User Interface FAQ

• If you select a module from the Module menu, the List pane changes but the Work Center displays the record from the previously accessed module. To update the Work Center to reflect the selected module, select a record from the List pane.

• You can use the List pane as a lookup tool to display records from a different module to enable drag and drop (for example, to select an asset for a work order). After you drag and drop the desired record, double-click in the white area of the Work Center to update the List pane to reflect the previously displayed module.

Maintenance Connection offers a feature to open the details of data from another module in a new window, allowing you to view this data without having to leave the module currently accessed.  Once the data for this new module is displayed, you can move around and view the complete record, or even edit the record. For more information, see Open Field Details.

The modules and features that are accessible to you depend on your organization’s configuration and the access group to which you belong.  The ability to access features and functions is controlled by the permissions assigned to your access group.  For example, users assigned to a Requesters group may not have access to Member information or the Asset Module. 

When searching for values to enter into fields connected to a Module Lookup, you can use the List pane as a lookup tool, enabling drag and drop. This feature is supported on any field connected to a Module Lookup (marked with ). 

1. Open a list of records that can be dragged and dropped into the field, by doing one of the following:

   • Double-click the field.

   • Right-click the field and select List. 

   The appropriate records appear in the List pane.

2. Use the filter and/or search controls to locate the desired record.

3. Click icon preceding the record and drag it into the field.

4. To update the List pane to show the records associated with the original module, double-click in the white area of the Work Center.

To expand the List or Search pane, click on the toolbar. The page will expand to cover the full screen, and provide the ability to select multiple records. For more information, see Expanded List and Search.

Maintenance Connection allows you to perform certain functions on multiple records at the same time. For example, you can select several work orders and change their status with one step. To act upon multiple records, you must use the Expanded List and Search.

The page expands to cover the full screen and provides the ability to select multiple records before clicking a button at the bottom of the screen. 

When using Expanded List and Search, you have the ability to select multiple records. However, when you make a selection on a page and then move to another page, your previous selections are discarded. You can, however, select all results on all pages by clicking Select All Pages in the Work Center toolbar.

At the bottom of the List pane there is a page control, indicating how many pages of results are available, for example, 1 of 14.  The arrows can be used to switch between previous and next pages of records. If there is only one page of results, this control is disabled and indicates 1 of 1. 

If your search results seem to be missing records (you anticipated more results given the filter selected or search expression defined), you may have additional custom criteria defined. Remember, if you select a predefined filter and also set criteria, both are applied.

• On the List tab, click the Set Criteria button  check/modify the criteria. If you do not want it applied, click the Clear Criteria button.

  On the List tab, check whether if you have a predefined filter applied and clear it if it is not applicable.

• On the Search tab, clear the Use current criteria settings option and rerun the search.

In the Work Order module, work orders that are in a Requested state are listed in bold text to provide a visual reminder that they have not yet been issued. 

When using Expanded List and Search, alpha tabs are displayed at the top of the page. When you click an alpha tab, you instruct Maintenance Connection to create a "Begins with" search expression for the selected field. Therefore, clicking a tab does not augment your current criteria with an additional alphabetic one, it replaces it.