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MaintenanceDirect User Manual

1. Grand Total Hours 0 0 e On this page you will see all work orders routed to you listed In the fields provided with the corresponding WOID Work Order ID number fill out the necessary labor hours information e Click Save 142 VI Searching for Work Orders The Information You Want When You Want It So you ve learned how to create work orders how to process and assign work orders as well as how to enter purchase and labor transactions The next step is to learn how to search for work orders that have been entered into the system That way you can find exactly what you need when you need it To get started let s take a look at the different types of searches that you can perform within MaintenanceDirect and then check them out one by one l Search 2 Advanced Search 3 Work Order by Status list 4 Last 10 Work Requests list l Search Using the Search for Field This is the simplest search that you can perform You can search for work orders using the search text box located in the blue bar near the top left hand side of every page See below Calendar Work Order My Settings Search or M Advanced Search Help WORK ORDERS BY STATUS SPECIAL NOTICE Last 10 Work Requests EPT Work In Process wt NOTICE Period The offices at Danuact Tatale 8 3 In this box you can enter a work order number or a key word and click Go t
2. Month View i Day View i Organization Assignment lt Ja Get Weather Event Calendar Report Location v 2006 4 gt Sloan County Schools Organization Event Calendar All locations B gt Ishow Only Shared Events 1 6 of total 6 listed January aay March Begin End Event Title Date SMTWT SSM ore R me ee Date Date Created 1B 203i sfc J 7 123 4 1 2 3 4 10 10 2005 10 14 2005 Fall Break 8 18 2005 8 9 1011121314 5 6 7 8 9 1011 5 6 7 8 9 1011 9 05 27 PAi 15 16 17 18 19 20 21 12 13 14 15 16 17 18 12 13 14 15 16 17 18 AM 22 23 24 25 26 27 28 19 20 21 22 23 24 25 19 20 21 22 23 24 25 11 15 2005 11 15 2005 Matt s Birthday ee SI 29 30 31 26 27 28 8 AM 11 28 2005 11 28 2005 Teacher Work 11 16 2005 pA April May June ee 1 1 23 4 5G 1 23 ae La ens 3 28 2006 3 28 2006 Test Event 2 9 6 2005 9 101112131415 1415 1617 18 19 20 11 12 13 14 15 16 17 2 50 43 Peal 16 BREE ies 22 21 22 23 24 25 26 27 18 19 20 21 22 23 24 PM 23 24 25 26 27 28 29 28 29 30 31 25 26 27282930 4 17 2006 4 21 2006 Spring Break oe SI 30 PM July August September SMTWTFSSMTWTFSSMTWTF S 1 A Cc 1 be i 25 4 The Get Weather shortcut as with the weather icon on the main monthly calendar and the Home page serves as a link to connect you with AccuWeather com where you can check current weather conditions in your area or the area where work orders are being done You can also check the forecast with a range up to fifteen days e Simply click on the Get
3. Home Calendar New Work Order Reports Services Account Setup Search for a GO TELL A FRIEND Advanced Search Help Participant Shortcuts D Back to t3 New a New 3i MD 3 User a Change Administrative Requester Login Log List Work Order Functions Requester 5 User ha A i at IR Reports n Define Role Administrator supervisor I O Supervisor II Technician Requester O Clerk I Site Administrator I Comptroller C Check if this user is a comptroller Yes notify user of login information via email C Yes senda copy of the email to me E Yes senda copy of the email to Account Admin Back to Participant list Next Step lt Follow these steps e Choose which role the new user will have e If this person will be the comptroller of your account indicate so here by clicking in the check box provided Note that there can only be one comptroller e If you would like for the new user to be informed of their login information via email leave the check box provided checked If not click on the box to remove the green check mark If you would like to have a copy of the email sent to you and or the Account Administrator if someone in addition to you indicate this by clicking in the check boxes provided 25 e Click Next Step Continue on the next page with the following steps W Create a Login Name for the new user W Create a password for the new user Choose a password that w
4. Custom Category Select Custom Category Current Route To Assign Route To Select Assigned Route To v View Assignments Stop Routing Assignee will do this work Status ID New Request lt Area Select Area v Area Number Budget Show Budget SCHOOLDUDE SAYS At this point you can process the new request in one of two ways l You can click on the WOID number shown in red and indicated by the red arrow above which will take you to the LONG word order form This way you can make changes to the full form and add any transactions or notes you wish to add 2 You can process the work order as you see it on the screen above Since you already know how to get to the long work order form and we ll walk you through how to add purchase and labor transactions to a work order in the next section of this manual it s this version of processing a new request that we ll cover now below Continuing from the previous page e On the work order form you can view the details of the work order and make any changes you wish to make You can also scroll down to the Assign Route To field and choose a name from the drop down box provided Include any notes you wish to make The fields on the full work order form are as follows e Location and Building Where the work is needed where it was requested 230 Priority The level of urgency of the w
5. Advanced Search Shortcuts Q Work Order Search Q Equipment Search Q Transaction Search Legend Tip To select multiple choices in each list box use the Ctrl key to select Work Order Search Location Equipment Status Include ALL Equipments Include ALL Locations Sloan Community College Sloan Elementary School Lawn Mower 1 Sloan High School Sloan Middle School South Sloan High School Include ALL Statuses Blank New Request Work In Progress Complete Include ALL Buildings R Sloan Gymnasium Include ALL Budget Accounts Budgeti Marching Band Fund Budget2 Athletics Fund Budget3 School Clubs Fund Budget4 Budget for any faculty Library Fund Any monies allott Playground Refu Audio Visual On this page you may choose any combination of search options from the listings and fields provided Enter your options and click the Search Now button An example would be if you would like to search for all work orders with the status of Work In Progress for Sloan High School requested in September of 2003 In this case you would choose Sloan High School from the Location list and Work In Progress from the Status list In the request date fields you would type 9 1 2003 to 9 30 2003 and then click Search Now A list of all work orders that meet those particular crit
6. Select Location v Area Area Room Number Select Area v C Yes remember my area entries for my next new request entry Select Problem Type M Nn Maintenance Help Desk Click here for Maintenance Emergency Contacts Click on the problem type below that best describes your issue ie Fields a Audio Visual F Cafeteria T Carpentry 4 Climate Control Custodial Electrical Food Services Gd el Heating Ventilation Air Lighting koa Office Supplies Plumbing 4 Conditioning Y hei t Follow these steps to fill out the form It ll only take a minute or two e M Enter your Location Building Area and Area Number e b Select the Problem Type that best describes your issue For example if a toilet is leaking that would be a plumbing issue Once you click on a problem type the page will refresh and your problem type will be highlighted with a red circle If this is an emergency check the Maintenance Emergency box below the problem types list e M Describe your problem or request 217 Enter the Requested Completion Date Click the calendar icon next to the date field to choose a date from the calendar Enter your submittal password This password will be the same for all Requesters Click Submit gt You will then be taken to the My Maint Requests page which will show listed among other requests the new work request you just made We will cover this page in mo
7. Include ALL Buildings R Sloan Gymnasium Separate Location O Yes No Refresh Chart Note Graphics may not displayed in a readable format if several criteria options are chosen for one graphical report To correct this simply choose less options in the time period for comparision or in the status field Status Analysis WO Status Counts E All New Request lt 118 X MaintenanceDirect Wireless Take Us With You MaintenanceDirect Wireless is a wireless mobile work order management tool that enables mobile maintenance and operations professionals to receive and complete work in the field via a wireless mobile device If you will be using MDWireless welcome aboard and let s get started In this section we ll walk you through the Predefined Messages for MD Wireless section of the Account Setup process where you can enter messages that you know can be used frequently over and over without having to write them repeatedly each time they are needed e Onthe Account Setup page click on the Predefine Messages for MDWireless link e You will be taken to the Predefined Messages for MDWireless page which will look something like this Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_wdmessagelist asp v Go Links o pan County Schools Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP adh z A merna MAINTENANCE
8. Custom Category Select Custom Category v Current Route To Assign Route To Select Assigned Route To v View Assignments Stop Routing Assignee will do this work Status ID New Request Area Select Area v Area Number Budget Show Budget e Onthe work order form make any changes you wish to make either routing it on to someone else for completion or indicating that you ve completed the work order yourself Include any notes you wish to make e For your convenience here is a list of all the fields you will find on the work order WOID Requested By and On Location Building Priority Emergency Notification Craft Custom Category Current Route To Assign Route To Stop Routing Status ID Area Area Number Budget Purpose Project Don t Prompt For Status Change Estimated State and Completion Dates Estimated Hours and Costs Action Taken and Note s e Depending on what you d like to do continue by choosing one of the steps below gt To save this work order and any changes you have made to it click the Submit button A prompt will display unless you ve turned it off which will notify you that the status will change to Work in Progress Click OK unless you would like it to keep the status of New Request If this is the case click Cancel gt Once you ve processed all the work orders you will see a notification that there are
9. Home Calendar New Work Order Reports Services Account Setup Search for S GO TELL A FRIEND Advanced Search Help Administrative Shortcuts if Account C Account C Logo Setup ID Manage Codes i MD Users Setup Steps Information Reporting Setup New z Manage Email Predefine Message Role Setup Assignments Request Routing Notifications for MDWireless Copy Schema MySchoolBuilding Start New ID About Combo Setup Wizard Fiscal Year Legend Click E to sort table by that column Predefined Messages for MDWireless Add New Message Previous 10 Next 10 Message J Delete No Messages Found Add New Message Click here to talk to an Home Calendar New Work Order Reports Services Account Setup Online Oporstar NOWI Powered by x Ld be Conditions of Use Privacy Policy Security Statement Emal LOGIN SERVICES MY ACCOUNT 32631335 HELP Need help Call us 1 877 868 DUDE 3833 Copyright 1999 2001 SchoolDude com Inc All Rights Reserved Legal Stuff e You will see the words No Messages Found underneath the Message list To get started adding messages click the Add New Message link shown above 119 On the Add Update Predefined Message page enter your message into the box provided See below Search for Copy Schema a MySchoolBuilding Setup Wizard Legend Fal Indicates required information Add Update Predefined Message
10. Select Budget Code Select Supplier d d Select Type d Select Purchaser E Select Budget Code Select Supplier d d Select Type Select Purchaser E e On this page you can enter multiple purchase transactions for multiple work orders Just make sure you enter the required fields for each purchase transaction WOID Date Type and Item Description It s the fast easy way to get all your purchase transactions in at once so you can get on to what s next 234 e Toenter multiple Labor transactions click on the Add New Labor Hours link on the Transaction List page The page you are taken to next will look like this y wy ws woot eee _ a a e Se d Home Calendar New Work Order Assign New Request Reports My Settings ul MAINTENANCE DIRCCT Go to WO1D I C ALT S Advanced Search Help Transaction Shortcuts SHORTCUTS 5 WO List New Work Order Work Order 3 ALT T ALT 0 Long Form ALT F 35 Transaction List ALT J Labor Hours Note Actual completion date will default to today s date whe
11. po SAYS Keep in mind that the Budget window will display the budget s code and description You will have room for about 30 characters When the page refreshes you will be taken back to the My Budget Codes page where you will see the new budget has been added at the bottom of the list Initially it will show with a yellow thumbs up next to it which indicates that the budget is currently active To deactivate the budget and to reactivate it at any time simply click on the thumbs up This will change it to a grey thumbs down which indicates that the budget is inactive If you click on the name of your new fund shown on the My Budget Codes page in red you will be taken back to the Add Update Budget Code page for that particular budget where you will notice the following changes l A Budget vs Expenses bar graph will appear on the right hand side of the screen showing budgeted monies and expenses to date fiscal 2 Budgeted Monies will show at this time as well as Expenses to Date Fiscal 12 gt To delete or update a Budget at any time click on the Budget name on the My Budget Codes page Once on the Add Update Budget page you can either edit the budget information clicking Save when you re finished or you can scroll down to the bottom and click Delete to take the budget off of your list po SAYS Budgets with costs attached can NOT be deleted unless costs are reassigned Also changes in amo
12. eee 20 10 2005 10 14 2005 Fall Break bs gc 9 101112131415 13 1415 16 17 18 19 13 14 15 16 17 18 19 AM 16 17 18 19 20 21 22 20 21 22 23 24 25 26 20 21 22 23 24 25 26 11 15 2005 11 15 2005 Matt s Birthday 9 8 2005 23 24 25 26 27 28 29 27 28 27 28 29 30 31 10 19 01 30 31 Bo 11 28 2005 11 28 2005 Teacher Work Day 11 16 2005 pest November April May June gt out wile fle wer ESS enw Fb S 12 19 2005 1 6 2006 Christmas Break oat ES 12a 23 4567 12 34 PM 345678 9 8 9 10111213145 6 7 8 9 1011 3 28 2006 3 28 2006 Test Event 2 9 6 2005 10 11 12 13 14 15 16 15 16 17 18 19 20 21 12 13 14 15 161718 2 50 43 17 18 19 20 21 22 23 22 23 24 25 26 27 28 19 20 21 22 23 24 25 24 25 26 27 28 29 30 29 30 31 26 27 28 29 30 PM 4 17 2006 4 21 2006 Spring Break 9 6 2005 2 35 47 Pest PM July August September SMTWTFS SMTWTFS SMTWTFS t 2 123 4 5 6 5 ae i 345678 9 7 8 9 101112134 5 67 8 9 10 10 11 12 13 14 15 16 1415 16 17 18 19 20 11 12 13 14 15 16 17 TF TO SEE TS aaa as ETG Ae 8 33 8s SA 195 4 The Get Weather shortcut as with the weather icon on the main monthly calendar and the Home page serves as a link to connect you with AccuWeather com where you can check current weather conditions in your area or the area where work orders are being done You can also check the forecast with a range up to fifteen days e Simply click on the Get Weather shortcut near the top of the page and a separate browser page will pop up displaying AccuWeather
13. Batch Close ES Graph Status ES Graph Priority Print Work Work Orders Analysis Analysis Order Report Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Legend Click j to sort table by that column A second click on the same label will reverse the sort Filtering View work pees starting by location COiLl2s456 78 9 ABE DEFT GHIT KLAN OPO Rs ft UY Ww xX YY 2 ALL Work Order Summary List Add New 1 2 of total 2 listed First Previous 10 Next 10 Last WOID Deferred Until J Status fJ Location J Requested Completed f Total Priority J Deferred By fJ Requester FJ Building fJ Target fy Status Chg fP oO Craft fJ Reason J Assigned To fJ Area J Area Action Taken fJ Numberf Description FJ 101 New Request Sloan High 11 14 2005 Low Ez School 11 14 2005 R Sloan 1 18 07 PM Ben dude Gymnasium Air conditioning unit is out in the weight room 100 New Request Sloan 11 7 2005 Low FA schooldude eee 11 7 2005 e Administrator 10 12 32 AM Fallen ceiling tile needs to be replaced in the staff lounge Add New Calculations shown on this page represent costs through yesterday __ Print This as Print to Excel For up to date calculations use Print Work Order Report options Click here to talk to an Online Operator NOW Home Calendar New Work Order Repor
14. Home Calendar New Work Order Assign New Request Reports My Settings Click here to talk to an Online Operator NOW Powered by E be Conditions of Use Privacy Policy Security Statement Emal LOGIN SERVICES MY ACCOUNT 32631335 HELP Need help Call us 1 877 868 DUDE 3833 Copyright 1999 2001 SchoolDude com Inc All Rights Reserved Legal Stuff Clicking on the New Labor Transaction link on the work order form will take you to the following page where you can enter and save labor transaction information for this particular work order See below g wy tW es ee ee ee SO eee ee ew ew ey _ ar ad s MAINTENANCE DIRECT Home Calendar New Work Order Assign New Request Reports My Settings Go to WOID Py GO SHORTCUTS ALT S Advanced Search Help Work Order Labor Entry for Tammy Dude Employee Select Employee v __ PrintThis Back to WO 104 Date Note OT represents Other Time click OT to enter time for holidays comp and or overtime lt lt Prev 10 Next 10 gt gt Work Order ID Location Work Tue Wed Thu Fri Sat Sun Mon Total 4 December 2005 gt Action Taken Close Nov 29 Nov 30 Deci Dec2 Dec3 Dec4 Dec5_ Hours SM T W T F S 104 South Sloan High F 0 orlo ortilo lorlo ot 0 oT O orlo OT 0 1 2 3 School gt aes eo Actual Comp Date 12 2 2005
15. 1 Total Overdue e Click on the number next to UNASSIGNED on the Home page see red arrow above e This will take you directly to the work order form of the oldest unprocessed work order in the system At this point you can either go ahead and handle this particular work order now or you can choose another of the unprocessed work orders to process from the Unprocessed New Requests dropdown box provided near the very top of the work order form see green arrow below 229 rn een py E E errr retry Rey FR Ny PR NN Rete EE RR RRR E Steuer Sloan County Schools Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP afr MAINTENANCE DIRCCT Home Calendar New Work Order Assign New Request Reports My Settings Go to WOID I Ci ALT S Advanced Search Help Shortcuts Talk About It Sort by Request Age O ascending Descending amp Supplie El Check here if you want to use Batch Print feature Unprocessed New Requests Light board in auditorium is malfunctioning have assigne 4 Print WO Batch Light board in auditorium is malfunctioning WOID 104 Requested By On 11 21 2005 f ial PENE ewe nequeas Location South Sloan High School CommunityDirect lt Building No Building Available v Priority Low E emergency Get Today s Weather notification Craft Select Craft
16. Advanced Search Help Transaction Shortcuts Talk About It amp Suppliers X Labor Types Labor 3 Purchases l Transaction List R Graph Transactions Print Transactions Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account TELL A FRIEND Legend Click to sort table by that column Filtering View transactions starting by WOID G iw3sg456 7 8B oA Add New Purchases Transaction List Add New Inventory Issues Add New Labor Hours 1 0 of total O listed First Prev 10 Next 10 Last WOID Transaction Description J Qty D Rate FJ Cost TJ Status FJ Supplier fJ Description J No transactions in record Next 10 Last i Calculations shown on this page represent costs through yesterday Print This For up to date calculations use Print Transactions options Click here to talk to an Home Calendar New Work Order Reports Services Account Setup nn pene ae Powered by x Bue Conditions of Use Privacy Policy Security Statement Eman LOGIN SERVICES MY ACCOUNT 32631335 HELP lt 80 New Purchases Keep in mind that M required field e Click on the Add New Purchases link on the Transaction List page located on the right hand side see arrow above You will be taken to the Purchases page which will
17. Home Calendar New Work Order Reports Services Account Setup en ee Powered by E Bue Conditions of Use Privacy Policy Security Statement Emal lt e Click the Add New Project link near the top right hand and bottom left hand corners of the My Projects list e Enter the Project Code you wish to use for this project 5 e Ifyou wish enter the Project Description the Open and Close dates and whether or not this project is budgeted You can also click in the check box provided if you would like to make the project inactive one instance where you would do this would be if the project hasn t been started yet but will be in the future e Click Add Update Record That s it You will automatically be taken back to the My Projects page where you will see your new project listed gt Onthe My Projects list a yellow thumbs up next to the project name indicates that the project is used in MaintenanceDirect To hide the project in MaintenanceDirect if it is currently inactive until a future date for instance click on the yellow thumbs up to change it to a gray thumbs down which indicated that it s hidden gt Toedit delete a project simply click on that project s name on the My Projects page list You will be taken to the Add Update Project page containing that project s information Make any changes you wish to make and click the Add Update Record button If you would like to delete
18. New Work Order Services Advanced Search Help if Account C Account C Logo Setup Setup Steps Information Reporting Setup New 2 Manage Email 2 Predefine Messi Assignments Request Routing Notifications for MDWireless ID About Comba iD Manage Code Message Save Home Calendar New Work Order Reports Services Powered by Click Save Continue entering messages until you think you ve covered all your bases with message scenarios 120 Supervisor I I I Welcome to the Home Page Now What A quick overview of what s on the Home page Once you ve logged in with your user name and password youre taken directly to your Home page It should look something like this the pie chart will only appear once work orders have been entered into the system Address http www06 schooldude com toolbox mydtwo mddefault asp 4 Go Links 6 van County Schools Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP o gt lt A ee MAINTENANCE DIRECT Home Calendar Work Order Reports My Settings Search for Pu GO TELL A FRIEND Advanced Search Help SPECIAL WORK ORDERS BY STATUS WORK CENTER CALENDAR NOTICE Last 10 Work Requests Niece EN Period All v 11 21 2005 WORK Monday am Get Today s Weather NOTICE The offices at SchoolDude com will be Request Totals closed November 24th and V 25th in observation of the
19. No More New Requests to Process 133 gt To save and print out a copy of this work order click the Submit and Print button You will see a prompt unless you ve turned it off to change the status to Work in Progress Click OK if you would like to make this change or Cancel if you would like to keep the status of New Request A page will come up with a printable version or the work order form Print the form using the print function on your browser Once the work order is printed close the print window The work order listing will be refreshed and the next work order in your list should appear ready to process gt Toclear the form of all of your changes click the Reset button 134 V Entering Labor and Purchase Transactions How Much Was That Again The cost of a work order comes from the labor and purchase transactions attached to it To track those costs without having to chase down receipts simply enter them into MaintenanceDirect and our system will organize them for you so that you ll always know exactly how much a work order costs and why You ve got all the answers In MaintenanceDirect transactions can be entered in two ways The first of those that you will mostly likely encounter will be the Transactions section of the work order itself The second way is to use the link provided on the Home page itself We ll cover each method separately in this section Method 1 As you saw in the previous se
20. Suppliers Report Types Report Information Master List The master list will print out all supplier information in list format Summary The supplier summary report will give you a summary of total costs from this supplier Detail The supplier detail report will display all the transactions that make up the total costs from this supplier Types Report Types Report Information Summary The type of summary report will give a summary of all labor hours labor and material costs total costs work order count and average hours cost per type Detail The type detail report will give you a detailed account of each transaction for work orders assigned the selected types Work Load Report Types Report Information Calendar This report will take you to the calendar where you can print an assignment report Work Orders Report Types Report Information Summary The work order summary report will give you a summary of each employee and the count of how many work orders they are assigned in each work order status 162 Summary 2 Detail Detail Analysis Pivot Graph The work order summary 2 report will give you a listing of all the work orders based on your criteria You can sort this list by status date work order ID location priority assigned employee budget project purpose or craft The detail report will give you a full report for each work order in the criteria that you ve sele
21. View Legend Tuesday Wednesday Thursday Friday Saturday 5 lt Previous Month Next Month gt Legend MD Work Order no icon PM Work Order i FSD Work Order lt At the top of your screen just above the words Work Calendar for are the Calendar Shortcuts Month View Day View Organization Event Calendar Assignment Report and Get Weather In this section we ll cover each of these shortcuts in turn starting with the Month View 98 l The Month View page shows you what s going on on a large easy to read calendar one month at a time It s the view that shows automatically when you open up the Calendar page in other words the page you re looking at now The month you re in currently will display with arrows in the bottom left and right hand corners that you can click on to navigate to the Previous Month or Next Month Just below the Calendar Shortcuts you will see two drop down boxes one for the month and the other for the year which serve as another kind of shortcut allowing you to navigate the large calendar from one month to the next without clicking multiple times on the Previous Month and Next Month buttons On the Month View each day shows in the traditional squares of a calendar which contain any open work orders Open work orders are those work orders not in the Complete Closed Void or Duplicate status There are different icons used throughout the MaintenanceDir
22. 204 As you can see the New Requests page displays one work order request at a time starting with the oldest At this point you have the option of either processing the current new request OR choosing a different new request to process first by selecting it from the Unprocessed New Requests drop down box provided at the top of the page see red arrow on previous page The New Request form contains the following fields which you can fill in or edit if needed Keep in mind that fields marked with M are required the rest are optional WOID This is the work order ID number assigned to the new request This number is automatically assigned by the system starting with 100 Requested By and On The person that made the request and the date the request was made Location The location of the request is displayed in a drop down box If it is incorrect select a new location from the options provided You will only be able to select your location s Area The area of the request is displayed in a drop down box If it is incorrect select a new area Area Number the area number of the request If it is incorrect type in anew area number Craft The craft problem type of the request is displayed in a drop down box You know the drill Action Taken This is a note field used to let the requester know what is being done with their work order request For example if you are declining the work order you can enter a reason for doi
23. 4 After you find the information you want by using the Information Analysis menu and clicking the appropriate link look for the Print icon in the shortcuts menu See example below Print Trans n CommunitvDirect e Follow the instructions on the appropriate page the page blow is shown as an example filling out the necessary information and choosing the period you wish to print etc Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_transprint asp Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP a K F ul 4 MAINTENANCE DIRECT Home Calendar Work Order Reports My Settings Search for Do GO TELL A FRIEND Advanced Search Help Transaction Shortcuts Talk About It 2 Suppliers x Labor Types 35 Labor 9 Purchases 3l Transaction List RH Graph Transactions Print Transactions Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Print My Costs by Transaction 1 Select Your Reporting Period Use Custom Period Custom Begin Custom End 2 Choose the type of reporting date Request Date O Requested Completion Date O Target Start Date O Target Completion Date Completion Date O Transaction Date 3 Select Your Transaction Type s Note To
24. 5 Work Order Long Form ALT F B 5 Transaction List ALT J Purchases Parts amp Supplies Note Actual completion date will default to today s date when it is marked as complete be Discount ALT 7 on all parts ool supplies Pe PEEM ALT 1 or New Supplier FEE Note Type a new See in the New a Supplier box Date Mj ALT D Type Mj ALT Y Item Description M Budget ALT B ALTI Invoice PO Work Order Qty Unit Cost Tax Shipping Other Total Cost Complete ALT Q ALT U CRETA ALT 5 ALT 6 Purchased By ALT 3 Actual Completion Action Taken Date Select Supplier oR ab Select Type M Select Budget Code v Fi 0 0 0 0 Select Purchaser E Select Supplier d d Select Type Select Budget Code Select Purchaser Select Supplier d d Select Type Fi Select Purchaser E E Select Budget Code Select Supplier d d Select Type d Select Purchaser E
25. Estimate vs This report will show all estimated and actual employee hours Actual and costs on one report Analysis Detail The detail employee count report will give you a listing of all the Employee work orders that an employee has been assigned as well as a total Counts count The report will show the work order number requester and the description for each work order Detail The detail employee cost lists each employee and their total hours Employee worked average number of hours per work order the total cost Cost the average cost per work order and the number of work orders Employee The employee productivity report will list each employee the Productivity work orders assigned to them and the number of days to complete those work orders It will also give the total and an average number of days to complete 245 Equipment Report Types Summary All Detail All Summary Maintenance vs Preventive Maintenance Detail Maintenance vs Preventive Maintenance Report Information The equipment summary report will give you summary of all labor hours labor and material costs total costs work order count and average hours cost for each piece of equipment The equipment detail report will give you a detailed account of each transaction for work orders assigned the selected equipment The equipment summary report maintenance vs preventive maintenance will give you a summary of all labor
26. HVAC Closed The status a work order would hold once all transactions and notes were added into it Once a work order is closed no more transactions can be added Complete The status a work order holds when all the actual work has been done All purchases and labor transactions may not be entered into the system This status primarily alerts requesters that the work has been done Comptroller Serves as the safety net of work request routing Any request the system doesn t know what to do with gets sent to the comptroller Crafts A generic skill needed to fix a problem MaintenanceDirect has over 180 crafts to choose from They help you organize your work and assign it to the appropriate people Some examples would be Carpentry Electrical and Pest Control Declined This is the status that is used to decline any work orders that will not be done They may be declined by a principal or by a person in the maintenance department Deferred This status is used to show that a work request has been approved but will be completed at a later date 259 Duplicate Request This defines any work order entered twice or previously requested Equipment Any tools machinery etc used to carry out work done such as lawnmowers or generators Labor Types Labor types are the multipliers you use to calculate labor costs The most common Labor Types and cost multipliers are provided for you but you can add your o
27. MAINTENANCE DIRECT MaintenanceDirect User Manual Version 2 0 SchoolDude com Inc SchoolDude Support Phone 1 877 883 8337 Email support schooldude com MaintenanceDirect Table of Contents l Welcome to Maintenance Direct ceccsecsssssssssssessssssseessessssessusssssessussssessussescesssesencssaeecsucssaeessseessee l 2 Man e nance DE RO ee 2 SA T GE oll ais ee reMememe en erin reernTTen er en een rere eer ey eee etree 4 I Welcome to the Home Page Now What won eeecseecsssesssssesssnsessneeesnseessneeessnesesneeesseeeeeeeeee 4 Me ST SST a poco etcecet etc se ade nes sees as aera sebe ap towate ecg recat dal nesses eeatianeiee 8 o Getting Started we cceccecccssescssecessssccssnsccssscccsssscesscssssescsnscessnseessssessnscessnscesssscessssesssesssnsssssaees 9 E eco Miocene ee 10 e DURE ese cece ec caed eece cc veeee teaeeec 12 LOCION eee re eee EOE ee re ee 14 e DO eee er ee es 18 re eee 20 e C ee ee eee ee ee 22 a ee 24 TT E 29 ROUTO ace 3l Manage Fmail NCO accra eee epee 45 MySchoolBuilding com Setup ou esssssssssssssssssesssneecssneessssescsnsesssnsessaneessaeceesneeeseeetee 46 e Purpose Purpose Codes eee ee nee eee renee meee er ere eee ee eee 49 Projects Project Codes See eee creer ener nee 51 e EO ee ee ee E E E 53 B ESCH el eee ee et ee ee ee ee 56 Te eae ree ta ca ac eet E ee 58 s ORG Oe Lee O eee eee ene eee eee ee eee 60 Suppliers once ces acess casecceshs a becinee
28. Pending Projects Report Types Report Information Summary The project summary report will give a summary of all labor hours labor and material costs total costs work order count and average hours cost per project Detail The projects detail report will give you a detailed account of each transaction for work orders that are assigned the selected projects Purpose Report Types Report Information Summary The purpose summary report will give a summary of all labor hours labor and material costs total costs work order count and average hours cost per purpose Detail The purpose detail report will give you a detailed account of each transaction for work orders that are assigned the selected purpose Status Report Types Report Information Summary The status summary report will give a summary of all labor hours labor and material costs total costs work order count and average hours cost per status Detail The status detail report will give you a detailed account of each transaction for work orders that are assigned the status projects ll Suppliers Report Types Report Information Master List The master list will print out all supplier information in list format Summary The supplier summary report will give you a summary of total costs from this supplier Detail The supplier detail report will display all the transactions that make up the total costs from this supplier
29. Security Statement gt Ifyou wanted work orders for the rest of the crafts in the system for Sloan High School to go to a user other than the comptroller good old Howard again for instance you could set up one additional route e Inthe Location section select Sloan High School e For the Craft choose On Any e For the Purpose choose On Any e Inthe When Approved By Route Assign to section you would select No One to go in the top box and then Howard Dude for the bottom box This would send all requests that aren t custodial or electrical for Sloan High School to Howard The system will try to find a route for the exact craft or location before going to a route for On Any e If Howard would be the last person a non electrical or non custodial request would be sent to click the Stop Routing box 43 See below Add New Location Craft When Approved By Stop Building Purpose Route Assign To Next Routing Sloan High School No One On Any Dude Howard Add New Home Calendar New Work Order Reports Services Account Setup Powered by DUBE Conditions of Use Privacy Policy Security Statement e Click Add New to save 44 l1 4 Manage Email Notifications In this section of Account Setup you can determine which automatic email notifications will go out to each user Each role has a list of email notifications that you can choose from
30. TELL A FRIEND Click here to talk to an Online Operator NOW FP e On this page fill out the required information fields marked with a along with any other information you wish to include and click Submit at the bottom 140 gt After you ve entered your purchase information and clicked Submit the page will refresh and purchases will show in a blue table at the bottom of this page See below a a a EE A E EAEE E i E Budget Code Select Budget Account v Purchased by Select Purchaser v Eal Description m Kal Quantity M Cost Each Markup Discount Note If no discount or markup please leave blank When used the original cost is automatically adjusted and saved Sales Tax Shipping Freight Other Charges Amount O Complete Work Order 1 1 of total 1 listed Item Number Type Shipping Date Description Invoice PO Labor Qty Cost Each LE Other Amount x 11 28 2005 Materials 1 8700 0 00 0 00 7 48 Florescent tubes 0 00 Total Labor 0 00 Total Sales Tax 0 00 Total Purchases 7 48 Total Inventory 0 00 Total Shipping Grand Total 7 48 gt Once entered purchases will show on the Transaction List page as well 141 ae Labor Hours e Click on the Add Labor link on the Transactions List page in the Transaction Shortcuts section e You will be taken to the Labor H
31. Transactions New Purchase Transaction New Labor Transaction Clicking on the New Purchase Transaction link on the work order form will take you to the following page where you can enter and save all of the purchase transaction information for the current work order See below a w e r eee n a e a t MAINTENANCE DIRECT Home Calendar New Work Order Assign New Request Reports My Settings Go to WOID arn niin GO ALT S SHORTCUTS Advanced Search Help Legend Kal Indicates required information Purchases Work Order 104 Back to WOID 104 Search WOID Description Light board in auditorium is malfunctioning Location South Sloan High School Status New Request Assigned To V Trns Date 12 2 2005 7 Type Materials v Select Supplier or li type new one below SOE URON Supplier d d Invoice PO Budget Code Select Budget Account v Purchased by Select Purchaser v V Description Tal Quantity 236 V Cost Each Markup Discount Note If no discount or markup please leave blank When used the original cost is automatically adjusted and saved Sales Tax Shipping Freight Other Charges Amount d Complete Work Order New Purchase Transaction New Labor Transaction No Transactions for this Work Order yet
32. WO short form ALT F WO long form ALT P parts amp supplies ALT 8 inventory issue IND users ALT L labor hours ALT N print detailed WO ALT R print WO form ALT A print transactions ALT J transaction list Work Order Info short form ae Advanced Search Help LOGIN HERE WORK ORDERS BY STATUS Last 10 Work Requests 3 Work In Process Period All v Request Totals 9 New Request 6 UNASSIGNED 2In Approval Process 3 Work In Progress 3 Complete OClosed Work Orders 0 Declined E New Request KI O Void E Work In Progress 0On Hold E Complete OOOOOBS A 0 Pending Counts are based on Status Date for each selected period This reflects the actual date of the last status change SHORTCUTS WORK CENTER CALENDAR 12 5 2005 NEW SUBMITTALS Monday UNASSIGNED EMERGENCIES 0 Crafts Employee Status Count Equipment Transactions Outstanding Work Work Load Assignment Work Order OVERDUE WORK 13 days 1 due on 11 22 2005 3 days 1 due on 12 2 2005 2 Total Overdue Once you choose a period and click a number next to a particular status a list of all work orders for that status in the specified time period will display in the Work Order Summary list You can sort this list by any of the fields listed by clicking on the field name to sort by descending order or clicking again to sort by ascending order The default sort is by request dat
33. DIRECT Home Calendar New Work Order My Requests My Account Search for GO TELL A FRIEND Advanced Search Help Quick Launch ASSIGNED WORK WORK CENTER P New Request Note Action Taken is saved when Mark Complete button is clicked CALENDAR P Your Settings R tA f Labor Hours sl by L cia i O Ascending Descending 11 29 2005 WORK Tuesday reien Filter Select Status be lt 2 Get Today s Weather 1 1 of total 1 listed Last SchoolDude com si oe OTHER ASSIGNED WORK 1 106 Two lights out in stairwell ann TOTAL ASSIGNED WORK 1 gt yourself Emaii A Action Taken I E be yourself Print This fecal Supervieor _ j Make a Note Request Age 1 in days Assigned to Howard Dude Contact Mark in Progress Today s Labor Hours Mark Complete New Request WORK ORDER COUNTS Period All F Work In Process Request Totals iNew Request lt e To view a work order in detail click on the WOID Work Order ID number shown in red The example above is marked with the red arrow e Once you click on the WOID you will go directly to the work order itself See example on the next page 182 Address http www06 schooldude com toolbox mydtWO mydtWO_s mydtWO_WOUpdate_tech asp woid 106 amp sql amp strnext amp strprev amp strtirst amp EJ GO Links eo Go to Quick Links i LOGOUT MY ACCOUNT 32631335 HEL
34. IOP dsc a 223 MTT Creating a New tcc canna aaah ctaeeeeacer oe 224 IV Assigning New Ce 2s Cla eee reer eee een eee eee eee eee ery 228 V Entering Labor and Purchase Transactions o cccecccsccsessesessscsssscsssecsessesssesessessseressen 232 VL Se rching tot Work Orders sirere csie eee nn 238 VI Close Work Or a cee ee ee ee 244 een 245 IX Usima the C culcl ee ee Te 253 Do ooude N oaa gare Nene ene ane eneee ee reer marr tere een er eer 259 OF a slo a E a eer eee eee nee eee ree ee eee 262 Welcome and Thank You for Choosing MaintenanceDirect MaintenanceDirect is the answer to all of your educational facility s work management problems As with all of SchoolDude s products MaintenanceDirect handles all the hassles and details for you so that you can make every minute of your busy day count By putting MaintenanceDirect to work for your educational facility you can more efficiently manage your time and money by putting everything you need to accomplish in one place from receiving and checking the status of work orders to notifying technicians of new work assignments via email to recording labor and purchasing transactions and that s not all Everything you need to streamline your work order process is all right here In this manual we ve provided everything you ll need to know to get your projects up and running You ll learn about your role in MaintenanceDirect what that role entails and where you need to go to
