and examples of the complete/close functionality of work orders, including configuration of the standard/enhanced complete/close screen.TRANSCRIPT
![Page 1: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/1.jpg)
Standard Enhanced Complete Close Setup (W06)
Work Management Track
1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following
Member ID W_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 Joe Rogan
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Standard and Enhanced Complete Close Defined
Standard Complete Close Dialog Configuration
Enhanced Complete Close Dialog Configuration
Agenda
What is the Complete Close Dialog
What is the Enhanced Complete Close
Standard and Enhanced Complete Close Defined
Standard Complete Close Dialog can be used to
bull Record progress against a Work Order
bull Complete Close Work Order
bull Fill in important details about the Work Order
What is the Complete Close Dialog
Use of Complete Close dependent on complexity and business process
Preferences and settings used to define
What is the Complete Close Dialog (contrsquod)
Accessed through
bull Action Bar
bull Status Action Dropdown Control
bull Report Tab
What is the Complete Close Dialog (contrsquod)
bull Group Tab
bull Assignment Calendar
bull Expanded Work Order Explorer
What is the Complete Close Dialog (contrsquod)
Also accessible through Smart Reports
Dialog appears based on Smart Button
What is the Complete Close Dialog (contrsquod)
Enhanced Complete Close Dialog determined by preferences
Optional upgrade
What is the Enhanced Complete Close Dialog
Enhanced Complete Close includes new preferences to determine
bull Section of dialog to display
bull Required entry fields
bull Order of sections displayed
What is the Enhanced Complete Close Dialog (contrsquod)
Auto-Selects
Defaults
Set Actuals Equal to Estimated
Return Asset to Service and Downtime
Create Follow-Up Work Orders
Custom Hook
Standard Complete Close Dialog Configuration
Fills in Status Date choices upon selection of Complete Close Dialog
Options to
bull Respond
bull Complete
bull Finalize
bull Close
Auto-Selects
Labor Report Default auto-populates specified text
Defaults
Account and Category Set All options will fill in all Details and Cost fields
Defaults (contrsquod)
Chargeable will select Indicator on Details page
Defaults (contrsquod)
Set all Tasks Completed marks off all Tasks as Complete with initials of Technician
Defaults (contrsquod)
Labor Hours preferences for Technicians to quickly adjust Actuals
bull Estimated vs Assigned
Set Actuals Equal to Estimated
Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge
bull Charge vs No Charge (estimated)
Set Actuals Equal to Estimated (contrsquod)
Return Asset to Service will return the Asset back In-Service if not currently In-Service
Asset back in Service will prompt for Asset Status Change details
Return Asset to Service and Downtime
Set Downtime will prompt Technician to fill in details for Downtime record
Return Asset to Service and Downtime (contrsquod)
Allow or deny ability to create Work Orders based on Failures of Tasks
Option to create
bull One Work Order for all Failures
bull Separate Work Order per Failure
Create Follow-Up Work Orders
Ability to give a customized feel to the Complete Close Dialog
Can be important notifications or brief instructions
Custom Hook
In this example the Complete Close Dialog will be updated to the following
bull Auto-select Complete Yes
bull Labor Report Default Please enter text
bull Return Asset to Service Default Yes
Standard Complete Close Dialog Example
Complete Close Dialog prior to changes
Standard Complete Close Dialog Example (contrsquod)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 2: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/2.jpg)
1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following
Member ID W_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 Joe Rogan
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Standard and Enhanced Complete Close Defined
Standard Complete Close Dialog Configuration
Enhanced Complete Close Dialog Configuration
Agenda
What is the Complete Close Dialog
What is the Enhanced Complete Close
Standard and Enhanced Complete Close Defined
Standard Complete Close Dialog can be used to
bull Record progress against a Work Order
bull Complete Close Work Order
bull Fill in important details about the Work Order
What is the Complete Close Dialog
Use of Complete Close dependent on complexity and business process
Preferences and settings used to define
What is the Complete Close Dialog (contrsquod)
Accessed through
bull Action Bar
bull Status Action Dropdown Control
bull Report Tab
What is the Complete Close Dialog (contrsquod)
bull Group Tab
bull Assignment Calendar
bull Expanded Work Order Explorer
What is the Complete Close Dialog (contrsquod)
Also accessible through Smart Reports
Dialog appears based on Smart Button
What is the Complete Close Dialog (contrsquod)
Enhanced Complete Close Dialog determined by preferences
Optional upgrade
What is the Enhanced Complete Close Dialog
Enhanced Complete Close includes new preferences to determine
bull Section of dialog to display
bull Required entry fields
bull Order of sections displayed
What is the Enhanced Complete Close Dialog (contrsquod)
Auto-Selects
Defaults
Set Actuals Equal to Estimated
Return Asset to Service and Downtime
Create Follow-Up Work Orders
Custom Hook
Standard Complete Close Dialog Configuration
Fills in Status Date choices upon selection of Complete Close Dialog
Options to
bull Respond
bull Complete
bull Finalize
bull Close
Auto-Selects
Labor Report Default auto-populates specified text
Defaults
Account and Category Set All options will fill in all Details and Cost fields
Defaults (contrsquod)
Chargeable will select Indicator on Details page
Defaults (contrsquod)
Set all Tasks Completed marks off all Tasks as Complete with initials of Technician
Defaults (contrsquod)
Labor Hours preferences for Technicians to quickly adjust Actuals
bull Estimated vs Assigned
Set Actuals Equal to Estimated
Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge
bull Charge vs No Charge (estimated)
Set Actuals Equal to Estimated (contrsquod)
Return Asset to Service will return the Asset back In-Service if not currently In-Service
Asset back in Service will prompt for Asset Status Change details
Return Asset to Service and Downtime
Set Downtime will prompt Technician to fill in details for Downtime record
Return Asset to Service and Downtime (contrsquod)
Allow or deny ability to create Work Orders based on Failures of Tasks
Option to create
bull One Work Order for all Failures
bull Separate Work Order per Failure
Create Follow-Up Work Orders
Ability to give a customized feel to the Complete Close Dialog
Can be important notifications or brief instructions
Custom Hook
In this example the Complete Close Dialog will be updated to the following
