Maintenance, Repair & Operations WorkCenter

Upon logging on to the MRO WorkCenter, you are presented with your home page tailored to only show you what is pertinent to your job. Tasks which need attention will be highlighted in red. Examples of tasks that may be highlighted are work assignments, maintenance requests that need approval, project requests, preventive schedules that are due, or inventory parts that need to be reordered. If you have the appropriate access rights, you can view other Repair Center’s home pages by using the Repair Center drop down control.

Main Menu

The MRO WorkCenter Main Menu makes it very easy to navigate to the module you would like to select.  It displays how each of the modules are related and positions the less used modules at the bottom of the dialog.



The Calendar is part of the Home WorkCenter and is used to view maintenance and other activities such as sick or vacation time. Depending on your access rights, you can choose the following Calendar viewing options:

  1. My Calendar
  2. Labor that reports to me
  3. All Employees
  4. All Contractors


My Matrix

Maintenance Connection has a unique feature called ‘My Matrix’ which allows you to display Work Order information using a pivot table – and then process actions based on a selection within the matrix.


Asset / Location Tree

Maintenance Connection provides to ability to build a tree representing the locations and assets within your organization. With the intuitive hierarchy view of your organization’s assets, you can easily view the location of each asset, and add new assets or locations when necessary. With the search and filter options, you can quickly find an asset and view the maintenance history or work in progress. The Asset Module also allows you to clone assets to speed up the data entry process in building the asset tree. Once the asset tree is defined for your organization, you can drag assets directly to work orders or create a new work order by right-clicking on an asset.


In the screen-shot example below, by selecting San Francisco in the tree on the left, and setting the Classification filter to Fire Extinguisher displays all the Fire Extinguishers at any location under the San Francisco node.  This allows you to find Assets quickly and efficiently.


Asset History (Work History and Location History)

Maintenance Connection stores both Location History and Work History for each Asset or Location. This enables you to keep track of where Assets where moved to, and when the last time a particular task line-item was performed on an Asset.


Preventive Maintenance

Preventive Maintenance is scheduled maintenance procedures that can be set up to run on a routine basis. Select from a library of over 300 built-in Preventative Maintenance schedules or create your own to automatically generate work orders on a daily, weekly, monthly, yearly, or based on target meter levels. Preventive Maintenance Schedules can be automatically generated by the system or you can specify the number of days in advance and receive an alert message on your home page.


Work Order Projections

With Maintenance Connection, you have the ability to generate projections well into the future so you can plan ahead for material and labor utilization.  Generating Work Order Projections can be done at any time and does not reset any Preventive Maintenance schedules.


Work Order Search

The Work Order search page allows you to find a Work Order based on search criteria that you define.  By using the easy to use tabs, combined with the drop-down filters – you can quickly and easily locate the Work Order or Work Orders that you would like to work with.



Work Order Details

The Work Order is the heart of the Maintenance Connection. By simply selecting a Requester, Asset / Location, and a Procedure – you can fill out a Work Order in seconds. You can perform such tasks as changing the status of the Work Order, assigning the Work Order, and shutting down the Asset / Location all from the Work Order WorkCenter.


Work Order Tasks

The Work Order Tasks page is a part of the Work Order WorkCenter and allows you to define tasks which can later be flagged as completed, not-completed, and/or failed.  Tasks are usually defined as a part of a Procedure that is then attached to a Work Order. There is also an area for instructions, labor reporting, and failure analysis on the Work Order Tasks page.



Work Order Costs

The Work Order Costs page is part of the Work Order WorkCenter and allows you to define all costs / charges associated with the Work Order.  Costs are broken down by estimated or actual costs.  The different costs that can be defined are as follows:

  1. Labor (Employee and/or Contractor work cost)
  2. Materials (Stocked or Non-Stocked parts)
  3. Other Costs (Truck Rentals, Meals etc.)


Labor Lookup

The Labor Lookup allows you to quickly and easily select the Labor for a Work Order. You can do the following with the Labor Lookup:

  1. Select Multiple Labor (Employees and/or Contractors)
  2. Select Crafts
  3. Search by using the tabs or filter drop-downs


Inventory Lookup

The Inventory Lookup allows you to quickly and easily select the parts for a Work Order. You can do the following with the Inventory Lookup:

  1. Select a Store Room or All Store Rooms
  2. Select Multiple Parts from Multiple Store Rooms
  3. Search by using the tabs or filter drop-downs


Tool Lookup

The Tool Lookup allows you to quickly and easily select the tools for a Work Order. You can do the following with the Tool Lookup:

  1. Select a Tool Room or All Tool Rooms
  2. Select Multiple Tools from Multiple Tool Rooms
  3. Search by using the tabs or filter drop-downs


Document Lookup

The Document Lookup allows you to quickly and easily select the documents to attach to a Work Order. You can do the following with the Document Lookup:

  1. Select Multiple Documents (Informational, Lock-Out Procedures, Maps, Operating Procedures, Policy / Legal, and/or Task Sheets)
  2. Search by using the tabs or filter drop-downs


Work Order Grouping

The Work Order Grouping page is part of the Work Order WorkCenter and allows you to group Work Orders together for easy management. If your company or organization had 25 fire extinguishers that needed inspection, you can instruct Maintenance Connection to group the Work Orders together. This will then allow you to do the following:

  1. Print the Work Orders as a Group. This feature prints the tasks and locations for each fire extinguisher, and then provides a summary of the materials, tool, and other costs.
  2. By using the Position in Route field, you can define routes.


Work Order Status Menu

The Work Order Status can be changed by using the buttons at the bottom of any Work Order page, or by using the Work Order Status menu. The status can be changed to the following:

  1. Issued
  2. Denied
  3. On-hold
  4. Canceled
  5. Closed


Work Order Report

A Work Order Report can be viewed by clicking on the Print button at the bottom of any Work Order page. Work Orders can be printed, emailed, or faxed.


Work Order Scheduling

Work Order Scheduling is an easy to use feature that allows you to dispatch Work Orders to your Employees or Contractors by simply dragging a Work Order on to the appropriate Employee or Contractor’s calendar.

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Work Order Close

Upon changing the status of a Work Order to ‘Close’, the Work Order Close dialog will appear allowing you to quickly and easily close-out a Work Order. Using the Work Order Close dialog, you can:

  1. Enter a Labor Report
  2. Set All Tasks to Completed (that are not marked as Failed)
  3. Set Actual Labor Hours equal to Assigned Labor Hours
  4. Set Actual Materials equal to Estimated Materials
  5. Set Actual Other Costs equal to Estimated Other Costs
  6. Define Failures
  7. Define Downtime


Procedures / Tasks

Procedures consist of pre-defined tasks and costs (labor, material, and other costs) which can be attached to either a Work Order or a Preventive Maintenance schedule. Select from a library of 300+ standard maintenance procedures or create your own for maintenance employees or contractors to follow when completing work orders. You have the ability to drag-and-drop a procedure directly onto either a Work Order or Preventive Maintenance record.ss_procedure2

Inventory Control

Track inventory usage and manage your on-hand, available, and reserved inventory items in the stock rooms. You can also use this module to view all locations where an inventory item has been used. The vendor tab shows you where you can reorder the item when it is time to reorder.ss_invloc2


Purchase orders / Requests may be printed with a list of line items, to be delivered to your organization. With the Purchase Order Module, you have the ability to quickly build purchase orders or requests depending on your business process need. Purchase Order / Requests can also be generated for inventory items which are below the reorder point set in the Inventory module. Purchase orders may be printed or emailed to a vendor. As parts are received, inventory levels are updated.



Use the Classifications Module to put both assets and inventory into classes. This will allow you to organize your data more efficiently. You have the ability to setup user-defined specifications for each classification. When you create a new asset and assign a classification, the associated user-defined specifications will automatically be available for the new asset.


Labor / Crafts

The Labor Module stores all employee and contract labor available to perform maintenance. The Work Order Manager application includes the individual’s photo for easy recognition of your staff. From here, you can view contact information, set individual labor rates, view monthly work schedules, set work schedule/time off and keep track of employee’s training and certification.


In addition to adding labor, Maintenance Connection also allows you to define crafts. When creating a work order, you can specify crafts and estimated hours per craft required to complete the job, without assigning specific maintenance employees. You can also specify general labor rates for individual crafts.


Performing Actions in Batch

By clicking the Explore button to expand out the Explorer, you have the ability to perform actions in batches. This allows you to select, for example, 5 Work Orders, and then click Issue to issue them, or Close to Close them.ss_explorewide2


Maintenance Connection provides for the easy access to actions such as Generating Work Orders, Generating Projections, Ordering Items, Receiving Items, and Adjusting Inventory.mc_sys56

Tools / Wizards

Maintenance Connection comes stocked with many different tools and wizards that help in managing images, warranties, labor rates, rules, priority actions, holidays, surveys, and meters.mc_sys57


Online Help is available from within each module by clicking the Help button in the top, right-hand corner. In addition to online-help, you may also click on any field name and popup will appear giving you information pertaining to the selected field. This help is called inline help and is customizable. This allows you to put notes in the help which are specific to your organization.