35. LOGOUT MY ACCOUNT 32631335 HELP iy a J MAINTENANCE DIRECT Home Calendar Work Order Reports My Settings Search for MEN C Advanced Search Help Calendar Shortcuts Month View i Day View i Organization Assignment Get Weather Event Calendar Report Select Month Year Assigned To November v 2005 k Include ALL Assignees v Print Assignments Show all outstanding work Show completed closed work Work Calendar for November 2005 Tip You can click on the day number to see more details on work assignments The number in parenthesis are hour estimates Only open work orders appear closed completed void and duplicate are excluded View Legend Monday Tuesday Wednesday Thursday Friday Saturday O a ee eee s CC EC j J 15Matt s Birthday 102 1 Get Weather lt Previous Month Next Month gt At the top of your screen just above the words Work Calendar for are the Calendar Shortcuts Month View Day View Organization Event Calendar Assignment Report and Get Weather In this section we ll cover each of these shortcuts in turn starting with the Month View TELL A FRIEND Il lt l The Month View page shows you what s going on on a large easy to read calendar one month at a time It s the view that shows automatically when you open up the Calendar page in other words the page you re lo
36. Labor Types Labor Hours Purchases ALT L ALT P Transaction List Ef Graph Transactions Print Transactions Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Legend Click to sort table by that column Filtering View transactions starting by WOID 01234567 8 9AF Add New Purchases Transaction List Add New Inventory Issues Add New Labor Hours 1 2 of total 2 listed First Prev 10 Next 10 Last WOID amp Transaction Description J Qty D Rate J Status J Supplier J Description fJ 103 Acme Plunger 11 21 2005 1 57 00 57 00 Complete Lowes Materials Kid in toilet 106 Florescent tubes 11 28 2005 4 1 87 7 48 New Request Materials Two lights out in stairwell Next 10 Last Calculations shown on this page represent costs through yesterday Print This For up to date calculations use Print Transactions options 233 e Toenter purchase transactions click the Add New Purchases link You will be taken to the following page yee pps eect a Sac E A EEN E E E E E E N EE a E wv tV Spare onibe MAINTENANCE DIRCCT Home Calendar New Work Order Assign New Request Reports My Settings Go ro 4010 TT C ALT S Advanced Search Help Transaction Shartesits 5 WO List 5 New Work Order ALT T ALT 0 SHORTCUTS
37. Legend Click lJ to sort table by that column Filtering View priority starting by ABCDEFGHTIIKLWMANAGOPORSETUVWX Y Zan My Priorities 1 6 of total 6 listed Previous 10 Next 10 Priority J Calendar YTD Costs Fiscal YTD Costs Location Analysis Emergency 0 00 0 00 Expenditures High 0 00 0 00 Expenditures Low 0 00 0 00 Expenditures Medium 0 00 0 00 Expenditures Safety 0 00 0 00 Expenditures Scheduled 0 00 0 00 Expenditures Calculations shown on this page represent costs through yesterday Print This For up to date calculations use Print My Costs options Click here to talk to an Home Calendar New Work Order Reports Services Account Setup Olius DERN SOW Powered by Congratulations Your Account Setup is complete Whew val III Entering New Work Orders MD in Action Now that you ve got your account set up we ll take a look at how to enter your own work orders You ll go through the work order request process step by step so that you can not only see how it works but also see where all the information that you entered during the Account Setup process comes into play Below you will see a shot of what the New Work Order page looks like once you ve clicked on the New Work Order tab at the top of your MaintenanceDirect page Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_woupdate asp n 1 v E Go Links pan County Schools Go to Quic
38. Need As a Technician even though you will receive only those work orders that are assigned to you you have the ability to search for work orders within MaintenanceDirect using several different methods You will then be able to see the work order in a view only format We will look at each search method individually so you can choose the one that works best for you There are four ways to find a work order l Assigned Work 2 Search Using the Search for Field 3 Advanced Search 4 Work Order Counts l Assigned Work All open work orders assigned to you will appear in the Assigned Work section of the Home page fifty at atime You can sort the list using several fields provided in the Sort by drop down box WOID Work Order ID number Location Request Age Request Description Priority Description or Status Description You can also search in ascending or descending order by clicking the green dot for the corresponding choice provided Here is a look at the Assigned Work section of the Home page wy wis see ee pE eee erme m yu ee ee ey Bane Calendar New Work Order My Requests My Account GO TELL A FRIENI Advanced Search Help _ ASSIGNED WORK WORK CENTER lest Note Action Taken is saved when Mark Complete button is clicked CALENDAR ings i i ur Sort by REMSIYE M O ascending Descending 11 29 2005 WORK Tuesdi j R Filter Select Status ne QO Get To
39. Types Report Types Report Information Summary The type of summary report will give a summary of all labor hours labor and material costs total costs work order count and average hours cost per type Detail The type detail report will give you a detailed account of each transaction for work orders assigned the selected types Work Load Report Types Report Information Calendar This report will take you to the calendar where you can print an assignment report 112 Work Orders Report Types Report Information Summary The work order summary report will give you a summary of each employee and the count of how many work orders they are assigned in each work order status Summary 2 The work order summary 2 report will give you a listing of all the work orders based on your criteria You can sort this list by status date work order ID location priority assigned employee budget project purpose or craft Detail The detail report will give you a full report for each work order in the criteria that you ve selected The detail report is several pages per work order Detail The detail analysis pivot graph is available for Microsoft Excel only Analysis Pivot It provides a way to customize a work order count report and Graph graph Custom Category Report Types Report Information Summary The custom category summary report will give a summary of all labor hours labor and material costs
40. Welcome aboard 212 II You Are Here The Work Order Request Page Once you ve visited www myschoolbuilding com and logged in using your email address you will be taken directly to the work order request page This serves as your Home page for MySchoolBuilding com and should look something like this Maint Request Trip Request My Requests Step 1 Step 2 Step 3 Step 4 Step 5 Welcome To submit your request complete the following form Til Indicates required information Please be yourself click here if you are not Fred Dude First Name Last Name Email Fred Dude fdude geewiz com Phone Pager Cellular Phone 919 555 4678 Location V Select Location v Area Area Room Number Select Area v C Yes remember my area entries for my next new request entry Select Problem Type V By Maintenance Help Desk Click here for Maintenance Emergency Contacts Click on the problem type below that best describes your issue Athletic Fields 4E Audio Visual F Cafeteria Climate Control Custodial Electrical A il Heating Ventilation Air OG Lighting eo Office Supplies Conditioning 4 HH Windows Maintenance Emergency Fi Check here if this is an emergency or call any of the emergency contacts below Contact Name Contact Phone No contacts listed T Carpentry 1 Food Services Re Plumbing Please d
41. all on one page Address a http www06 schooldude com toolbox mydtwo mydtwo_s mydtWO_emailnotifications asp _ l ERE Links Reporting P Setup New Manage Email Role Setup Bi Assignments Request Routing Notifications Copy Schema A MySchoolBuilding p Start New ID About Combo Setup Wizard Fiscal Year F Site Administrator I Administrator I C Send Site Administrator I Work Request Receipt Notification Sample C Notify of NEW Work Request Sample Note Site Administrator I are notified of ALL new requests only for the locations they serve primarily See location setup for each Site Administrator I Notify Site Administrator I of Work Request Routed for approval or review Sample Notify Site Administrator I of Work Request Change in Status e g On hold Void Duplicate Request Waiting Parts etc Sample Notify Site Administrator I of Work Request Completion Sample Notify Site Administrator I of Work Request Closure Sample K Send email notifications when Work Order has PM Purpose Code Preventive Maintenance You don t have FS Purpose Code define to set this option please click here to set it up p ee Notify of NEW Work Request Sample Note All users setup as an Clerk will receive notification of ALL new work requests Notify Clerk of Work Request Routed for approval or review Sample Notify Work Request Assignment Sample Notification of Direct Reports Work Request A
42. just a way to customize whatever information you would like to include on your work orders If there is a code or category that you think should be on all of your work orders but it isn t listed under the Manage Codes section you can create your own Code using the Custom Category option provided in the Manage Codes list l Getting Started Click on the Account Setup tab at the top of the Home page The Account Setup page should look like this Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_administrativefunctions asp E3 Go Links e is hoolDude Test District Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP site f j MAINTENANCE DIRECT Home Calendar New Work Order Reports Services Account Setup Search for ME C TELL A FRIEND Advanced Search Help Administrative Shortcuts Jf Account Account CJ Logo Setup ID Manage Codes Setup Steps Information Reporting Setup New z Manage Email Role Setup Assignments Request Routing Notifications Copy Schema A MySchoolBuilding Fd ID About Combo Setup Wizard F Your MaintenanceDirect Account Settings MaintenanceDirect Account Settings To begin your journey in Maintenance Direct you should enter your organization s information in the forms below beginning with Account Information This is a one time setup but you may come back to make modifications as often as n
43. m ba MAINTENANCE DIRECT Home Calendar New Work Order Assign New Request Reports My Settings Go to WOID EE GO SHORTCUTS CRESS Advanced Search Help Calendar Shortcuts Month View i Day View i Organization Assignment lt Ja Get Weather Event Calendar Report Select Month Year Assigned To i 2005 v Include ALL Assignees v Print Assignments Show all outstanding work Show completed closed work Work Calendar for December 2005 Tip You can click on the day number to see more details on work assignments The number in parenthesis are hour estimates Only open work orders appear closed completed void and duplicate are excluded View Legend Sunday Monday Tuesday Wednesday Thursday Friday Saturday 1 2 3 112 114 113 4 7 8 Get Weather uo oZ oe Owe O SE e EC lt Previous Month Next Month gt Legend MD Work Order no icon PM Work Order FSD Work Order IT Work Order gt PD Work Order bi Click the day number to view work order details for the entire day or click a work order id to view edit the work order Click here to talk to an Home Calendar New Work Order Assign New Request Reports My Settings Online Oparstor HOW Powered by E Ld bube Conditions of Use Privacy Policy Security Statement Emal LOGIN SERVICES MY ACCOUNT 32631335 HELP Need help Call us 1 877 868 DUDE 38
44. s take a minute to check out the My Settings page which contains your information as entered by the Administrator during the account setup process Use this page to edit your information or to change your password Your My Settings page should look something like this Address http www06 schooldude com T oolbox mydtwo mydtwo_s mydtwo participants asp username BenDude vi J Go Links Home Calendar Work Order Reports My Settings Search for ME C2 Advanced Search Help Legend Tal Indicates required information Account Administrator Work Order Participant Information Login Name _ BenDude First Name Ben Last Name dude Email BenDude geewiz con Receive email notifications Reports To Schooldude Administrator v Note Reports to fields helps supervisors and administrators process and manage work assignments Personnel Type Not Assigned v Phone Number Fax Pager Pager Email Notify electronically by Pager Note Pager notifications for work requester is not supported Unit must support text based electronic notifications You can test here d Notify Pager Email only for Emergency Work Orders Cellular Phone e Make any changes you wish to make and click Done If you don t want to change your password at this time you don t have to Your changes will be made anyway e When you click Done you wi
45. total costs work order count and average hours cost for each custom category Detail The custom category detail report will give you a detailed account of each transaction for work orders that are assigned the selected custom categories 113 Listing l w eee ee Go to the Information Analysis section of MaintenanceDirect either on the Home page or by clicking on the Reports tab from wherever you are in MD The Reports page looks something like this e ee ee Sloan County Schools Home Calendar New Work Order Search for MEE C Advanced Search Help Reports You will find many useful reports in each of the options under Information Analysis show on the right Reports Benchmarking How is your department performing Establish new goals from benchmarking data Now innovative executives can learn from GLOBAL t A ES N sharing the best practices to set quality HAMAR NE standards for topics problems and most importantly processes Camp shows how are wr global leaders in manufacturing service one government and other areas have used i benchmarking to reduce waste improve quality and streamline current systems Purchase Now bed Paties ioe Graphs View your data graphically Bar charts pie charts and much more To make your graph clickable we use Flash Click here to download Macromedia Flash Player Printed Reports actual success stories and case studies that
46. 11 14 2005 1 18 07 PM Status Last Changed By Closing Work Orders in Batches You may find at one time or another that you want to mark work orders as complete and then close them later in a batch In this case do the following e Click on the number next to the Complete status on the Home page to get to the work order summary list e The Batch Close Work Orders option is on this page in the Shortcuts section See below Address http www06 schooldude com toolbox mydtWO mydtWO_s mydtWO_WOhistory asp whereclause StatusID 3 AND 28DateOfLastStat J Go Links oe pan County Schools Go to Quick Links y LOGOUT SERVICES MY ACCOUNT 32631335 HELP Re r a S MAINTENANCE Ay DIRECT Home Calendar New Work Order Reports Services Account Setup Search for i Go TELL A FRIEND Advanced Search Help Analysis Shortcuts Quick Links Talk About It amp Suppliers New K n Print WO Batch Print New Request Print WO Range Work Orders Analysis Analysis Order Report Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Batch Close R Graph Status RH Graph Priority Print Work Legend Click a to sort table by that column A second click on the same label will reverse the sort Filtering View work orders star
47. Costs My Costs ymmunityDirect required for participation CommunityDirect information is shared within the entire yintenanceDirect data is kept private to each account to sort table by that column Project in MaintenanceDirect Project in MaintenanceDirect ng by Project ID BOQOABCDEFGHIIKLMNOPQRS TU VW X Y Z Al e Follow the instructions on the appropriate page the page below is shown as an example filling out the necessary information and choosing the period you wish to print etc Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_locationprint asp L Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP ke s gt MAINTENANCE DIRECT Home Calendar New Work Order Reports Services Account Setup Search for SSS GO TELL A FRIEND Advanced Search Help Location Shortcuts Talk amp Suppliers y Account g Graph amp Print amp Print About It Setup Steps My Costs My Costs My Counts Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Print My Costs by Location 1 Select Your Reporting Period Quick Links th New Buildings My Locations Use Custom Period Custom Begin Custom End 2 Ch
48. Date as well as the Requested Completion Date and or the Actual Completion Date Enter the Estimated Costs and Estimated Hours As you enter transactions into the system Actual Costs Actual Hours and Total Costs will display underneath for comparison Budget Choose the Purpose of the request from the drop down box provided The purpose is generally why you are performing the work order For example if it is a work order for removing graffiti from a wall the purpose would be vandalism Choose the Craft for the request from the drop down box provided Select the Budget Code Custom Category and Project from their corresponding drop down boxes 127 e If this work order is to be performed using an item in the Equipment list you can choose the item from the Equipment drop down box If this is a not a new work order but is a PM work order that you are approving you will also see a Classification and Type selected e Click Save at the bottom of the page Yourre halfway there Once you click Save the next page you see will look something like this Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_woupdate asp r 1 amp woid 105 amp strnext amp strprev amp strfirst amp strlast 8 Eco Links Cy van County Schools Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP P gt 7 G n MAINTENANCE DIRECT Home Calendar Work Order Reports My Settings Search
49. HOW Powered by E be Conditions of Use Privacy Policy Security Statement Emal lt e Ifyou need to account for overtime comp time holiday time or any other time you can click on OT Other Time next to the corresponding date A window will appear for you to enter in any other times 9 Method 2 The second way to enter purchase and labor transactions into MaintenanceDirect is through the link provided on the Home page This method would probably be most useful to someone in the clerk role who may be entering purchase transactions by going through a stack or list of invoices It provides a faster more streamlined way to enter transactions into MaintenanceDirect To get started take a look at the section of the Home page As was mentioned earlier in the Home page discussion at the beginning of this manual the Information Analysis section is a quick source for locating and managing all the information pertaining to work orders within MaintenanceDirect To work within Transactions click on the Transactions link here The Transactions page will look something like this the first time you visit Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_transactionlist asp vE Go Links eo van County Schools Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP a a MAINTENANCE DIRECT Home Calendar New Work Order Reports Services Account Setup
50. In Progress a OEE E Complete C OOn Hold p pi OVERDUE W sactions list E OPendng 13 days Kis ua Refresh Pie 1 due on 11 2 short form Counts are based on Status Date for each selected period This 7 Aa on 12 2 long form reflects the actual date of the last status change s amp supplies 2 Total Overdue ntary iccie This will take you to the Outstanding Work Orders page where you will see the last ten requests listed gt To view all the details of the work orders click on the work order ID number WOID gt To send an email to the requester of the work order click on that requester s name gt To view the details of the location of the work order click on the location 243 VII Closing Work Orders When It s Time to Move On Work orders can be designated as Complete or Closed Work Order Generally if the actual work for the work order is done you would mark it as complete because you may still have labor hours or purchase transactions to add to the work order Once you add all transactions however you would then close the work order Once a work order is closed you cannot add any other transactions in order to add transactions you would need to re open the work order SCHOOLDUDE SAYS Note that you can NOT delete a work order This is mainly for record keeping purposes To mark a work order as complete simply change its status to Complete To close a work order
51. Order Reports Services Account Setup Advanced Search Help Advanced Search Shortcuts Q Work Order Search Q Equipment Search Q Transaction Search Q Equipment Usage Transaction Search Legend Tip To select multiple choices in each list box use the Ctrl key to select Work Order Search Location Equipment Status Include ALL Locations Sloan Community College Sloan Elementary School Sloan High School Sloan Middle School South Sloan High School Include ALL Equipments Include ALL Statuses Blank New Request Work In Progress Complete Closed Work Orders Declined Parts on Order Building Include ALL Buildings R Sloan Gymnasium Include ALL Budget Accounts Blank Budget1 Marching Band Fund Budget2 Athletics Fund Budget3 School Clubs Fund Budget4 Budget for any faculty Library Fund Any monies allott Craft You should see all of the information that you entered during the Account Setup process as far as the names of Locations Buildings Crafts Purpose Assigned To Equipment Budgets Priority Requested By Status Area Project and Custom Category On this page you may choose any combination of search options from the listings and fields provided Enter your options and click the Search Now button An example would be if you would like to
52. P New Request Note Action Taken is saved when Mark Complete button is clicked CALENDAR P Your Settings R tA 3 gt Labor Hours Sort by Request Age z O Ascending Descending 2 14 2006 WORK Tuesday s Saee ia me aiaa n am Get Today s Weather P User Forum 1 gs 2 of total 2 listed P SchoolDude com site OTHER ASSIGNED WORK LOGIN HERE Sloan Elementary School 106 Two lights out in stairwell Hello Howard Dude Not Howard Dude Please A Print This aa be yourself TOTAL ASSIGNED WORK Email Supervisor Request Age 78 in days Assigned to Howard Dude Contact Today s Labor Hours New Request Sloan Community College Area 2nd Floor 109 Thermostat needs repair _ Print This a elt AERA Request Age 76 in days Assigned to Howard Dude Contact Howard Dude Phone 919 555 1647 Paaer 187 VII My Requests Keeping Track of Your Requests The My Requests page allows gives you a look at all the work requests you ve made in MaintenanceDirect You can reach the My Requests page by clicking on the tab at the top of the Home page It should look something like this depending on how many requests you ve submitted rn ey pe rr ey Rey yp Ngee ne a es 34 Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP afr f MAINTENANCE DIRCCT OLL Calendar New Work Order My Requests My Account Search for co TELL A F
53. Privacy Policy Security Statement LOGIN SERVICES MY ACCOUNT 32631335 HELP Need help Call us 1 877 868 DUDE 3833 Copyright 1999 2001 SchoolDude com Inc All Rights Reserved Legal Stuff e Click Save e Tocontinue setting up roles click on the Back button after the page refreshes You can also click on the Role Setup shortcut box at the top of the page after saving as well to continue SCHOOLDUDE SAYS The Administrator Supervisor I Technician Requester and Site Administrator I all have one page of options for additional role setup Only the Supervisor II role setup screen has two pages of optional settings 30 10 Routing At this point if you wish to employ this option of MaintenanceDirect you ll need to decide how your work orders will be routed In other words who will get a request once it is requested who will they send it on to etc As this part of the Account Setup process can sometimes seem a little confusing this section will be a bit longer than the others as we ve included more information and explanation to make it as easy to understand as possible A work order can have one of eleven statuses during the routing process 1 2 3 4 5 6 7 8 9 New Request All work orders are initially set to New Request Generally New Request means that they have not been assigned to someone for the work to be completed Work in Progress Any work order assigned or sche
54. Rights Reserved Legal Stuff e Click Submit e Onthe next page that appears a check box or check boxes depending on which role you select each role has different options will appear next to the available options See SchoolDude Says on the next page of this manual To activate the option click on the check box and a green check will appear 29 Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_rolesetup2 asp roleid 21 pan County Schools Home Calendar New Work Order Advanced Search Help Administrative Shortcuts Reports Go to Quick Links Services Account Setup i MD Users Jf Account C Account L Logo Setup ID Manage Codes Setup Steps Information Reporting P Setup New Manage Email Role Setup Assignments Request Routing Notifications Copy Schema A MySchoolBuilding rd Start New ID About Combo Setup Wizard Fiscal Year E Go Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP a gt MAINTENANCE DIRECT TELL A FRIEND Role Setup for Technician Role C Yes require technician to enter labor before making work request as closed or complete Default Will you perform this work to yes Cl Notify Comptroller of new user login addition Click here to talk to an Home Calendar New Work Order Reports Services Account Setup iy pene a Powered by Email Conditions of Use
55. Routed To 11 7 2005 10 12 32 AM System Route Schooldude Administrator P Back to Shortcuts F e Ifyou are approving a work order that has been entered by a requester enter the Action Taken for this work order here The requester will then be able to view this information when checking the work order s status e Message Center This section will allow you to send an email message regarding the work order to anyone in the system It will also show email notifications sent out from our servers To enter a new message click the New Message link e Journal Notes This section allows you to post journal notes regarding the work order You also have the option of sending out a reminder email for the journal note To create a new journal note click the New Note link e Transactions From this section you can add and edit Labor and Purchase Transactions If you have InventoryDirect you will also be able to add and edit Issue Transactions Transactions will be discussed in more detail in the next section of this manual e Approval Routing This section displays all the routes the work order has taken for approval 5 e File Attachments You can attach up to two files to each work order Keep in mind that they must be 3MB or less each e Click Save Or to clear the work order of all changes you just made click Reset gt Once your work order has been saved it will show up in the iN ection of the Home page If this is your first work
56. Transactions Locations Manufacturers Outstanding Work Projects Priority Purpose Status pes Work Load Assignment Work Order 4 e Click on the number next to UNASSIGNED on the Home page see red arrow above e This will take you directly to the work order form of the oldest unprocessed work order in the system At this point you can either go ahead and handle this particular work order now or you can choose another of the unprocessed work orders to process from the Unprocessed New Requests dropdown box provided near the very top of the work order form see green arrow on next page 86 rn rn ee py ye ee rr er rey Cy RN NN Re rE eR RE Tw er N E T ng re A Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP 5 uae a DIRECT Home Calendar New Work Order Reports Services Account Setup Advanced Search Help Shortcuts Talk About It Sort by Request Age v O Ascending Descending amp Supplierg C Check here if you want to use Batch Print feature Unprocessed New Requests Light board in auditorium is malfunctioning v Including the qges Light board in auditorium is malfunctioning he gP __ have assignetll won 104 Requested By On 11 21 2005 Print WO Batch Location South Sloan High School 5 Print New Requests lt Building No Building Available CommunityDirect G
57. WV Electrical C Fiscal Yr Qtr 1 I nod senios Separate Craft Code Yes No Fiscal Yr ra F Heating Ventilation Air Conditioning O l Fiscal Yr Qtr 3 C Lighting Select Your Location s Cl Fiscal Yr Qtr 4 Note To select multiple hold Ctri key down Maximum C office Supplies 10 locations can be selected L calendar Year Plumbing Include ALL Locations C calendar Yr Qtr 1 Ow Sloan Community College FF calendar Yr Otr 2 Windows Sloan Elementary School Qtr Sloan High School a C calendar Yr Qtr 3 Sloan Middle School W3 C calendar Yr Qtr 4 Select Your Building Include ALL Buildings Select Your Status Craft Comparison Maintenance Cost B all Carpentry E A Custodial E A Electrical E all Plumbing 252 IX Using the Calendar See the Big Picture As with all other SchoolDude products MaintenanceDirect has a Calendar tab a place you can go to see what s going on where when and who s involved You can see in easy to read calendar format work orders entered on a month to month or year to year basis You can even check the weather In this section of your manual we ll show you how to use the calendar and all of its options in the way that works best for you e Toopen up your calendar from wherever you are click on the Calendar tab at the top of your screen The page that opens up will look something like this ie Ce ey lt ate wy wis 5 Eee ae
58. When you click Done you will be taken back to your Home page e SAYS If you don t see the change immediately for instance if you changed the spelling of your name and the spelling hasn t changed under the Login Here section don t worry Next time you log in you ll see that the change has been made 173 Ill New Work Order MD in Action Technicians have the ability to enter new work order requests in MaintenanceDirect To do so you will need to click on the New Work Order tab at the top of your Home page and fill out the following form on the New Work Request page You can choose whether or not the new request will be assigned to you or if it will be routed according to your system routes Keep in mind that 4 indicates a required field Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP ee aa MAINTENANCE DIRECT Home Calendar New Work Order My Requests My Account Search for nn GO TELL A FRIEND Advanced Search Help New Work Request Welcome To submit your request complete the following form a Indicates required information Location V Select Location Building Select Building Area Area Number Select Area be Select Problem Type V Click here for Maintenance Emergency Contacts Click on the problem type below that best describes your issue Athletic Fields f Audio Visual _yy Cafeteria Carpentr
59. and any Action notes that have been made gt You can print your requests using the Print icon near the bottom left hand corner of the page gt To search your requests enter a key term in the Search field located just above your request list then click Go To show all requests after searching for work orders click the Show All link gt To view only requests of a certain status click the number next to the status under the Request Totals section near the top right hand corner 219 gt lt Data Clerk I I Welcome to the Home Page Now What A quick overview of what s on the Home page As the Data Clerk I of MaintenanceDirect for your educational facility you not only have the ability to create new work orders and enter data into the system you can also assign new requests edit and close work orders and view certain reports Once you ve logged in with your user name and password you re taken directly to your Home page It should look something like this depending on the number of work orders in the system aeee ee i A y E E E ee ed ee er aa ee me Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP vie i 9 MAINTENANCE DIRECT Home Calendar New Work Order Assign New Request Reports My Settings Go to WO1D co SHORTCUTS ALT S Advanced Search Help LOGIN HERE WORK ORDERS BY STATUS WORK CENTER Hello Tammy Dude CALENDAR
60. deletes al tind sleds cecta cdbonereaoeeea esate tne ttomadeioc 62 S NA T ace eee eee ee eee ee eee eee ee ere 65 e 2 0 D ener eee eee eee eee eer eee eee eee 67 a EO at hy e ee ee 68 Reporting AssigNMeNntS siirsin et pecs tee ate 70 ue tk 0 1 Seer eee are E eee era er E O Tans E A A erry ral NM Enar ca oir a cele cee ee eee ES 72 IV Entering Labor and Purchase Transactions at esccice nsec cceececataa ts aseteeecincrhadense seston a V Processing and Assigning New Requests ssscsssssssssssssssssssssecessescsssesssnscessnssesassessnssesases 85 VI Searching for Work Orders See ee eee ree eee 89 VIL Completing Closing Work Orders u ieesessssesssssssssssneesssneessssesssssesssseeessscesssesesseseeneeete 95 vI Uaine oles Cena ee eee eee 98 D Pe ae cesses A E A A E E OE R E 107 X MaintenanceDirect Wireless ooccccccccccccccccsssscscscscscscscscscsescscscscscsescscscscscsescssssscsvscscsesacsesescscees 119 cero oe midi aa Al eee EE ee ee 121 l Welcome tothe Home Pate Now W Hal ict ee eee 121 M VV SETIDE areata er e O E 125 II Entering Editing Work Orders ee eee ee et 126 DR Wood allie A A E cl E E E E AN EEA 131 V Entering Labor and Purchase Transactions ccsccssssssesssssssesseessecssessessssesssesseessesssesseeen 135 VLS eee hina Lor Work S een eee 143 VIL CIocne WOK ONI eee eee ee Peer ere 149 pV AON Oise Rial ayo Syl aie ener eee eee tee eee eee ee eee 151 ERP rT meee eter eee e INE IE TENT err et rere rey eer ee
61. files for each work order They must be 3MB or less each 184 VI Entering Labor and Purchase Transactions How Much Was That Again The cost of a work order comes of course from the labor and purchase transactions attached to it To track those costs simply enter them into MaintenanceDirect and our system will organize them for you so that you ll always know exactly how much a work order costs and why e To get started with entering labor and purchase transactions do the following e As you saw in the previous section the second page of a work order contains a Transactions section where you can click one of two links Transactions New Purchase Transaction New Labor Transaction e Clicking on the New Purchase Transaction link on the work order form will take you to the following page where you can enter and save all of the purchase transaction information for the current work order See below ey re err ree ry Rey PR Ny RR NR eee rw e ener WE Neer ww aa rr ee Go to Quick Links LOGOUT Home Calendar New Work Order My Requests My Account Search for C2 TELL A FRIEND _ Advanced Search Help ae a Legend Til Indicates required information Pu rchases Back to WOID 106 Work Order 106 Search WOID Search Description Two lights out in stairwell Location Sloan Elementary School Status New Request Assigned To Howard Dude V Trns Date 11 29
62. for each budget code You can sort the report by budget code or by location Detail The budget detail report will give you a detailed account of each transaction for work orders assigned to the budget codes You can sort this report by budget code or by location If you want to have a page break for each budget code or location check the page break option Fiscal Year end The budget year end comparison will display all the information Comparison from the summary report for the current fiscal year as well as the previous fiscal year You can sort the report by budget code or location Classifications Report Types Report Information Summar The classification summary report will give a summary of all labor y y rep g y hours labor and material costs total costs work order count and average hours cost for each classification Detail The classification detail report will give you a detailed account of each transaction for work orders assigned the selected classifications 157 Crafts Report Types Report Information Summary The craft summary report will give a summary of all labor hours labor and material costs total costs work order count and average hours cost for each craft You can sort the report by location or craft Detail The craft detail report will give you a detailed account of each transaction for work orders that are assigned the selected crafts Employees Report Types Report Info
63. for ppm A GO TELL A FRIEND Advanced Search Help Work Order Shortcuts Talk Suppliers New Short Request Contact Info About It lt Duplicate WO Form Info Quick Links this WO WO List New Requests Assignment H Budget Info Deferral lt Action s Messages Journal Completed Info Taken Notes Work z z Work in amp Transactions Approval Attach File amp Print Form amp Print Progress Routing Details Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Legend Eal Indicates required information Automatically saves on click Work Order 105 44 First q Prev Next Last Work Order saved successfully Status V Priority V New Request v Low v Status Date Created By 11 23 2005 3 25 49 PM Ben dude Status Last Changed By Date Created 11 23 2005 3 25 49 PM Date Last Printed Last Changed By rf Request Info uest Info Location Sloan Elementary School B 4 se The top half of the page will look just like the page you just filled out only the words Work Order Saved Successfully will appear in red just under the new work order number in this case 100 See red arrow above To continue filling in further details for the work order if necessary scroll about halfway d
64. geewiz com 7 Receive email notifications Reports To Ben Dude Note Reports to fields helps supervisors and administrators process and manage work assignments Personnel Type Not Assigned v Phone Number 919 555 1647 Fax Pager Pager Email Notify electronically by Pager Note Pager notifications for work requester is not supported Unit must support text based electronic notifications You can test here F Notify Pager Email only for Emergency Work Orders Cellular Phone Cellular Email Notify electronically by Cellular Phone Note Cellular notifications for work requester is not supported Unit must support text based electronic notifications You can test here F Notify Cellular Email only for Emergency Work Orders Change Password Old Password New Password Verify New Password Click here to talk to an Home Calendar New Work Order My Requests My Account ee NOWI Powered by s DUBE Conditions of Use Privacy Policy Security Statement Emal LOGIN SERVICES MY ACCOUNT 32631335 HELP Need help Call us 1 877 868 DUDE 3833 Copyright 1999 2001 SchoolDude com Inc All Rights Reserved Legal Stuff 172 e Make any changes you wish to make and click Done If you don t want to change your password at this time you don t have to Your changes will be made anyway e
65. get started We ll walk you through the data entry process how to find the information you need and how to access up to date work order data anytime from anywhere via the Internet To make instructions as easy to follow along as possible you will see page names and important words written in bold font while actions you should take links to click at any given point as well as chapter headings will be shown in red Keep an eye out for SchoolDude Says tips and notes included along the way to make things as easy and understandable as possible For your convenience this manual includes a brief overview of the roles in MaintenanceDirect as well as a glossary of terms and symbols SchoolDude Vocabulary near the very end for easy reference Please take a moment to look over the glossary before getting started to familiarize yourself with some of the terms and symbols that you ll see throughout your use of MaintenanceDirect There is also a Help Reference page to guide you to any help you might need via telephone email or live online chat should you still have any questions At SchoolDude we re here to help whenever you need us as you work your way from project to project Your educational facility is our priority and we are never more than a call or click away Best of luck and call us if you need us MaintenanceDirect Roles Who s Who in MaintenanceDirect MaintenanceDirect users are divided up into individual roles where eac
66. go in and change the status to Closed Work Order Save your changes by clicking the Save button See below Work Order 101 44 First 4 Prev Next P Last PP SELL ea Status Date 11 14 2005 1 18 07 PM Status Last Changed By Work Order 101 44 First 4 Prev Next P Last M a Fil Status Date 11 14 2005 1 18 07 PM Status Last Changed By 244 VIII Reports Listing Printing and Graphing Your Work Orders SchoolDude provides you with the options of listing graphing and printing any and all of your work orders along with their information for your convenience and for your records Follow the steps in this section and you ll have hard copies and visual aids for all of your work order information at your fingertips gt The types of reports available in MaintenanceDirect are summarized in the following tables Crafts Report Types Report Information Summary The craft summary report will give a summary of all labor hours labor and material costs total costs work order count and average hours cost for each craft You can sort the report by location or craft Detail The craft detail report will give you a detailed account of each transaction for work orders that are assigned the selected crafts Employee Status Count Report Types Report Information Summary The employee summary count will give you a summary of each Count employee and how many work orders they are assigned in each work order status
67. gt New Supplier t My Suppliers Print My Suppliers Legend V Indicates required information Quick Navigation Supplier Information Department Web Site URLs Contacts Notes Payment Billing Information You are here New Supplier 1 Supplier Information 7 Organization Name Address Notes Next Step Click here to talk to an Online Operator NOW Home Calendar New Work Order Reports Services Account Setup Powered by Ld DUBE Conditions of Use Privacy Policy Security Statement Emal LOGIN SERVICES MY ACCOUNT 32631335 HELP Need help Call us 1 877 868 DUDE 3833 amink A NANANA VANA CanbananlMerda nnm Taa AU Minhkten Nanamened tna Mefe lt e Enter the Organization Name the name of the supplier here e Ifyou have the Supplier s address enter it here e Include any notes you wish to include in the field provided e Click Next Step 62 If you would like to create a department name if specifying a particular department of your supplier is necessary enter the name address phone fax and or any notes here If you want you can choose to skip this step Click Next Step If you wish to enter your supplier s web site information do so here You may also choose to skip this step if you wish Click Next Step Define Contacts Enter the first and last name of your contact at this supplier and provide any other contact information you wish to include department