bull Auto-select Complete Yes
bull Labor Report Default Please enter text
bull Return Asset to Service Default Yes
Standard Complete Close Dialog Example
Complete Close Dialog prior to changes
Standard Complete Close Dialog Example (contrsquod)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 3: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/3.jpg)
Presenter Name Joe Rogan
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Standard and Enhanced Complete Close Defined
Standard Complete Close Dialog Configuration
Enhanced Complete Close Dialog Configuration
Agenda
What is the Complete Close Dialog
What is the Enhanced Complete Close
Standard and Enhanced Complete Close Defined
Standard Complete Close Dialog can be used to
bull Record progress against a Work Order
bull Complete Close Work Order
bull Fill in important details about the Work Order
What is the Complete Close Dialog
Use of Complete Close dependent on complexity and business process
Preferences and settings used to define
What is the Complete Close Dialog (contrsquod)
Accessed through
bull Action Bar
bull Status Action Dropdown Control
bull Report Tab
What is the Complete Close Dialog (contrsquod)
bull Group Tab
bull Assignment Calendar
bull Expanded Work Order Explorer
What is the Complete Close Dialog (contrsquod)
Also accessible through Smart Reports
Dialog appears based on Smart Button
What is the Complete Close Dialog (contrsquod)
Enhanced Complete Close Dialog determined by preferences
Optional upgrade
What is the Enhanced Complete Close Dialog
Enhanced Complete Close includes new preferences to determine
bull Section of dialog to display
bull Required entry fields
bull Order of sections displayed
What is the Enhanced Complete Close Dialog (contrsquod)
Auto-Selects
Defaults
Set Actuals Equal to Estimated
Return Asset to Service and Downtime
Create Follow-Up Work Orders
Custom Hook
Standard Complete Close Dialog Configuration
Fills in Status Date choices upon selection of Complete Close Dialog
Options to
bull Respond
bull Complete
bull Finalize
bull Close
Auto-Selects
Labor Report Default auto-populates specified text
Defaults
Account and Category Set All options will fill in all Details and Cost fields
Defaults (contrsquod)
Chargeable will select Indicator on Details page
Defaults (contrsquod)
Set all Tasks Completed marks off all Tasks as Complete with initials of Technician
Defaults (contrsquod)
Labor Hours preferences for Technicians to quickly adjust Actuals
bull Estimated vs Assigned
Set Actuals Equal to Estimated
Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge
bull Charge vs No Charge (estimated)
Set Actuals Equal to Estimated (contrsquod)
Return Asset to Service will return the Asset back In-Service if not currently In-Service
Asset back in Service will prompt for Asset Status Change details
Return Asset to Service and Downtime
Set Downtime will prompt Technician to fill in details for Downtime record
Return Asset to Service and Downtime (contrsquod)
Allow or deny ability to create Work Orders based on Failures of Tasks
Option to create
bull One Work Order for all Failures
bull Separate Work Order per Failure
Create Follow-Up Work Orders
Ability to give a customized feel to the Complete Close Dialog
Can be important notifications or brief instructions
Custom Hook
In this example the Complete Close Dialog will be updated to the following
bull Auto-select Complete Yes
bull Labor Report Default Please enter text
bull Return Asset to Service Default Yes
Standard Complete Close Dialog Example
Complete Close Dialog prior to changes
Standard Complete Close Dialog Example (contrsquod)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 4: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/4.jpg)
Standard and Enhanced Complete Close Defined
Standard Complete Close Dialog Configuration
Enhanced Complete Close Dialog Configuration
Agenda
What is the Complete Close Dialog
What is the Enhanced Complete Close
Standard and Enhanced Complete Close Defined
Standard Complete Close Dialog can be used to
bull Record progress against a Work Order
bull Complete Close Work Order
bull Fill in important details about the Work Order
What is the Complete Close Dialog
Use of Complete Close dependent on complexity and business process
Preferences and settings used to define
What is the Complete Close Dialog (contrsquod)
Accessed through
bull Action Bar
bull Status Action Dropdown Control
bull Report Tab
What is the Complete Close Dialog (contrsquod)
bull Group Tab
bull Assignment Calendar
bull Expanded Work Order Explorer
What is the Complete Close Dialog (contrsquod)
Also accessible through Smart Reports
Dialog appears based on Smart Button
What is the Complete Close Dialog (contrsquod)
Enhanced Complete Close Dialog determined by preferences
Optional upgrade
What is the Enhanced Complete Close Dialog
Enhanced Complete Close includes new preferences to determine
bull Section of dialog to display
bull Required entry fields
bull Order of sections displayed
What is the Enhanced Complete Close Dialog (contrsquod)
Auto-Selects
Defaults
Set Actuals Equal to Estimated
Return Asset to Service and Downtime
Create Follow-Up Work Orders
Custom Hook
Standard Complete Close Dialog Configuration
Fills in Status Date choices upon selection of Complete Close Dialog
Options to
bull Respond
bull Complete
bull Finalize
bull Close
Auto-Selects
Labor Report Default auto-populates specified text
Defaults
Account and Category Set All options will fill in all Details and Cost fields
Defaults (contrsquod)
Chargeable will select Indicator on Details page
Defaults (contrsquod)
Set all Tasks Completed marks off all Tasks as Complete with initials of Technician
Defaults (contrsquod)
Labor Hours preferences for Technicians to quickly adjust Actuals
bull Estimated vs Assigned
Set Actuals Equal to Estimated
Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge
bull Charge vs No Charge (estimated)
Set Actuals Equal to Estimated (contrsquod)
Return Asset to Service will return the Asset back In-Service if not currently In-Service
Asset back in Service will prompt for Asset Status Change details
Return Asset to Service and Downtime
Set Downtime will prompt Technician to fill in details for Downtime record
Return Asset to Service and Downtime (contrsquod)
Allow or deny ability to create Work Orders based on Failures of Tasks
Option to create
bull One Work Order for all Failures
bull Separate Work Order per Failure
Create Follow-Up Work Orders
Ability to give a customized feel to the Complete Close Dialog
Can be important notifications or brief instructions
Custom Hook
In this example the Complete Close Dialog will be updated to the following
bull Auto-select Complete Yes
bull Labor Report Default Please enter text
bull Return Asset to Service Default Yes
Standard Complete Close Dialog Example
Complete Close Dialog prior to changes
