Main Menu

The following menu options are available in Maintenance Connection. The options you see depend on the permissions granted to your access group.

File

The following options are available from the File menu. Since these options are accessible elsewhere this menu may be hidden.

• New > Record: Creates a new record. Maintenance Connection uses the context of the open module to determine the type of record to create.

• New > Select: Creates a new record of a type that you select.

• Open: Opens the module selection dialog box.

• Close: Closes the open module and returns to the Home page.

• Log Off: Signs you out of Maintenance Connection.

View

The following options are available from the View menu.

• Settings: Controls the appearance of the menu, toolbar, and tab bars.

  • Menu Bar: Select to display the menu bar. If disabled, access to the menu bar is provided in the List pane. If disabled, you can access the View menu by right-clicking in the gray area of the toolbar.

  • Toolbar Icons / Labels: Select to display icons and/or text labels on the toolbar. You cannot disable both options.

  • Tab Bar Icons / Labels: Select to display icons and/or text labels on page tabs. You cannot disable both options.

  • Sub-Tab Bar Icons: Select to display icons on sub-tabs. You cannot disable sub-tab label display.

  • Reduce Motion: Select to disable the animation that is used when displaying some pages (for example, the way the page spins when the Reporter opens).

  • Disable Auto-Scroll: Select to disable the automatic scrolling that occurs when your mouse hovers toward the bottom of the calendar. You may have to sign out and sign back in for this setting to take effect.

  • Single Pane View: Select to disable the two-pane view that displays the List pane on the left and the Work Center on the right. In single pane view you can use the List button in the toolbar to switch between the List and Work Center views.

  • Smart Label Manager: Select to open the Smart Label Manager which allows you to modify the text displayed on labels, buttons, and messages. It is only available if a language other than English is being used.

• Split View: Changes to display two panes, if either List (Maximized) or Work Center (Maximized) view is in effect.

• List (Maximized): Changes the display to maximize the List view.

• Work Center (Maximized): Changes the display to maximize the Work Center view.

• Refresh List: Refreshes the contents of the List pane.

• Refresh Work Center: Refreshes the contents of the Work Center.

• Refresh: Refreshes the contents of both panes.

Actions

The following options are available from the Actions menu:

• Generate Work Orders: Select to generate work orders based on preventive maintenance.

• Generate Work Order Projections: Select to generate work order projections based on preventive maintenance schedules.

• Order Parts: Select to order items that are below reorder quantities.

• Receive Parts: Select to process receipts in the Purchase Order module.

• Transfer Inventory: Select to transfer inventory items between stock rooms.

• Adjust Inventory: Select to adjust inventory quantities manually.

• Count Inventory: Select to enter inventory amounts obtained during physical counts.

• Apply Counts to Inventory: Select to apply counts to create inventory adjustments.

• Recalculate Inventory: Select to recalculate inventory metrics such as the Reserved and On Order counts.

• Part Checkout: Select to check out parts from a stock room and apply them to a work order.

Tools

The options in the Tools menu are used to set up Maintenance Connection to meet the unique needs of your organization. These features are often only available to system administrators.

• Rules Manager: Select to open the Rules Manager to establish rules for automated actions.

• Image Uploader: Select to open the Image Uploader to load images into a module library.

• Alert History: Select to open a dialog box displaying a list of all of the alerts recently sent. Alerts may appear when an error occurred or when an important system update occurred, for example, a new work order request was received, an asset was taken out of service, or the status of a purchase order was changed.

• Asset: Select to display a menu of Asset Tools.

• Labor: Select to display a menu of Labor Tools.

• Members: Select to display a menu of Members Tools.

• Preventive Maintenance: Select to display a menu of Preventive Maintenance Tools.

• System: Select to display a menu of System Tools.

• Work Order: Select to display a menu of Asset Tools.

• Global Search: Select to perform a Global search.

• Preferences: Select to set Module Preferences.

For more information see System Administration.

Favorites

The Favorites menu is dynamically generated, so it only appears once favorites have been defined. The top fifteen records marked as favorites are available from the menu. You can add a page to your favorites by opening it and then clicking in the top right corner of the page.

Favorites are organized according to the modules they were created in. Selecting a favorite opens the record in a new window so you do not lose your place. For more information, see Favorites.

A Refresh option is available at the bottom of the menu to refresh the list if favorites have been added/removed since you last logged in. If favorites are being set for the first time, it may be necessary to sign out and sign back in to see the Favorites menu.

Help

The following options are available from the Actions menu.

• Accruent Access: Opens the support portal which provides access to knowledge base articles, users forums, documentation, and other support materials. Members have access to the latest news and updates from Maintenance Connection and MC University.

• MC University: Select to access Maintenance Connection training materials.

• User Guide: Opens this online help system.

• Reporter Guide: Opens the online help for using the Maintenance Connection Reporter.

• About Maintenance Connection: Provides software version, license, and server information.

Repair Center

At the top right corner, a menu allows you select a repair center. Repair centers are the highest level of organization in Maintenance Connection. If all maintenance activity in your organization is handled out of one facility, your organization may have one repair center. However, many organizations, however, divide their maintenance responsibilities amongst multiple repair centers.

From this menu you can select All to access all repair centers or you can select a particular repair center by name.

Language

At the top right corner, a menu allows you to select a display language. When your first log in, English is selected by default. If you select a different language, Maintenance Connection remembers it and displays the application in your chosen language the next time you sign in.

Only labels, buttons, tabs, and messages are translated. Data values entered into the system, such as record names and IDs, are displayed in the language in which they were entered.

The Smart Label Manager allows members to correct errors in translation.