68. gt PD Work Order Nice the day number to view work order details for the entire day or click a work order id to view edit the work Click he Home Calendar New Work Order Reports Services Account Setup a gt Work order numbers will be displayed on the calendar as red links If you click on a work order number it will take you to the work order update screen If you see a number in parentheses next to the WOID that is the Estimated Hours for that work order gt If your educational facility or district has PreventiveMaintenanceDirect PM work orders will show as having a yellow background on the calendar behind the WOID 192 2 The Day View page can be reached in two ways e Clicking on the Day View shortcut at the top of the page or e Clicking on the number of the date on the monthly calendar if that day s number is shown in red you can only reach the Day View this way if you have work orders assigned to you on that particular day The Day View automatically defaults to today s date It shows you what s going on one day at a time If you have no work orders assigned for a particular day the words There are no assigned Work Orders for this day will be shown If you do have work orders however you will see your work orders for the day displayed on the left hand side along with the WOID number the Work Order Request Description the Location Name and the Estimated Hours if applicable See red arrow belo
69. handle it at the time For this reason we recommend avoiding clicking on the number next to New Requests Instead go straight to Unprocessed to handle those work orders that need direction 15 To process your new requests do the following from the Home page ep ee re er tery Sere Py Ry FRR eRe et Ee a Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP F MAINTENANCE DIRCCT Home Calendar Work Order Reports My Settings Search for ana GO TELL A FRIEND Advanced Search Help LOGIN HERE WORK ORDERS BY STATUS WORK CENTER Hello Ben Dude CALENDAR Not Ben Dude Please be Last 10 Work Requests yourself Al Work In Process 11 30 2005 WORK Wednesday i Get Today s Weather Request Totals 3 New Request 1 UNASSIGNED 2In Approval Process Print WO Batch 2 Complete Account Settings z z User Forum Refresh Pie Information Analysis E OTHER ASSIGNED WORK 3 TOTAL ASSIGNED WORK 3 More Services Areas My SchoolBuilding SchoolDude com Budget E New Request Classifications Buildings E Complete Crafts Employees Counts are based on Status Date for each selected period This Equipment reflects the actual date of the last status change Groups Transactions Locations Manufacturers Outstanding Work Projects Purpose Status Suppliers Types Work Load Assignment Work Order Custom Category e Click on the number next to UNASSIGN
70. hours labor and material costs total costs work order count and average hours cost per piece of equipment The maintenance and preventive maintenance will be separated for comparison The equipment detail report maintenance vs preventive maintenance will give you a detailed account of each transaction for work orders that are assigned the selected equipment The maintenance and preventive maintenance will be separated for comparison Equipment Usage Report Types Report Information Summary Equipment Costs Detail Equipment Costs Summary Work Order Costs Detail Work Order Costs The equipment summary report will give you summary of all usage purchases for each piece of equipment The equipment detail report will give you a detailed account of each usage transaction for work orders assigned the selected equipment The equipment summary report will give you a summary of all labor hours labor and material costs total costs work order count and average hours cost per piece of equipment The equipment detail report will give you a detailed account of each transaction for work orders that are assigned the selected equipment 246 Transactions Report Types Report Information Summary The transaction summary report will give a total quantity and cost for a group of transactions For example you can print a report for a technician for the total number of hours they worked that month You can
71. http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_classificationnew asp sortby descasc 4 Eco Links Se Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP a gt oan County Schools MAINTENANCE DIRECT Home Calendar New Work Order Reports Services Account Setup EEA i GO TELL A FRIEND Advanced Search Help Classification Shortcuts Talk amp Suppliers New ee My ES Graph Print ae ea About It Classification Classifications My Costs My Costs _ Types Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Legend 7 Indicates required information Add Update Classification Group Select Group M Description max 255 characters E This is your current icon change it below Icon Image Browse Delete Icon Browse Submit Home Calendar New Work Order Reports Services Account Setup Click here to talk to an Online Operator NOW Powered by a Conditions of Use Privacy Policy Security Statement Emal LOGIN SERVICES MY ACCOUNT 32631335 HELP Need help Call us 1 877 868 DUDE 3833 Copyright 1999 2001 SchoolDude com Inc All Rights Reserved Legal Stuff e Enter the Classification you would like to add into the Description field provi
72. iiia Information Analysis Thanksgiving holiday We will Refresh Pie Areas reopen at ar ale Time Budget on November 28th However our products do Classifications not get a holiday and will be Buildings up and operational as Crafts always The team at Employees SchoolDude com wishes you Equipment and your family a safe and Co happy holiday E Complete oe Transactions Locations said LE Counts are based on Status Date for each selected period This Maniifacarers Hello Ben dude reflects the actual date of the last status change Outstanding Work Not Ben dude Please be Projects yourself Purpose Status Suppliers 3 Types Quick Launch Work Load Assignment Work Order New Request Print wo Batch Custom Category Account Settings User Forum More Services My SchoolBuilding SchoolDude com P SCHOOLDUDE SAYS Macromedia Flash Player a free download is required to view this and other graphs 121 Across the top of the page there are five tabs reading Home Calendar Work Order Reports and My Settings Each of these tabs will be discussed in detail further on but for now let s take a look at the Home page It contains the following sections l New Crafts Will show in the top left hand side once new crafts have been entered where Special Notice shows above The craft list in MaintenanceDirect is a predefined list When you add new crafts to the syst
73. in the lower right hand corner of your Home page It looks like this Click here to talk to an Online Operator NOW Or visit www schooldude com click on Client Care and choose Technical Assistance shown in red from the list on the right hand side of the screen See below 4 SchoolDude com Online Tools for Managing School Facilities and Operations Microsoft Internet Explorer File Edit View Favorites Tools Help ar Q x A DQ Osh Gerais O OS a LIB B Address GB http www schooldude com marketingsite ClientCare default asp vi Go Links SITE MAP CONTACT US i DUDE Save Money Maintain More Look Good I Home Products Clients Company News Events Partners Home Client Care Overview Overview wf Training and Startup The Industry s Only Legendary Service Program Assistance Data Import Conversion SchoolDude com s client services department is headed up by Joan Maddox Vice Services President of Client Services Joan s team of dedicated professionals have many years of combined experience working with educational facilities professionals across North America and are committed to your success Technical Assistance SCHOOL Just consider us an extended part of your staff DUDE We understand that your facility management system is critical to your operation and IVERSITY that we must respond quickly and effectively to your service requests We also Register Now understand that you
74. innovative executives can learn from EPEA GLOBAL actual success stories and case studies that Manufacturers rie Wea demonstrate the power of benchmarking Outstanding Work CASES IN sharing the best practices to set quality Projects WALLA Standards for topics problems and most Priority importantly processes Camp shows how Purpose global leaders in manufacturing service eidi government and other areas have used be aities koe eroa Status benchmarking to reduce waste improve Suppliers i quality and streamline current systems Types Purchase Now Transactions Work Load Assignment Graphs Work Order View your data graphically Bar charts pie charts and much more To make your graph clickable we use Flash Click here to download Macromedia Flash Player Custom Category VW 8 INSTALL NOW Printed Reports 2 Under the Information Analysis section click on the category you wish to list 3 No matter what category you click you will find the list link in the Shortcuts section though it may have different names Area List My Budget Codes My Buildings My Classifications Craft List Employee Status Counts My Equipment List My Equipment Usage My Groups Transaction List My Locations My Manufacturers Work Order List My Projects S NON SN NON 8 SS NOR NON NN 164 RS Sc RK Na My Priority Codes My Purpose Codes Status List My Suppliers My Types List Custom Category 165 Printing
75. look something like this he ae www06 a an ee ei an a Se sib Aen ata ont asp E3 Go Links amp Search for GO TELL A FRIEND Advanced Search Help Transaction Shortcuts 5 WO List New Work Order Work Order ALT T ALT 0 Long Form ALT F s Transaction List ALT J Purchases Parts amp Note Actual completion date will default to today s date when it is marked as complete Markup i Discount ALT 7 on all parts and supplies l leave blank When used the original cost is automatically ad and FRERE ALT 1 or New Supplier ALT 9 Note Type a new supplier in the New EIRT box Date M ALT D Type Maj ALT Y Item Description M Budget ALT B ALT I Invoice PO Work Order Qty Unit Cost Tax Shipping Other Total Cost Complete CRES ALT U CRESA ALT 5 ALT 6 Purchased By ALT 3 Actual Completion Action Taken Date Select Supplier v d h Select Type Select Budget Code z P Select Purchaser Select Supplier oR Cas l Select Type v Select Budget Code o 0 Select Purchaser ar a e As you can see by scrolling down this page you can add multiple purchases at a time by filling in the information for each separate purchase in the fields provided e V WOID Work Orde
76. mo ALTI ALT G F OOO O o O ALT K Til Shange ez Select Status v Status Last Changed by 4C Info Purpose Project ALT B Select Purpose v Select Project v Budget Custom Category Select Budget Account v Select Custom Category v Craft Equipment Select Craft Select Equipment v Classification lt Select Classification gt v Type lt Select Type gt IS 224 eo SAYS Keep in mind that in MaintenanceDirect work order ID numbers WOID s ALWAYS start with 100 To fill out your work order follow these steps below Remember that fields marked with a red check mark in a box J are required Date Received The request date of the work order will display Date Completed lt alt gt lt D gt Enter the date the work order was completed M Priority lt alt gt lt Y gt Select the priority of the work order from the drop down box provided The available options are Low Medium High Emergency Safety and Scheduled Emergency lt alt gt lt M gt If this work order is an emergency indicate by checking this box VI Location Info lt alt gt lt Z gt Location Area and Area Number are the fields included in this section Select the location and area from the drop down b
77. on MySchoolBuilding to provide a way for your requesters to get back to your web site It is optional so if you don t have one leave it blank Request Form title Enter the title you would like for your Request form to have here Introduction Paragraph Choose or write your introduction paragraph for MySchoolBuilding here This will be the first thing that Requesters read upon entering MySchoolBuilding com You can write your own or choose from three available introduction options Contact Information Your customers need to know who to contact in your department or organization in case of an emergency Please indicate who they would call and their phone number you can add as many as you need Request Users List and add Requesters here MySchoolBuilding Password Choose the password for MySchoolBuilding com here Budget Code Selected Budget Codes for Requester Choose a default budget code from the budgets you entered earlier Select the budget codes you wish for Requesters to see and use Show Hide Assigned To Assigned To is hidden on the My Requests listing for work orders Decide whether or not you want to show assigned to information or the Requests page Also decide whether or not phone number and area room number are required fields Default Purpose Code Selected Purpose Codes for Requester Select purpose codes you wish requesters to see and use 47 v Requested Completion Date Decide whether or not
78. on the appropriate link you will be taken to the MySchoolBuilding com Setup Steps page which looks something like this Address http www06 schooldude com myschoolbuilding myschoolbuilding_s myschbld setup asp t Go Links Welcome to MySchoolBuilding com Wizard Mouse over selections below to see your current settings Back to Administrative Functions START Give us your logo i Your web site hyperlink 4 Request Form Title Introduction Paragraph Contact Information Request e To start the wizard click the Start button on the flowchart As you complete each step of the flowchart you will automatically be taken to the next step in the flow chart when you click Next Step To skip to any other step click on that step in the flow chart 46 e Follow through each step of the wizard until your MySchoolBuilding com has been set up You will be taken through the following v Set up your Organization Logo This will not only set the logo for your MySchoolBuilding page but it will also set the same logo for your MaintenanceDirect account it will display in the upper left hand corner Click the Browse button to find the logo you would like to display at the top of your MySchoolBuilding page When you ve chosen it click Add Update Logo and then Next Step Keep in mind that your logo will need to be a gif no larger that 150 x 50 pixels Your web site hyperlink This is used
79. page below 209 oe mee a eee AEE ee eS en ke ee ee Sloan County Schools Te ES ed a Welcome To begin please enter your email address below Email Address fdude geewiz com Please select your name from the below list or select the not listed option Ed Dude edude geewiz com Jane Dude jdude geewiz com Sam Dude sdude geewiz com will Dude wdude geewiz com My name is not listed Powered by Conditions of Use Privacy Policy Copyright 1999 2005 SchoolDude com Inc All Rights Reserved Legal Stuff 12 Your email address should already be entered into the box provided If it s not correct however enter it correctly Make sure that the circle next to My name is not listed has been clicked and contains a green dot 13 Click Submit 210 14 The page you see next should look something like this ya see i is bacco peta at a ER EEE eee eee eR ee ee ee r a es A Sloan County Schools Kal Indicates required information First Name Til Last Name Tal Dude Email Address Til fdude geewiz com Phone Number Pager Cellular Phone Note This information will be saved after you submit your first request New users are not saved until their first request has been submitted Powered by Conditions of Use Privacy Policy Copyright 1999 2005 SchoolD
80. phone fax cell email notes etc To add more than one contact click Add after filling in the first contact s name and information Click Next Step Create New Note Enter any further notes you wish to include on this supplier You may skip this step if you wish Click Next Step Payment Billing Information Enter your supplier s billing information here Payment Terms add Payment Terms by clicking the Add Edit Terms link provided Delivery Terms Federal ID Credit Limit Minimum Order Amount Surcharge and whether or not they are active Click Submit You will be taken back to the My Suppliers page which will show your newest supplier has been added gt To update supplier information click on that supplier s name in the My Suppliers list Proceed through the steps above making the desired changes to your supplier s information and click Submit when finished gt To delete a supplier once it s been added and before any costs are tied to it simply click on that supplier s name in the My Supplier list In the first Update Supplier step click the Delete button at the bottom of the page beneath the Notes field A gray confirmation box will appear to make sure that you want to delete the supplier Click OK You will then be taken back to the My Suppliers page which will show that the supplier has been deleted 63 SCHOOLDUDE SAYS Keep in mind that you will NOT be able to delete a supplier
81. private to each account SHORTCUTS Legend Click E to sort table by that column da Use Craft in MaintenanceDirect lt Hide Craft in MaintenanceDirect Crafts are pre defined in MaintenanceDirect You cannot change the codes Feel free to submit suggestions for other craft categories to help improve this list for all users to Customer Service Filtering View crafts starting by ABCDEFGHIJKLMNOPQRSTUVW X Y Z Al My Crafts 1 20 of total 225 listed Previous 20 Next 20 gt Calendar Calendar Fiscal YTD Fiscal YTD Total Location Analysis YTD Count YTD Costs Count Costs Count lt Advertisements 0 0 00 0 0 00 0 Expenditures et Air Conditioning 0 0 00 0 0 00 0 Expenditures lt Alarm 0 0 00 0 0 00 0 Expenditures lt Appliance Repair 0 0 00 0 0 00 0 Expenditures lt Architect 0 0 00 0 0 00 0 Expenditures lt Asbestos 0 0 00 0 0 00 0 Expenditures ie Asphalt 0 0 00 0 0 00 0 Expenditures e You will be taken to the Graph My Costs or Graph Transactions page depending on the link you selected On this page go through the fields provided choosing the Period Transaction Type or Craft Chart Title etc to indicate what information you d like the graph to depict e Click Refresh Chart e When the page refreshes the chart or graph will be at the bottom of the page 251 e Change the information shown on the graph by changing the options above the chart eu eee
82. s and craft s They may have limited access to reports and can only search for any work orders within their locations and crafts via the search or advanced search Some examples head custodians tradesmen etc Technician A technician only sees work orders assigned to them However they have the ability to search for work orders via the Search or Advanced Search options A technician has limited capabilities for a work order For example they are not allowed to reassign a work order to another user They also have the ability to add their own labor hours and change their work order status to complete once they have finished a project Site Administrator The main function of the Site Administrator 1 is to approve work orders routed to them They can view all work order requests for their assigned locations and they can also enter new requests Principals are often assigned to this role Data Clerk I The main function of the Clerk I is data entry The Clerk I has access to all work orders They can assign new requests edit and close work orders as well as view some reports Work order forms in the Clerk I role are shortened and have keyboard shortcuts to facilitate data entry Requester Requesters are the people who request work orders They can go to the requester website http www myschoolbuilding com and submit requests for any location They also have the ability to view any requests that they have made as well as the sta
83. select multiple hold Ctrl key down Include ALL Types 166 e When you re finished click the Print This icon at the bottom of the page gt You can also print any page that has a Print This icon on it i PrintThis 167 Graphing 5 If you wish to view a graph of certain information follow steps 1 through 3 above using the Information Analysis menu and choosing the category you wish to view Then do the following e Follow the instructions on the appropriate page which will take you through the period priority location Assign to person chart title and type etc e Click the Refresh Chart button A chart will appear at the bottom of the page graphing out the information you indicated above e Change the information shown on the graph by changing the options above the chart Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_graphanalysis asp v Go Links oe _ Calendar Yr Qtr 1 _ Waiting Funding ake pa A Sloan Elementary School l nte C Calendar Yr Qtr 2 _ Deferred Sloan High School C calendar Yr Qtr 3 C Forwarded Sloan Middle School Ss E Calendar Yr Qtr 4 Buildings Include ALL Buildings R Sloan Gymnasium Separate Location Yes No Note Graphics may not displayed in a readable format if several criteria options are chosen for one graphical report To correct this simply choose less options in the time period fo
84. that you just entered Continue adding Buildings by clicking the Add New Building link and repeating the steps above gt To edit update information for a particular building simply click on that building s name on the My Buildings page make the changes that you wish to make on the Add Update Building page and click Save gt To Delete a building simply click on the name of that building on the My Buildings page Once on the Add Update Building page click the Delete button near the bottom The building will then be deleted 3 SCHOOLDUDE SAYS You will not be able to delete a building once costs have been assigned to it 19 6 Areas Areas are predefined and listed in MaintenanceDirect for your use Some examples of these Areas are I Floor Auditorium and Classroom Areas though optional are another way to clarify reports by narrowing criteria To set up Areas simply follow these steps e From the Account Setup page click on the Areas link The page you are taken should look like this Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_arealist asp E Go Links 18 pan County Schools Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP A EAR MAINTENANCE DIRECT Home Calendar New Work Order Reports Services Account Setup Search for GO TELL A FRIEND Advanced Search Help Area Shortcuts Talk About It gt Suppl
85. the period you wish to print etc 249 wy tw Se _ _ eee ee a I ex er p 9 MAINTENANCE Home Calendar New Work Order Assign New Request Reports My Settings Go to W010 IS C SHORTCUTS CRETS me Advanced Search Help Transaction Shortcuts Talk About It Suppliers X Labor Types 45 Labor Hours 9 Purchases ALT L ALT P Transaction List EH Graph Transactions Print Transactions Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Print My Costs by Transaction 1 Select Your Reporting Period Use Custom Period v Custom In Custom End 2 Choose the type of reporting date Request Date Requested Completion Date O Target Start Date Target Completion Date Completion Date Transaction Date 3 Select Your Transaction Type s Note To select multiple hold Ctri key down Include ALL Types e When you re finished click the Print This icon at the bottom of the page gt You can also print any page that has a Print This icon on it i Print This SCHOOLDUDE SAYS The Employee Status Counts link under Information Analysis will take you directly to the Print Status Counts by Employee page without you having to click any other
86. the Add New Location shortcut and repeat above steps You can see the information you ve entered by clicking on the List My Locations shortcut 16 gt To delete a Location click on the Locations link from the Account Setup page Click on the name of the location on the My Locations page scroll to the bottom of the Add Update Location page and click Delete Confirm by clicking OK in the box that will pop up and you will immediately be taken back to the My Locations page which will show that the location has been deleted eo un SAYS You will not be able to delete a location once costs have been assigned to it I7 5 Buildings This section is optional but if you have multiple free standing structures on a campus you might list these as buildings for a particular location Examples Dude Hall Smith Performing Arts Center etc Try to avoid using smaller structures like field houses pump houses or modular units as Buildings The My Buildings page can be reached by clicking on the Buildings link on the Account Setup page It should look something like this Sloan County Schools Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP ofr AL 1 MAINTENANCE DIRECT Home Calendar New Work Order Reports Services Account Setup Search for a GO TELL A FRIEND Advanced Search Help Building Shortcuts Talk amp Suppliers if Account My Buildings ES Graph Print About It Setup Step
87. the status of New Request If this is the case click Cancel 87 gt Once youve processed all the work orders you will see a notification that there are No More New Requests to Process gt To save and print out a copy of this work order click the Submit and Print button You will see a prompt unless you ve turned it off to change the status to Work in Progress Click OK if you would like to make this change or Cancel if you would like to keep the status of New Request A page will come up with a printable version or the work order form Print the form using the print function on your browser Once the work order is printed close the print window The work order listing will be refreshed and the next work order in your list should appear ready to process gt Toclear the form of all of your changes click the Reset button 88 VI Searching For Work Orders The Information You Want When You Want It So you ve learned how to create work orders how to process work orders and how to assign new work orders The next step is to learn how to search for work orders that have been entered into the system That way you can find exactly what you need when you need it To get started let s take a look at the different types of searches that you can perform within MaintenanceDirect and then check them out one by one l Search 2 Advanced Search 3 Work Order by Status list 4 Last 10 Work Requests lis
88. ve made on the work order form when it prints e Click Save When the page refreshes you will be taken back to the top of the Add Update Equipment page where you will see the words New Equipment Saved Successfully in red near the top see below Membership in CommunityDirect required for participati membership but MaintenanceDirect data is kept private ti Legend Fil Indicates required information Add Update Equipment New equipment saved successfully M tem Number Item Number ts a primary sol Repeat this process until all of the desired equipment has been entered 54 se SAYS The next three sections Classifications and Types take managing your equipment a few steps further in that they are all ways that you can narrow down the fields for monitoring equipment used at your facility They are optional but are there just to make things a little easier for you and those responding to work orders at your educational facility 55 16 Classifications Classifications are just a way of breaking down equipment by what it s used for For instance a classification could be lawn equipment or HVAC To get started adding Classifications do the following e Click on the Classifications link on the Account Setup page e On the My Classifications page click on the Add New Classification link e You ll be taken to the Add Update Classification page which looks something like this Address
89. wish to make or update any information you d like to include Required fields are marked with a M Make note of any action taken in the field provided Click the Approve button to approve the request the Reject button to reject it or the Submit button to save the changes you ve made to the request without approving or rejecting it 206 Requester I So You re a Requester Now What Getting started with MySchoo Building com MySchoolbuilding com is where you as a Requester will go to make all of your new work order requests There are two ways that a Requester can be entered into the system e The MaintenanceDirect Administrator can add the Requester into the system e The Requester can add themselves into the system If you are a new Requester you haven t been entered into the system before follow these steps to set up your Requester name and enter yourself into the system l Goto www myschoolbuilding com 2 You will see the following page RR gy PE rr yr er rene er NEE Ege NEE EG BEEF rue EN NER NOPE NAPE EN Gy EEE FUE gee PEE NAR ENE ENE Select Organization Organization Account Number Submit Organization 3 Enter your organization account number in the space provided your Administrator can give it to you 4 Click Submit Organization 207 5 Next you will be taken to the MySchoolBuilding com login page for your educational facility You will see your facility s name and or logo in the t
90. work orders initially are set to new request Generally new request means they have not been assigned to someone for the work to be completed Work in Progress Any work order assigned or scheduled to be completed would be considered as work in progress Complete A complete status signifies that all the actual work has been done All purchases and labor transactions may not be entered into the system This will alert requesters that the work has been done Closed Work Order Once all transactions and notes are added to a work order you would close it Once a work order is closed you cannot add any more transactions you would have to change the status back to complete to add more transactions Declined The declined status defines any work orders that will not be done They may be declined by a principal if site administrator approval routing is set up or by a person in the maintenance department Parts on Order This defines any work order waiting for parts before continuing Duplicate Request Any work order entered twice or previously requested Void Voided work orders are work orders you would like to remove and will not show up in any reports unless specifically requested You CAN T delete a work order Instead you would void them out of the system On Hold Work placed on hold for any reason besides waiting on parts would have this status Waiting for Information If you ware waiting for more information from the req
91. 0On Hold 0 Waiting More Information 0 Open Extended 0 Pending 0 Waiting Funding 0 Deferred 0 Forwarded Refresh Pie Counts are based on Status Date for each selected period This Work In Process LOGOUT SERVICES MY ACCOUNT 32631335 HELP uae k F 9 MAINTENANCE DIRCCT TELL A FRIEND WORK ORDERS BY STATUS WORK CENTER CALENDAR 11 15 2005 WORK Tuesday Get Today s Weather OTHER ASSIGNED WORK 2 TOTAL ASSIGNED WORK 2 Areas Budget Buildings Classifications Crafts Employees Equipment Groups Transactions Locations Manufacturers Outstanding Work Projects Priority Purpose Status Suppliers Types Work Load Assignment Work Order v Once you choose a period and click a number next to a particular status a list of all work orders for that status in the specified time period will display in the Work Order Summary list You can sort this list by any of the fields listed by clicking on the field name to sort by descending order or clicking again to sort by ascending order The default sort is by request date 92 i a dele www06 sacl el ian bl ala ad pr Plata sell asp whereclause StatusID 3C 3E3 AND StatusID 3C EJ Go Links a Search for mane GO TELL A FRIEND Advanced Search Help Analysis Shortcuts fk Talk About It Suppliers New K work Order OOH O Batch List Print New Request Print WO Range
92. 1243 J4 5 6 7 B 9710 155 4 The Get Weather shortcut as with the weather icon on the main monthly calendar and the Home page serves as a link to connect you with AccuWeather com where you can check current weather conditions in your area or the area where work orders are being done You can also check the forecast with a range up to fifteen days e Simply click on the Get Weather shortcut near the top of the page and a separate browser page will pop up displaying AccuWeather com i iy Local Weather Forecast Zipcode or City State Go Accu Weathenca e Enter your Zip Code or City State into the box shown above and click Go 156 IX Reports Listing Printing and Graphing Your Work Orders SchoolDude provides you with the options of listing graphing and printing any and all of the work orders routed to you along with their information for your convenience and for your records Follow the steps in this section and you ll have hard copies and visual aids for all of your work order information at your fingertips gt The types of reports available in MaintenanceDirect are summarized in the following tables Keep in mind that all reports may not be available to Supervisor II users Budget Codes Report Types Report Information Summary The budget summary report will give a summary of all labor hours labor and material costs total costs budget amount percentage spent work order count and average hours cost
93. 157 SESE ET E EEE E E E 169 I Welcome to the Home Page Now What o c cceccsssssssssessessessessessessessessssssssssessessesses 169 EN CC OE eane EE A ENAA EAN A AAE 172 II New Work Ordet merce ere eee ee re ee eT er ree te 174 IV Scarching tor Work Wolo kee eee ee ee ee ere eee eee ere 176 YAN T E 0 ol pc nen meen ene ee eee ee 182 VI Entering Labor and Purchase Transaction ccceeesssssssesssessssssssssesssesscsesessesveeees 185 VEN ed aCe Fa et epee ee eee eee eee ree eer eee eee eee 188 VII Closing Work Orders ooieessseessssssssnssssnsssssnessssecessessessecsessesssnsessussessnecessnecesneeessesenseeesanesee 189 IX Usine He Calenda comer ne Pro Pree vn TTT ere ene OOP ree et 19 COCA a O 197 I Welcome to the Home Page Now What wun cssssssscsssseessssecsssecsssscsssscessuscesnecesnesetee 197 A E E E 200 HI The Work Order Request v ccccccccccesssssessssscssssssscsesssessessssecsssrssessesessessesessessssrssacsesansesaee 201 ARNA are E EE E EE 203 VeA Oa WOE ce lel cee eet eee enn ee eee 204 AGS GS a eee ee ee ee 207 I So Youre a Requester Now What cat tee cas 207 IL Yor Are bere The Work Order Regnest ex e oR ee aD 213 METE T O Cone eee eee 214 Ae ER CS E i A samnatobsevaauctanans deste hacivavestiouauenscsaes 216 Vi IVY FC cece eet ects eects cede teeta ee am seep conten es teenotee cate 219 bed os a ee 220 I Welcome to the Home Page NOW What o cccccccsccscccsccssssssessessesssessessecssssssssesseeseeseeeees 220
94. 2005 V Type materials v Select Supplier or Select S li type new one below upper Y Supplier Invoice PO Budget Code Select Budget Account Purchased by Select Purchaser v VI Description V Quantity V Cost Each Markup Discount 185 W Required information fields include Transaction Date Type Description Quantity and Cost Each e Clicking on the New Labor Transaction link on the work order form will take you to the following page where you can enter and save labor transaction information for this particular work order See below amen rn RR ye re rrr Er ree Ny UN sR PE NAR NPE NAR Np PEE NAR NY BONER RSE RUE ERE p A PE NE EE WO NFENS 6 ENP NPR AN ANOEUNOE EES NUNS RENE NS aa ee e Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP ee a gt MAINTENANCE DIRECT Home Calendar New Work Order My Requests My Account Advanced Search Help _ Print This Back to WO 106 Date Note OT represents Other Time click OT to enter time for holidays comp and or overtime lt lt Prev 10 Next 10 gt gt Work Order ID Location Work Sat Sun Mon Tue Wed Thu Fri Total 4 November 2005 Action Taken Complete Nov 26 Nov 27 Nov 28 Nov 29 Nov 30 Deci Dec2 Hours SM T W T F S 106 Sloan Elementary a 0 orlo lorlo orio oT 0 oT 0 OT O OT 0 1 4 5 School 8 a T Actual Com
95. 33 Copyright 1999 2001 SchoolDude com Inc All Rights Reserved Legal Stuff 253 At the top of your screen just above the words Work Calendar for are the Calendar Shortcuts Month View Day View Organization Event Calendar Assignment Report and Get Weather In this section we ll cover each of these shortcuts in turn starting with the Month View l The Month View page shows you what s going on on a large easy to read calendar one month at a time It s the view that shows automatically when you open up the Calendar page in other words the page you re looking at now The month you re in currently will display with arrows in the bottom left and right hand corners that you can click on to navigate to the Previous Month or Next Month Just below the Calendar Shortcuts you will see two drop down boxes one for the month and the other for the year which serve as another kind of shortcut allowing you to navigate the large calendar from one month to the next without clicking multiple times on the Previous Month and Next Month buttons gt Pie lt Previous Month Legend On the Month View each day shows in the traditional squares of a calendar which contain any open work orders Open work orders are those work orders not in the Complete Closed Void or Duplicate status The work order numbers will be displayed on the calendar as red links If you click on a work order number i
96. 4 PM Ben dude Fallen ceiling tile needs to be replaced in the staff lounge e Click the Batch Close Work Orders shortcut to close multiple work orders at a time You will e able to close ten 10 work orders at a time e Select a status from the drop down box labeled List Work Orders for Status e Check all work orders that you would like to close To close all the work orders in the list at once click the Check All box provided e To close the work order s click the Submit button Please remember to only click the Submit button once It may take a few seconds to change each of the work orders but the page will refresh when complete 150 VIII Using the Calendar See the Big Picture As with all other SchoolDude products MaintenanceDirect has a Calendar tab a place you can go to see what s going on where when and who s involved You can see in easy to read calendar format trips occurring on a month to month or year to year basis You can even check the weather In this section of your manual we ll show you how to use the calendar and all of its options in the way that works best for you The page that opens up will look something like this To open up your calendar from wherever you are click on the Calendar tab at the top of your screen Aaaress http wwwU6 schooldude com toolbox mydtwo mydtwo_s mydtwo_calendar asp 2GO Links WH Sloan County Schools Go to Quick Links
97. 8 19 20 21 22 23 24 25 26 27 28 29 30 31 oS SS SSS eee SS Se 30 31 Powered by EBs SCHOOL Home Calendar hk Coanaditinne nf bes l l To delete an Event entered onto the list and the calendar on the Organization Events Calendar page simply find that item on the list and click the K on the right hand side next to the event you wish to delete see next page To edit an Event s information once it s been entered into the Organization Event Calendar enter the Event again into the calendar using the corrected information and then delete the previously entered incorrect Event from the list To show only Shared events that is events shared by all Locations click on the Show Only Shared Events link shown in red next to the clasped hands icon F51 on the Organization Events Calendar page This link is located above the list of events see next page 104 Schools Organization Event Calendar larch WTF S 2 3 4 5 9 1011 12 gt 16 17 18 19 ESIshow Only Shared Events 1 6 of total 6 listed Begin End Date Date Event Title 10 10 2005 10 14 2005 Fall Break Date Created 8 18 2005 9 05 27 El pest AM 105 4 The Get Weather shortcut as with the weather icon on the main monthly calendar and the Home page serves as a link to connect you with AccuWeather com where you can check current weather conditions in your area or the area where work orders are bein
98. Alfred Home Calendar New Work Order Reports Services Account Setup _Powered by am e Click Add New to save this part of the routing process Conditions of Use Privacy Policy Security Statement e Next in the Location drop down you would again choose Sloan High School e For Craft and Purpose you would select On Any from both drop down boxes e Inthe When Approved By Route Assign to section you would select Alfred Dude to go in the top box and then Howard Dude for the bottom box See below 3 Add New Location Craft When Approved By Stop Building Purpose Route Assign To Next Routing South Sloan High School On Any Dude Alfred v No Building Available v On Any v Add New Home Calendar New Work Order Reports Services Account Setup Powered by eg bibs Conditions of Use Privacy Policy Security Statement e Click Add New to save gt Ifthe last person that the work order is routed to will be the person assigned to complete the work you would check the Stop Routing box This signals to our system that it the routing process is complete P SCHOOLDUDE SAYS Remember that any time a work order request is entered and a route is not defined it is automatically sent to the comptroller In the above example anything that is not from Sloan High School would go to Ben Dude wh
99. Begin Date End Date Event Title Select Location i Select Event Type _V C Create for ALL Locations 20054 gt Sloan County Schools Organization Event Calendar All locations B gt Ishow Only Shared Events 1 5 of total 5 listed January February March Begin End Event Title DELG SM EFWE E OS SoM EWE F SIS Mew PCE SS Date Date Created 1 12345 1 2 3 4 5 10 10 2005 10 14 2005 Fall Break 8 18 2005 2 3 4 5 G 7 B21 Fe G SO arIo F 3B 9 AELE 9 05 27 El pA 9 101112131415 13 14151617 1819 13 14151617 1819 M 11 15 2005 11 15 2005 Matt s Birthday 9 8 2005 m x 16 17 18 19 20 21 22 20 21 22 23 24 25 26 20 21 22 23 24 25 26 10 19 01 pot AM 23 24 25 26 27 28 29 27 28 27 28 29 30 31 30 31 12 19 2005 1 6 2006 Christmas Break 9 6 2005 e 2 33 56 El PAM PM April May June 3 28 2006 3 28 2006 Test Event 2 9 6 2005 _ SMTWTFESISMTWMTE SIS MTWTFES 2 50 43 pest 12 23 4s 6 7 23 4 PM 3456789 8 9 10111213145 6 7 8 9 1011 4 17 2006 4 21 2006 Spring Break 9 6 2005 _ 10 11 12 13 14 15 16 15 16 17 18 19 20 21 12 13 14 15 161718 sammie bol 17 18 19 20 21 22 23 22 23 24 25 26 27 28 19 20 21 22 23 24 25 24 25 26 27 28 29 30 29 30 31 26 27 28 29 30 Jul August September lt S M FE WFE OE OCSLSSM EWE E GSES M EW T FES To enter an event into the Organization Event Calendar you ll need to start by creating an Event Title for that event and proceeding from there e Toenter your Event Title click on the Event Title link shown in re
100. ED on the Home page See red arrow above e This will take you directly to the work order form of the oldest unprocessed work order in the system You can either go ahead and handle this particular work order now or you can choose another of the unprocessed work orders to process from the Unprocessed New Requests dropdown box provided in near the very top of the work order form see green arrow on next page 132 rn een yy ee errr retry Mere AN a g n r a g o r a w Re ee ETE D 7 Sloan County Schools Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP D AML 7 MAINTENANCE DIRECT Home Calendar New Work Order Reports Services Account Setup Search for o TELL A FRIEND Advanced Search Help Shortcuts Talk About It Sort by Request Age Oascending Descending Suppliers El Check here if you want to use Batch Print feature New Unprocessed New Requests SE Show all New Light board in auditorium is malfunctioning v Requests indd the ones1 Ught board in auditorium is malfunctioning j Mave assigned womD 104 Requested By On 11 21 2005 A Print WO Batch Location South Sloan High School Print New Requests lt 3 Building No Building Available v CommunityDirect E ty Get Today s Weather Priority Low T o Emergency notification Craft Select Craft v