Standard Complete Close Dialog Example (contrsquod)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 5: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/5.jpg)
What is the Complete Close Dialog
What is the Enhanced Complete Close
Standard and Enhanced Complete Close Defined
Standard Complete Close Dialog can be used to
bull Record progress against a Work Order
bull Complete Close Work Order
bull Fill in important details about the Work Order
What is the Complete Close Dialog
Use of Complete Close dependent on complexity and business process
Preferences and settings used to define
What is the Complete Close Dialog (contrsquod)
Accessed through
bull Action Bar
bull Status Action Dropdown Control
bull Report Tab
What is the Complete Close Dialog (contrsquod)
bull Group Tab
bull Assignment Calendar
bull Expanded Work Order Explorer
What is the Complete Close Dialog (contrsquod)
Also accessible through Smart Reports
Dialog appears based on Smart Button
What is the Complete Close Dialog (contrsquod)
Enhanced Complete Close Dialog determined by preferences
Optional upgrade
What is the Enhanced Complete Close Dialog
Enhanced Complete Close includes new preferences to determine
bull Section of dialog to display
bull Required entry fields
bull Order of sections displayed
What is the Enhanced Complete Close Dialog (contrsquod)
Auto-Selects
Defaults
Set Actuals Equal to Estimated
Return Asset to Service and Downtime
Create Follow-Up Work Orders
Custom Hook
Standard Complete Close Dialog Configuration
Fills in Status Date choices upon selection of Complete Close Dialog
Options to
bull Respond
bull Complete
bull Finalize
bull Close
Auto-Selects
Labor Report Default auto-populates specified text
Defaults
Account and Category Set All options will fill in all Details and Cost fields
Defaults (contrsquod)
Chargeable will select Indicator on Details page
Defaults (contrsquod)
Set all Tasks Completed marks off all Tasks as Complete with initials of Technician
Defaults (contrsquod)
Labor Hours preferences for Technicians to quickly adjust Actuals
bull Estimated vs Assigned
Set Actuals Equal to Estimated
Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge
bull Charge vs No Charge (estimated)
Set Actuals Equal to Estimated (contrsquod)
Return Asset to Service will return the Asset back In-Service if not currently In-Service
Asset back in Service will prompt for Asset Status Change details
Return Asset to Service and Downtime
Set Downtime will prompt Technician to fill in details for Downtime record
Return Asset to Service and Downtime (contrsquod)
Allow or deny ability to create Work Orders based on Failures of Tasks
Option to create
bull One Work Order for all Failures
bull Separate Work Order per Failure
Create Follow-Up Work Orders
Ability to give a customized feel to the Complete Close Dialog
Can be important notifications or brief instructions
Custom Hook
In this example the Complete Close Dialog will be updated to the following
bull Auto-select Complete Yes
bull Labor Report Default Please enter text
bull Return Asset to Service Default Yes
Standard Complete Close Dialog Example
Complete Close Dialog prior to changes
Standard Complete Close Dialog Example (contrsquod)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 6: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/6.jpg)
Standard Complete Close Dialog can be used to
bull Record progress against a Work Order
bull Complete Close Work Order
bull Fill in important details about the Work Order
What is the Complete Close Dialog
Use of Complete Close dependent on complexity and business process
Preferences and settings used to define
What is the Complete Close Dialog (contrsquod)
Accessed through
bull Action Bar
bull Status Action Dropdown Control
bull Report Tab
What is the Complete Close Dialog (contrsquod)
bull Group Tab
bull Assignment Calendar
bull Expanded Work Order Explorer
What is the Complete Close Dialog (contrsquod)
Also accessible through Smart Reports
Dialog appears based on Smart Button
What is the Complete Close Dialog (contrsquod)
Enhanced Complete Close Dialog determined by preferences
Optional upgrade
What is the Enhanced Complete Close Dialog
Enhanced Complete Close includes new preferences to determine
bull Section of dialog to display
bull Required entry fields
bull Order of sections displayed
What is the Enhanced Complete Close Dialog (contrsquod)
Auto-Selects
Defaults
Set Actuals Equal to Estimated
Return Asset to Service and Downtime
Create Follow-Up Work Orders
Custom Hook
Standard Complete Close Dialog Configuration
Fills in Status Date choices upon selection of Complete Close Dialog
Options to
bull Respond
bull Complete
bull Finalize
bull Close
Auto-Selects
Labor Report Default auto-populates specified text
Defaults
Account and Category Set All options will fill in all Details and Cost fields
Defaults (contrsquod)
Chargeable will select Indicator on Details page
Defaults (contrsquod)
Set all Tasks Completed marks off all Tasks as Complete with initials of Technician
Defaults (contrsquod)
Labor Hours preferences for Technicians to quickly adjust Actuals
bull Estimated vs Assigned
Set Actuals Equal to Estimated
Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge
bull Charge vs No Charge (estimated)
Set Actuals Equal to Estimated (contrsquod)
Return Asset to Service will return the Asset back In-Service if not currently In-Service
Asset back in Service will prompt for Asset Status Change details
Return Asset to Service and Downtime
Set Downtime will prompt Technician to fill in details for Downtime record
Return Asset to Service and Downtime (contrsquod)
Allow or deny ability to create Work Orders based on Failures of Tasks
Option to create
bull One Work Order for all Failures
bull Separate Work Order per Failure
Create Follow-Up Work Orders
Ability to give a customized feel to the Complete Close Dialog
Can be important notifications or brief instructions
Custom Hook
In this example the Complete Close Dialog will be updated to the following
bull Auto-select Complete Yes
bull Labor Report Default Please enter text
bull Return Asset to Service Default Yes
Standard Complete Close Dialog Example
Complete Close Dialog prior to changes
Standard Complete Close Dialog Example (contrsquod)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 7: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/7.jpg)
Use of Complete Close dependent on complexity and business process
Preferences and settings used to define
What is the Complete Close Dialog (contrsquod)
Accessed through
bull Action Bar
bull Status Action Dropdown Control
bull Report Tab
What is the Complete Close Dialog (contrsquod)
bull Group Tab
bull Assignment Calendar
bull Expanded Work Order Explorer
What is the Complete Close Dialog (contrsquod)
Also accessible through Smart Reports
Dialog appears based on Smart Button
What is the Complete Close Dialog (contrsquod)
Enhanced Complete Close Dialog determined by preferences