101. If you have no work orders assigned for a particular day the words There are no assigned Work Orders for this day will be shown If you do have work orders however you will see your work orders for the day displayed on the left hand side along with the WOID number the Work Order Request Description the Location Name and the Estimated Hours if applicable See below w ee eee me er ee ree eee mr ee a w wp Sloan County Schools Go to Quick Links LOGOUT MY ACCOUNT 32631335 HE F ul MAINTENANC DIREC Home Calendar New Work Order Assign New Request Reports My Settings Go to WOID GO SHORTCUT ALT S Advanced Search Help Calendar Shortcuts Month View i Day View i Organization Assignment Get Weather Event Calendar Report Filtering View work orders starting by location 01234 56789ABCDEFGHIIKLMNOPORSTUVWVWXY Z ALL Work Orders for Thursday 12 1 2005 4 December 2005 SM TWTFS 1 2 of total 2 listed Previous 10 Next 10 ya ot 1 973 z 45678910 Asmgned To Ben Dude 11 12 13 14 15 1617 WOID 112 18 19 20 21 22 23 24 p E z 25 26 27 28 29 30 31 WO Request Toilet clogged in upstairs boys bathroom Description Location Name Sloan Middle School Estimated Hours b ___ Print Thist Assigned To WOID 113 WO Request Broken window in office 102 Description Location Name Sloan Middle School gt Youcan navigate fro
102. MaintenanceDirect system You can make changes to them update their status and make sure they get where they need to go E SCHOOLDUDE SAYS Keep in mind that in MaintenanceDirect work order ID numbers WOID s ALWAYS start with 100 ie To get started making a new work order of your own follow the steps below keeping in mind that M indicates a required field e Status Choose the status you would like from the drop down box provided e Priority Choose the priority of your work order Low Medium High Emergency Safety and Scheduled e Status Date Date Last Printed Created By and Date Created will all display in this section Status Date is the date that the status was last changed Date Last Printed is the date of the last time a printable version was created by our system Created By lists the user who initially created the work order Date Created is the date that the work order was initially created e Request Info Enter your Location Building Area Area Number Request Date and Request Description If the priority selected for the work order was emergency the Emergency check box will show as already checked here e Deferral If you would like to defer this work order until a later time you may enter the New Due Date Deferred By and the Deferral Reason in the corresponding fields provided Fore example you may receive a request to paint a room and you want to complete the work order over Spring Break
103. New Labor Transaction 1 Clicking on the New Purchase Transaction link on the work order form will take you to the following page where you can enter and save all of the purchase transaction information for the current work order See below Address http www06 schooldude com toolbox mydtWO mydtWO_s mydtWO_transaction_new asp WOID 101 v Go Links e kg 7 NE A ES a el E A 7 pets as iT ss Sie Soe Tv TELL A FRIEND Advanced Search Help Transaction Shortcuts Talk About It 3Purchases l Transaction List ES Graph Transactions amp Print Transactions Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Legend Indicates required information Purchases Work Order 101 Back to WOID 101 Search WOID Description Air conditioning unit is out in the weight room Location Sloan High School Status New Request Assigned To Ben dude V Trns Date 11 14 2005 J Type Select Type Select Supplier or Select Suppli type new one below uppler I Supplier Invoice PO Budget Code Select Budget Account v Purchased by Select Purchaser v V Description V Quantity 18 Clicking on the New Labor Transaction link on the w
104. Not Tammy Dude Please be yourself a oe Work In Process 12 1 2005 NEW SUBMITTALS Period Thursday Last 10 Work Requests an ies UNASSIGNED EMERGENCIES 0 Keyboa rd Tips 9 New Request 6 UNASSIGNED Information Analysis 2In Approval Process Crafts 2 Work In Progress Employee Status Count 3 Complete Equipment Transactions OClosed Work Orders Outstanding Work 0 Declined E New Request Work Load Assignment Work Order Keyboard Shortcut Tips Only Internet Explorer 4 amp Print Site Wide Shortcuts ALT 2 portal home ALT S search CTRL P prints the whole page Transactions Pages shortcut menu OVERDUE WORK ALT T transactions list 0 Pending 9 days Yy ALT 4 duplicate WO 1 due on 11 22 2005 ALT W WO short form Counts are based on Status Date for each selected period This ALT F WO long form reflects the actual date of the last status change 1 Total Overdue ALT P parts amp supplies ALT 8 inventory issue IND users ALT L labor hours ALT N print detailed Wo ALT R print WO form ALT A print transactions ALT J transaction list Work Order Info short OVoid E Work In Progress 0On Hold Complete OOOOONWw form f i ALTYD date completed T a 5 ALT Y priority LAST 10 NEW WORK REQUESTS ALT Z location Note Action Taken is saved when Save button is dicked ALT I description ALT K action taken Sort by Request Age he O As
105. P he a8 i ul MAINTENANCE DIRECT Home Calendar New Work Order My Requests My Account Advanced Search Help Work Order Shortcuts Talk Suppliers New Request R Contact Info About It Info Quick Links m z 2 F P F Completed f Assignment H Budget Info s Deferral Action n Messages Journal work Info Taken Work in w Progress amp Transactions Approval Attach File Print Form Routing Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Legend V Indicates required information Automatically saves on click Work Order 106 44 First 4 Prev Next P Last P Status V Priority 7 New Request Low v Status Date Created By 11 28 2005 1 01 49 PM BenDude Status Last Changed By Request Info Request Date 11 28 2005 Request Description V Two lights out in stairwell The work order form contains the following fields as you scroll down the page fields that you can edit are marked in red and include a description of what can be done e Status you can change the status that a work order holds based on what s been done e Priority you can choose the priority of a work order low medium high emergency safety and scheduled e Status Date Created By and Date Created e R
106. RIEND Advanced Search Help a Legend Click E to sort table by that column My Requests Add New Work Order 1 1 of total 1 listed Previous 10 Next 10 Status O Location O Action Taken O Complete Date 0 Area O Description D Request Date 0 Area Number O Type O New Request Sloan Community College No Action Note 2nd Floor 109 Thermostat needs repair 11 30 2005 Climate Control Add New Work Order _ PrintThis Click here to talk to an Home Calendar New Work Order My Requests My Account EES Powered by L gru Conditions of Use Privacy Policy Security Statement LOGIN SERVICES MY ACCOUNT 32631335 HELP Need help Call us 1 877 868 DUDE 3833 Copyright 1999 2001 SchoolDude com Inc All Rights Reserved Legal Stuff gt Each request you make will be added to this list where you can check its current status the date you submitted it and any Action notes that have been made gt Youcan print your requests using the Print This icon near the bottom of the i page __ PrintThis gt Add a new work order by clicking the Add New Work Order icon provided at the top right hand corner of the My Requests list You will then be taken to the New Work Request page 188 VII Closing Work Orders When It s Time to Move On Work orders can be designated as Complete or Closed Work Order Complete work orders can be designated when you enter your labor hours
107. T Home Calendar New Work Order Reports Services Account Setup Search for GO TELL A FRIEND Advanced Search Help Work Order Shortcuts Talk t Suppliers New Short Request Contact Info About It WO Form Info Quick Links Assignment H Budget Info x 4 Action wm Messages Journal z Teale ee uote Info Taken Notes Completed Eo Transact T R VERTEN A Attach Cilo E pant Carm E pnt M Work IFaANSaACUO NS we OVada W ALCLALII FHE f MNL rotil S rF k J Work in ROUTING Details Progress Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Legend vI Indicates required information Automatically saves on click Work Order NEW Status J Priority al Select Status x Select Priority gt Status Date Created By Schooldude Administrator Date Created f Request Info Info Location Select Location v Building Select Building Y Area Area Number Select Area v E To get started making a new work order of your own follow the steps below keeping in mind that M indicates a required field e Status Choose the status you would like from the drop down box provided 126 Priority Choose the priority of your work order Low Medium High Emergency Safety and Scheduled Status Date Created By and Date Created will all display in t
108. This section shows the last ten work order requests that have been entered into the system You can use this section to assign new work orders note any action taken in the field provided or mark as In Progress or Complete 5 lle 54 le E The work center provides links to the current monthly calendar and daily view of all new submittals The number of unassigned emergencies will also be displayed in this section 6 abieldait hitelem Var las Cee Clicking on any of the links in this section will allow you to access lists and view reports and graphs on the selected information type 7 OMA ple Safe 5404 This section of course displays all overdue work 8 Hel D links are available in the bottom right hand corner of your Home page as well as at the very bottom of the page just above your contact information Clicking on the Help link in the top right hand corner will take you to the MaintenanceDirect manual at any time If you need to communicate directly with SchoolDude Support however go to the two links in the bottom right hand corner of your Home page To connect directly with someone from SchoolDude support via Instant Messenger click on the word here underlined and highlighted in red See below Click here to talk to an Online Operator NOWI _ al 221 To write and send an email directly to SchoolDude Support simply click on the Email icon directly below the link we just mentioned The emai
109. V WX Y Z ALL inding Work Orders amp print wo Batch ital 15 listed First Previous 10 Next 10 Last gt Deferred Until p Status fI Location J Requested Completed py Labor Total fT Deferred By f Requester FJ Building fJ Status Chg ours p Reason J Assigned To fJ Area fJ Target H Action Taken fJ Z Area Numberf New Request Sloan 12 2 2005 12 5 2005 0 00 i zi Elementary 12 2 2005 r School 8 30 53 AM Home Calendar New Work Order Assign New Request Reports My Settings Go to W010 o CRES Advanced Search Help Craft Shortcuts Talk amp Suppliers My Crafts craft List ES Graph Print About It My Costs My Costs Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Legend Click E to sort table by that column Use Craft in MaintenanceDirect Hide Craft in MaintenanceDirect Crafts are pre defined in MaintenanceDirect You cannot change the codes Feel free to submit suggestions for other craft categories to help improve this list for all users to Customer Service Filtering View crafts starting by ABCGCDEFGHIINLMAOPEARSE TUV WKY ZM My Crafts 1 20 of total 225 listed Previous 20 Next 20 gt e Follow the instructions on the appropriate page the page below is shown as an example filling out the necessary information and choosing
110. Weather shortcut near the top of the page and a separate browser page will pop up displaying AccuWeather com i iy Local Weather Forecast Zipcode or City State Go Accu Weathenca e Enter your Zip Code or City State into the box shown above and click Go 258 SchoolDude Vocabulary A Lesson in SchoolDude ish for MaintenanceDirect Users So you ve hit a certain word or phrase and you have no idea what you ve just read Welcome to SchoolDude Vocabulary a glossary created especially for SchoolDude clients to make all that SchoolDude lingo a little less confusing Weve also included in this section a brief legend of the icons used throughout MaintenanceDirect Areas Locations within your educational facility MaintenanceDirect has a predefined list of over 300 area types Some examples are 1 Floor Auditorium and Classroom Budget Codes Designated funds coming from a specific budget that are applied to cover a particular work order s costs If your organization doesn t use formalized budgets you might still use arbitrary Budget Codes for tracking work expenses Buildings If you have multiple free standing structures on a campus you might list these as Buildings for a particular location Some examples are Dude Hall Smith Performing Arts Center Classifications A way of breaking down equipment by what it s used for For instance a classification could be lawn equipment or
111. abor Hours Mark Complete New Request WORK ORDER COUNTS Period All a Work In Process Request Totals 1New Request Across the top of the page you will see that there are five tabs reading Home Calendar New Work Order My Requests and My Account Each of these tabs will be discussed in detail further on but for now let s take a look at the Home page It contains the following sections 1 Quick Launch This section provides commonly used links including New Request Your Settings Labor Hours Purchase Transactions User Forum a place to submit questions and or problems you encounter while using MaintenanceDirect You can also read questions others have posted and SchoolDude com site 169 E LOGIN HERE you are logged in you should see your name here If you do not see your name click the word yourself to log in correctly ASSIGNED WORK In the center of the Home page near the top you ll find the Assigned Work section where all work orders assigned to you will display From this section you can view print and sort your work orders as well as make notes email your supervisor and mark work orders as In Progress or Complete You can also record action taken see how old a particular work order request is and record the number of Today s Labor Hours ie i le te aeol N The graph in this section shows the number of work orders ass
112. also print a report showing all the purchases from a specific supplier You can sort this report by transaction type or location Detail The transaction detail report will give you the total quantity and cost of a group of transactions like the summary report It will also list all the transactions that make up the total cost You can sort this report by transaction type or location Outstanding Work Report Types Report Information List This list will display all open work orders that are in the status of New Request Work in Progress or Pending Work Orders Report Types Report Information This list will display all work orders in your system 247 Listing l Go to the Information Analysis section of MaintenanceDirect either on the Home page or by clicking on the Reports tab from wherever you are in MD The Reports page looks something like this w eee e ee ree mee e e ee somme e e e poe e Go to Quick Links LOGOUT Home Calendar New Work Order Assign New Request Reports Go to WO1 I C CRER Advanced Search Help Reports You will find many useful reports in each of the options under Information Analysis show on the right Benchmarking How is your department performing Establish new goals from benchmarking data Now innovative executives can learn from CLOBAI actual success stories and case studies that TT E va demonst
113. ased Routing The site based method of routing routes work orders to different users based on the location of the work order This is useful for clients that have a head custodian or technician at each location An example would be if you wanted all work orders for Sloan High School to be routed directly to the head custodian You can route to either supervisors or technicians The head custodian technician would need to be in the system as either a supervisor or a technician To send all of your work orders by location to certain users you would need as many routes as you have different locations In the following example Howard Dude is now head custodian of Sloan Community College e Inthe Location section you would choose Sloan Community College e For the Craft and Purpose sections you would select On Any to go in both drop down boxes e Inthe When Approved By Route Assign to section you would select No One to go in the top box and then Howard Dude for the bottom box e If Howard was the only one assigned to complete work at Sloan Community College you would then click the Stop Routing box See below Add New Location Craft When Approved By Stop Building Purpose Route Assign To Next Routing Sloan Community College v T No One On Any Dude Howard Home Calendar New Work Order Reports Services Account Setup _Powered by ep Bu Conditions of Us
114. be taken back to the List of MaintenanceDirect Users page which will show the addition of your newest user Repeat the steps above to continue adding users gt To view a particular user s information make changes or delete a user simply click on that user s name on the List of MaintenanceDirect Users page make the desired changes and click Save or scroll down to the bottom and click Delete gt Ifyou wish to add a user to MaintenanceDirect that is already registered in the system simply click the Add User link on the List of MaintenanceDirect Users page choose their name from the Registered Users drop down box on the next page click Add This User From that page follow the previous instructions as you would for a new user Ce N SAYS You will NOT be able to delete a user once there are work orders assigned to them However if you need to for example remove a Technician from having access to MaintenanceDirect or any other SchoolDude product pull up their information in Account Setup and check the Disable Login button This disables their access to the product but you will still be able to run reports on them This is especially useful when attempting to delete a user that has many work orders or incidents assigned to them 28 9 Role Setup You have the ability to choose options for each role you have entered that will determine whether or not the comptroller should be notified when a new user logs in for the roles of A
115. below Add New Location When Approved By Building Route Assign To Next On Any No One On Any dude Ben Home Calendar New Work Order Reports Services Account Setup Powered by Conditions of Use Privacy Policy Security Statement 36 B Approval based Routing If you would like for a principal or a site administrator to approve each work order before it is routed to the maintenance department you would choose this method of routing Your principal site administrators will need to be in the system as a Site Administrator You must make sure they have their location defined in their user account To send all of your work orders to the principal then to the maintenance department you will just need two routes in your system for each location In the following example Alfred Dude is the principal of Sloan High School and Howard Dude distant cousin is the head of the maintenance Department e Inthe Location drop down box you would choose Sloan High School e For Craft and Purpose you would select On Any from the drop down boxes provided e Inthe When Approved By Route Assign to section you would select No One from the top drop down box and Alfred Dude from the bottom drop down box See below Add New Location Craft When Approved By Stop Building Purpose Route Assign To Next Routing South Sloan High School On Any v No One No Building Available v On Any Dude
116. cation Performs work at Serves primarily at Check all that apply Check all that apply Sloan Community College Sloan Elementary School Sloan High School Sloan Middle School South Sloan High School CE o p o g C m pa og First Prev 20 Next 20 Last lt e Choose which locations this user will be working from with and to what extent by clicking the check box next to the appropriate location name in the right column of check boxes Check all that apply This is only necessary if you are adding a Site Administrator I or Supervisor II e Click Next Step On the next page click which crafts this user will be working concerned with e Check the box es in the right column of check boxes that the user has a Working knowledge in and or Skilled knowledge in Check all that apply This is only necessary if you are adding a Supervisor II 2 e Click Next Step The next page allows you to define the labor rate of the new user e If this applies to this particular user choose a labor rate from the drop down box or enter a specified rate into the box provided e Click Next Step e That s it a SCHOOLDUDE SAYS We suggest using an Average Labor Rate and listing that rate for all of your users with the same role or by their trade To calculate your average labor rate add the individual hourly rates for all you users add the cost of benefits and then divide that by the number of workers You will then
117. ccount Settings Work Load Assignment User Forum Work Order More Services My SchoolBuilding SchoolDude com Custom Category H LOGIN HERE ONLINE SEMINAR Hella Srhnnldiide gt MDWireless Mobile De Done Internet 9 cc Across the top of the page there are six tabs reading Home Calendar New Work Order Reports Services and Account Setup Each of these tabs will be discussed in detail further on but for now let s take a look at the Home page It contains the following 1 New Crafts The craft list in MaintenanceDirect is a predefined list When you add new crafts to the system they will show up in this section SPECIAL NOTICE This section will show near the top left hand side of the Home page if there is SchoolDude news or announcements that we need to make you aware of like holiday closings Quick Launch This section provides commonly used links including New Request Print Work Order Batch Account Settings User Forum a place to submit questions and or problems you encounter while using MaintenanceDirect You can also read questions others have posted and More Services tells you what services are included in your annual MaintenanceDirect fee as well as optional services available and services not included as well as links to MySchoolBuilding com and SchoolDude com E LOGIN HERE By you are logged in you should see your name here If you do not see your name click
118. cending Descending ALT G assigned to a ALT B mere info area MEE ON Sloan Middle School ALT X delete selected i F ALT X d elete lect ed 112 Toilet clogged in upstairs boys bathroom 2 arti ALT X delete select Email lt Action Taken Parts amp Supplies Request Age 0 in days ALT M markup ALT 7 discount ALT D date ALT 1 supplier ALT 9 Has rd anal ALT V inv re F ALT I item description L mark in Se ALT B budget ALT Y type ALT 3 purchased by 220 Across the top of the page you will see that there are six tabs reading Home Calendar New Work Order Assign New Request Reports and My Settings Each of these tabs represents an aspect of MaintenanceDirect that you will work with and will be discussed in detail further on but for now let s take a look at the Home page It contains the following sections LOGIN HERE If you are logged in you should see your name here If you do not see your name click the word yourself to log in correctly 2 Keyboard Tips This section provides you with lots of keyboard shortcut tips that will definitely come in handy when you have a lot of info to input 3 BROT OT ah A Be PE She graph that will appear in this section as soon as the first work order is submitted will show the number of work orders by status for the entire educational facility or district 4 BS ee Sa fe ael Soa
119. chool OTHER ASSIGNED WORK 1 Hello Howard Dude 106 Two lights out in stairwell Not Howard Dude Please Email ys Low TOTAL ASSIGNED WORK i i is re Action Taken be yourself __ Print Thiet J Superviecr Z j Make a Note n Request Age 1 in days Assigned to Howard Dude Contact Mark in Progress Today s Labor Hours ae Mark Complete New Request WORK ORDER COUNTS Period All J Work In Process Request Totals 1New Request E New Request lt gt As work orders are assigned to you and their statuses change as you handle them you will see more statuses listed in this section marked by the red arrow above and more colored sections will appear in the pie chart 18 V Editing Work Orders Adding Your Two Cents Technicians have the ability to edit work orders entered into the system However this ability is limited in certain aspects As a technician for example you can add information and details to a work order that you have done work on yourself but you can t reassign a work order to another user To understand the work order itself in order to understand how to edit one let s take a detailed look at the work order form and just what you can do as a Technician to edit it See below Aaaress l http wwwuUo schooldude com toolbox mydtWO mddetault asp vi J GO INKS T Sloan County Schools Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP tities sie E
120. com i iy Local Weather Forecast Zipcode or City State Go Accu Weathenca e Enter your Zip Code or City State into the box shown above and click Go 196 Site Administrator I Welcome to the Home Page Now What A quick overview of what s on the Home page Once you ve logged in with your user name and password youre taken directly to your Home page It should look something like this ey ee err retry Rr rey Py Ry ENE Rte Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP a MAINTENANCE DIRCCT Home My Requests New Request Approval My Settings 60 TELL A FRIEND Advanced Search Help LOGIN HERE REQUESTS WORK CENTER Hello Jill Dude Not Jill Dude Please be yourself Period All M Search for UNAPPROVED EMERGENCIES Information Analysis Request Totals My Requests Approved Work Orders 0 Approved 0 Declined Counts are based on Status Date for each selected period This reflects the actual date of the last status change REQUESTED WORK Sort by Request Date v O Ascending Descending Last No Work Orders to Approve at this time Did you know x f In one second 6 242 000 000 000 000 000 electrons pass any given point in an electrical current Click here to talk to an Home My Requests New Request Approval My Settings a Powered by counn Across the top of the page you will see that there are five tabs reading Hom
121. come To submit your request complete the following form a Indicates required information Location Eal Sloan Elementary School v Building No Building Available v Area Select Area v Select Problem Type V Click here for Maintenance Emergency Contacts Click on the problem type below that best describes your issue bs Athletic Fields 4 Audio Visual Fi Cafeteria T Carpentry Climate Control Custodial P Electrical 1 Food Services id Heating Ventilation Air g Lighting aor Office Supplies t Plumbing Conditioning Y HH Windows oO Check here if this is an emergency or call any of the emergency contacts below Contact Name Contact Phone Melissa Dude 919 555 9999 Step 3 Please describe your problem or request al Step 4 Requested Completion Date Step 5 Please provide contact information for follow up questions and notifications First Name Til Last Name Til Email v Jill Dude jilldude geewiz com Phone Pager Cellular Phone 919 555 1111 Step 6 File Attachments Attach New File Maximum allowed is two attachments with a size of 3MB or less per file Step 7 Action Taken Action taken communicates your action reason to those involved with this work request It is optional Your new requests are automatically shown as approved by you on submit when this requ
122. cost per manufacturer Detail The manufacturers detail report will give you a detailed account of each transaction for work orders assigned to the manufacturers 160 Outstanding Work Report Types Report Information List This list will display all open work orders that are in the status of New Request Work in Progress or Pending Projects Report Types Report Information Summary The project summary report will give a summary of all labor hours labor and material costs total costs work order count and average hours cost per project Detail The projects detail report will give you a detailed account of each transaction for work orders that are assigned the selected projects Purpose Report Types Report Information Summary The purpose summary report will give a summary of all labor hours labor and material costs total costs work order count and average hours cost per purpose Detail The purpose detail report will give you a detailed account of each transaction for work orders that are assigned the selected purpose Status Report Types Report Information Summary The status summary report will give a summary of all labor hours labor and material costs total costs work order count and average hours cost per status Detail The status detail report will give you a detailed account of each transaction for work orders that are assigned the status projects lol
123. cted The detail report is several pages per work order The detail analysis pivot graph is available for Microsoft Excel only It provides a way to customize a work order count report and graph Custom Category Report Types Report Information Summary Detail The custom category summary report will give a summary of all labor hours labor and material costs total costs work order count and average hours cost for each custom category The custom category detail report will give you a detailed account of each transaction for work orders that are assigned the selected custom categories 163 Listing l Goto the Information Analysis section of MaintenanceDirect either on the Home page or by clicking on the Reports tab from wherever you are in MD The Reports page looks something like this w eene ee m mee e e ee e some e w w eed Sloan County Schools Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP a 4 F BeeT Home Calendar New Work Order Reports Services Account Setup Search for PERF GO TELL A FRIEND Advanced Search Help Reports Information Analysis You will find many useful reports in each of the options Areas under Information Analysis show on the right Budget Buildings Classifications _ Crafts Benchmarking Employees How is your department performing Establish new goals Equipment from benchmarking data Equipment Usage Groups Now
124. ction the second page of a work order contains a Transactions section where you can click one of two links Transactions Z New Purchase Transaction New Labor Transaction 135 Clicking on the New Purchase Transaction link on the work order form will take you to the following page where you can enter and save all of the purchase transaction information for the current work order See below Address http www06 schooldude com toolbox mydtWO mydtWO_s mydtWO_transaction_new asp WOID 106 od 7 7 aoa ean T 7 er e ese w a a aa a p a M Advanced Search Help Transaction Shortcuts Talk About It l Transaction List Ef Graph Transactions Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account X Labor Types 23Purchases 4 Print Transactions Suppliers Legend ral Indicates required information Purchases Work Order 106 Back to WOID 106 Search WOID Description Two lights out in stairwell Location Sloan Elementary School Status New Request Assigned To Howard Dude V Trns Date 11 28 2005 Z Type Select Type Select Supplier or Select S li type new one below Spp Y Supplier of Invoice PO Budget Code Select Budget Accoun
125. d e Click onthe Add New Purchases link on the Transaction List page located on the right hand side of the Shortcuts section see arrow above e You will be taken to the following page where you will need to enter the WOID Work Order ID number for the work order you wish to view purchases for and click Search Address http www06 schooldude com toolbox mydtwo includes wo_search2 asp PageFrom PURCHASE vi Go Links T pan County Schools Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP ate t gt E MAINTENANCE hy DIRECT TELL A FRIEND Home Calendar Work Order Reports My Settings Advanced Search Help Search WOID Search Click here to talk to an Home Calendar Work Order Reports My Settings Online pantie NOWI Powered by gy ube Conditions of Use Privacy Policy Security Statement LOGIN SERVICES MY ACCOUNT 32631335 HELP Need help Call us 1 877 868 DUDE 3833 Copyright 1999 2001 SchoolDude com Inc All Rights Reserved Legal Stuff 139 e Once you enter the correct WOID you will be taken to the Purchases page for that particular work order which should look something like this Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_transaction_new asp WOID 106 Home Calendar Work Search for ME 2 Advanced Search Help Transaction Shortcuts Order Reports My Settings Talk About It S
126. d Alfred Dude Site Administrator I jN Charles Dude Site Administrator I he Howard Dude Technician Jane Dude Requester Jill Dude Site Administrator I This page will display all users that have people who work below them that have direct reports They will be listed in a tree type format Any user with a slash through their icon is a disabled user and they cannot log into the system Any users not reporting to anyone will be listed on the right hand side You can click on any user to take you to that person s participant information 70 24 Priority This page simply displays the different levels of priority in MaintenanceDirect their Calendar YTD costs Fiscal YTD costs and Location Analysis based on work orders requested and information entered into MaintenanceDirect over time Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_prioritylist asp vE Go Links Se pan County Schools Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 are hy Home Calendar New Work Order Reports Services Account Setup Search for ie GO TELL A FRIEND Advanced Search Help Priority Shortcuts Talk About It amp Suppliers ID My Priority Codes HH Graph My Costs Print My Costs Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account
127. d above the Select Event Title drop down box See red arrow above e Clicking on the Event Title link will take you to a new page titled Add Update Event Code In the box provided next to the word Title enter the title of the event See next page lOl Sloan County Schools Go to Quick Links LOGOUT SERVICES MY ACCOUNT 326313 Home Calendar New Work Order Reports Services Account Setup Search for TS C Advanced Search Help Calendar Event Type Shortcuts Talk About It i amp Suppliers F New Calendar My Calendar Organization Event Type Event Types Event Calendar Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but PM Direct data is kept private to each account Legend V Indicates required information Add Update Event Title Home Calendar New Work Order Reports Services Account Setup DUBE Conditions of Use Privacy Policy Security Statement Emal LOGIN SERVICES MY ACCOUNT 32631335 HELP Need help Call us 1 877 868 DUDE 3833 Copyright 1999 2001 SchoolDude com Inc All Rights Reserved Legal Stuff Click here to talk t Online Operator N e Click Submit e You will then be taken to the Calendar Event Types page which will look something like this depending on the events you have or haven t entered yet Address http www06 schoold
128. d click Submit when finished gt To delete a manufacturer once it s been added and before any costs are tied to it simply click on that manufacturer s name in the My Manufacturers list In the first New Manufacturer step click the Delete button at the bottom of the page beneath the Notes field A gray confirmation box will appear to make sure that you want to delete the manufacturer Click OK You will then be taken back to the My Manufacturers page which will show that the manufacturer has been deleted e SAYS Keep in mind that you will NOT be able to delete a Manufacturer once you have costs associated with it 66 21 Copy Schema Below is a shot of the Copy Schema page Address amp http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_copyschema asp v Go Links Se oan County Schools Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 gt P i i gt HELP j MAINTENANCE DIRECT New Work Order Search for MEN C Advanced Search Help Administrat ve Shortcuts y Account Account Setup Steps Information Home Calendar Reports Services Account Setup TELL A FRIEND CJ Logo Setup ID Manage Codes i MD Users Reporting Assignments B Setup New Request Routing z Manage Email Notifications J Role Setup Copy Schema A MySchoolBuilding Setup Wizard d Start New Fiscal Year ID About Combo Code Schema Defin
129. day s Weatl de com site 1 1 of total 1 listed ast gt a isena Soa OTHER ASSIGNED WORK alone n peii lights out in stairwell S Low TOTAL ASSIGNED WORK __ PrintThis oe end IN E Make a Note Action Taken Request Age 1 in days Assigned to Howard Dude Contact Mark in Progress Today s Labor Hours Mark Complete New Request WORK ORDER COUNTS Period All i iv Work In Process Request Totals 1New Request 176 More About Assigned Work Take note that in this section as well as searching for work orders you also have the options of taking several different actions v V v View the details of a work order or edit it editing work orders will be discussed in further detail in the next chapter of this manual i 7 Print the work order form using the Print This icon provided J Frm This X Email your supervisor or other users in the system by clicking on the Email Em ail Supervisor icon provided Supervisor Add a journal note to a work order by clicking on the Make A Note icon eal Make a Mote Enter the action taken on a work order using the Action Taken field Enter Today s Labor Hours in the field provided s SAYS To save Action Taken and Today s Labor Hours you must click the Mark Complete button Doing this will change the status of the work order to Complete and will remove it from the list of open assigned work orders 17 7 2 Search Usin
130. de products MaintenanceDirect has a Calendar tab a place you can go to see what s going on where when and who s involved You can see in easy to read calendar format work orders entered on a month to month or year to year basis You can even check the weather In this section of your manual we ll show you how to use the calendar and all of its options in the way that works best for you e To open up your calendar from wherever you are click on the Calendar tab at the top of your screen The page that opens up will look something like this Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_calendar asp vE Go Links o oan County Schools Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP s a F MAINTENANCE DIRECT Home Calendar New Work Order Reports Services Account Setup Se GO TELL A FRIEND Advanced Search Help Calendar Shortcuts Month View i Day View i Organization Assignment Get Weather Event Calendar Report Select Month Year Assigned To November 2005 v Include ALL Assignees v Print Assignments Show all outstanding work Show completed closed work Work Calendar for November 2005 Tip You can click on the day number to see more details on work assignments The number in parenthesis are hour estimates Only open work orders appear closed completed void and duplicate are excluded
131. ded e Ifyou have an icon you would like to use to mark this Classification click the Browse button and add it To delete an icon just click the Delete Icon button provided e Click Submit e You will automatically be taken back to the My Classifications page which will show that your new classification has been added 56 gt To edit or delete a classification simply click on the name of the classification on the My Classifications page On the Add Update Classification page either make the desired change and click Submit or scroll down and click Delete Record e SAYS You will NOT be able to delete a classification once there are costs associated with it 5 17 Types Types are a way of further narrowing the classification of your equipment For instance if your classification is Lawn Equipment then your type could be Lawn Mower or Leaf Blower To get started adding Types do the following e Click the Types link on the Account Setup page e On the My Types page click the Add New Type link e You will be taken to the Add Update Type page which will look something like this Address a http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_typenew asp sortby descasc F van County Schools Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP _ r _ a i MAINTENANCE DIRECT Home Calendar New Work Order Reports Services Account Setup Searc
132. demonstrate the power of benchmarking Go to Quick Links w w tied LOGOUT SERVICES MY ACCOUNT 32631335 HELP Services Information Analysis Areas Budget Buildings Classifications Crafts Employees Equipment Equipment Usage Groups Locations Manufacturers Outstanding Work Projects Priority Purpose Status Suppliers Types Transactions Work Load Assignment Work Order Custom Category a r j MAINTENANCE DIRECT Account Setup TELL A FRIEND Under the Information Analysis section click on the category you wish to list No matter what category you click you will find the list link in the Shortcuts section though it may have different names Area List My Budget Codes My Buildings My Classifications Craft List My Equipment List My Groups Transaction List My Locations My Manufacturers Work Order List My Projects SAIASSSSSSSSSSSS Employee Status Counts My Equipment Usage List 114 RS Sc RK Na My Priority Codes My Purpose Codes Status List My Suppliers My Types List Custom Category 15 Printing 4 After you find the information you want by using the Information Analysis menu and clicking the appropriate link look for the Print My icon in the shortcuts menu See example below New Work Order Y Reports Services Account Setup arch Help uts t Suppliers jf Account HA New 82 My Projects ES Graph Print Setup Steps My
133. dministrator Site Administrator 1 The Supervisor H and Technician roles have a few extra options you may select for all users designated to that role To set these options click on the Role Setup link on the Account Setup page and follow the steps below On the Role Setup page select a User Role from the drop down box In the example below we ve chosen Technician Address l http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_rolesetup asp oan County Schools Go to Quick Links EJGo Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP P MAINTENANCE DIRCCT Home Calendar New Work Order Reports Services Account Setup Advanced Search Help TELL A FRIEND Administrative Shortcuts Jf Account Account CJ Logo Setup ID Manage Codes i MD Users Setup Steps Information Reporting Setup New z Manage Email F Role Setup Assignments Request Routing Notifications Copy Schema MySchoolBuilding Start New ID About Combo Setup Wizard Fiscal Year Role Setup Select Role to Setup vj Click here to talk to an Online Operator NOW Home Calendar New Work Order Reports Services Account Setup Powered by cy Re Conditions of Use Privacy Policy Security Statement LOGIN SERVICES MY ACCOUNT 32631335 HELP Need help Call us 1 877 868 DUDE 3833 Copyright 1999 2001 SchoolDude com Inc All
134. duled to be completed would be considered a work in progress Parts on Order This defines any work order waiting for the arrival of parts before continuing On Hold Work placed on hold for any reason besides waiting for parts would be placed under the On Hold status Waiting More Information If you are waiting for more information from the requester or another person you would assign the status of Waiting for Information Open Extended This status applies to any work order that you want to keep open for an extended amount of time This can be used to keep track of labor hours for a general task done daily Pending All PM work orders will initially have a status of Pending Waiting Funding This work request is waiting for the money funds to become available before the work can begin Deferred This status is used to show that a work request has been approved but will be completed at a later date 10 Forwarded This status is used to show work orders that are forwarded to ITDirect This can be done when a work request is mistakenly entered to the wrong department 11 Declined The declined status will define any work orders that will not be done They may be declined by a principal or by a person in the maintenance department 3l 12 Complete A complete status signifies that all the actual work has been done All purchases and labor transactions may not be entered into the system This will alert th