Optional upgrade
What is the Enhanced Complete Close Dialog
Enhanced Complete Close includes new preferences to determine
bull Section of dialog to display
bull Required entry fields
bull Order of sections displayed
What is the Enhanced Complete Close Dialog (contrsquod)
Auto-Selects
Defaults
Set Actuals Equal to Estimated
Return Asset to Service and Downtime
Create Follow-Up Work Orders
Custom Hook
Standard Complete Close Dialog Configuration
Fills in Status Date choices upon selection of Complete Close Dialog
Options to
bull Respond
bull Complete
bull Finalize
bull Close
Auto-Selects
Labor Report Default auto-populates specified text
Defaults
Account and Category Set All options will fill in all Details and Cost fields
Defaults (contrsquod)
Chargeable will select Indicator on Details page
Defaults (contrsquod)
Set all Tasks Completed marks off all Tasks as Complete with initials of Technician
Defaults (contrsquod)
Labor Hours preferences for Technicians to quickly adjust Actuals
bull Estimated vs Assigned
Set Actuals Equal to Estimated
Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge
bull Charge vs No Charge (estimated)
Set Actuals Equal to Estimated (contrsquod)
Return Asset to Service will return the Asset back In-Service if not currently In-Service
Asset back in Service will prompt for Asset Status Change details
Return Asset to Service and Downtime
Set Downtime will prompt Technician to fill in details for Downtime record
Return Asset to Service and Downtime (contrsquod)
Allow or deny ability to create Work Orders based on Failures of Tasks
Option to create
bull One Work Order for all Failures
bull Separate Work Order per Failure
Create Follow-Up Work Orders
Ability to give a customized feel to the Complete Close Dialog
Can be important notifications or brief instructions
Custom Hook
In this example the Complete Close Dialog will be updated to the following
bull Auto-select Complete Yes
bull Labor Report Default Please enter text
bull Return Asset to Service Default Yes
Standard Complete Close Dialog Example
Complete Close Dialog prior to changes
Standard Complete Close Dialog Example (contrsquod)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 8: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/8.jpg)
Accessed through
bull Action Bar
bull Status Action Dropdown Control
bull Report Tab
What is the Complete Close Dialog (contrsquod)
bull Group Tab
bull Assignment Calendar
bull Expanded Work Order Explorer
What is the Complete Close Dialog (contrsquod)
Also accessible through Smart Reports
Dialog appears based on Smart Button
What is the Complete Close Dialog (contrsquod)
Enhanced Complete Close Dialog determined by preferences
Optional upgrade
What is the Enhanced Complete Close Dialog
Enhanced Complete Close includes new preferences to determine
bull Section of dialog to display
bull Required entry fields
bull Order of sections displayed
What is the Enhanced Complete Close Dialog (contrsquod)
Auto-Selects
Defaults
Set Actuals Equal to Estimated
Return Asset to Service and Downtime
Create Follow-Up Work Orders
Custom Hook
Standard Complete Close Dialog Configuration
Fills in Status Date choices upon selection of Complete Close Dialog
Options to
bull Respond
bull Complete
bull Finalize
bull Close
Auto-Selects
Labor Report Default auto-populates specified text
Defaults
Account and Category Set All options will fill in all Details and Cost fields
Defaults (contrsquod)
Chargeable will select Indicator on Details page
Defaults (contrsquod)
Set all Tasks Completed marks off all Tasks as Complete with initials of Technician
Defaults (contrsquod)
Labor Hours preferences for Technicians to quickly adjust Actuals
bull Estimated vs Assigned
Set Actuals Equal to Estimated
Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge
bull Charge vs No Charge (estimated)
Set Actuals Equal to Estimated (contrsquod)
Return Asset to Service will return the Asset back In-Service if not currently In-Service
Asset back in Service will prompt for Asset Status Change details
Return Asset to Service and Downtime
Set Downtime will prompt Technician to fill in details for Downtime record
Return Asset to Service and Downtime (contrsquod)
Allow or deny ability to create Work Orders based on Failures of Tasks
Option to create
bull One Work Order for all Failures
bull Separate Work Order per Failure
Create Follow-Up Work Orders
Ability to give a customized feel to the Complete Close Dialog
Can be important notifications or brief instructions
Custom Hook
In this example the Complete Close Dialog will be updated to the following
bull Auto-select Complete Yes
bull Labor Report Default Please enter text
bull Return Asset to Service Default Yes
Standard Complete Close Dialog Example
Complete Close Dialog prior to changes
Standard Complete Close Dialog Example (contrsquod)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 9: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/9.jpg)
bull Group Tab
bull Assignment Calendar
bull Expanded Work Order Explorer
What is the Complete Close Dialog (contrsquod)
Also accessible through Smart Reports
Dialog appears based on Smart Button
What is the Complete Close Dialog (contrsquod)
Enhanced Complete Close Dialog determined by preferences
Optional upgrade
What is the Enhanced Complete Close Dialog
Enhanced Complete Close includes new preferences to determine
bull Section of dialog to display
bull Required entry fields
bull Order of sections displayed
What is the Enhanced Complete Close Dialog (contrsquod)
Auto-Selects
Defaults
Set Actuals Equal to Estimated
Return Asset to Service and Downtime
Create Follow-Up Work Orders
Custom Hook
Standard Complete Close Dialog Configuration
Fills in Status Date choices upon selection of Complete Close Dialog
Options to
bull Respond
bull Complete
bull Finalize
bull Close
Auto-Selects
Labor Report Default auto-populates specified text
Defaults
Account and Category Set All options will fill in all Details and Cost fields
Defaults (contrsquod)
Chargeable will select Indicator on Details page
Defaults (contrsquod)
Set all Tasks Completed marks off all Tasks as Complete with initials of Technician
Defaults (contrsquod)
Labor Hours preferences for Technicians to quickly adjust Actuals
bull Estimated vs Assigned
Set Actuals Equal to Estimated
Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge
bull Charge vs No Charge (estimated)
Set Actuals Equal to Estimated (contrsquod)
Return Asset to Service will return the Asset back In-Service if not currently In-Service
Asset back in Service will prompt for Asset Status Change details
Return Asset to Service and Downtime
Set Downtime will prompt Technician to fill in details for Downtime record
Return Asset to Service and Downtime (contrsquod)
Allow or deny ability to create Work Orders based on Failures of Tasks
Option to create
bull One Work Order for all Failures
bull Separate Work Order per Failure