135. e My Requests New Request Approval and My Settings Each of these tabs will be discussed in detail further on but for now let s take a look at the Home page It contains the following sections im LOGIN HERE Si you are logged in you should see your name here If you do not see your name click the word yourself to log in correctly 2 Ste ELN The graph in this section it will show once work orders have been entered for your assigned location shows the number of work requests for your location s by status To filter the graph by period select the desired period from the 197 dropdown box The numbers next to each status are the number of work orders currently in that status Click the number to view a list of all work orders in the status 3 AAJU Soy gS oe Oli All work orders from you location s waiting for approval will display in the requested work section From this section you can add action taken and approve or decline the work order Enter your text in the Action Taken field and save it by clicking either the Approve or the Decline button 4 ive dei it The Work Center provides a link to the number of unapproved requests you ve submitted with the status of emergency 5 Mapiel duit hetelameVat Ih s ye This section contains links to access lists of your request all approved requests and all work orders These reports will be limited to your assigned location
136. e 241 WUW w SS x e r e ex e exe e y oe u e r a r A e a r gt 9 MAINTENANCE Home Calendar New Work Order Assign New Request Reports My Settings Go to WO1D TS C ALT S SHORTCUTS Advanced Search Help Legend Click j to sort table by that column A second click on the same label will reverse the sort Filtering View work orders starting by location O1LI2ZS456789ABCDEFGHIIKLMNOPOQRSTUVWXY Z ALL Outstanding Work Orders E print wo Batch 1 3 of total 3 listed First Previous 10 Next 10 Last WOIDf Deferred Until fy Status fJ Location FJ Requested Completed fy Labor Total Priority Deferred By f Requester f Building fJ E Status Chg Hours p Craft fJ Reason J Assigned To fJ Area fJ Target O Action Taken fJ Bi Area NumberpJ Description fJ 112 Work In Sloan Middle 12 1 2005 0 00 l Progress School 12 2 2005 12 2 2005 m Plumbing M Fred Dude 10 24 15 AM Ben Dude Toilet clogged in upstairs boys bathroom 108 Work In Sloan 11 30 2005 0 00 t Progress Elementary 11 30 2005 mn Carpentry F Jill Dude School 1 37 22 PM Ben Dude 1st Floor Door of classroom 123 broken 102 Work In Sloan Middle 11 15 2005 0 00 i Progress School 11 22 2005 11 22 2005 m H 10 56 45 AM Substantial leak from sink in girl s bathroom Stopped leak Fixed pipe Add New lt gt SCHOOLDUDE SAYS Keep in mind that clicking on any of the three numbers beside the three categories of Ne
137. e Privacy Policy Security Statement e Click Add New to save This would send all requests for Sloan Community College to Howard Dude e You would then continue with this process until you have covered all Locations for your educational facility 4 E Combination of Craft based and Site based You can also choose to have a combination of craft based and site based routes if you want to route work orders to different users based on the location AND the craft of the work order An example would be if you wanted all custodial work orders for Sloan High School to be routed directly to the head custodian but you want all electrical work orders for Sloan High school to be routed directly to the electrician at that location You can route to either supervisors or technicians The head custodian technician would need to be in the system as either a supervisor or a technician In the following example let s go back to Sloan High School where Charles Dude is the head custodian and Ben Dude is the electrician e Inthe Location section you would select Sloan High School e For the Craft you would select Custodial e For the Purpose you would choose On Any e Inthe When Approved By Route Assign to section you would select No One to go in the top box and then Charles Dude for the bottom box This would send all custodial requests for Sloan High School to Charles Dude e If Charles will be the las
138. e Simply click the number of the day you wish to view To move from one month to another use the left and right arrows next to the name of the month at the top of the small calendar see below 4 November 2005 gt P SM TWTFS 30 31 1 2 34 5 6 7 8 91011 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 gt To print a form for a work order click on the Print This button for the corresponding work order 100 3 The Organization Event Calendar page is where you can view and enter events such as school breaks for locations organizations within your school or district They will then be stored on a yearly calendar on the left hand side of the screen and then listed in more detail on the right hand side You can reach the Organization Event Calendar by clicking on the short cut at the top of the Calendar page The Organization Event Calendar page should look something like this Address a http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_calendar_events asp E Go Links Sloan County Schools Go to Quick Links S LOGOUT SERVICES MY ACCOUNT 32631335 HELP et MAINTENANCE DIRCCT Home Calendar New Work Order Reports Services Account Setup Search for E Go TELL A FRIEND Advanced Search Help Calendar Shortcuts Month View i Day View i Organization Assignment Get Weather Event Calendar Report Add New Event Location
139. e requesters that the work has been done 13 Closed Once all transactions and notes are added into the work order you would close it Once a work order is closed you cannot add any more transactions You would have to change the status back to Complete in order to add more transactions 14 Duplicate Request This detines any work order entered twice or previously requested 15 Void Voided work orders are work orders that you would like to remove and will not show up in any reports unless specifically requested You cannot delete a work order so instead you may want to void them out of the system 32 It is also important to know that there are five types of work order routing that you can choose from for use at your educational facility Those are 1 Comptroller Routing All work orders will go to one person That one person will decide where they go from there reassigning them to other supervisors and technicians 2 Approval Based Routing This method works best if you want your work orders to be approved by a principal or other site administrator before they come to the maintenance department 3 Craft Based Routing With this type of routing work orders can be routed to go to certain users based on the craft problem type that was selected 4 Site Based Routing Work orders can be routed to a certain user based on the location that was selected 5 Combination Craft and Site Based Routing With this type of r
140. e several work orders that deal with building a new playground set Applying the same Project Code to each of the work orders allows you to run reports on how much that playground set cost to install Purpose Codes Purpose Codes help classy work into why it s being done For example vandalism is a Purpose code provided for your account Reports could be run to see how much was spent on vandalism in a given time period Quick Launch a section of shortcuts on the Home page to reach various pages 260 Shortcuts Links that SchoolDude utilizes in all of its products so that users can navigate quickly from one page to another without clicking through a series of other links These Shortcuts are usually located near the top of a page in a series of white boxes Different shortcuts are available on differing pages and they also vary from role to role Users Anyone employed by your district or educational facility in various roles that uses MaintananceDirect These could be administrators custodians teachers etc User Roles There are seven roles in MaintenanceDirect Administrator Supervisor I Supervisor II Technician Site Administrator Data Clerk I and Requester Void Voided work orders are work orders that you would like to remove and that will not show up in any reports unless specifically requested You cannot delete a work order so instead you may want to void them Symbol Icon Legend W Indicates required infor
141. e taken to that product s Home page automatically Quick Links is located at the top of the Home page near the right hand corner and looks like this Go To Quick Links LOG Extras 14 Related Articles This section just includes an article or two that you may want to check out if youre interested 15 DIL AITE datoh E i Just a bit of interesting trivia we thought wed share each day Sw SCHOOLDUDE SAYS Macromedia Flash Player a free download is required to view the pie graph on the Home page as well as other graphs throughout MaintenanceDirect II Account Setup Tell Us All About Yourself The first thing you will need to do as Administrator upon logging in for the first time is to set up all of your account information so that all options and fields will be filled in and available for anyone trying to request a trip Below are the steps that you ll need to follow in the order that will assure that the information you need is there when you need it Keep in mind that fields marked with a J both in the system and in this manual are required fields and we will cover those first oe SCHOOLDUDE SAYS Before you get started just a note to you about the Manage Codes section of Account Setup All of the codes used throughout MaintenanceDirect are nothing more than available information fields for work orders to make them as clear and useful to your facility as possible Simply put Manage Codes is
142. e very bottom of your Home page 199 II My Settings Your Information in a Nutshell Before we get started with the nuts and bolts of the work order process let s take a minute to check out the My Settings page which contains your information as entered by the Administrator during the account setup Use this page to edit your information or to change your password Your My Settings page should look something like this On merry ee ere retry Frere PR ERP ARN PORE RENEE RE Rr eke r e ME PERSE EEN EEE NER ng r Aj Go to Quick Links v LOGOUT MY ACCOUNT 32631335 HELP vie a MAINTENANCE DIRCCT Home My Requests New Request Approval My Settings Advanced Search Help Legend V Indicates required information Account Administrator Work Order Participant Information Login Name jiliIDude First Name Jill Last Name Dude Email jilldude geewiz com Receive email notifications Reports To lt select manager gt v Note Reports to fields helps supervisors and administrators process and manage work assignments Personnel Type Not Assigned v Phone Number 919 555 1111 Fax Pager Pager Email Notify electronically by Pager Note Pager notifications for work requester is not supported Unit must support text based electronic notifications You can test here d Notify Pager Email only for Emerge
143. ear end The budget year end comparison will display all the information Comparison from the summary report for the current fiscal year as well as the previous fiscal year You can sort the report by budget code or location Classifications Report Types Report Information Summar The classification summary report will give a summary of all labor y y rep g y hours labor and material costs total costs work order count and average hours cost for each classification Detail The classification detail report will give you a detailed account of each transaction for work orders assigned the selected classifications 107 Crafts Report Types Report Information The craft summary report will give a summary of all labor hours labor and material costs total costs work order count and average hours cost for each craft You can sort the report by Summary location or craft Detail The craft detail report will give you a detailed account of each transaction for work orders that are assigned the selected crafts Employees Report Types Report Information Summary Count Estimate vs Actual Analysis Detail Employee Counts Employee Productivity The employee summary count will give you a summary of each employee and how many work orders they are assigned in each work order status This report will show all estimated and actual employee hours and costs on one report The detail employee count repo
144. ect Calendar page to indicate what kind of work orders the work orders on the calendar are The legend for these icons is at the bottom of the Month View page and looks like this WEL VWWEALIel 20 21 22 23 24 25 26 TI 28 29 30 lt Previous Month Next Month gt Legend MD Work Order no icon PM Work Order a FSD Work Order IT Work Order H PD Work Order Tip Click the day number to view work order details for the entire day or click a work order id to view edit the work order Click he Home Calendar New Work Order Reports Services Account Setup Online Work order numbers will be displayed on the calendar as red links and appear on the day of that work order s Target Start Date If you click on a work order number it will take you to the work order update screen If you see a number in parentheses next to the WOID that is the Estimated Hours for that work order If your educational facility or district has PreventiveMaintenanceDirect PM work orders will show as having a yellow background on the calendar behind the WOID 99 2 The Day View page can be reached in two ways e Clicking on the Day View shortcut at the top of the page or e Clicking on the number of the date on the monthly calendar The Day View automatically defaults to today s date It shows you what s going on one day at a time You will see who the work order was assigned to if applicable the WOID number the Work Order Request Descr
145. ed To Ben dude WOID 107 WO Request Window broken in Classroom 104 Description Location Name Sloan High School Estimated Hours 0 __ Print This Click here to talk to an E Home Calendar Work Order Reports My Settings e a Powered by an Ko Conditions of Use Privacy Policy Security Statement Emal yi gt You can navigate from one day to the next using the small calendar on the right hand side of the screen see green arrow above Simply click the number of the day you wish to view To move from one month to another use the left and right arrows next to the name of the month at the top of the small calendar see below 153 4 November 2005 gt P SHu TWT F amp S 30 31 1 2 3 4 5 G 7 8 91011 12 13 1415 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 gt To print a form for a work order click on the Print This button for the corresponding work order 154 3 The Organization Event Calendar page is where you can view events such as school breaks for locations organizations within your school or district They will then be stored on a yearly calendar on the left hand side of the screen and then listed in more detail on the right hand side You can reach the Organization Event Calendar by clicking on the short cut at the top of the Calendar page The Organization Event Calendar page should look something like this Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_calendar_events a
146. eeded Please note to begin all that is necessary is Account Information Locations and Maintenance Direct Users You may add the other information such as budget codes at any time gt Account Information Contains your basic information such as organization name address contacts and fiscal year date range gt Logo Setup Upload your organization logo We ll display your logo on MaintenanceDirect interface and on the My SchoolBuilding website gt Manage Codes Add and update all of your system codes such as budget project location and much more Budget Buildings Areas Crafts Equipment Labor Types Locations Manufacturers Purpose Done Intemet 2 4 Account Information Click on the Account Information link and fill in information regarding Organization Fiscal Year Date Ranges and Miscellaneous preferences Maintenance Department Name Address City State Province Zip Code Country Enter your complete address here This is the address that will appear on all of your invoices Your Time Zone and Current Server Date Time should appear automatically based on your address information Last Assigned Work Order Number This number should already be showing as 99 This is so that your work orders will start with the number 100 You can change this number if you wish however you CAN T change it to anything below 100 Maintenance Emergency Phone Pager and Contact Name Enter your emergency contact i
147. em they will show up in this section 2 SPECIAL NOTICE This section will show if there is SchoolDude news or announcements that we need to make you aware of like holiday closings as seen above for Thanksgiving 3 Quick Launch This section provides commonly used links including New Request Print Work Order Batch Account Settings User Forum a place to submit questions and or problems you encounter while using MaintenanceDirect You can also read questions others have posted and More Services tells you what services are included in your annual MaintenanceDirect fee as well as optional services available and services not included as well as links to MySchoolBuilding com and SchoolDude com 4 LOGIN HERE r you are logged in you should see your name here If you do not see your name click the word yourself to log in correctly 5 KLOON A RE The graph that will appear in this section shows the number of work orders by status For a Supervisor 1 any work order assigned to themselves or to their direct reports will disploay in this section For a Supervisor II any work orders that are in their designated locations and crafts will appear in this section as well as any work orders assigned to themselves or to those who report directly to them To filter the graph by period select the desired period from the dropdown box Click the checkbox next to the corresponding location to add or remove it from the graph The numbe
148. enance vs preventive maintenance will give you a detailed account of each transaction for work orders that are assigned the selected equipment The maintenance and preventive maintenance will be separated for comparison Equipment Usage Report Types Report Information Summary Equipment Costs Detail Equipment Costs Summary Work Order Costs Detail Work Order Costs The equipment summary report will give you summary of all usage purchases for each piece of equipment The equipment detail report will give you a detailed account of each usage transaction for work orders assigned the selected equipment The equipment summary report will give you a summary of all labor hours labor and material costs total costs work order count and average hours cost per piece of equipment The equipment detail report will give you a detailed account of each transaction for work orders that are assigned the selected equipment 109 Groups This is only used if you import a code schema Report Types Report Information Summary The group summary report will give a summary of all labor hours labor and material costs total costs work order count and average hours cost for each group Detail The group detail report will give you a detailed account of each transaction for work orders that are assigned the selected groups Transactions Report Types Report Information Summary The transaction summary report will
149. end an email to the requester of the work order click on that requester s name gt To view the details of the location of the work order click on the location 147 4 Last 10 Work Requests List You can view the last ten work orders requested by clicking on the Last 10 Work Requests link just below the words Work Order By Status on the Home page See below Home Calendar Y Work Order Y Reports Y My Settings Search for GO Advanced Search Help WORK ORDERS BY STATUS SPECIAL Last 10 Work Requests Work In Process Period NOTICE The offices at SchoolDude com will be Request Totals closed November 24th and 1 New Request 25th in observation of the pi NER Thanksgiving holiday We will reopen at 8am Eastern Time on November 28th However our products do 1In Approval Process 1 Work In Progress This will take you to the Work Order Summary List page where you will see the last ten requests listed gt To view all the details of the work orders click on the work order ID number WOID gt Tosend an email to the requester of the work order click on that requester s name gt To view the details of the location of the work order click on the location 148 VII Closing Work Orders When It s Time to Move On Work orders can be designated as Complete or Closed Work Order Generally if the actual work for the work order is done you would mark it as com
150. enter Materials Enter Note li 2 B 14 15 16 I7 18 19 20 21 22 23 24 25 26 27 28 29 30 31 z i Note You can change the Total z U C 0 U U Q 0 display dates by clicking a day Hours on the above calendar Grand Total Hours 0 0 0 0 0 0 _ Print This Back to WO 104 Click here to talk to an Home Calendar New Work Order Assign New Request Reports My Settings r Powered by a Ld Conditions of Use Privacy Policy Security Statement Emal e Ifyou need to account for overtime comp time holiday time or any other time you can click on OT Other Time next to the corresponding date A window will appear for you to enter in any other times 237 VI Searching for Work Orders The Information You Want When You Want It So you ve learned how to create work orders how to process and assign new work orders and how to add purchase and labor transactions to existing work orders The next step is to learn how to search for work orders that have been entered into the system That way you can find exactly what you need when you need it To get started let s take a look at the different types of searches that you can perform within MaintenanceDirect and then check them out one by one l Go to WOID 2 Advanced Search 3 Work Order by Status list 4 Last 10 Work Reque
151. eports Services Account Setup Search for MEME C TELL A FRIEND _ Advanced Search Help Participant Shortcuts D Back to 2 New 9 New 4 MD SA User a Change Administrative Requester Login Log List Work Order Functions Requester amp User BY ry x a Reports a Legend Click to sort table by that column This icon amp appears when a user login is disabled Filtering ABCDEFPGHIIEBE LWNHOPORETUVWKYV ZA Role All v Personnel Type All v Back to Admin List of MaintenanceDirect Users S Add Liner 1 1 of total 1 listed First Prey Next Last Name fy Email fJ Phone fJ Pager H Role Date Added fy Fax J Cellular Personnel Typefy Phone FJ Labor Rate fy Administrator Schooldude schooldudeadmin schooldude com 919 555 2962 Administrator 10 5 2005 10 26 26 AM Not Assigned Add User First Prev Next Last _ Print This 24 e You will be taken to a page that will allow you to either choose from a drop down box of registered users already entered into the SchoolDude system or to add a completely new user e Toaddanew user to MaintenanceDirect click the New User button You will be taken to the following page Address a http www06 schooldude com toolbox mydtwo mydtwo_s mydtWO participantsrole asp passback 1 v Eco Links eo joan County Schools Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP afr MAINTENANCE DIRECT
152. equest Information e Contact Information e Assignment Information You can enter the Actual Completion Date in this section e Deferral Information e Budget information The Purpose of the request is displayed in a dropdown box If it is incorrect you can select anew purpose The purpose is generally why 183 you are performing the work order For example if it is a work order for removing graffiti from a wall the purpose could be vandalism Craft Custom Category Project and Equipment can also be selected in their corresponding fields Action Taken Enter the action taken for the work order The requester will see this information Message Center This section allows you to send an email message regarding the work order to anyone in the system It will also show email notifications sent out from our servers To enter a new message click the New Message link Journal Notes This section allows you to post journal notes regarding the work order You also have the option here of sending out a reminder email for the journal note To create a new journal note click the New Note link Transactions In this section you can add and edit Labor and Purchase Transactions If you have SchoolDude s InventoryDirect you will also be able to add and edit Issue Transactions here Transactions will be discussed in further detail in the next section of this manual Approval Routing File Attachments You can attach up to TWO
153. equest Reports My Settings Go to woro SS C ALT S Hello Tammy Dude Not Tammy Dude Please be yourself Key Only Internet Explorer 4 Print Site Wide Shortcuts ALT 2 portal home ALT S search CTRL P prints the whole page Transactions Pages shortcut menu ALT T transactions list ALT 0O new WO ALT 4 duplicate WO ALT W WO short form ALT F WO long form ALT P parts amp supplies ALT 8 inventory issue IND users ALT L labor hours ALT N print detailed WO ALT R print WO form ALT A print transactions ALT J transaction list Work Order Info short form a Advanced Search Help LOGIN HERE WORK ORDERS BY STATUS Last 10 Work Requests Period All J Work In Process Request Totals 10New Request 7 UNASSIGNED 2In Approval Process 2 Work In Progress 3 Complete OClosed Work Orders 0 Declined OVoid 0On Hold 0 Pending Refresh Pie Counts are based on Status Date for each selected period This reflects the actual date of the last status change E New Request E Work In Progress a Complete O d O O O MY ACCOUNT 32631335 HELP S J F MAINTENANCE DIRECT SHORTCUTS WORK CENTER CALENDAR 12 2 2005 NEW SUBMITTALS Friday UNASSIGNED EMERGENCIES 0 Crafts Employee Status Count Equipment Transactions Outstanding Work Work Load Assignment Work Order OVERDUE WORK 10 days 1 due on 11 22 2005
154. er Search Q Equipment Search 4 Transaction Search Q Equipment Usage Transaction Search Legend Tip To select multiple choices in each list box use the Ctrl key to select 9 3 Work Order by Status List You can view all work orders in a particular status by clicking on the number next to the particular status you wish to view You can edit the time period that is displayed in the section by selecting a new period from the drop down box The screen will then automatically refresh See the Work Orders By Status list below Address http www06 schooldude com toolbox mydtWO mddefault asp OLL Calendar New Crafts On Tuesday October 25th the following craft was added m Translator Click here to see the crafts now Need Training Do you need a refresher course to learn some new helpful hints Then click here to view our FREE training services Quick Launch New Request Print WO Batch Account Settings User Forum More Services My SchoolBuilding SchoolDude com LOGIN HERE Go to Quick Links New Work Order Reports Services Search for TS Advanced Search Help Last 10 Work Requests Period All v K O O O O O O d O O O O O P O Request Totals 2 New Request 1 UNASSIGNED 1In Approval Process O Work In Progress 0 Complete OClosed Work Orders 0 Declined O Parts on Order E New Request 0 Duplicate Request O Void
155. er form It s presented this way to allow quick editing and comes equipped with keyboard shortcuts to make data entry easier In this section of the manual we ll take you through the work order process step by step so that you can not only see how it all works but also learn how to enter work orders of your own In the next section of this manual Assign New Request you ll see the full work order form as everyone else in the system sees it so that you will learn how to edit work orders when necessary Below you will see a shot of what the New Work Order page looks like once you ve clicked on the New Work Order tab at the top of your MaintenanceDirect page en py E E err rte ry Ree PR PR Re were renee re aa a Sloan County Schools Go to Quick Links v LOGOUT MY ACCOUNT 32631335 HELP m is 7 Ay DIRECT Home Calendar New Work Order Assign New Request Reports My Settings Go to WO1D SS SHORTCUTS CRER OOE z Advanced Search Help Transaction Shortcuts WO List New Work Order Work Order ALT T ALT 0 Long Form ALT F BS Transaction List ALT J Legend Eal Indicates required information Short Form Work Order NEW Indicates required information Dat i te Co ed e Select Location v Contact Information Building Select Building vv Area Select Area v
156. eria would appear If there was only one work order to meet those criteria the work order update page for that work order would appear instead of the list 239 gt To print out the results list click on the Print This icon at the bottom of the results page To print out a single work order click on the printer icon 51 next to the corresponding work order gt To view a specific work order click on the work order ID or the description gt Ifyou would like to send an email to the requester click on the requester name to send an email via your email system your browser and email must be configured to use mail to links 240 3 Work Order by Status List You can view all work orders in a particular status by clicking on the number next to the particular status you wish to view You can edit the time period that is displayed in the section by selecting a new period from the drop down box The screen will then automatically refresh See the Work Orders By Status list below Home Calendar New Work Order Assign New Request Reports My Settings Go to WO1D TS C ALT S Hello Tammy Dude Not Tammy Dude Please be yourself Keyboard Tips Keyboard Shortcut Tips Only Internet Explorer 4 amp Print Site Wide Shortcuts ALT 2 portal home ALT S search CTRL P prints the whole page Transactions Pages shortcut menu ALT T transactions list ALT 0O new WO ALT 4 duplicate WO ALT W
157. ers their roles crafts and location responsibilities You will also create a username and password for each user Click on the Users link on the Account Setup page to get started SCHOOLDUDE SAYS We suggest that you wait to add new Requesters during the setup of MySchoolBuilding com which will come later in the Account Setup section of this manual This is because when you come to the step of choosing the new user s personnel type in this section the choices of teacher principal or department head aren t given It will be a little less confusing to wait until later to enter users with these roles For now just use this step to enter your technicians supervisors administrators etc Requesters have the ability to add themselves to the user list To see how refer to the Requester section of this manual e Click the New link under Participant Shortcuts or the Add User links on the far right hand side of the screen just below the words List of MaintenanceDirect Users or on the left hand side of the screen just below where the users will be listed The List of MaintenanceDirect Users page will look something like this Address http www06 schooldude com toolbox mydtWO mydtWO_s mydtwo participantslist asp E Go Links e pan County Schools Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP a ul MAINTENANCE DIRECT Home Calendar New Work Order R
158. escribe your problem or request V Requested Completion Date A valid date is required Text is not accepted but you may leave it blank Click here for assistance in date entry Step 6 Submittal Password V eeeeceee Forgot Password Across the top of the page you ll notice five tabs labeled Maint Request gt CC b Trip Request if you have TripDirect My Requests Settings and Help These tabs are how you navigate to the information that you need In the following sections we ll show you around MySchoolBuilding com and each tab will be explained You ll see what they contain and how to use them We ll get into the actual work order request a little further along 213 lt II The Settings Page Your Information in a Nutshell Before we get started in a bit with making work order requests let s take a moment to check out the Settings page which contains your information as entered by the Administrator during the Account Setup process If you set up your own account this page will show the information you entered earlier Use this page to edit your information The Settings page looks like this iit ia iho a eae APA eh ee ELGE NAE E E EEE eo Ee STS p ALEE ed eS eh a Sloan County Schools CA Locout HeLP a r Maint Request gt Trip Request My Requests Settings My Settings Please be yourself click here if you are
159. est is routed to you by the system VE gt TELL A FRIEND 201 a In order to create a new work request follow these steps Enter your Location Building Area and Area Number Select the Problem Type that best describes your issue For example if a toilet is leaking that would be a plumbing issue Once you click on a problem type the page will refresh and your problem type will be highlighted with a red circle If this is an emergency check the Maintenance Emergency box below the problem types list Describe your problem or request Enter the Requested Completion Date Click the calendar icon next to the date field to choose a date from the calendar Your Contact Information first and last name email phone etc will automatically be entered into the fields in step 5 Attach any files you wish to include with this work request You can attach up to TWO files 3MB or less per file per work request Enter any action taken on this work request if applicable Action taken communicates your action reason to those involved with this work request Click Submit gt Once you click Submit you will be taken to the Work Order Summary List page where you will see that your request has been added to the list of all new work order requests in the system gt Clicking on the WOID Work Order ID number shown in red will take you to the Approval Process for WOID page which will show you where the work orde
160. et Today s Weather Priority Low J Emergency notification Craft Select Craft v Custom Category Select Custom Category v Current Route To Assign Route To Select Assigned Route To v View Assignments Stop Routing Assignee will do this work Status ID New Request v Area Select Area v Area Number Budget Show Budget e On the work order form you can view the details of the work order and make any changes you wish to make You can also scroll down to the Assign Route To field and choose a name from the drop down box provided Include any notes you wish to make e For your convenience here is a list of all the fields you will find on the work order WOID Requested By and On Location Building Priority Emergency Notification Craft Custom Category Current Route To Assign Route To Stop Routing Status ID Area Area Number Budget Purpose Project Don t Prompt For Status Change Fstimated State and Completion Dates Estimated Hours and Costs Action Taken and Note s e Depending on what you d like to do continue by choosing one of the steps below gt To save this work order and any changes you have made to it click the Submit button A prompt will display unless you ve turned it off which will notify you that the status will change to Work in Progress Click OK unless you would like it to keep
161. et code Then click Add Update Record 14 You will be taken to the following page Address http www06 schooldude com toolbox mydtWO mydtWO_s mydtWO_LocationUpdate asp sortby locdesasc amp LocID 13830 amp spaceChar Go Links Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Legend V Indicates required information Add Update Location Location Code 1234 V Location Description South Sloan High School Number of Students 1300 Note Enter the number of students served by this 5 location Square Footage o Date Built E Notes 0 E This Month E Last Month Budget Code Select Budget Account v Total Location Cost YTD 0 00 Note Right click on the graph to print Note Calculations shown on this page represent costs through yesterday For up to date calculations use Print Your Costs options Add Update Record Delete Record Clear Fields Go Back to Location List IMPORTANT Please save your location changes by clicking the above Add Update Record button before setting up the new request routing processes below Setup New Request Routing Route to next is available only after selecting location craft and when route to If a route to cannot be determined for a n
162. ew work request then it is automatically routed to the comptroller setup under account settings rant TF the Darta Ta Meavt ic a Cita Adminictratar T than thaw mirct hava wio rinqhte far tha You can make changes to your Budget information on this page now or at any time by clicking on the name of the budget on the My Budget Codes page The Location Costs section to the right is a graph that will show costs for this location for This Month in green and Last Month in purple I5 a Ul R Near the bottom of the page you will notice a section that looks like this Address a http www06 schooldude com toolbox mydtWO mydtWO_s mydtWO_LocationUpdate asp sortby locdesasc amp LocID 13831 amp spaceChar Go Links SS SEE as a i Total Location Cost YTD 0 00 Note Right click on the graph to print Note Calculations shown on this page represent costs through yesterday For up to date calculations use Print Your Costs options Clear Fields Go Back to Location List IMPORTANT Please save your location changes by clicking the above Add Update Record button before setting up the new request routing processes below Setup New Request Routing Route to next is available only after selecting location craft and when route to If a route to cannot be determined for a new work request then it is automatically routed to the comptroller setup under account settings If the Route To Next is a Site Adminis
163. f the page see below Proceed by clicking the Tab of the page you d like to go to next up near the top of the screen Qba AG J gt Search Fe Favorites 3 2 A E y Address http www myschoolbuilding com myschoolbuilding MySettingWork asp Eco Links o Sloan County Schools CIG Locour mep Maint Request Trip Request My Requests My Settings Please be yourself click here if you are not Fred Dude My Settings Saved Tal Indicates required information First Namely Last Namely Fred Dude Email Address fdude geewiz com Phone Number Pager 919 555 4678 Cellular Phone 919 555 6222 Use these generic email notification settings Send Requester Work Request Receipt Notification Sample Notify Requester of Work Request Assignment Sample Notify Requester of Work Request Change in Status e g On hold Void Duplicate Request Waiting Parts etc Sample Notify Requester of Work Request Completion Sample O Fred Dude prefers these email notifcation settings C Send Requester Work Request Receipt Notification Camnia 215 IV Maintenance Request MD in Action Now that you ve logged in and checked out your settings page to make sure that all of your information is correct we ll move on to what yovurre really here for making work order requests First let s look at Work Order Statuses l 10 Il 12 New Request All
164. following from the Home page Address http www06 schooldude com toolbox mydtWO mddefault asp pan County Schools Se Home Calendar New Crafts On Tuesday October 25th the following craft was added Need Training Do you need a refresher course to learn some new helpful hints Then click here to view our FREE training services Quick Launch New Request Print WO Batch Account Settings User Forum More Services My SchoolBuilding SchoolDude com LOGIN HERE Go to Quick Links New Work Order Reports Services Search for ME C7 Advanced Search Help Last 10 Work Requests Period All v O d i d d O O O i P O d O Request Totals 2 New Request 1 UNASSIGNED 1In Approval Process 0 Work In Progress 0 Complete 0 Closed Work Orders 0 Declined OParts on Order E New Request 0 Duplicate Request OVoid 0On Hold 0 Waiting More Information 0 Open Extended 0 Pending 0 Waiting Funding O Deferred O Forwarded Refresh Pie Counts are based on Status Date for each selected period This Work In Process LOGOUT SERVICES MY ACCOUNT 32631335 HELP e 7 i MAINTENANCE DIRCCT TELL A FRIEND WORK ORDERS BY STATUS WORK CENTER CALENDAR 11 14 2005 WORK Monday Get Today s Weather OTHER ASSIGNED WORK 2 TOTAL ASSIGNED WORK 2 Areas Budget Buildings Classifications Crafts Employees Equipment Groups
165. for this work order in the field provided Approval Routing Notes Enter any notes you wish to include here Click Submit or Submit amp Print when finished To reset the work order form deleting any changes you just made click Reset gt When you click Submit you will be taken to the next work order request in the system Continue with this process until you re finished 231 V Entering Labor and Purchase Transactions How Much Was That Again The cost of a work order comes of course from the labor and purchase transactions attached to it To track those costs without having to chase down receipts simply enter them into MaintenanceDirect as you get them and our system will organize them for you so that you ll always know exactly how much a work order costs and why You ve got all the answers In MaintenanceDirect transactions can be entered in 2 ways Method 1 Enter multiple transactions for multiple work orders all at one time by using the links provided on the Transaction List page see below mog NJ Calendar New Work Order Assign New Request Reports My Settings E lt Advanced Search Help ction Shortcuts k About It f Suppliers X Labor Types Labor Hours Purchases ALT L ALT P insaction List R Graph Transactions Print Transactions 2rship in CommunityDirect required for participation CommunityDirect information is shared within the entire ship but MaintenanceDirect data
166. from the Home page To mark a work order as a Closed Work Order you will have to open the long form of the work order so you can change the status box Generally if the actual work for the work order is done you would mark it as complete because you may still have labor hours or purchase transactions to add to the work order Once you add all transactions however you would then close the work order Once a work order is closed you cannot add any other transactions in order to add transactions you would need to re open the work order po SAYS Note that you can NOT delete a work order This is mainly for record keeping purposes To mark a work order as complete simply change its status to Complete To close a work order go in and change the status to Closed Work Order Save your changes by clicking the Save button See below Work Order 101 44 First 4 Prev Next P Last M Status Fil v Status Date 11 14 2005 1 18 07 PM Status Last Changed By 189 Work Order 101 44 First 4 Prev Next P Last M Status Fal Closed Work Order Status Date 11 14 2005 1 18 07 PM Status Last Changed By 190 IX Using the Calendar See the Big Picture As with all other SchoolDude products MaintenanceDirect has a Calendar tab a place you can go to see what s going on where when and who s involved You cans see in easy to read calendar format trips occurring on a month to month or year t