Create Follow-Up Work Orders
Ability to give a customized feel to the Complete Close Dialog
Can be important notifications or brief instructions
Custom Hook
In this example the Complete Close Dialog will be updated to the following
bull Auto-select Complete Yes
bull Labor Report Default Please enter text
bull Return Asset to Service Default Yes
Standard Complete Close Dialog Example
Complete Close Dialog prior to changes
Standard Complete Close Dialog Example (contrsquod)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 10: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/10.jpg)
Also accessible through Smart Reports
Dialog appears based on Smart Button
What is the Complete Close Dialog (contrsquod)
Enhanced Complete Close Dialog determined by preferences
Optional upgrade
What is the Enhanced Complete Close Dialog
Enhanced Complete Close includes new preferences to determine
bull Section of dialog to display
bull Required entry fields
bull Order of sections displayed
What is the Enhanced Complete Close Dialog (contrsquod)
Auto-Selects
Defaults
Set Actuals Equal to Estimated
Return Asset to Service and Downtime
Create Follow-Up Work Orders
Custom Hook
Standard Complete Close Dialog Configuration
Fills in Status Date choices upon selection of Complete Close Dialog
Options to
bull Respond
bull Complete
bull Finalize
bull Close
Auto-Selects
Labor Report Default auto-populates specified text
Defaults
Account and Category Set All options will fill in all Details and Cost fields
Defaults (contrsquod)
Chargeable will select Indicator on Details page
Defaults (contrsquod)
Set all Tasks Completed marks off all Tasks as Complete with initials of Technician
Defaults (contrsquod)
Labor Hours preferences for Technicians to quickly adjust Actuals
bull Estimated vs Assigned
Set Actuals Equal to Estimated
Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge
bull Charge vs No Charge (estimated)
Set Actuals Equal to Estimated (contrsquod)
Return Asset to Service will return the Asset back In-Service if not currently In-Service
Asset back in Service will prompt for Asset Status Change details
Return Asset to Service and Downtime
Set Downtime will prompt Technician to fill in details for Downtime record
Return Asset to Service and Downtime (contrsquod)
Allow or deny ability to create Work Orders based on Failures of Tasks
Option to create
bull One Work Order for all Failures
bull Separate Work Order per Failure
Create Follow-Up Work Orders
Ability to give a customized feel to the Complete Close Dialog
Can be important notifications or brief instructions
Custom Hook
In this example the Complete Close Dialog will be updated to the following
bull Auto-select Complete Yes
bull Labor Report Default Please enter text
bull Return Asset to Service Default Yes
Standard Complete Close Dialog Example
Complete Close Dialog prior to changes
Standard Complete Close Dialog Example (contrsquod)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 11: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/11.jpg)
Enhanced Complete Close Dialog determined by preferences
Optional upgrade
What is the Enhanced Complete Close Dialog
Enhanced Complete Close includes new preferences to determine
bull Section of dialog to display
bull Required entry fields
bull Order of sections displayed
What is the Enhanced Complete Close Dialog (contrsquod)
Auto-Selects
Defaults
Set Actuals Equal to Estimated
Return Asset to Service and Downtime
Create Follow-Up Work Orders
Custom Hook
Standard Complete Close Dialog Configuration
Fills in Status Date choices upon selection of Complete Close Dialog
Options to
bull Respond
bull Complete
bull Finalize
bull Close
Auto-Selects
Labor Report Default auto-populates specified text
Defaults
Account and Category Set All options will fill in all Details and Cost fields
Defaults (contrsquod)
Chargeable will select Indicator on Details page
Defaults (contrsquod)
Set all Tasks Completed marks off all Tasks as Complete with initials of Technician
Defaults (contrsquod)
Labor Hours preferences for Technicians to quickly adjust Actuals
bull Estimated vs Assigned
Set Actuals Equal to Estimated
Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge
bull Charge vs No Charge (estimated)
Set Actuals Equal to Estimated (contrsquod)
Return Asset to Service will return the Asset back In-Service if not currently In-Service
Asset back in Service will prompt for Asset Status Change details
Return Asset to Service and Downtime
Set Downtime will prompt Technician to fill in details for Downtime record
Return Asset to Service and Downtime (contrsquod)
Allow or deny ability to create Work Orders based on Failures of Tasks
Option to create
bull One Work Order for all Failures
bull Separate Work Order per Failure
Create Follow-Up Work Orders
Ability to give a customized feel to the Complete Close Dialog
Can be important notifications or brief instructions
Custom Hook
In this example the Complete Close Dialog will be updated to the following
bull Auto-select Complete Yes
bull Labor Report Default Please enter text
bull Return Asset to Service Default Yes
Standard Complete Close Dialog Example
Complete Close Dialog prior to changes
Standard Complete Close Dialog Example (contrsquod)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 12: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/12.jpg)
Enhanced Complete Close includes new preferences to determine
bull Section of dialog to display
bull Required entry fields
bull Order of sections displayed
What is the Enhanced Complete Close Dialog (contrsquod)
Auto-Selects
Defaults
Set Actuals Equal to Estimated
Return Asset to Service and Downtime
Create Follow-Up Work Orders
Custom Hook
Standard Complete Close Dialog Configuration
Fills in Status Date choices upon selection of Complete Close Dialog
Options to
bull Respond
bull Complete
bull Finalize
bull Close
Auto-Selects
Labor Report Default auto-populates specified text
Defaults
Account and Category Set All options will fill in all Details and Cost fields
Defaults (contrsquod)
Chargeable will select Indicator on Details page
Defaults (contrsquod)
Set all Tasks Completed marks off all Tasks as Complete with initials of Technician
Defaults (contrsquod)
Labor Hours preferences for Technicians to quickly adjust Actuals
bull Estimated vs Assigned
Set Actuals Equal to Estimated
Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge
bull Charge vs No Charge (estimated)
Set Actuals Equal to Estimated (contrsquod)
Return Asset to Service will return the Asset back In-Service if not currently In-Service
Asset back in Service will prompt for Asset Status Change details
Return Asset to Service and Downtime
Set Downtime will prompt Technician to fill in details for Downtime record
Return Asset to Service and Downtime (contrsquod)
Allow or deny ability to create Work Orders based on Failures of Tasks
Option to create
bull One Work Order for all Failures
bull Separate Work Order per Failure
Create Follow-Up Work Orders
Ability to give a customized feel to the Complete Close Dialog
Can be important notifications or brief instructions
Custom Hook
In this example the Complete Close Dialog will be updated to the following
bull Auto-select Complete Yes
bull Labor Report Default Please enter text
bull Return Asset to Service Default Yes
Standard Complete Close Dialog Example
Complete Close Dialog prior to changes
Standard Complete Close Dialog Example (contrsquod)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 13: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/13.jpg)
Auto-Selects
Defaults
Set Actuals Equal to Estimated
Return Asset to Service and Downtime
Create Follow-Up Work Orders
Custom Hook
Standard Complete Close Dialog Configuration
Fills in Status Date choices upon selection of Complete Close Dialog
Options to
bull Respond
bull Complete
bull Finalize
bull Close
Auto-Selects
Labor Report Default auto-populates specified text
Defaults
Account and Category Set All options will fill in all Details and Cost fields
Defaults (contrsquod)
Chargeable will select Indicator on Details page
Defaults (contrsquod)
Set all Tasks Completed marks off all Tasks as Complete with initials of Technician
Defaults (contrsquod)
Labor Hours preferences for Technicians to quickly adjust Actuals
bull Estimated vs Assigned
Set Actuals Equal to Estimated
Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge
bull Charge vs No Charge (estimated)
Set Actuals Equal to Estimated (contrsquod)
Return Asset to Service will return the Asset back In-Service if not currently In-Service
Asset back in Service will prompt for Asset Status Change details
Return Asset to Service and Downtime
Set Downtime will prompt Technician to fill in details for Downtime record
Return Asset to Service and Downtime (contrsquod)
Allow or deny ability to create Work Orders based on Failures of Tasks
Option to create
bull One Work Order for all Failures
bull Separate Work Order per Failure
Create Follow-Up Work Orders
Ability to give a customized feel to the Complete Close Dialog
Can be important notifications or brief instructions
Custom Hook
In this example the Complete Close Dialog will be updated to the following
bull Auto-select Complete Yes
bull Labor Report Default Please enter text
bull Return Asset to Service Default Yes
Standard Complete Close Dialog Example
Complete Close Dialog prior to changes
Standard Complete Close Dialog Example (contrsquod)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 14: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/14.jpg)
Fills in Status Date choices upon selection of Complete Close Dialog
Options to
bull Respond
bull Complete
bull Finalize
bull Close
Auto-Selects
Labor Report Default auto-populates specified text
Defaults
Account and Category Set All options will fill in all Details and Cost fields
Defaults (contrsquod)
Chargeable will select Indicator on Details page
Defaults (contrsquod)
Set all Tasks Completed marks off all Tasks as Complete with initials of Technician
Defaults (contrsquod)
Labor Hours preferences for Technicians to quickly adjust Actuals
bull Estimated vs Assigned
Set Actuals Equal to Estimated
Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge
bull Charge vs No Charge (estimated)
Set Actuals Equal to Estimated (contrsquod)
Return Asset to Service will return the Asset back In-Service if not currently In-Service
Asset back in Service will prompt for Asset Status Change details
Return Asset to Service and Downtime
Set Downtime will prompt Technician to fill in details for Downtime record
Return Asset to Service and Downtime (contrsquod)
Allow or deny ability to create Work Orders based on Failures of Tasks
Option to create
bull One Work Order for all Failures
bull Separate Work Order per Failure
Create Follow-Up Work Orders
Ability to give a customized feel to the Complete Close Dialog
Can be important notifications or brief instructions
Custom Hook
In this example the Complete Close Dialog will be updated to the following
bull Auto-select Complete Yes
bull Labor Report Default Please enter text
bull Return Asset to Service Default Yes
Standard Complete Close Dialog Example
Complete Close Dialog prior to changes
Standard Complete Close Dialog Example (contrsquod)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 15: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/15.jpg)
Labor Report Default auto-populates specified text
Defaults
Account and Category Set All options will fill in all Details and Cost fields
Defaults (contrsquod)
Chargeable will select Indicator on Details page
Defaults (contrsquod)
Set all Tasks Completed marks off all Tasks as Complete with initials of Technician
Defaults (contrsquod)
Labor Hours preferences for Technicians to quickly adjust Actuals
bull Estimated vs Assigned
Set Actuals Equal to Estimated
Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge
bull Charge vs No Charge (estimated)
Set Actuals Equal to Estimated (contrsquod)
Return Asset to Service will return the Asset back In-Service if not currently In-Service
Asset back in Service will prompt for Asset Status Change details
Return Asset to Service and Downtime
Set Downtime will prompt Technician to fill in details for Downtime record
Return Asset to Service and Downtime (contrsquod)
Allow or deny ability to create Work Orders based on Failures of Tasks
Option to create
bull One Work Order for all Failures
bull Separate Work Order per Failure
Create Follow-Up Work Orders
Ability to give a customized feel to the Complete Close Dialog
Can be important notifications or brief instructions
Custom Hook
In this example the Complete Close Dialog will be updated to the following
bull Auto-select Complete Yes
bull Labor Report Default Please enter text
bull Return Asset to Service Default Yes
Standard Complete Close Dialog Example
Complete Close Dialog prior to changes
Standard Complete Close Dialog Example (contrsquod)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 16: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/16.jpg)
Account and Category Set All options will fill in all Details and Cost fields
Defaults (contrsquod)
Chargeable will select Indicator on Details page
Defaults (contrsquod)
Set all Tasks Completed marks off all Tasks as Complete with initials of Technician
Defaults (contrsquod)
Labor Hours preferences for Technicians to quickly adjust Actuals
bull Estimated vs Assigned
Set Actuals Equal to Estimated
Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge
bull Charge vs No Charge (estimated)
Set Actuals Equal to Estimated (contrsquod)
Return Asset to Service will return the Asset back In-Service if not currently In-Service
Asset back in Service will prompt for Asset Status Change details
Return Asset to Service and Downtime
Set Downtime will prompt Technician to fill in details for Downtime record