167. g done You can also check the forecast with a range up to fifteen days e Simply click on the Get Weather shortcut near the top of the page and a separate browser page will pop up displaying AccuWeather com i iy Local Weather Forecast Zipcode or City State Go Accu Weathenca e Enter your Zip Code or City State into the box shown above and click Go 106 IX Reports Listing Printing and Graphing Your Work Orders SchoolDude provides you with the options of listing graphing and printing any and all of your work orders along with their information for your convenience and for your records Follow the steps in this section and you ll have hard copies and visual aids for all of your work order information at your fingertips gt The types of reports available in MaintenanceDirect are summarized in the following tables Budget Codes Report Types Report Information Summary The budget summary report will give a summary of all labor hours labor and material costs total costs budget amount percentage spent work order count and average hours cost for each budget code You can sort the report by budget code or by location Detail The budget detail report will give you a detailed account of each transaction for work orders assigned to the budget codes You can sort this report by budget code or by location If you want to have a page break for each budget code or location check the page break option Fiscal Y
168. g the Search for Field This is the simplest search that you can perform You can search for work orders using the search text box located in the blue bar near the top left hand side of every page See below Home Calendar New Worl Order Y My Requests My Account Search for IS C Advanced Search Help Quick Launch ASSIGNED WORK P New Request Note Action Taken is saved when Mark Complete button is clicked p Tour ngs i Sort Request Age w F P Labor Hours by q g Ascending Descending P Purchase Transactions Filter Select Status eZ gt User Forum In this box you can enter a work order number or a key word and click Go to search for the work order or information that you need For example if you wanted to find work order 180 you would simply type 180 into the search box and click Go That would then pull up the update page for that particular work order If there is more than one work order which references work order 180 you would then see a listing of all matching work orders 178 3 Advanced Search Underneath the search field discussed above you will see a link that says Advanced Search Home f Calendar W New Work Order Scarch or TT Advanced Search Help New Crafts WORK ORDERS BY STAT Clicking on this link will take you to the Work Order Search page which will look something like this Home Calendar New Work Order Advanced Search Hel
169. ge 193 4 November 2005 gt P SHu TWT F amp S 30 31 1 2 3 4 5 G 7 8 91011 12 13 1415 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 gt To print a form for a work order click on the Print This button for the corresponding work order 194 3 The Organization Event Calendar page is where you can view events such as school breaks for locations organizations within your school or district They will then be stored on a yearly calendar on the left hand side of the screen and then listed in more detail on the right hand side You can reach the Organization Event Calendar by clicking on the short cut at the top of the Calendar page The Organization Event Calendar page should look something like this depending on how many events have been entered to this point ameman meee ee ee err rete ry Cree PR PR ey NR Nw renee aa rr e A Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP aie i i MAINTENANCE DIRCCT Home Calendar New Work Order My Requests My Account Advanced Search Help Calendar Shortcuts Month View i Day View i Organization Assignment lt Ja Get Weather Event Calendar Report Location Select Location 20054 gt Sloan County Schools Organization Event Calendar All locations B gt Ishow Only Shared Events 1 6 of total 6 listed January February March SMTWTFSISMTWTFSI ISMTWTFS re babe Event Title Boran 1 ley ee 5 3 3 455 ate ate reate
170. give a total quantity and cost for a group of transactions For example you can print a report for a technician for the total number of hours they worked that month You can also print a report showing all the purchases from a specific supplier You can sort this report by transaction type or location Detail The transaction detail report will give you the total quantity and cost of a group of transactions like the summary report It will also list all the transactions that make up the total cost You can sort this report by transaction type or location Locations Report Types Summary The location summary report will give a summary of all labor hours labor and material costs total costs work order count and average hours cost per location Detail The locations detail report will give you a detailed account of each transaction for work orders assigned the selected locations Manufacturers Report Types Report Information Summary The manufacturer summary report will give a summary of all labor hours labor and material costs total costs work order count and average hours cost per manufacturer Detail The manufacturers detail report will give you a detailed account of each transaction for work orders assigned to the manufacturers LO Outstanding Work Report Types Report Information List This list will display all open work orders that are in the status of New Request Work in Progress or
171. go library Library Icon g logo image is used if you do not define one Next Step Home Calendar New Work Order Reports Services Account Setup Notes Click here to talk to an Online Operator NOW Powered by Kd ss ay wi DUDE Cua athe ee ee i i a am o i i d O l a ai e On this page enter the Manufacturer Name in the field provided this is the only required information e Ifyou like browse and enter the Logo Image Library Icon and or any notes you would like to include e Click Next Step 65 e Enter the Manufacturer s Department Name e Include the Department s address phone number fax and any notes you wish to include if available e Click Save e Then click Next Step e Enter the Web Site information of the Manufacturer including the Department Web Site Description and Web Site URL e Click Next Step e Define Contacts Enter your contact information for this Manufacturer including First and Last Name Department Phone Fax Email etc e Toadd more contacts click the Add button and repeat the last step e To finish up click the Finish button e You will be taken back to the My Manufacturers page which will show that your newest manufacturer has been added gt Toupdate manufacturer information click on that manufacturer s name in the My Manufacturers list Proceed through the steps above making the desired changes to your manufacturer s information an
172. h School v On Any dude Ben v On Any On Any v Add New Home Calendar New Work Order Reports Services Account Setup Powered by gu Conditions of Use Privacy Policy Security Statement This was an example using the Approval based routing method which can be used to decide in what order the routing process will proceed when a work order must first be approved by a principal or other Site Administrator before it comes to the maintenance department You can choose based on the descriptions below which form or combination of forms of routing will work best for your educational facility Now that you know how When Approved By Route Assign To Next works let s move on to the various methods of routing 35 MaintenanceDirect Routing 101 Which Method Will Work Best for You A Comptroller Based Routing This is the simplest form of routing If all of your work orders will go to one person that person is called the comptroller To send all of your work orders to the comptroller you will just need one route in your system In this example Ben Dude is the comptroller e Inthe Location drop down you would choose On Any e For Craft and Purpose you would also select On Any e Inthe When Approved By Route Assign to section you would select No One from the top drop down box and Ben Dude from the bottom drop down box See
173. h for GO TELL A FRIEND Advanced Search Help Type Shortcuts beige Suppliers 3 New Type MyTypes Graph Sprint Quick Links __ ee My Costs My Costs Classifications Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Legend V Indicates required information Add Update Type V Classification Select Classification v V Description max 255 characters This is your current icon change it below Icon Image Browse Click here to talk to an Home Calendar New Work Order Reports Services Account Setup eis Opoa NN Powered by E e DUBE Conditions of Use Privacy Policy Security Statement Emal LOGIN SERVICES MY ACCOUNT 32631335 HELP Need help Call us 1 877 868 DUDE 3833 Copyright 1999 2001 SchoolDude com Inc All Rights Reserved Legal Stuff e Select the Classification of the equipment e Inthe box provided enter the new Type of equipment that you wish to add e If you have an icon you would like to use to mark this Type click the Browse button and add it To delete an icon just click the Delete Icon button provided 58 e Click Submit e You will automatically be taken back to the My Types page which will show that your new type has been added gt To edit or delete a classifica
174. h role has different capabilities and responsibilities Each role has its own Home page that acts as a gateway into MaintenanceDirect Some roles have fewer tabs on their Home page while others have limited access to various links Below are listed all the roles in MaintenanceDirect what they are and aren t able to do and who is usually assigned to each role Administrator This is the only person or persons to have access to the entire system including Account Setup They can see everything that is going on including all work orders in the Work Order by Status section of the Home page They have access to all reports and can search for work orders using the Search or Advanced Search options Supervisor I The Supervisor I has access to all of the system except for Account Setup They have the ability to view all work orders assigned to them or to anyone who reports to them under the Work Order by Status section of their Home page Some examples of who might be a Supervisor I are head custodians maintenance foremen or department heads Supervisor II The Supervisor II is similar to the Supervisor I except they will only see certain work orders The work orders they can view may be limited to certain crafts and or certain locations On the home page under the Work Orders by Status section they will see all work orders assigned to themselves or to anyone who reports to them and all work orders contained in their location
175. he request is New Request New Requests have two subcategories Unassigned and In Approval Process the numbers next to these on the Home page don t necessarily have to add up to the number next to New Requests Unassigned work orders which can be viewed in the section of your Home page see screen shot below are just what you think those with no assignment at all However they can also be those that are assigned to you to be reassigned Any work order that is In Approval Process has been routed to another user for approval so you don t have to worry about it at this point Ce SAYS Clicking on the number next to New Requests will NOT take you to the Work Order Summary List which shows all work orders in handy dandy list format Instead it will take you to the work order form of the OLDEST of the New Requests that have been entered In order to reach each of the New Requests at this point you will have to click on the Unprocessed New Requests drop down box provided and select the New Request you wish to view from the list it shows cs N SAYS A New Request s status determines whether or not you can or should deal with it at this point In other words if it s In Approval Process it has currently been routed to another user for approval and therefore isn t yours to deal with yet If it s Unprocessed however you can go ahead and process it assigning it to whomever needs to
176. he Location for the event from the drop down box provided just under the shortcuts section see red arrow below If this event will be for ALL locations click the check box next to Create for ALL Locations See green arrow below box mydtwo mydtwo_s mydtwo_ ee ors d ced Search Help Calendar Shortcuts Month View i Day View i Organization Assignment lt da Get Weather Event Calendar Report Add New Event Location Begin Date End Date Event Title Select Location v a F Create for ALL Locations 20054 gt Sloan County Schools Organization nt Calendar ESIshow Only Shared Events 1 5 of total 5 listed All locations January February March Begin End Eren Tiie Date SMTWTFS SMTWTFS SMTWTE s Oe Date Created 1 12345 1 2 3 4 5 10 10 2005 10 14 2005 Fall Break 8 18 2005 aa _ 2345678167 8 9 10111216 7 8 9 101112 9 05 27 amp pest 9 10111213 1415 13 14 15 16 17 18 19 13 14 15 16 17 18 19 _ AM 16 17 18 19 20 21 22 20 21 22 23 24 25 26 20 21 22 23 24 25 26 11 15 2005 11 15 2005 Matt s Birthday ee SI 23 24 25 26 27 28 29 27 28 27 28 29 30 31 AM 30 31 12 19 2005 1 6 2006 Christmas Break 9 6 2005 _ 2 33 56 LAI e Next enter the Begin and End Dates of the event in the boxes provided e Choose the Event Title that you entered earlier from the Select Event Type drop down box provided e Click Submit When the page refreshes you will see
177. he corresponding work order gt To view a specific work order click on the work order ID or the description gt Ifyou would like to send an email to the requester click on the requester name to send an email via your email system your browser and email must be configured to use mail to links 145 3 Work Order by Status List You can view work orders those routed to you in a particular status by clicking on the number next to the status you wish to view You can edit the time period that is displayed in the section by selecting a new period from the drop down box The screen will then automatically refresh See the Work Orders By Status list below Address http www06 schooldude com toolbox mydtWO mddefault asp amp JGO Links p Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP ie f al MAINTENANCE DIRECT Home Calendar Work Order Reports My Settings Search for GO TELL A FRIEND Advanced Search Help SPECIAL WORK ORDERS BY STATUS WORK CENTER CALENDAR NOTICE Last 10 Work Requests Period All Work In Process 11 28 2005 WORK Monday Q Get Today s Weather NOTICE The offices at SchoolDude com will be Request Totals Oeth A E 1 New Request OTHER ASSIGNED WORK 2 Thanksgiving holiday We will 0 UNASSIGNED reopen at 8am Eastern Time 1In Approval Process ae However our products do Information Analysis not get a holiday and will be 1 Complete
178. he details of the request that you d like to make and then approving or declining it e Toaccess the New Requests page click on one of two links on the Home page The number next to New Request in the Requests section OR the Approval tab at the top of the page e The New Requests page should look something like this depending on the number of requests that have been routed to you On ee ee re rr re ry Rey Ry PR ey RN RN rN Ee Go to Quick Links v LOGOUT MY ACCOUNT 32631335 HELP at F kd f MAINTENANCE Home My Requests New Request Approval My Settings Search for ie fa ae ee GO TELL A FRIEND Advanced Search Help New Requests M Indicates required information Unprocessed New Requests f Graffiti on gymnasium outside wall cafeteria side v Graffiti on gymnasium outside wall cafeteria side WOID 110 Requested By Requested On 11 30 2005 Location Sloan Elementary School Building No Building Available v Area Select Area v Area Number Craft Select Craft Action Taken Action taken communicates your action reason to those involved with this work request It is optional Emergency Contacts Koe aa lit Contact Phone No contacts listed M Approve Yes No Current Route To Jill Dude Route To Next Approval History PES Approved By Routed To 11 30 2005 User Route Ben Dude Howard Dude
179. his section Status Date is the date that the status was last changed Created By lists the user who initially created the work order Date Created is the date that the work order was initially created Request Info Enter your Location Building Area Area Number Request Date and Request Description If the priority selected for the work order was emergency the Emergency check box will show as already checked here Deferral If you would like to defer this work order until a later time you may enter the New Due Date Deferred By and the Deferral Reason in the corresponding fields provided Fore example you may receive a request to paint a room and you want to complete the work order over Spring Break when no students will occupy the room You can change the work order s status to On Hold and designate a reason under the Deferral section Contact Info In this section the person making the request should fill in their contact information in the fields provided First Name Last Name Email Phone Pager and Cell Phone If this were a work order that you were receiving to approve the requester s contact information would already be filled in in this section Assignment Info Select the user assigned to the work order from the drop down box provided If this is anew request and you are routing to the person for approval check the Route for Approval or Review option Enter the Target Start Date and Target Completion
180. hool 6 7 8 90NTL Actual Comp Date enter Materials Enter Note 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 7 e a Note You can change the Total o i 3 2 g display dates by clicking a day Hours on the above calendar Grand Total Hours 0 0 0 0 0 0 0 __ PrintThis Back to WO 106 Click here to talk to an Home Calendar Work Order Reports My Settings OEN Powered by a Ld DUBE Conditions of Use Privacy Policy Security Statement Emal e Ifyou need to account for overtime comp time holiday time or any other time you can click on OT Other Time next to the corresponding date A window will appear for you to enter in any other times e Click Save when you re done 137 Method 2 The second way to enter purchase and labor transactions into MaintenanceDirect is through the link provided on the Home page This method would probably be most useful to someone role who may be entering purchase transactions by going through a stack or list of invoices It provides a faster more streamlined way to enter transactions into MaintenanceDirect To get started take a look at the section of the Home page As was mentioned earlier in the Home page discussion at the beginning of this manual the Information Analysis section is a quick source for locating and managing all the information pertaining to work orders within MaintenanceDirect To work within Transactions click on the Transactions link he
181. iers B My Areas b Area List HE Graph My Costs 5 Print My Costs Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Legend Click E to sort table by that column D Use Area in MaintenanceDirect Q Hide Area in MaintenanceDirect Filtering View areas starting by 012345678 9ABCDEFGHIJKEMNOPORSTUVWV WXYZ A Area List 1 10 of total 328 listed Previous 10 Next 10 gt Raed Calendar YTD Fiscal YTD z Costs Costs lt 10th Floor 0 00 0 00 B Q 11th Floor 0 00 0 00 lt 1st Floor 0 00 0 00 Q 2nd Floor 0 00 0 00 lt 3rd Floor 0 00 0 00 Q 4th Floor 0 00 0 00 Q 5th Floor 0 00 0 00 Q 6th Floor 0 00 0 00 ls SA ah Manr e Begin activating Areas by scrolling through the list of Areas given and clicking on the grey thumbs down to change it to a yellow thumbs up which indicates that the Area is then active 20 9 SCHOOLDUDE SAYS To speed up this process click on the My Areas shortcut at the top of the page k My Areas This will take you to a long list of all the Areas that you can simply scroll down and activate rather than switching from page to page with every ten Areas there are currently more than 300 Also try starting out with the smallest number of Areas activated as possible to limit the confusion of your new users when they fil
182. igned to you by status To filter the graph by period select the desired period from the dropdown box provided The numbers next to each status are the number of work orders currently in that status Click the number to view a list of all work orders in the status U0 ae Se a The Work Center provides links to the monthly calendar as well as today s work There is also a link to get today s weather The total number of assigned work orders is displayed here along with the total number of assigned PreventiveMaintenanceDirect work orders if you are a PreventiveMaintenanceDirect client Hel D links are available in the bottom right hand corner of your Home page as well as at the very bottom of the page just above your contact information Clicking on the Help link in the top right hand corner will take you to the MaintenanceDirect manual at any time If you need to communicate directly with SchoolDude Support however go to the two links in the bottom right hand corner of your Home page To connect directly with someone from SchoolDude support via Instant Messenger click on the word here underlined and highlighted in red See Click here to talk to an Online Operator NOWI al To write and send an email directly to SchoolDude Support simply click on the Email icon directly below the link we just mentioned The email link looks like this NOW 170 7 Quick Links provides you with a way to navigate q
183. ill be easy for them to remember and at least six characters long If you use the password newuser they will be asked to change their password when they log in for the first time M Enter the First Name Last Name and Email address of the new user If you would like for this user to receive email notifications leave the check box provided checked If not click on the check box to remove the green check mark Select who this user will report to from the drop down box provided This is only necessary if you are setting up a technician to report to a supervisor Choose the personnel type of the new user from the list in the drop down box provided This serves informational purposes only and has no effect on the functionality of that user Enter the user s phone fax and pager number if available If you would like for this user to receive notifications via pager click in the check box provided If you would like for this user to receive emails via pager only for emergency work orders click in the check box provided If you would like for this user to be notified electronically by cell phone click in the check box provided If you would like for this user to receive notifications via cell phone only for emergency work orders click in the check box provided If you would like to disable this user s login at any time click on the check box provided here Enter the effective date next if applicable Enter the use
184. ill take you to the Work Order Summary List page where you will see the last ten requests listed gt To view all the details of the work orders click on the work order ID number WOID gt Tosend an email to the requester of the work order click on that requester s name gt To view the details of the location of the work order click on the location 94 VII Completing Closing Work Orders When It s Time to Move On Work orders can be designated as Complete or Closed Work Order Generally if the actual work for the work order is done you would mark it as complete because you may still have labor hours or purchase transactions to add to the work order Once you add all transactions however you would then close the work order Once a work order is closed you cannot add any other transactions in order to add transactions you would need to re open the work order 2 SCHOOLDUDE SAYS Note that you can NOT delete a work order This is mainly for record keeping purposes To mark a work order as complete simply change its status to Complete To close a work order go in and change the status to Closed Work Order Save your changes by clicking the Save button See below Work Order 101 44 First 4 Prev Next P Last P Status Fil v Status Date 11 14 2005 1 18 07 PM Status Last Changed By 95 Work Order 101 44 First 4 Prev Next P Last M Closed Work Order Status Date
185. ing fJ Target fJ Status Chg fJ Craft fJ Assigned To fy Area J Area Numberf Action Taken fJ Description J 108 Work In Sloan Elementary 11 30 2005 Medium Progress School 11 30 2005 1 37 22 PM Carpentry Jill Dude Ben Dude 1st Floor Door of classroom 123 broken 105 New Request Sloan Elementary 11 23 2005 Low Jill Dude School 11 23 2005 3 25 49 PM Broken doorknob on library office door gt Each request you make will be added to this list where you can check its current status who it s been routed to the date you submitted it and any Action notes that have been made gt Youcan print your requests using the Print This icon near the bottom of the A a page ntThs or the Print To Excel icon next to it 203 V Approving Work Orders Get the Wheels Turning As a Site Administrator in MaintenanceDirect your main responsibility is the processing of work order requests for your location You ll take a look at each request as it comes in decide whether to approve or decline it and then move it on down the line routing it to go to whoever will carry it out Don t worry it s easy There are 2 places you can go to process work requests The New Requests page and the Requested Work section of the Home page We ll cover each in turn starting with the New Requests page l The New Requests page allows you to process a request by taking a look at the request form itself making any changes to t
186. iption the Location Name and the Estimated Hours if applicable See area marked with the red arrow below Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtWO_calendar_day asp locfilter amp username schooldudeadmin schoolduc E Go Links Ca oan County Schools Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP 9 P Home Calendar New Work Order Reports Services Account Setup Search for GO TELL A FRIEND Advanced Search Help Calendar Shortcuts Month View 1 Day View i Organization 4 Assignment Get Weather Event Calendar Report Filtering View work orders starting by location GCi2saeseG6esR Q9V AB CD EF GHEI KLAN OF BERS TU VOW X 2 ALL Work Orders for Tuesday 11 15 2005 4 November 2005 gt SH TW T FES 1 1 of total 1 listed Previous 10 NextiO 3031 1 2 3 4 5 6 7 8 91011 12 Assigned To 13 14 15 16 17 18 19 WOID 102 20 21 22 23 24 25 26 f ee 27 28 2930 1 2 3 WO Request Substantial leak from sink in girl s bathroom Description Location Name Sloan Middle School Estimated Hours 0 __ Print This Click here to talk to an Online Operator NOW Home Calendar New Work Order Reports Services Account Setup Powered by I gu Conditions of Use Privacy Policy Security Statement gt You can navigate from one day to the next using the small calendar on the right hand side of the screen see green arrow abov
187. is kept private to each account Click E to sort table by that column isactions starting by WOID 34567 8 9Al Add New Purchases saction List Add New Inventory Issues Add New Labor Hours total 2 listed First Prev 10 Next 10 Last Transaction Description J Qty DO Rate J Cost FJ Supplier fJ Acme Plunger 11 21 2005 1 57 00 57 00 2 Lowes Materials ilet Florescent tubes 11 28 2005 4 1 87 7 48 uest Materials ts out in stairwell Next 10 Last Calculations shown on this page represent costs through yesterday rint This For up to date calculations use Print Transactions options e Starting on the Home page click the Transactions link in the Information Analysis section 232 lll New Request Reports My Settings SHORTCUTS WORK CENTER CALENDAR Work In Process 12 5 2005 NEW SUBMITTALS Monday UNASSIGNED EMERGENCIES 0 Crafts Employee Status Count Equipment Transactions Outstanding Work E New Request Work Load Assignment E Work In Progress Work Order a Complete OVERDUE WORK 13 days 1 due on 11 22 2005 j j 3 days a E 1 due on 12 2 2005 e You will then be taken to the Transaction List page The Add New Purchases and Add New Labor Hours links are red and are located on the right hand side See below NE Calendar New Work Order Assign New Request Reports My Settings Advanced Search Help Transaction Shortcuts Talk About It Suppliers X
188. ite Administrator 1 and Howard in the transportation department resource allocation etc is the Technician Requests are routed to go first to Ben for approval and then once approved on to Howard for execution Therefore for the New Request status of the request routing process No One would go in the top box and Ben would go in the bottom box the request would first go to No One but Ben See below Add New Location Craft When Approved By Stop Building Purpose Route Assign To Next Routing Sloan High School On Any No One On Any On Any dude Ben Add New Home Calendar New Work Order Reports Services Account Setup Powered by g Conditions of Use Privacy Policy Security Statement 34 Second Tom s request if approved by Ben would go on to Howard So once the request reached Approved status Ben would go in the top box and Howard would go in the bottom box the request would go on from Ben on to Howard See below Location Include ALL Locations Craft Include All Crafts v 1 1 of total 1 listed Edit Location Fy Craft O When Approved By 0 Building 5 Purpose 0 Route Assign To Next Routing Sloan High School On Any No One On Any On Any dude Ben Add New Location Craft When Approved By Stop Building Purpose Route Assign To Next Routing Sloan Hig
189. ition Select Code Schema you wish to use UniFormat I View code list O CSI View code list O NJAC 6 24 View code list DE DOE View code list O SISC View code list O NMGCT View code list Create my own Click here to talk to an Home Calendar New Work Order Reports Services Account Setup Online Operator NOW Powered by ok Emai Conditions of Use Privacy Policy Security Statement IOGIN SFRVICFS MY ACCOIINT 37631335 HFIP This is the page that you fill out to copy your schema into your MaintenanceDirect account SCHOOLDUDE SAYS Once you copy a schema into your account it will be difficult to undo so please make sure that you want that particular schema If you choose to use a pre defined schema you can still add modify and delete to customize groups classifications and types You will not be limited to the schema that is copied e To view an example of each schema click on the View Code List link provided in parenthesis next to each Code Schema DON T click the empty buttons to the left of each Code Schema click those only when you wish to select that schema for use e Tocopya schema click the empty button to the left of it and then click Submit 6 22 Labor Types Labor types are the multipliers that you use to calculate labor costs The most common Labor Types and cost multipliers are provided for you but you can add your own as needed To get started foll
190. k Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP d a Se gt MAINTENANCE DIRECT Home Calendar New Work Order Reports Services Account Setup Search for a GO TELL A FRIEND Advanced Search Help Work Order Shortcuts Talk amp Suppliers Short Contact Info Swe About It WO Form Quick Links 3 is Pr a Pa WO List Assignment Budget Info 2 Action rp Messages Journa New Requests Info Taken lotes Completed et eee ee D TENERE oa CEE rile EE O RIRE mt M 1 Transactions B Approval Attach File amp print Form amp Print b Work in Routing Progress Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Legend V Indicates required information Automatically saves on click Work Order NEW Status V Priority V Select Status v Select Priority v Status Date Created By Schooldude Administrator Date Created f Request Info uest Info Location Select Location v Building Select Building Area Area Number Select Area y As the Administrator of your account you not only have the ability to create new work orders you will also see every work order for your educational facility in the
191. k the check box next to the transaction and click the Delete button To add a journal note to the work order click the New Note link in the Action Taken section 226 Work Order Statuses l New Request All work orders initially are set to new request Generally new request means they have not been assigned to someone for the work to be completed 2 10 ll 12 Work in Progress Any work order assigned or scheduled to be completed would be considered as work in progress Complete A complete status signifies that all the actual work has been done All purchases and labor transactions may not be entered into the system This will alert requesters that the work has been done Closed Work Order Once all transactions and notes are added to a work order you would close it Once a work order is closed you cannot add any more transactions you would have to change the status back to complete to add more transactions Declined The declined status defines any work orders that will not be done They may be declined by a principal if site administrator approval routing is set up or by a person in the maintenance department Parts on Order This defines any work order waiting for parts before continuing Duplicate Request Any work order entered twice or previously requested Void Voided work orders are work orders you would like to remove and will not show up in any reports unless specifically req
192. ks 1 Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP Re F Home Calendar Work Order Reports My Settings Search for ME gt Advanced Search Help Analysis Shortcuts Talk About It amp Suppliers New Work Order OOF Wo Batch List Print New Request Print WO Range Batch Close E Graph Status EES Graph Priority Print Work Work Orders Analysis Analysis Order Report Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Legend Click a to sort table by that column A second click on the same label will reverse the sort Filtering View work orders starting by location OTF SZA4SEBGCTESGABCDEFGHIIK LMNOPQRSTUV WX Z ALL Work Order Summary List Add New 1 2 of total 2 listed First Previous 10 Next 10 Last WOID f Deferred Until p Status fJ Location fJ Requested Completed f Total Priority J Deferred By fJ Requester FJ Building fJ Target fJ Status Chg m Craft Reason Assigned To fJ Area J Area Action Taken fJ Numberf Description J 101 Complete Sloan High 11 14 2005 11 16 2005 0 00 Low m School 11 16 2005 R Sloan 10 28 27 AM Ben dude Gymnasium Air conditioning unit is out in the weight room 100 Complete Sloan 11 7 2005 11 28 2005 0 00 Low M Schooldude yt nara 11 28 2005 ege Administrator 2 32 3
193. l link looks like this WOW The Quick Links provide you with a way to navigate quickly between SchoolDude products In other words if you would like to move from MaintenanceDirect to another product used by your school for whatever reason all you have to do is click on the Quick Links drop down box choose the SchoolDude product you d like to visit and you ll be taken to that product s Home page automatically Quick links is located at the top of the Home page near the right hand corner and looks like this tain Go To Quick Links anes 2272 II My Settings Your Information in a Nutshell Before we get started with the nuts and bolts of the work order process let s take a minute to check out the My Settings page which contains your information as entered by the Administrator during the account setup process Use this page to edit your information or to change your password Your My Settings page should look something like this nr ep ee er rey Frere eR ey NR pete ENE AEE rene r Me Re erun ans er e e A Sloan County Schools Go to Quick Links v LOGOUT MY ACCOUNT 32631335 HELP Ls a Oe a MAINTENANCE hy DIRECT Home Calendar New Work Order Assign New Request Reports My Settings Go to WOID Beas GO SHORTCUTS ALT S Advanced Search Help Legend 7 Indicates required information Account Administrator Work Order Pa
194. l of the upcoming seminars that SchoolDude will be conducting along with any online product demonstrations scheduled li Need Training tf yowd like to take a refresher course or would like to learn some new helpful hints then click in this section on the word here to view our free training services 12 Help links are available in both the top and bottom right hand corners of your Home page Clicking on the Help link in the top right hand corner will take you to the MaintenanceDirect manual at any time If you need to communicate directly with SchoolDude Support however go to the two links in the bottom right hand corner of your Home page To connect directly with someone from SchoolDude Support via Instant Messenger click on the word here underlined and highlighted in red See below Click here to talk to an Online Operator NOW al To write and send an email directly to SchoolDude Support simply click on the Email icon directly below the link we just mentioned The Email link looks like this NOW A blank email form will pop up already addressed and ready to use 13 The Quick Links provide you with a way to navigate quickly between SchoolDude products In other words if you would like to move from MaintenanceDirect to another product used by your school for whatever reason all you have to do is click on the Quick Links drop down box choose the SchoolDude product you d like to visit and you ll b
195. l out a form You can always activate more areas later 21 Crafts Crafts are generic skills needed to fix a problem MaintenanceDirect has over 200 crafts to choose from Crafts help you organize your work and assign it to the appropriate people Think of crafts as another way of saying trade code or problem type To set up Crafts simply follow these steps e From the Account Setup page click on the Crafts link The page you are taken to should look like this Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_craftlist asp Bo Links Sloan County Schools Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP id F 1 MAINTENANCE DIRECT Home Calendar New Work Order Reports Services Account Setup Advanced Search Help Craft Shortcuts Talk 3X Account E Graph Print i th Suppliers About It Setup Steps My Costs My Costs Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Y My Crafts Y Craft List Legend Click E to sort table by that column ep Use Craft in MaintenanceDirect Hide Craft in MaintenanceDirect Crafts are pre defined in MaintenanceDirect You cannot change the codes Feel free to submit suggestions for other craft categories
196. l take you to the work order update screen If you see a number in parentheses next to the WOID that is the Estimated Hours for that work order If your educational facility or district has PreventiveMaintenanceDirect PM work orders will show as having a yellow background on the calendar behind the WOID 152 2 The Day View page can be reached in two ways e Clicking on the Day View shortcut at the top of the page or e Clicking on the number of the date on the monthly calendar The Day View automatically defaults to today s date It shows you what s going on one day at atime On the left hand side you will see the work orders for the day you chose to view who was assigned to each the WOID number the Work Order Request Description the Location Name and the Estimated Hours if applicable Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_calendar_day asp date 11 28 2005 amp nmonth 11 amp nyear 2005 EJ GO Links TY Filtering View work orders starting by location OLZSZS4ASBCTFTESABCDEFGCHIIC LANOPORS TUV WXYZ ALL Work Orders for Monday 11 28 2005 4 November 2005 gt S M TW et F S 1 2 of total 2 listed 30 38 4302 34 5 x S amp S 7 amp 9 10 I 12 Assigned To Howard Dude 13 1415 16 17 18 19 WOID 106 20 21 22 23 24 25 26 27 2B 29 30 51 2 3 WO Request Two lights out in stairwell Description Location Name Sloan Elementary School Estimated Hours 0 Print This Assign
197. l work orders that meet those particular criteria would appear If there was only one work order to meet those criteria the work order update page for that work order would appear instead of the list gt To print out the results list click on the Print This icon at the bottom of the results page To print out a single work order click on the printer icon next to the corresponding work order gt To view a specific work order click on the work order ID or the description gt Ifyou would like to send an email to the requester click on the requester name to send an email via your email system your browser and email must be configured to use mail to links 180 4 Work Order Counts You can view all of your work orders that hold a particular status by clicking on the number next to the corresponding status You can edit the time period that is displayed in this section by selecting a new period from the dropdown box provided Once you select a period the page will automatically refresh showing that period See the Work Order Counts section of the Home page below Address http www06 schooldude com toolbox mydtWO mddefault asp bes 3 vi EGO Links Kral P Labor Hours ory oO es E eee 11 29 2005 WORK Tuesday gt Purchase Transactions 4 ee tial action Filter Select Status xi oan Get Today s Weather P SchoolDude com site 1 1 of total 1 listed ast PP LOGIN HERE Sloan Elementary S
198. le Time and Comp Time e Beneath those you are given the option of deleting any of them If you wish to do so simply click the check box next to the Labor Type you wish to delete beneath the word Delete e Ifyou wish to add a Labor Type do so now by entering the description in the box provided as well as the multiplier 68 When you have made the additions that you want and or selected the Labor Types that you wish to delete click the Save Changes button 69 23 Reporting Assignments Below is a shot of the Reporting Assignments page Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_assignedto_tree asp pan County Schools Home Calendar New Work Order Search for TS Advanced Search Help Ac ministrative Shortcuts Go to Quick Links Reports Services Account Setup y LOGOUT SERVICES MY ACCOUNT 32631335 HELP ese MAINTENANCE DIRCCT TELL A FRIEND Jf Account Setup Steps Account Information CJ Logo Setup ID Manage Codes Reporting Assignments B Setup New Request Routing z Manage Email Notifications Role Setup Copy Schema A MySchoolBuilding Start New Fiscal Year ID About Combo i MD Users Setup Wizard X User login is disabled 5 Reporting Assignments Ha Schooldude Administrator Administrator ai N Ben dude Supervisor I No Reporting Assignment Define
199. link The Outstanding Work and Work Order links will take you directly to the Outstanding Work Orders page which has no shortcuts From here you can either print one work order at a time by clicking on the WOID of the desired work order OR you can print them all in a batch by clicking the Print WO Batch link in the top right hand corner of the Outstanding Work Orders list The Work Load Assignment link takes you to the Calendar where you can click on individual work orders or click the Print Assignments link just under the Shortcuts menu on the left hand side 250 Graphing 4 If you wish to view a graph of certain information follow steps 1 and 2 above using the Information Analysis menu and choosing the category you wish to view Then do the following e Once you ve chosen the category you d like to view from the Information Analysis menu Crafts Equipment or Transactions all have the Graph option click on the Graph My Costs or Graph Transactions link in the shortcuts menu at the top of the page See below a w o o e Qe ee eee wy rf DIReCT Home Calendar New Work Order Assign New Request Reports My Settings Go to WO1D I C ALT S Advanced Search Help Craft Shortcuts Talk amp Suppliers Y My Crafts Y Craft List E Graph About It My Costs Membership in CommunityDirect required for participation CommunityDirect information is shared within the membership but MaintenanceDirect data is kept