Return Asset to Service and Downtime (contrsquod)
Allow or deny ability to create Work Orders based on Failures of Tasks
Option to create
bull One Work Order for all Failures
bull Separate Work Order per Failure
Create Follow-Up Work Orders
Ability to give a customized feel to the Complete Close Dialog
Can be important notifications or brief instructions
Custom Hook
In this example the Complete Close Dialog will be updated to the following
bull Auto-select Complete Yes
bull Labor Report Default Please enter text
bull Return Asset to Service Default Yes
Standard Complete Close Dialog Example
Complete Close Dialog prior to changes
Standard Complete Close Dialog Example (contrsquod)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 17: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/17.jpg)
Chargeable will select Indicator on Details page
Defaults (contrsquod)
Set all Tasks Completed marks off all Tasks as Complete with initials of Technician
Defaults (contrsquod)
Labor Hours preferences for Technicians to quickly adjust Actuals
bull Estimated vs Assigned
Set Actuals Equal to Estimated
Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge
bull Charge vs No Charge (estimated)
Set Actuals Equal to Estimated (contrsquod)
Return Asset to Service will return the Asset back In-Service if not currently In-Service
Asset back in Service will prompt for Asset Status Change details
Return Asset to Service and Downtime
Set Downtime will prompt Technician to fill in details for Downtime record
Return Asset to Service and Downtime (contrsquod)
Allow or deny ability to create Work Orders based on Failures of Tasks
Option to create
bull One Work Order for all Failures
bull Separate Work Order per Failure
Create Follow-Up Work Orders
Ability to give a customized feel to the Complete Close Dialog
Can be important notifications or brief instructions
Custom Hook
In this example the Complete Close Dialog will be updated to the following
bull Auto-select Complete Yes
bull Labor Report Default Please enter text
bull Return Asset to Service Default Yes
Standard Complete Close Dialog Example
Complete Close Dialog prior to changes
Standard Complete Close Dialog Example (contrsquod)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 18: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/18.jpg)
Set all Tasks Completed marks off all Tasks as Complete with initials of Technician
Defaults (contrsquod)
Labor Hours preferences for Technicians to quickly adjust Actuals
bull Estimated vs Assigned
Set Actuals Equal to Estimated
Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge
bull Charge vs No Charge (estimated)
Set Actuals Equal to Estimated (contrsquod)
Return Asset to Service will return the Asset back In-Service if not currently In-Service
Asset back in Service will prompt for Asset Status Change details
Return Asset to Service and Downtime
Set Downtime will prompt Technician to fill in details for Downtime record
Return Asset to Service and Downtime (contrsquod)
Allow or deny ability to create Work Orders based on Failures of Tasks
Option to create
bull One Work Order for all Failures
bull Separate Work Order per Failure
Create Follow-Up Work Orders
Ability to give a customized feel to the Complete Close Dialog
Can be important notifications or brief instructions
Custom Hook
In this example the Complete Close Dialog will be updated to the following
bull Auto-select Complete Yes
bull Labor Report Default Please enter text
bull Return Asset to Service Default Yes
Standard Complete Close Dialog Example
Complete Close Dialog prior to changes
Standard Complete Close Dialog Example (contrsquod)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 19: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/19.jpg)
Labor Hours preferences for Technicians to quickly adjust Actuals
bull Estimated vs Assigned
Set Actuals Equal to Estimated
Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge
bull Charge vs No Charge (estimated)
Set Actuals Equal to Estimated (contrsquod)
Return Asset to Service will return the Asset back In-Service if not currently In-Service
Asset back in Service will prompt for Asset Status Change details
Return Asset to Service and Downtime
Set Downtime will prompt Technician to fill in details for Downtime record
Return Asset to Service and Downtime (contrsquod)
Allow or deny ability to create Work Orders based on Failures of Tasks
Option to create
bull One Work Order for all Failures
bull Separate Work Order per Failure
Create Follow-Up Work Orders
Ability to give a customized feel to the Complete Close Dialog
Can be important notifications or brief instructions
Custom Hook
In this example the Complete Close Dialog will be updated to the following
bull Auto-select Complete Yes
bull Labor Report Default Please enter text
bull Return Asset to Service Default Yes
Standard Complete Close Dialog Example
Complete Close Dialog prior to changes
Standard Complete Close Dialog Example (contrsquod)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 20: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/20.jpg)
Materials and Costs preferences for Technicians to update Estimated record and turn into actual Charge
bull Charge vs No Charge (estimated)
Set Actuals Equal to Estimated (contrsquod)
Return Asset to Service will return the Asset back In-Service if not currently In-Service
Asset back in Service will prompt for Asset Status Change details
Return Asset to Service and Downtime
Set Downtime will prompt Technician to fill in details for Downtime record
Return Asset to Service and Downtime (contrsquod)
Allow or deny ability to create Work Orders based on Failures of Tasks
Option to create
bull One Work Order for all Failures
bull Separate Work Order per Failure
Create Follow-Up Work Orders
Ability to give a customized feel to the Complete Close Dialog
Can be important notifications or brief instructions
Custom Hook
In this example the Complete Close Dialog will be updated to the following
bull Auto-select Complete Yes
bull Labor Report Default Please enter text
bull Return Asset to Service Default Yes
Standard Complete Close Dialog Example
Complete Close Dialog prior to changes
Standard Complete Close Dialog Example (contrsquod)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 21: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/21.jpg)
Return Asset to Service will return the Asset back In-Service if not currently In-Service
Asset back in Service will prompt for Asset Status Change details
Return Asset to Service and Downtime
Set Downtime will prompt Technician to fill in details for Downtime record
Return Asset to Service and Downtime (contrsquod)
Allow or deny ability to create Work Orders based on Failures of Tasks
Option to create
bull One Work Order for all Failures
bull Separate Work Order per Failure
Create Follow-Up Work Orders
Ability to give a customized feel to the Complete Close Dialog
Can be important notifications or brief instructions
Custom Hook
In this example the Complete Close Dialog will be updated to the following
bull Auto-select Complete Yes
bull Labor Report Default Please enter text
bull Return Asset to Service Default Yes
Standard Complete Close Dialog Example
Complete Close Dialog prior to changes
Standard Complete Close Dialog Example (contrsquod)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 22: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/22.jpg)
Set Downtime will prompt Technician to fill in details for Downtime record
Return Asset to Service and Downtime (contrsquod)
Allow or deny ability to create Work Orders based on Failures of Tasks
Option to create
bull One Work Order for all Failures
bull Separate Work Order per Failure
Create Follow-Up Work Orders
Ability to give a customized feel to the Complete Close Dialog
Can be important notifications or brief instructions
Custom Hook
In this example the Complete Close Dialog will be updated to the following
bull Auto-select Complete Yes
bull Labor Report Default Please enter text
bull Return Asset to Service Default Yes
Standard Complete Close Dialog Example
Complete Close Dialog prior to changes
Standard Complete Close Dialog Example (contrsquod)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 23: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/23.jpg)
Allow or deny ability to create Work Orders based on Failures of Tasks
Option to create
bull One Work Order for all Failures
bull Separate Work Order per Failure
Create Follow-Up Work Orders
Ability to give a customized feel to the Complete Close Dialog
Can be important notifications or brief instructions
Custom Hook
In this example the Complete Close Dialog will be updated to the following
bull Auto-select Complete Yes
bull Labor Report Default Please enter text
bull Return Asset to Service Default Yes
Standard Complete Close Dialog Example
Complete Close Dialog prior to changes
Standard Complete Close Dialog Example (contrsquod)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 24: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/24.jpg)
Ability to give a customized feel to the Complete Close Dialog
Can be important notifications or brief instructions
Custom Hook
In this example the Complete Close Dialog will be updated to the following
bull Auto-select Complete Yes
bull Labor Report Default Please enter text
bull Return Asset to Service Default Yes
Standard Complete Close Dialog Example
Complete Close Dialog prior to changes
Standard Complete Close Dialog Example (contrsquod)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 25: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/25.jpg)
In this example the Complete Close Dialog will be updated to the following
bull Auto-select Complete Yes
bull Labor Report Default Please enter text
bull Return Asset to Service Default Yes
Standard Complete Close Dialog Example
Complete Close Dialog prior to changes
Standard Complete Close Dialog Example (contrsquod)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 26: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/26.jpg)
Complete Close Dialog prior to changes
Standard Complete Close Dialog Example (contrsquod)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 27: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/27.jpg)
Preferences are updated
Standard Complete Close Dialog Example (contrsquod)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 28: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/28.jpg)
Complete Close Dialog after update to preferences
Standard Complete Close Dialog Example (contrsquod)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 29: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/29.jpg)
Section Display
Placement
Sort Order
Requirements
Enhanced Complete Close Dialog Configuration
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 30: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/30.jpg)
Specify which sections of the Dialog should be displayed or hidden
Only acceptable values are Yes or No
Section Display
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 31: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/31.jpg)
Sections to display
bull Status Dates
bull Labor Report
bull Actions
bull Meter Readings
bull Labor Part Cost
Section Display (contrsquod)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 32: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/32.jpg)
Determined by
bull Column 1
bull Column 2
bull Span both columns
Placement
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 33: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/33.jpg)
Example of specific placement
Placement (contrsquod)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 34: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/34.jpg)
Determines order for sections in same column or region
Numbers are used to sort as desired
Sort Order
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 35: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/35.jpg)
Example of order
Sort Order (contrsquod)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 36: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/36.jpg)
Determines what fields should be required to enter data
Highlighted in blue
Requirements
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 37: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/37.jpg)
Example of required fields
Requirements (contrsquod)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 38: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/38.jpg)
In this example the Enhanced Complete Close preferences will be updated to the following
bull Move Labor Report section to bottom of Dialog
bull Hide Meter Readings
bull Show Account Category
bull Require Category
Enhanced Complete Close Dialog Example
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 39: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/39.jpg)
Current configuration
Enhanced Complete Close Dialog Example (contrsquod)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 40: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/40.jpg)
Preferences are updated
Enhanced Complete Close Dialog Example (contrsquod)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 41: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/41.jpg)
Configuration after changes
Enhanced Complete Close Dialog Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 42: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/42.jpg)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources
![Page 43: W06 - Standard Enhanced Complete Close Setup](https://reader034.vdocuments.net/reader034/viewer/2022052600/5589033dd8b42a7a1b8b4687/html5/thumbnails/43.jpg)
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Complete Close Overview
Complete Close Configuration
Work Order Preferences
Additional Resources