200. ll be taken back to your Home page Your changes have been made SCHOOLDUDE SAYS If you don t see the change immediately for instance if you changed the spelling of your name and the spelling hasn t changed under the Login Here section don t worry Next time you log in you ll see that the change has been made 125 III Entering Editing Work Orders MD in Action Supervisor I s and Supervisor Is will only see different work orders in the Who i ae to 5 ed AWE section of the Home page based on what is routed to them If you are a Supervisor I you will see all new requests assigned to you or to any employees who report directly to you If you are a Supervisor II you will be able to see all new requests for the work orders from your assigned locations and crafts in addition to new requests assigned to yourself or any employees who report directly to you Both roles also have the ability to create work orders of their own To understand what is involved with creating your own work orders as well as editing the work orders that are routed to you we ll take a look at the work order form itself and the fields it contains See below Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_woupdate asp n 1 E Go Links oS oan County Schools Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP s p gt DIREC
201. m one day to the next using the small calendar on the right hand side of the screen see green arrow above Simply click the number of the day you wish to view To move from one month to another use the left and right arrows next to the name of the month at the top of the small calendar see next page 255 4 December 2005 gt F SM TWT FS 26 29 30 31 1 2 3 45 6 7 8 910 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 gt Toprint a form for a work order click on the Print This button for the corresponding work order 256 3 The Organization Event Calendar page is where you can view events such as school breaks for locations organizations within your school or district They will then be stored on a yearly calendar on the left hand side of the screen and then listed in more detail on the right hand side You can reach the Organization Event Calendar by clicking on the short cut at the top of the Calendar page The Organization Event Calendar page should look something like this depending on how many events have been entered to this point w eee ee ee ree eee e ee mr eee ee pe ee Sloan County Schools Go to Quick Links be LOGOUT MY ACCOUNT 32631335 HELP gy z r kd MAINTENANCE DIRECT Home Calendar New Work Order Assign New Request Reports My Settings Go to WOID E GO SHORTCUTS ALT S Se Advanced Search Help Calendar Shortcuts
202. mation E Click on this calendar icon to be taken to an interactive calendar where you can select the date you wish to use amp The thumbs up and thumbs down icons indicate that a service or service provider is active or inactive respectively MI Click on this email icon to open up a blank email form Click on this icon to sort information by the category it indicates the category that it appears beside 4 Clicking on this icon will invert listed options or information El This icon is used on the Organization Event Calendar page and indicates an event that is shared by more than one Location This is the SchoolDude He s your friend 261 Help Reference At SchoolDude we understand that sometimes searching for answers to your questions can be frustrating For that reason we ve included this page to give you a few quick sources to get you off the shoulder and back on the road l Give usa call at 1 877 883 8337 We strive to answer your phone calls within the first three rings Our friendly and helpful service professionals will be available to take your calls between the hours of 8 am and 6 pm EST Monday Friday 2 Drop us an email at the following address support schooldude com Someone will reply to your email or give you a call promptly usually within an hour during regular business hours 3 Chat live with a service professional by logging on to your account and clicking on the Help link
203. n it is marked as complete WOID Fij ms Type ALT Y Date ALT D Mj Hours Total Cost Employee ALT M F Work Order Complete Actual Completion Date ALT H Mj Action Taken Select Employee Select Employee Regular meyuiar Select Employee all Be Ba Select Employee Select Employee Select Employee oO Regular Select Employee Select Employee save ALT E Last 10 Transactions Delete Edit WOID __ Description Type Labor Hourly Rate Total Cost Date e This page allows you to enter multiple labor hours transactions with the required fields of WOID Employee Date and Actual Completion Date Fill in other information as it is available 235 Method 2 Enter purchase and labor transactions for one work order at a time by using the New Purchase Transaction and New Labor Transaction links on the long work order form itself See below
204. n the work order form click the check box The bar code allows for a work order to simply be scanned into the system e Default Estimated Start Date to Today s Date This will input today s date in the Target Start Date field of the work order form Un check this box if not e Click the Update Information button to save changes 9 SCHOOLDUDE SAYS The comptroller serves as the safety net of work order routing Any work order the system doesn t know how to route gets sent to the comptroller Also if no service provider support is set up for a task the task gets assigned to the comptroller ll 3 Budgets If you would like to keep track of budgeting and project related costs optional enter your budget information here A Budget option will show up in the next step of your Account Setup process Locations so in order to have it available then it should be set up now You can have a different budget for each location or for each project Organize your budgets in the way that works best for you To get started click the Budget link on the Account Setup page e On the My Budget Codes page click the Add New Budget Code link e Under Add Update Budget Code enter a code for the budget e Inthe Description field give the budget a self explanatory name or give a brief description of what the budget is for e Enter any Fiscal Year Budget Monies and any notes you wish to include e Click Submit
205. nalysis Shortcuts Quick Links amp Talk About It Suppliers S New i Order Print WO Batch Print New Request Print WO Range Batch Close EH Graph Status EH Graph Priority 5 Print Work Work Orders Analysis Analysis Order Report Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Legend Click j to sort table by that column A second click on the same label will reverse the sort Filtering View work orders starting by location Q1i234S5S6789ABCDEFGHIIJKLMNOPQRSTUV WX YZ ALL Work Order Summary List Add New 1 1 of total 1 listed First Previous 10 Next 10 Last WOID f Deferred Until p Status fJ Location fJ Requested Completed f Total Priority J Deferred By fJ Requester FJ Building fJ Target f Status Chg f Craft Reason Assigned To fJ Area fJ Area Action Taken fJ Numberf Description J Work In Sloan 11 7 2005 Progress Community 11 22 2005 E Schooldude College 10 46 34 AM Administrator Ben dude Fallen ceiling tile needs to be replaced in the staff lounge Add New s A Calculations shown on this page represent costs through yesterday __ Print This Print to Excel For up to date calculations use Print Work Order Report options gt To view all the details of the work orders click on the work order ID number WOID gt Tos
206. ncy Work Orders e Make any changes you wish to make and click Done If you don t want to change your password at this time you don t have to Your changes will be made anyway e When you click Done you will be taken back to your Home page Your changes have been made SCHOOLDUDE SAYS If you don t see the change immediately for instance if you changed the spelling of your name and the spelling hasn t changed under the Login Here section when the page refreshes don t worry Next time you log in you ll see that the change has been made 200 III The Work Order Request MD in Action To understand what is involved with creating your own work orders as well as editing and approving the work orders that are routed to you we ll take a look first at the work order request form itself and the fields it contains The work order request form can be reached by clicking the New Request tab at the top of the Home page memen meee ti f E E E A E A A EELE E E E E AA AN E g a E g e E g e ere ek bh SSE SETS r Home My Requests New Request Approval My Settings Search for TS 2 Advanced Search Help Analysis Shortcuts My Requests Approved Work Order Print Work Work Orders List Order Report Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account New Work Request Wel
207. nformation here This information will be displayed to your requesters on MySchoolBuilding com Current Period Define the beginning and ending dates of your fiscal year Your Work Order Custom Category Label Define the label for your custom category here Custom category is available to track any custom information PM Purpose Code If you have PMDirect define your PM purpose code This will generally be Preventive Maintenance Any work orders with the purpose defined here will be displayed as a PM work order and will have a yellow background FS Purpose Code If you have FSDirect define your FS purpose code This will generally be Facility Scheduling or something similar Any work orders with the purpose defined here will be displayed as a FS work order and will have a blue background Use NJAC 6 24 If you are a New Jersey client check this box If you are not a New Jersey client make sure this box is un checked Checking this box will give New Jersey clients access to the M1 and M2 reports Sales Tax Rate Enter the sales tax rate here This field should be left blank if rate calculation is not preferred on the purchase transaction form 10 e Work Order Form Select which work order form you d like to use by choosing from the options in the drop down box Options can be previewed by clicking the Preview link e Print Work Order Form Choose HTML or Adobe If you would like for a bar code to be printed o
208. ng so for your requesters WI Approve If you are approving this work order click Yes If not click No Current Route To the user that the work order is currently routed to will be listed here Route to Next This is the user that the work order will be routed to next This is determined by the routing system set up by your account Administrator Approval History Click Submit to save your changes and approve decline the work order To remove all the changes you just made click Reset 205 2 Requested Work This is generally a quicker way to process new requests for two reasons First you can simply approve or decline a request on the Home page with minimal input by clicking Approve or Decline or you can click on the WOID shown in red which will take you to the Update Work Request page To approve or decline a work request without ever leaving the Home page simply scroll down the list of requests in the Requested Work section and address one at a time Describe any actions being taken in the Action Taken box provided and click the Approve or Decline button provided To process a request listed in the Requested Work section in a bit more detail click on that request s WOID number shown in red near the top left hand corner of each request Continue with the following steps After clicking on the work order ID number WOID you will be taken to the Update Work Request page where you can scroll down and make any changes you
209. not Fred Dude Til Indicates required information First Name Last Namely Fred Dude Email Address fdude geewiz com Phone Number Pager 919 555 4678 Cellular Phone use these generic email notification settings Send Requester Work Request Receipt Notification Sample Notify Requester of Work Request Assignment Sample Notify Requester of Work Request Change in Status e g On hold Void Duplicate Request Waiting Parts etc Sample Notify Requester of Work Request Completion Sample O Fred Dude prefers these email notifcation settings C Send Requester Work Request Receipt Notification Sample C Notify Requester of Work Request Assignment Sample C Notify Requester of Work Request Change in Status p e g On hold Void Duplicate Request Waiting Parts etc Sample C Notify Requester of Work Request Completion Sample Password Powered by Maint Request Trip Request My Requests My Settings Help Conditions of Use Privacy Policy Help e Make any changes you wish to make enter your password at the bottom and click Submit OR 214 e Tocontinue without making any changes simply click the Back button at the top of your page or click the Tab of the page you wish to go to next If you have made changes the page will refresh to bring up the same screen only now the words My Setting Saved will appear in red at the top o
210. nsaction List ALT 3 Labor Hours Note Actual completion date will default to today s date when it is marked as complete WOID Fi a Type ALT Y Employee ALT M Mj Date ALT D ril Hours Work Order Complete Actual Completion Date ALT H M Action Taken Regular Y Administrator Schooldude v C Total Cost Regular Select Employee O Regular As you can see by scrolling down this page you can add multiple labor transactions at a time by filling in the information for each in the fields provided W WOID Enter the work order ID number here to indicate which work order that this labor pertains to e Employee Indicate here by selecting from the drop down box provided which employee performed this labor e Type e Work Order Complete e b Date WI Actual Completion Date 83 Hours Total Cost Action Taken 84 V Processing and Assigning New Requests Any Volunteers As you ve learned when someone makes a work order request the initial status of the request is New Request New Requests have two subcategories Unassigned and In Approval Process the numbers next to these on the Home page don t necessarily have to add up to the number next to New Requests Unassigned work orders which can be viewed in the section of your H
211. ny work order that is In Approval Process has been routed to another user for approval so you don t have to worry about it at this point ne SAYS Clicking on the number next to New Requests will NOT take you to the Work Order Summary List which shows all work orders in handy dandy list format Instead it will take you to the work order form of the OLDEST of the New Requests that have been entered In order to reach each of the New Requests at this point you will have to click on the Unprocessed New Requests drop down box provided and select the New Request you wish to view from the list that will drop down Soe Po sn SAYS A New Request s status determines whether or not you can or should deal with it at this point In other words if it s In Approval Process it has currently been routed to another user for approval and therefore isn t yours to deal with yet If it s Unprocessed however you can go ahead and process it assigning it to whoever needs to handle it at the time For this reason we recommend avoiding clicking on the number next to New Requests Instead go straight to Unprocessed to handle those work orders that need direction 225 To process your new unprocessed requests and assign those that are unassigned do the following from the Home page aeee rrr ene er rR rey Ry NRE EERE Home Calendar Go to Quick Links LOGOUT New Work Order Assign New R
212. o year basis You can even check the weather In this section of your manual we ll show you how to use the calendar and all of its options to keep you up to speed on your work load e Toopen up your calendar from wherever you are click on the Calendar tab at the top of your screen The page that opens up will look something like this nn eee ee er rey Rr Ry PR PR Ne NRE ener Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP a Home Calendar New Work Order My Requests My Account Search for I C Advanced Search Help Calendar Shortcuts Month View i Day View i Organization Assignment lt Ja Get Weather Event Calendar Report Select Month Year November 2005 v amp Print Assignments Work Calendar for November 2005 Tip You can click on the day number to see more details on work assignments The number in parenthesis are hour estimates Only open work orders appear closed completed void and duplicate are excluded View Legend Monday Tuesday poli Thursday Friday sail pt ___ s a al E _ __ Work Day dir aes 106 Get lt Previous Month Next Month gt Legend MD Work Order no icon PM Work Order FSD Work Order IT Work Order At the top of your screen just above the words Work Calendar for are the Calendar Shortcuts Month View Day View Organization Event Calendar Assignment Report and Get Weather In this
213. o is the comptroller of the system 38 C Craft based Routing The craft based method of routing routes work orders to different users based on the craft of the work order For example if you wanted all plumbing work orders to be routed directly to the plumber and all the electrical work orders routed to the electrician you could do that using this method of routing The plumber and the electrician would of course need to be in the system as either a supervisor or a technician To send all of your work orders by craft to certain users you would need as many routes as you would different crafts In the following example Howard Dude is a technician in charge of plumbing and Alfred Dude is a supervisor in charge of all electrical work orders e Inthe Location drop down box you would choose On Any e For the Craft you would select Plumbing from the drop down box e For the Purpose you would select On Any e Inthe When Approved By Route Assign to section you would select No One to go in the top box and then Howard Dude for the bottom box e Since ALL plumbing requests are sent to Howard the technician who handles plumbing you would then click the Stop Routing box to indicate that the request will go no further See below Add New Location Craft When Approved By Stop Building Purpose Route Assign To Next Routing On Any Plumbing No One x On An
214. o search for the work order or information that you need For example if you wanted to find work order 180 you would simply type 180 into the search box and click Go That would then pull up the update page for that particular work order If there is more than one work order which references work order 180 you would then see a listing of all matching work orders 143 2 Advanced Search Underneath the search field discussed above you will see a link that says Advanced Search Ae ee i New Work Order Advanced Search Help New Crafts WORK ORDERS BY STAT Clicking on this link will take you to the Work Order Search page which will look something like this Aaaress http www0U0 schooldude com toolbox mydtwo mydtwo_s mydtwo_advancesearch asp searchredirectpage toolbox mydtwo mydtwo_s m J GO LINKS us Sloan County Schools Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP a dr i DIRECT Home Calendar Work Order Reports My Settings Se GO TELL A FRIEND Advanced Search Help Advanced Search Shortcuts Q Work Order Search Q Equipment Search Q Transaction Search Legend Tip To select multiple choices in each list box use the Ctrl key to select Work Order Search Location Equipment Include ALL Locations Sloan Community College Include ALL Equipments Blank Sloan Elementary School Lawn Mower 1 Sloan High Scho
215. oking at now The month you re in currently will display with arrows in the bottom left and right hand corners that you can click on to navigate to the Previous Month or Next Month Just below the Calendar Shortcuts you will see two drop down boxes one for the month and the other for the year which serve as another kind of shortcut allowing you to navigate the large calendar from one month to the next without clicking multiple times on the Previous Month and Next Month buttons On the Month View each day shows in the traditional squares of a calendar which contain any open work orders Open work orders are those work orders not in the Complete Closed Void or Duplicate status There are different icons used throughout the MaintenanceDirect Calendar page to indicate what kind of work orders the work orders on the calendar are The legend for these icons is at the bottom of the Month View page and looks like this WEL VEAL 20 21 22 23 24 25 26 27 28 29 30 lt Previous Month Next Month gt Legend MD Work Order no icon PM Work Order a FSD Work Order IT Work Order H PD Work Order Tip Click the day number to view work order details for the entire day or click a work order id to view edit the work order Click he Online Home Calendar New Work Order Reports Services Account Setup Work order numbers will be displayed on the calendar as red links If you click on a work order number it wil
216. ol Sloan Middle School South Sloan High School Parts on Order Duplicate Request Void a Building Budget Include ALL Buildings Include ALL Budget Accounts a R Sloan Gymnasium Blank E Budget1 Marching Band Fund Budget2 Athletics Fund Budget3 School Clubs Fund Budget4 Budget for any faculty Library Fund Any monies allott Include ALL Projects Playground Refu Audio Visual s On this page you may choose any combination of search options from the listings and fields provided Enter your options and click the Search Now button An example would be if you would like to search for all work orders with the status of Work In Progress for Sloan High School requested in September of 2003 In this case you would choose Sloan High School from the Location list and Work In Progress from the Status list In the request date fields you would type 9 1 2003 to 144 9 30 2003 and then click Search Now A list of all work orders that meet those particular criteria would appear If there was only one work order to meet those criteria the work order update page for that work order would appear instead of the list gt To print out the results list click on the Print This icon at the bottom of the results page To print out a single work order click on the printer icon next to t
217. ome new helpful hints Then click here to view our FREE training services Quick Launch New Request Print WO Batch Account Settings User Forum More Services My SchoolBuilding SchoolDude com LOGIN HERE Last 10 Work Requests Period All Request Totals 1 New Request 1 UNASSIGNED OIn Approval Process OWork In Progress 0 Complete O Closed Work Orders 0 Declined OParts on Order KI O Duplicate Request OVoid 0On Hold 0 Waiting More Information 0 Open Extended 0 Pending 0 Waiting Funding 0 Deferred 0 Forwarded O O O O O O O O O d O O O O Work In Process E New Request Counts are based on Status Date for each selected period This 11 8 2005 WORK Tuesday p N Get Today s Weather OTHER ASSIGNED WORK 1 TOTAL ASSIGNED WORK 1 Areas Budget Buildings Classifications Crafts Employees Equipment Groups Transactions Locations Manufacturers Outstanding Work Projects Priority Purpose Status Suppliers Types Work Load Assignment Work Order v gt As work orders are added edited and routed they will show up in the MANY section of the Home page based on their current status To view work orders that hold a particular status simply click on the number next to the status label you wish to view 130 IV Assigning New Requests Who s Doing What As you ve learned when a requester makes a request the initial status of t
218. ome page see screen shot below are just what you think those with no assignment at all However they can also be those that are assigned to you to be reassigned Any work order that is In Approval Process has been routed to another user for approval so you don t have to worry about it at this point ee SAYS Clicking on the number next to New Requests will NOT take you to the Work Order Summary List which shows all work orders in handy dandy list format Instead it will take you to the work order form of the OLDEST of the New Requests that have been entered In order to reach each of the New Requests at this point you will have to click on the Unprocessed New Requests drop down box provided and select the New Request you wish to view from the list that will drop down oy SAYS A New Request s status determines whether or not you can or should deal with it at this point In other words if it s In Approval Process it has currently been routed to another user for approval and therefore isn t yours to deal with yet If it s Unassigned however you can go ahead and process it assigning it to whoever needs to handle it at the time For this reason we recommend avoiding clicking on the number next to New Requests Instead go straight to Unassigned to handle those work orders that need direction 85 To process your new unprocessed requests and assign those that are unassigned do the
219. once you have costs associated with it 64 20 Manufacturers In this section you can enter the information of any equipment manufacturers that your educational facility uses This like the Suppliers section is optional but comes in handy when running reports To get started adding Manufacturers do the following e Click on the Manufacturers link on the Account Setup page e On the My Manufacturers page click on the Add New Manufacturer link e You will be taken to the New Manufacturer page which will look like this Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_manufacturernew asp van County Schools Go to Quick Links v LOGOUT SERVICES MY ACCOUNT 32631335 TR MAINTENANCE DIRECT Home Calendar New Work Order Reports Services Account Setup Search for ee GO TELL A FRIEND Advanced Search Help Manufacturer Shortcuts Talk Suppliers New My ES Graph 4 Print About It Manufacturer Manufacturers My Costs My Costs Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Legend V Indicates required information New Manufacturer i Manufacturer Information V Manufacturer Name E This is your current logo change it below Logo Image Browse _ If you don t have a logo to use please select E from our lo
220. oose the type of reporting date Request Date O Requested Completion Date Target Start Date Target Completion Date Completion Date Transaction Date 3 Select Your Location s Sloan Community College Sloan Elementary School Sloan High School Sloan Middle School Rc lt 116 e When you re finished click the Print This icon at the bottom of the page gt You can also print any page that has a Print This icon on it i J Print This 117 Graphing 5 Ifyou wish to view a graph of certain information follow steps 1 through 3 above using the Information Analysis menu and choosing the category you wish to view Then do the following e Follow the instructions on the appropriate page which will take you through the period priority location Assign to person chart title and type etc e Click the Refresh Chart button A chart will appear at the bottom of the page graphing out the information you indicated above e Change the information shown on the graph by changing the options above the chart Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_graphanalysis asp v Go Links _ Calendar Yr Qtr 1 _ Waiting Funding wok oe oe ae a Sloan Elementary Schoo ate CI calendar Yr Qtr 2 Deferred Sloan High School C calendar Yr Qtr 3 C Forwarded Sloan Middle School S C calendar Yr Qtr 4 Buildings
221. op left hand corner and the words MD Login in the top right See below ARIETE ee S FU NNER RSPR NEE EL Gy FEARS RANE NAREER araa OF EE Sloan County Schools 7 Seep Welcome To begin please enter your email address below Email Address Powered by Conditions of Use Privacy Policy Copyright 1999 2005 SchoolDude com Inc All Rights Reserved Legal Stuff 6 Enter your email address in the space provided 7 Click Submit 8 As you are a new Requester you will then see the following page 208 nna San SS a5r og SSS ee nese Fura wer wresrusawnese ype iiwoening a cram ets uroarases ace s2gy 6 exsar satis souern O A se Araasgeespge gt 46s Aa a everessmisws ua re ee A Welcome To begin please enter your email address below Email Address fdude geewiz com We cannot find the indicated email address Please either correct the email address or enter your last name below if you are a new requester Last Name Conditions of Use Privacy Policy Copyright 1999 2005 SchoolDude com Inc All Rights Reserved Legal Stuff ISCHOOLDUDE SAYS If this page doesn t come up when you enter your email address and you see an entirely different page with the word Welcome at the top followed by a form with some of your info already in it skip ahead to step 17 9 Enter your last name into the box provided 10 Click Submit ll Next you should see the
222. or and material costs total costs work order count and average hours cost for each group Detail The group detail report will give you a detailed account of each transaction for work orders that are assigned the selected groups Transactions Report Types Report Information Summary The transaction summary report will give a total quantity and cost for a group of transactions For example you can print a report for a technician for the total number of hours they worked that month You can also print a report showing all the purchases from a specific supplier You can sort this report by transaction type or location Detail The transaction detail report will give you the total quantity and cost of a group of transactions like the summary report It will also list all the transactions that make up the total cost You can sort this report by transaction type or location Locations Report Types Report Information Summary The location summary report will give a summary of all labor hours labor and material costs total costs work order count and average hours cost per location Detail The locations detail report will give you a detailed account of each transaction for work orders assigned the selected locations Manufacturers Report Types Report Information Summary The manufacturer summary report will give a summary of all labor hours labor and material costs total costs work order count and average hours
223. order you will now see a pie graph displayed in this section of the Home page as well See below Address http www06 schooldude com toolbox mydtWO mddefault asp vE Go Links Ci pan County Schools Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 j b a A ae MAINTENANCE hy DIRECT Home Calendar New Work Order Reports Services Account Setup Search for Snax GO TELL A FRIEND Advanced Search Help New Crafts WORK ORDERS BY STATUS WORK CENTER CALENDAR On Tuesday Last 10 Work Requests Work In Process m OF w October 25th the Period All v 11 8 2005 WORK Tuesday following craft was p N Get Today s Weather Request Totals added 1 New Request OTHER ASSIGNED WORK 1 1 UNASSIGNED Click here to see the crafts OIn Approval Process TOTAL ASSIGNED WORK 1 now O Work In Progress 0 Complete 0 Closed Work Orders Information Analysis 0 Declined Areas E NewR t Budget OParts on Order ow Nequss Buildings Classifications Crafts OVoid Employees 00n Hold a Groups 0 Waiting More Transactions Information Locations 0 Open Extended Manufacturers Outstanding Work 0 Pending Projects Priority Purpose 0 Deferred Status O Forwarded Suppliers Types Work Load Assignment LOGIN HERE Counts are based on Status Date for each selected period This Work Order he KI m Translator Need Training Do you need a refresher course to learn some new hel
224. organizing your records e To get started with entering purpose codes simply click on the Purpose link from the Account Setup page You will be taken to the My Purpose Codes page which will look something like this Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_purposelist asp vE Go Links a pan County Schools Go to Quick Links v LOGOUT SERVICES MY ACCOUNT 32631335 HELP 42 4 gt DIReCT Home Calendar New Work Order Reports Services Account Setup Search for E Go TELL A FRIEND Advanced Search Help Purpose Shortcuts Talk amp Suppliers gt New ID My R Graph 4 Print About It Purpose Codes My Costs My Costs Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Legend Click E to sort table by that column Filtering View purpose starting by GEiMQ a45 CF BSABL DEFGQGHIIK LWA OPFOR StU Wk ZAR My Purpose Codes Add New Purpose 1 5 of total 5 listed Previous 10 Next 10 Purpose amp Calendar YTD Costs Fiscal YTD Costs General Grounds 0 00 0 00 General Maintenance 0 00 0 00 Other 0 00 0 00 Preventive Maintenance 0 00 0 00 Vandalism 0 00 0 00 Add New Purpose i Calculations shown on this page represent costs through yesterday ___ Print This For up to date calculations use Print My Costs option
225. ork needing to be done You can leave it as the requester has it or you can change it Emergency Notification If this work order constitutes Emergency status indicate so here by clicking in the check box provided Craft This field indicates the nature of the work to be done For example if a toilet is leaking the craft would be Plumbing Current Route To Shows who the work order is currently routed to If routed to no one this field will be blank Assign Route to From the drop down box provided choose who this work order needs to go to next in its completion process To view assignements already in the system for a particular user in order to see if they are available for this work order click the View Assignments link provided here Stop Routing If you check the box in this section then the routing process will stop and the person you just assigned routed to in the previous field will complete the work If you re routing it to another party first for approval for example then you would un check this box Status ID Choose the status of this work order from the drop down box provided Area Area Number Budget Purpose and Project Enter this information if available and applicable It is not required however Estimated Start Date The estimated date that work will begin on this work order Estimated Completion Date The estimated date that work will be completed Action Taken Enter any action taken
226. ork order form will take you to the following page where you can enter and save labor transaction information for this particular work order See below Address http www06 schooldude com toolbox mydtWO mydtWO_s mydtWO_LaborEntry asp fromwoid 101 amp deltempcookie 1 E Go Links T pan County Schools Go to Quick Links y LOGOUT SERVICES MY ACCOUNT 32631335 HELP i an MAINTENANCE DIRECT Home Calendar New Work Order Reports Services Account Setup Search for ee GO TELL A FRIEND Advanced Search Help Work Order Labor Entry for dude Ben Employee dude Ben v _ Print This Back to WO 101 Date Note OT represents Other Time click OT to enter time for holidays comp and or overtime lt lt Prev 10 Next 10 gt gt H Work Order ID Location Work Fri Sat Sun Mon Tue Wed Thu Total Action Taken Close Nov 1i Nov 12 Nov 13 Nov 14 Nov 15 Nov 16 Nov i7 Hours ET F S 101 Sloan High School C 0 oT o or 0 lot 0 oT 0 lor o lor 0 lor fo H 3 Actual Comp Date enter Materials Enter Note Total 0 o 0 0 o 0 0 0 Note You can change the Hours display dates by clicking a day on the above calendar Grand Total Hours 0 o 0 0 0 0 0 Save __ PrintThis Back to WO 101 Click here to talk to an xi Home Calendar New Work Order Reports Services Account Setup Online Operator
227. ory list gt Tochange or update a custom category s name or to change whether or not you would like for a custom category to be displayed in PMD click that custom category s name on the Custom Category list make the changes you wish to make on the Custom Category Add Update page and click Submit gt To delete a Custom Category click on that custom category s name on the Custom Category list and then click the Delete button at the bottom of the Custom Category Add Update page e N SAYS You will be unable to delete a custom category once there are costs attached to it 6l 19 Suppliers This optional step in the Account Setup process allows you to keep track of all of the suppliers used by your educational facility when ordering equipment and supplies for various projects To start adding suppliers follow these steps e On the Account Setup page click on the Suppliers link e On the My Suppliers page click the Add New Supplier link e You will be taken to the New Supplier page which will look like this Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_suppliernew asp v E3Go Links 8 pan County Schools Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP lt a TN a Tea MAINTENANCE DIRECT Home Calendar New Work Order Reports Services Account Setup Search for Be GO TELL A FRIEND Advanced Search Help Supplier Shortcuts
228. ournal note click the New Note link e Transactions From this section you can add and edit Labor and Purchase Transactions If you have InventoryDirect you will also be able to add and edit Issue Transactions Transactions will be discussed in more detail in the next section of this manual e Approval Routing This section displays all the routes the work order has taken for approval e File Attachments You can attach up to two files to each work order Keep in mind that they must be 3MB or less each 129 e Click Save Or to clear the work order of all changes you just made click Reset gt Once your work order has been saved it will show up in the ection of the Home page listed by the status you chose for it If this is your first work order you will now see a pie graph displayed in this section of the Home page as well See below Address http www06 schooldude com toolbox mydtWO mddefault asp pan County Schools Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP a r gt j MAINTENANCE DIRCCT Home Calendar New Work Order Reports Services Account Setup Search for GO TELL A FRIEND Advanced Search Help New Crafts WORK ORDERS BY STATUS WORK CENTER CALENDAR On Tuesday October 25th the following craft was added Translator Click here to see the crafts now Need Training Do you need a refresher course to learn s
229. ours page which will look like this Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_laborEntry asp deltempcookie 1 Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP 4 td t MAINTENANCE DIRECT Home Calendar Work Order Reports My Settings Search for a ee GO TELL A FRIEND Advanced Search Help Work Order Labor Entry for dude Ben Employee dude Ben v __ PrintThis Note OT represents Other Time click OT to enter time for holidays comp and or overtime lt lt Prev 10 Next 10 gt gt Work Order ID Location Work Fri Sat Sun Mon Tue Wed Thu Total P Action Taken Close Nov 25 Nov 26 Nov 27 Nov 28 Nov 29 Nov 30 Deci Hours F S 106 Sloan Elementary 0 oT 0 oT 0 orlo lorlo or 0 oT 0 lot 0 4 5 School Actual Comp Date sid enter Materials Enter Note 101 Sloan High School 0 oT 0 ot 0 oT O0 jot 0 oT 0 ioT 0 lot 0 Note You can change the Actual Comp Date 11 16 2005 enter Materials Enter Note display dates by clicking a day on the above calendar 100 Sloan Community Fj 0 oT 0 oT 0 oT 0 oT 0 oT 0 oT 0 oT 0 College Actual Comp Date Enter Materials Enter Note Total Hours
230. outing work orders can go to users based on both the location and the craft that was selected in the work order Poon SAYS You are not limited to using only these methods of routing in MaintenanceDirect The above methods are simply examples of our most commonly used routing types SchoolDude routing is created to be very versatile so that you can change it up to find the way that best suits your educational facility Feel free to be creative Also keep in mind that any new requests that come in that do not fall within your routes will be routed automatically to your comptroller 33 lt SCHOOLDUDE SAYS A Word or Two About When Approved By Route Assign to Next When Approved By Route Assign To Next What this means is that when a work order has been routed based on its status to whoever you pick to go in the top drop down box it will then be routed next to whoever you pick to go in the bottom drop down box When a requester submits a work request its status is New Request and under this status it will go to the first person designated to approve work orders usually the Principal or another Site Administrator Therefore No One would go in the top box and the Principal s name would go in the bottom box In other words the request would go first to No One but the Principal As a quick example using Approval based routing let s say Tom a coach is the requester Ben the principal is the S
231. ow these steps e Click the Labor Types link on the Account Setup page e You will be taken to the Labor Types page which will look something like this Address a http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_labortypes asp pan County Schools Go to Quick Links S LOGOUT SERVICES MY ACCOUNT 32631335 HELP ote gt gt _ MAINTENANCE DIRECT Home Calendar New Work Order Reports Services Account Setup Search for aaa GO TELL A FRIEND Advanced Search Help Transaction Shortcuts Talk About It amp Suppliers X Labor Types 5 Labor 3 Purchases l Transaction List EH Graph Transactions Print Transactions Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Labor Types Current Labor Types Activity Type Multiplier Regular 1 Regular Overtime iS Double Time 2 Comp Time 0 Multiplier will be used to calculate cost in the following formula Rate x Multiplier x Hours Cost You can add up six 6 additional labor types Click check box to delete labor type Delete Activity Description Multiplier Regular Regular Overtime Double Time Comp Time e On the Labor Types page you will see the current labor types listed Regular Regular Overtime Doub
232. own the page to the new section which starts with Action Taken It will look like this 128 aeee ee j RS y ee DT ee E ee ee eee ee ee ed pr aa a r a Enaren ee pe ed aa ee e e lt Select Classification gt v Type lt Select Type gt v P Back to Shortcuts Action Taken Action P Back to Shortcuts Message Center New Message Click on a Message to Reply Back to Shortcuts Journal Notes New Note Date Journal Note lz No Journal Notes at this time P Back to Shortcuts Transactions New Purchase Transaction New Labor Transaction No Transactions for this Work Order yet P Back to Shortcuts Approval Routing Date Approved By Routed To 11 7 2005 10 12 32 AM System Route Schooldude Administrator P Back to Shortcuts e If you are approving a work order that has been entered by a requester enter the Action Taken for this work order here The requester will then be able to view this information when checking the work order s status e Message Center This section will allow you to send an email message regarding the work order to anyone in the system It will also show email notifications sent out from our servers To enter a new message click the New Message link e Journal Notes This section allows you to post journal notes regarding the work order You also have the option of sending out a reminder email for the journal note To create a new j
233. ox Add area number in the text box M Description lt alt gt lt I gt Enter or edit the work order description Assigned To lt alt gt lt G gt Select the user assigned to the work order from the drop down box Action Taken lt alt gt lt D gt Enter the action taken on the work order The requester will see this information W Change Status lt alt gt lt C gt Choose the status of the work order See the next page for a list of all the different statuses a work order can hold and what they each mean Budget Info lt alt gt lt B gt Choose Purpose Project Budget Custom Category Craft and Equipment from the drop down boxes provided Click Save lt alt gt lt E gt gt When the page refreshes it will still show the work order form you just filled out only now the words Work Order saved successfully will appear in red near the top left hand side of the screen just above the form and at the bottom of the page there will be a Transactions list and a Journal Notes section 225 To add a purchase transaction to the work order click the Purchases shortcut lt alt gt lt P gt on the shortcut menu at the top of the page To add a labor transaction click the Labor Hours shortcut lt alt gt lt L gt To edit existing transactions click on the Edit button next to the corresponding transaction in the transaction list To Delete a transaction clic
234. p Advanced mapana Shortcuts Q Work Order Search Legend My Requests My Account Q Equipment Search Q Transaction Search Tip To select multiple choices in each list box use the Ctrl key to select Work Order Search Location Include ALL Locations Include ALL Equipments Sloan Community College Blank Sloan Elementary School Lawn Mower 1 Sloan High School Sloan Middle School South Sloan High School Equipment Parts on Order Duplicate Request Building Include ALL Buildings R Sloan Gymnasium Include ALL Budget Accounts Budget1 Marching Band Fund Budget2 Athletics Fund Budget3 School Clubs Fund Budget4 Budget for any faculty Library Fund Any monies allott Bian Playground Refu Cnfatarin e On this page you may choose any combination of search options from the listings and fields provided Enter your options and click the Search Now button 179 E ana SAYS An example of using the Advanced Search would be if you would like to search for all work orders with the status of Work In Progress for Sloan High School requested in September of 2003 In this case you would choose Sloan High School from the Location list and Work In Progress from the Status list In the request date fields you would type 9 1 2003 to 9 30 2003 and then click Search Now A list of al
235. p Date Enter Materials Enter Note 25 26 Z 1 145 164 20 21 22 23 24 27 28 29 30 Total Note You can change the display dates by clicking a day Hours on the above calendar 2 3 9 10 6 17 Grand Total Hours 0 0 __ Print This Back to WO 106 Click here to talk to an Online Operator NOW Home Calendar New Work Order My Requests My Account Powered by E pupe Conditions of Use Privacy Policy Security Statement Emal LOGIN SERVICES MY ACCOUNT 32631335 HELP Need help Call us 1 877 868 DUDE 3833 Copyright 1999 2001 SchoolDude com Inc All Rights Reserved Legal Stuff e Ifyou need to account for overtime comp time holiday time or any other time you can click on OT Other Time next to the corresponding date A window will appear for you to enter in any other times e Click Save when you re done You may also use the Quick Launch section of the Home page shown on the next page to pull up labor sheets for all your assigned work orders 186 Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP Cee gt MAINTENANCE DIRECT Home Calendar New Work Order My Requests My Account Search for E i nt GO TELL A FRIEND Advanced Search Help Quick Launch ASSIGNED WORK WORK CENTER
236. pful hints Then click here to view our FREE training services 0 Duplicate Request Quick Launch New Request Print WO Batch Account Settings User Forum More Services My SchoolBuilding SchoolDude com 0 Waiting Funding O O m P O O O O O O m O O O gt As work orders are added edited and routed they will show up in the MAA section of the Home page based on their current status To view work orders that hold a particular status simply click on the number next to the status label you wish to view 70 IV Entering Labor and Purchase Transactions How Much Was That Again The cost of a work order comes from the labor and purchase transactions attached to it To track those costs without having to chase down receipts simply enter them into MaintenanceDirect as you get them and our system will organize them for you so that you ll always know exactly how much a work order costs and why You ve got all the answers In MaintenanceDirect transactions can be entered in two ways The first of those that you will mostly likely encounter will be the Transactions section of the work order itself The second way is to use the link provided on the Home page itself We ll cover each method separately in this section Method 1 As you saw in the previous section the second page of a work order contains a Transactions section where you can click one of two links f Transactions New Purchase Transaction
237. plete because you may still have labor hours or purchase transactions to add to the work order Once you add all transactions however you would then close the work order Once a work order is closed you cannot add any other transactions in order to add transactions you would need to re open the work order SCHOOLDUDE SAYS Note that you can NOT delete a work order This is mainly for record keeping purposes To mark a work order as complete simply change its status to Complete To close a work order go in and change the status to Closed Work Order Save your changes by clicking the Save button See below Work Order 101 44 First 4 Prev Next P Last M Status Fil v Status Date 11 14 2005 1 18 07 PM Status Last Changed By Work Order 101 44 First 4 Prev Next P Last M Status Fil Closed Work Order Status Date 11 14 2005 1 18 07 PM Status Last Changed By 149 Closing Work Orders in Batches You may find at one time or another that you want to mark work orders as complete and then close them later in a batch In this case do the following e Click on the number next to the Complete status on the Home page to get to the work order summary list e The Batch Close Work Orders option is on this page in the Shortcuts section See below Address http www06 schooldude com toolbox mydtWO mydtWO_s mydtWO_WOhistory asp whereclause StatusID 3 20AND 20 DateOtLastS amp JGO Lin
238. r s employment and termination dates next as well as any notes you wish to include Click Next Step 26 SCHOOLDUDE SAYS If you receive a message stating that the Login Name already exists you may have created a name that is already being used by another SchoolDude client Try changing the login name and submitting it again The next page you are taken to will look something like this Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo participantsloc asp username Hdude amp passback 2 v E3Go Links CA Sloan County Schools Go to Quick Links v LOGOUT SERVICES MY ACCOUNT 32631335 HELP A Fp j MAINTENANCE DIRCCT Home Calendar New Work Order Reports Services Account Setup Search for ieee GO TELL A FRIEND Advanced Search Help Participant Shortcuts Back to 23 New New 3 MD a User 3 Change Administrative Requester Login Log List Work Order Functions Requester User b MD Role Assigned Assigned S Labor 3 Reassign R Contact Reports Locations Crafts Rate Work Info a User History Filter By ABC DEFGHIIEC LAN OPORS TUVWXYZ 012345678 9 All Define Locations for Howard Dude Note Selected locations are used to restrict data display in certain areas of MaintenanceDirect as applicable for these roles Site Administrator I Supervisor II and Requester 1 5 of total 5 listed First Prev 20 Next 20 Last Lo
239. r ID Enter the work order number here to indicate which work order that this purchase pertains to e b Date Enter the date that the purchase was made e Enter the Invoice PO Number e Purchased By Select the name of the person who made the purchase from the drop down box provided e Select the Supplier from the drop down box provided OR enter a New Supplier Sl e M Select the Type e Work Order Complete Indicate whether or not the work order is complete using the check box provided e Actual Completion Date e M Item Description e Quantity e Action Taken e Budget e Unit Cost e Tax e Shipping e Other e Total Cost e Click Save gt After you ve entered your purchase information purchases will show listed in the Purchases section at the bottom of this page 82 Labor Hours Click on the Add Labor Hours link on the Transactions page Address You will be taken to the Labor Hours page which will look like this http www06 schooldude com toolbox mydtWO mydtWO_s mydtWO_generalLabor asp pan County Schools Home Go to Quick Links E Go Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP aie E Calendar New Work Order Reports Search for MEE C La MAINTENANCE Services Advanced Search Help DIRCCT Account Setup Transaction Shortcuts 5 WO List S New Work Order ALT T ALT 0 5 TELL A FRIEND Work Order Long Form ALT F Tra
240. r comparision or in the status field Status Analysis WO Status Counts E All New Request s 168 Technician I Welcome to the Home Page Now What A quick overview of what s on the Home page Once you ve logged in with your user name and password you re taken directly to your Home page It should look something like this once work orders have been entered into the system and assigned to you Address http www06 schooldude com toolbox mydtwo mddetault asp Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP ae F MAINTENANCE DIRECT Home Calendar New Work Order My Requests My Account Advanced Search Help Quick Launch ASSIGNED WORK WORK CENTER s gt New Request Note Action Taken is saved when Mark Complete button is clicked CALENDAR 7 gt Your Settings p 3 gt Labor Hours Sort by Request Age Y O Ascending Descending 11 29 2005 WORK Tuesday gt Purchase Transactions Filter Select Status b pN Get Today s Weather gt User Forum P SchoolDude com site 1 1 of total 1 listed LOGIN HERE OTHER ASSIGNED WORK 1 Sloan Elementary School Hello Howard Dude 106 Two lights out in stairwell Not Howard Dude Please i be yourself gt Print This am TOTAL ASSIGNED WORK 1 Email Supervisor Request Age 1 in days Assigned to Howard Dude Contact Mark in Progress Today s L
241. r is in the approval routing process so you can check its progress 202 IV My Requests Keeping Track of Your Requests The My Requests page allows gives you a look at all the work requests you ve made in MaintenanceDirect You can reach the My Requests page by clicking on the tab at the top of the Home page It should look something like this depending on how many requests you ve submitted Rn peep peg a od Pj Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP alte i nn een yy ee err reer Rr Ry Pe yp eee oe kd f MAINTENANCE DIRCCT Home My Requests New Request Approval My Settings Search for I gt Advanced Search Help Analysis Shortcuts My Requests Approved Work Order Print Work Work Orders List Order Report Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Legend Click a to sort table by that column A second click on the same label will reverse the sort Filtering View work orders starting by location O1L123 456789ABCDEFGHIIKLMNOPQRSTUVWXY Z ALL My Requests Note My Requests are work requests that you have submitted To see all click Work Order List on the shortcut menu 1 2 of total 2 listed First Previous 10 Next 10 Last WOID fJ Status FJ Location J Requested amp Completed fJ Priority J Requester f Build
242. r organization s information technology department has many challenges keeping up with the networks computers and needs of the classroom environment and often have challenges to make the facilities department a priority M O B L E We offload this burden from your organization and ensure your success by providing Maintenance you with great support highly reliable applications and peace of mind Our commitment to you Tour We will strive to answer your phone calls within the 3rd ring with a friendly and the helpful service professional and we will strive to resolve your question right away site Each SchoolDude com product includes the following built into the annual fee a Unlimited Support by phone email or through live chat Online Seminar Learn more ina FREE Done internet 262
243. rate the power of benchmarking A d N sharing the best practices to set quality HME AKIN standards for topics problems and most ere importantly processes Camp shows how ras global leaders in manufacturing service ial government and other areas have used benchmarking to reduce waste improve quality and streamline current systems Purchase Now Graphs View your data graphically Bar charts pie charts and much more To make your graph clickable we use Flash Click here to download Macromedia Flash Player Printed Reports 2 Click on the link for the information you wish to view Information Analysis Crafts Employee Status Count Equipment Equipment Usage Transactions Outstanding Work Work Load Assignment Work Order My Settings MY ACCOUNT 32631335 HELP a r ul MAINTENANCE DIRECT SHORTCUTS For example Crafts 248 Printing 3 After you find the information you want by clicking on its link under Information Analysis either on the Home page or using the Reports tab look for the Print icon in the shortcuts menu or near the top left hand corner of the list that comes up See the examples below Calendar New Work Order Assign New Request Reports My Settings dvanced Search Help Jick aj to sort table by that column A second click on the same label will reverse the sort NPIL DI orders starting by location TSEETESABCRDEFPGHIIKLAROPQORSTUY
244. re The Transactions page will look something like this Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_transactionlist asp 1 Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP be oa f MAINTENANCE DIRECT Home Calendar Work Order Reports My Settings Search for E GO TELL A FRIEND Advanced Search Help Transaction Shortcuts Talk About It Suppliers X Labor Types 35 Labor Purchases l Transaction List EH Graph Transactions Print Transactions Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Legend Click E to sort table by that column Filtering View transactions starting by WOID 01234567 8 9 Al Transaction List 1 1 of total 1 listed Prev 10 Next 10 WOID amp Transaction Description J Status J Supplier J Description J 103 Acme Plunger 11 21 2005 Complete Lowes Materials Kid in toilet Last Calculations shown on this page represent costs through yesterday __ Print This For up to date calculations use Print Transactions options Click here to talk to an Home Calendar Work Order Reports My Settings Onis Oporator NOWI Powered by a gu Conditions of Use Privacy Policy Security Statement 138 New Purchases Keep in mind that M required fiel
245. re detail in the next section 218 V My Requests Keeping Track of Your Requests The My Requests page allows gives you a look at all the work requests you ve made in MaintenanceDirect You can reach the My Requests page by clicking on the tab at the top of the Home page It should look something like this depending on how many requests you ve submitted i A T ANE EE E SE AAN EE ae Sloan County Schools Maint Request Trip Request My Requests My Maint Requests My Trip Requests My Maint Requests Request Totals 2New Request Note Once the request is assigned to someone for approval you no longer can edit the request You can click on the current assigned person name to send email and request changes on your request Search for Search this results for GO show al 1 3 of total 3 listed Status PJLocation Action Taken fiComplete fyDescription Request Date Date E Type Number New Sloan Middle School No Action Note Request 113 Broken window in 12 1 2005 office 102 Windows New Sloan Middle School No Action Note Request 112 Toilet clogged in 12 1 2005 upstairs boys bathroom Plumbing Work In Sloan Middle School Stopped leak Progress 102 Substantial leak Fixed pipe from sink in girl s 11 15 2005 bathroom CAG Locout HELP gt Each request you make will be added to this list where you can check its current status who it s been routed to the date you submitted it
246. rmation Summary The employee summary count will give you a summary of each Count employee and how many work orders they are assigned in each work order status Estimate vs This report will show all estimated and actual employee hours Actual and costs on one report Analysis Detail The detail employee count report will give you a listing of all the Employee work orders that an employee has been assigned as well as a total Counts count The report will show the work order number requester and the description for each work order Detail The detail employee cost lists each employee and their total hours Employee worked average number of hours per work order the total cost Cost the average cost per work order and the number of work orders Employee The employee productivity report will list each employee the Productivity work orders assigned to them and the number of days to complete those work orders It will also give the total and an average number of days to complete 158 Equipment Report Types Report Information Summary The equipment summary report will give you summary of all labor All hours labor and material costs total costs work order count and average hours cost for each piece of equipment Detail All The equipment detail report will give you a detailed account of each transaction for work orders assigned the selected equipment Summary The equipment summary report maintenance vs preven
247. rs next to each status are the number of work orders currently in that status Click the number to view a list of all work orders in that particular status If you change any graph options click the Refresh Pie button to refresh the graph 6 ASSIGNED WORK Near the bottom of the Home page you will find the Assigned Work section where all work orders assigned to iD you or your location will display From this section you can print the work orders reassign the work add action taken or mark it as complete 7 Ye Ee S s Sot The Work Center provides links to the monthly calendar as well as today s work There is also a link to get today s weather The total number of assigned work orders is displayed here along with the total number of assigned PreventiveMaintenanceDirect work orders if you are a PreventiveMaintenanceDirect client l nformation Analysis This is your go to section for getting it done It provides important links for all the major components of work order management Areas Budget Buildings Classifications Crafts Employees Equipment Groups Transactions Locations Manufacturers Outstanding Work Projects Priority Purpose Status Suppliers Types Work Load Assignment Work Order and Custom Category 9 Hel D links are available in the bottom right hand corner of your Home page as well as at the very bottom of the page just above our contact information Clicking on the Help link in
248. rt will give you a listing of all the work orders that an employee has been assigned as well as a total count The report will show the work order number requester and the description for each work order The detail employee cost lists each employee and their total hours worked average number of hours per work order the total cost the average cost per work order and the number of work orders The employee productivity report will list each employee the work orders assigned to them and the number of days to complete those work orders It will also give the total and an average number of days to complete 108 Equipment Report Types Summary All Detail All Summary Maintenance vs Preventive Maintenance Detail Maintenance vs Preventive Maintenance Report Information The equipment summary report will give you summary of all labor hours labor and material costs total costs work order count and average hours cost for each piece of equipment The equipment detail report will give you a detailed account of each transaction for work orders assigned the selected equipment The equipment summary report maintenance vs preventive maintenance will give you a summary of all labor hours labor and material costs total costs work order count and average hours cost per piece of equipment The maintenance and preventive maintenance will be separated for comparison The equipment detail report maint
249. rticipant Information Login Name TDude al First Name Tammy v Last Name Dude T Email tdude geewiz com V Receive email notifications Reports To Schooldude Administrator v Note Reports to fields helps supervisors and administrators process and manage work assignments Personnel Type Not Assigned v Phone Number 919 555 6497 Fax Pager Pager Email Notify electronically by Pager Note Pager notifications for work requester is not supported Unit must support text based electronic notifications You can test here F Notify Pager Email only for Emergency Work Orders E e Make any changes you wish to make and click Done If you don t want to change your password at this time you don t have to Your changes will be made anyway e When you click Done you will be taken back to your Home page SCHOOLDUDE SAYS If you don t see the change immediately for instance if you changed the spelling of your name and the spelling hasn t changed under the Login Here section when the page refreshes don t worry Next time you log in you ll see that the change has been made 223 III Creating a New Work Order MD in Action Now that you re signed in and you ve checked and updated your settings we ll take a look at entering work orders One of the main differences in the Data Clerk role is the shorter work ord
250. s Click here to talk to an Online Operator NOW Home Calendar New Work Order Reports Services Account Setup Powered bv The My Purpose Codes page will already contain the purpose codes of General Grounds General Maintenance Other Preventive Maintenance and Vandalism If there are other purpose codes you would like to add to this list simply click the Add New Purpose link near the top right hand and bottom left hand corners of the Purpose Codes list and follow these steps 49 e Inthe Purpose Description box provided enter the purpose code that you would like to create e Click Submit That s all there is to it When you click Submit you will be taken back to the My Purpose Codes page where you will see your new purpose code has been added 50 14 Projects Project Codes Project Codes are another option intended to help simplify the reports process by further specifying the work being done They provide a way to group several work orders together into a common project Applying the same project code to each of the work orders allows you to run reports on how much all the various aspects all the different work orders related to a particular project cost Like Purpose Codes Projects are not required but they can be very useful to the reporting process When you have a project to start take the following steps to enter it into MaintenanceDirect e Click on the Project
251. s 6 Hel D links are available in the bottom right hand corner of your Home page as well as at the very bottom of the page just above your contact information Clicking on the Help link in the top right hand corner will take you to the MaintenanceDirect manual at any time If you need to communicate directly with SchoolDude Support however go to the two links in the bottom right hand corner of your Home page To connect directly with someone from SchoolDude support via Instant Messenger click on the word here underlined and highlighted in red See below Click here to talk to an Online Operator WOVE E To write and send an email directly to SchoolDude Support simply click on the Email icon directly below the link we just mentioned The email link looks like this WOW 7 The Quick Links provide you with a way to navigate quickly between SchoolDude products In other words if you would like to move from MaintenanceDirect to another product used by your school for whatever reason all you have to do is click on the Quick Links drop down box choose the SchoolDude product you d like to visit and you ll be taken to that product s 198 Home page automatically Quick links is located at the top of the Home page near the right hand corner and looks like this Oop Get a tmain LOG Go To Quick Links 3Did you know Se Just a bit of interesting trivia we thought we d share each day located at th
252. s My Costs My Costs Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Legend Click E to sort table by that column th New Filtering View buildings starting by 01il23456789ABCDEFGEHIIKEMNOPORSTUYVWXY Z MN My Buildings Add New Building 1 0 of total O listed Location J Sq Ft No Student fy Calendar YTD Cost Fiscal YTD Cost No record found Add New Building Calculations shown on this page represent costs through yesterday __ Print This For up to date calculations use My Building Reports options Click here to talk to an Home Calendar New Work Order Reports Services Account Setup NON Powered by E d be Conditions of Use Privacy Policy Security Statement Emal LOGIN SERVICES MY ACCOUNT 32631335 HELP Need help Call us 1 877 868 DUDE 3833 Copyright 1999 2001 SchoolDude com Inc All Rights Reserved Legal Stuff lt Get started adding Buildings by following these steps e Click the Add New Building link e Select the Location of the building from the drop down box provided e Enter the Name of the building e Include square footage and number of students served if desired e Click Save 18 You will then be taken back to the My Buildings page which will show the new building
253. s link on the Account Setup page e You will be taken to the My Projects page which will look something like this Address a http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_projectlist asp vE Go Links eo Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP d gt oan County Schools MAINTENANCE DIRECT Home Calendar New Work Order Reports Services Account Setup Search for ae GO TELL A FRIEND Advanced Search Help Project Shortcuts Talk About It Suppliers Jf Account Sa New 2 My Projects BH Graph 4 Print Setup Steps My Costs My Costs Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Legend Click E to sort table by that column Use Project in MaintenanceDirect lt Hide Project in MaintenanceDirect Filtering View projects starting by Project ID Sit Aae4SeFTesoA ES DE F GH EI LMA OP OSR BSE OU VOW Xo 7 A My Projects Aid Hew Project 1 O of total O listed Previous 10 Next 10 Project ID Description fy Budgeted Date Opened fy Date Closed fy Fiscal Year Costs No Projects Found Add New Project Calculations shown on this page represent costs through yesterday Print This For up to date calculations use Print My Costs options Click here to talk to an
254. search for all work orders with the status of Work In Progress for Sloan High School requested in September of 2003 In this case you would choose Sloan High School from the Location list and Work In Progress from the Status list In the request date fields you would type 9 1 2003 to 90 9 30 2003 and then click Search Now A list of all work orders that meet those particular criteria would appear If there was only one work order to meet those criteria the work order update page for that work order would appear instead of the list gt To print out the results list click on the Print This icon at the bottom of the results page To print out a single work order click on the printer icon next to the corresponding work order gt To view a specific work order click on the work order ID or the description gt Ifyou would like to send an email to the requester click on the requester name to send an email via your email system your browser and email must be configured to use mail to links SCHOOLDUDE SAYS Narrow your Advanced Search criteria by choosing one of the shortcuts near the top of the screen based on what information you re looking for Work Order Search Equipment Search Transaction Search or Equipment Usage Transaction Search Calendar New Work Order Reports Services Account Setup Search for TS C Advanced Search Help Advanced Search Shortcuts Q Work Ord
255. section we ll cover each of these shortcuts in turn starting with the Month View 19 l The Month View page shows you what s going on on a large easy to read calendar one month at a time It s the view that shows automatically when you open up the Calendar page in other words the page you re looking at now The month you re in currently will display with arrows in the bottom left and right hand corners that you can click on to navigate to the Previous Month or Next Month Just below the Calendar Shortcuts you will see two drop down boxes one for the month and the other for the year which serve as another kind of shortcut allowing you to navigate the large calendar from one month to the next without clicking multiple times on the Previous Month and Next Month buttons gt Onthe Month View each day shows in the traditional squares of a calendar which contain any open work orders assigned to you Open work orders are those work orders not in the Complete Closed Void or Duplicate status gt There are different icons used throughout the MaintenanceDirect Calendar page to indicate what kind of work orders the work orders on the calendar are The legend for these icons is at the bottom of the Month View page and looks like this wet weauner 20 21 Z 23 24 23 26 af 28 29 30 lt Previous Month Next Month gt Legend MD Work Order no icon PM Work Order a FSD Work Order IT Work Order
256. sing an item in the Equipment list you can choose the item from the Equipment drop down box If this is a not a new work order but is a PM work order that you are approving you will also see a Classification and Type selected e Click Save at the bottom of the page You re halfway there Once you click Save the next page you see will look something like this Address a http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_woupdate asp r 1 amp woid 100 amp strnext amp strprev amp strfirst amp strlast 8 Go Links 8 joan County Schools Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP a gt j MAINTENANCE DIRECT Home Calendar New Work Order Reports Services Account Setup Search for De GO TELL A FRIEND Advanced Search Help Work Order Shortcuts Talk amp Suppliers New Short Request Contact Info About It lt Duplicate WO Form Info Quick Links this WO WO List New Requests Assignment H Budget Info ZF Deferral Action s Messages Journal Completed Info Taken Notes Work a E Work in Transactions Approval Attach File Print Form amp Print Progress Routing Details Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Legend Tal Indica
257. sp Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP afr a t MAINTENANCE DIRECT Home Calendar Work Order Reports My Settings Search for Ee GO TELL A FRIEND Advanced Search Help a _ a Calendar Shortcuts Month View i Day View i Organization Assignment lt la Get Weather Event Calendar Report Location Select Location 20054 gt Sloan County Schools Organization Event Calendar All locations ESIshow Only Shared Events 1 6 of total 6 listed January February March Begin End Event Title Date SMTWTFSSMTWTFS SMTWTFE S Mote Date Created 1 i239 5 1 2 3 4 5 10 10 2005 10 14 2005 Fall Break 8 18 2005 234567 8 6 7 8 9 101112 6 7 8 9 101112 9 05 27 9 101112131415 131415 16171819 13 14 15 16 17 18 19 16 17 18 19 20 21 22 20 21 22 23 24 25 26 20 21 22 23 24 25 26 11 15 2005 11 15 2005 Matt s Birthday Aani ISI 23 24 25 26 27 28 29 27 28 27 28 29 30 31 aa 30 31 11 28 2005 11 28 2005 Teacher Work 11 16 2005 pest Day November 12 19 2005 1 6 2006 Christmas Break 9 6 2005 2 33 56 S PM 3 28 2006 3 28 2006 Test Event 2 9 6 2005 oe On wo 9 16 eo Oats 1457678 910a 2 50 43 10 11 12 13 14 15 16 15 16 17 18 19 20 21 12 13 14 15 16 17 18 PM 17 18 19 20 21 22 23 22 23 24 25 26 27 28 19 20 21 22 23 24 25 4 17 2006 4 21 2006 Spring Break a ISI 24 25 26 27 28 29 30 29 30 31 26 27 28 29 30 PM BS AM May June ES SIM TWT FSIS MT WT ie PAE T23 September SMTWTFS
258. ssignments Sample Notify of Work Complete Sample Note All users setup as an Clerk will receive notification of ALL work completed Notify of Work Closure Sample GS ESAs N K Send email notifications when Work Order has PM Purpose Code Preventive Maintenance You don t have FS Purpose Code define to set this option please click here to set it up F Requester C Send Requester Work Request Receipt Notification Sample lt e Toturn on an email notification simply click the check box next to its description if that check box is empty If there is already a green check in the box and you wish to turn the notification off click the box to remove the check e Goall the way through each Role s list and then click Submit at the bottom of the page to save e To reset email notification options click Reset e When the page refreshes you will be taken back to the top Your options have been saved 45 12 MySchoolBuilding com Setup This is where you set up the information and options for your educational facility on MySchoolBuilding com the site where Requesters go to make requests This site is available to all MaintenanceDirect roles but Requesters will go directly here to log in e Toget started click on the MySchoolBuilding Setup Steps link at the bottom of the Account Setup page or choose the Setup MySchoolBuilding Shortcut at the top of the Account Setup page Follow these steps e Once you click
259. starting by Item Number Disgaea Serv SUVA BE DEF EGHITE LAR POR ET UV WXY ZA My Equipment List Add New Equipment Previous 10 Next 10 Last Item Number f Model Number f Date Placed in Service FJ Warranty Date fJ Life Expectancy J Description amp Serial Number f Removed from Service FJ Days until Expiration p Life Expectancy Unit fJ Location J Area Number f Area Description J Manufacturer J Notes Building fJ Classification FJ Type J Original Cost fJ No Equipment Found Add New Equipment L RE Print This a Print to Excel fif be n Click here to talk to an Home Calendar New Work Order Reports Services Account Setup Online Oparster NOWA Powered by E LA buibe Conditions of Use Privacy Policy Security Statement Emad e On this page click the Add New Equipment link e You will be taken to the Add Update Equipment page Enter your equipment s information including v Item Number required Classification Type Description Manufacturer Supplier Date purchased Original Cost LN NNN NSN 53 Location Building Area Area Number Tag Number Model Number Serial Number Out of Service Begin Out of Service End Date Placed Date Removed Warranty Expires Life Expectancy Unit Life Expectancy Notes Reading Measurement Current Reading Previous Reading Usage Unit of Measure NS SOK ON SON NS ON NON NR KN SNR SN e Be sure to decide whether or not to include any notes you
260. sts list l Go To WOID This is the simplest search that you can perform You can search for work orders using the search text box located in the blue bar near the top left hand side of every page See below Calendar New Work Order Assign New Request Go to WOID o GO gAn Advanced Search Help Hello Tammy Dude Not Tammy Dude Please Last 10 Work Requests be yourself Period All A Donnaoaoct Tatale In this box you can enter a work order number or a key word and click Go to search for the work order or information that you need For example if you wanted to find work order 180 you would simply type 180 into the search box and click Go That would then pull up the short work order form for that particular work order If there is more than one work order which references work order 180 you would then see a listing of all matching work orders 238 2 Advanced Search Underneath the search field discussed above you will see a link that says Advanced Search Home a Calendar New Work Order ALT 5 Advanced Search LOGIN HERE bo WS es re WORK ORDERS BY STAT Clicking on this link will take you to the Work Order Search page which will look something like this w w w w eee Qe ee ee ey s ir f MAINTENANCE DIRECT Home Calendar New Work Order Assign New Request Reports My Settings Go to WO1D I 2 ALT S SHORTCUTS Advanced Search Help
261. t l Search This is the simplest search that you can perform You can search for work orders using the search text box located in the blue bar near the top left hand side of every page See below Calendar New Work Order Reports Services Account Setup Search for Advanced Search Help New Crafts WORK ORDERS BY STATUS Work In Process On Tuesday Last 10 Work Requests wa October 25th the Period All a following craft was added Danuact Tatale a In this box you can enter a work order number or a key word and click Go to search for the work order or information that you need For example if you wanted to find work order 180 you would simply type 180 into the search box and click Go That would then pull up the update page for that particular work order If there is more than one work order which references work order 180 you would then see a listing of all matching work orders 89 2 Advanced Search Underneath the search field discussed above you will see a link that says Advanced Search Home Calendar f New Work Order Advanced Search Help New Crafts WORK ORDERS BY STAT Clicking on this link will take you to the Work Order Search page which will look something like this w er ee eee mee e e ee semne ee e e eee es ee p we ers e Sloan County Schools Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP a Home Calendar New Work
262. t v Purchased by Select Purchaser v V Description a V Quantity v E3 Go Links TELL A FRIEND W Required information fields include Transaction Date Type Description Quantity and Cost Each 136 gt e s Clicking on the New Labor Transaction link on the work order form will take you to the following page where you can enter and save labor transaction information for this particular work order See below Adaress http www06 schooldude com toolbox mydtWO mydtWO_s mydtWO_LaboreEntry asp fromwoid 106 amp deltempcookie 1 vi EJ GO LINKS q Sloan County Schools Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP a u DIRECT Home Calendar Work Order Reports My Settings Search for S GO TELL A FRIEND Advanced Search Help Work Order Labor Entry for Dude Howard Employee Dude Howard v _ PrintThis Back to WO 106 Date Note OT represents Other Time click OT to enter time for holidays comp and or overtime lt lt Prev 10 Next 10 gt gt Work Order ID Location Work Fri Sat Sun Mon Tue Wed Thu Total 4 November 2005 p Action Taken Close Nov 25 Nov 26 Nov 27 Nov 28 Nov 29 Nov 30 Deci Hours SM Ww T F S 106 Sloan Elementary O o orlo oT 0 lot o oT 0 OT o Joto oT 0 1 2 3 4 5 Sc
263. t information is shared within the entire membership but MaintenanceDirect data is kept private to each account Custom a Legend Click E to sort table by that column Filtering View Custom Category starting by GBAVNSBASeTFRBPABSESE BDEFRSHIICCLANORORSTUV WEY Z AS Custom Category Add New Custom Category Previous 20 Next 20 Custom Category amp Calendar YTD Costs No Records Found Add New Custom Category i Calculations shown on this page including the graph represent costs through yesterday ___ Print This For up to date calculations use Print My Costs option Click here to talk to an Online Operator NOW Home Calendar New Work Order Reports Services Account Setup Powered by a gu Conditions of Use Privacy Policy Security Statement LOGIN SERVICES MY ACCOUNT 32631335 HELP Need help Call us 1 877 868 DUDE 3833 Copyright 1999 2001 SchoolDude com Inc All Rights Reserved Legal Stuff e Click the Add New Custom Category link e Onthe Custom Category Add Update page enter your Custom Category Description in the space given e Ifyou own PreventiveMaintenanceDirect and would like for this custom category to be displayed in it click the check box provided next to the words Display in PMD e Click Submit 60 You will automatically be taken back to the Custom Category page where you will see your new custom category has been added to the Custom Categ
264. t person at Sloan High School to receive custodial work orders click the Stop Routing box See below Add New Location Craft When Approved By Stop Building Purpose Route Assign To Next Routing On Any v On Any Dude Charles Sloan High School Custodial No One Home Calendar New Work Order Reports Services Account Setup _Powered by am e Click Add New to save this part of the routing process Conditions of Use Privacy Policy Security Statement e Next in the Location section you would select Sloan High School e For the Craft you would select Electrical 42 e For the Purpose you would choose On Any e Inthe When Approved By Route Assign to section you would select No One to go in the top box and then Ben Dude for the bottom box This would send all electrical requests for Sloan High School to Ben Dude e If Ben will be the last person at Sloan High School to receive electrical work orders click the Stop Routing box See Below Add New Location Craft When Approved By Stop Building Purpose Route Assign To Next Routing Sloan High School Electrical No One v On Any On Any v Home Calendar New Work Order Reports Services Account Setup Powered by dini e Click Add New to save this part of the routing process Conditions of Use Privacy Policy
265. t will take you to the work order update screen If you see a number in parenthesis next to the WOID Work Order ID number it is the Estimated Hours for the work order Any Preventive Maintenance work orders will have a yellow background behind the work order ID There are different icons used throughout the MaintenanceDirect Calendar page to indicate what kind of work orders the work orders on the calendar are The legend for these icons is at the bottom of the Month View page and looks like this 30 31 MD Work Order no icon PM Work Order FSD Work Order PD Work Order Tip Click the day number to view work order details for the entire day or click a work order id to view edit the work order 5 IT Work Order Click her Online O Home Calendar New Work Order Assign New Request Reports My Settings gt Ifyour educational facility or district has PreventiveMaintenanceDirect PM work orders will show as having a yellow background on the calendar behind the WOID 254 Next Month gt 2 The Day View page can be reached in two ways e Clicking on the Day View shortcut at the top of the page or e Clicking on the number of the date on the monthly calendar if that day s number is shown in red you can only reach the Day View this way if you have work orders assigned to you on that particular day The Day View automatically defaults to today s date It shows you what s going on one day at a time
266. tes required information Automatically saves on click Work Order 100 First 4 Prev Next Last Work Order saved successfully Status V Priority V New Request i Low v Status Date Created By 11 7 2005 10 12 32 AM Schooldude Administrator Status Last Changed By Date Created 11 7 2005 10 12 32 AM Date Last Printed Last Changed By rf Request Info uest Info Location Sloan Community College Eo s se The top half of the page will look just like the page you just filled out only the words Work Order Saved Successfully will appear in red just under the new work order number in this case 100 See red arrow above 74 To continue filling in further details for the work order scroll about halfway down the page to the new section which starts with Action Taken It will look like this Scent ee I a ts ED Med EE Rt EE id oid ol SMA tee nE pr ee ed nag s me A lt Select Classification gt Type lt Select Type gt v P Back to Shortcuts Action Taken Action P Back to Shortcuts Message Center New Message Click on a Message to Reply Back to Shortcuts Journal Notes New Note Date Journal Note No Journal Notes at this time P Back to Shortcuts Transactions New Purchase Transaction New Labor Transaction No Transactions for this Work Order yet P Back to Shortcuts Approval Routing Date Approved By
267. that the new event has been added both to the list on the right hand side of the screen as well as blocked out in black on the calendar on the left hand side of the screen 103 Few More Things About the Calendar When you enter an event into the Organization Event Calendar that event s date or dates will show as highlighted in black on the yearly event calendar on the left hand side of the page Below is an example which shows that Fall Break will be from October 10 14 Its dates have been highlighted in black on the calendar i pp ttt tc cree eee ope gt MT WI FSS wT OT F Ss MI I WTF 5 1 2 I 2 3 4b5b0 fF I 2 3 4 3 4 5 6 7 8B 9 8 9 10 11 12 13 14 5 6 7 8 9 1011 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 July MT WT F amp i 2 34567899 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 October SMT WT F amp 1 23 45 6 7 amp 16 17 18 19 20 21 22 23 24 25 26 27 28 29 15 161718192021 22 23 24 25 26 27 28 29 30 31 August S amp S MT WTF amp 123456 7 8 9 10111213 141516171819 20 21 22 23 24 25 26 27 28 29 30 31 November SMT WT F 5 if 3 4 5 6 7 8 9 101112 13 141516171819 20 21 22 23 24 25 26 27 28 29 30 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 September MT WT F 5 1i 2 3 45 6 7 8 9 10 111213 14151617 18 19 20 21 22 23 24 25 26 27 28 29 30 December 5S FT WTF S amp S 1i 2 3 45 6 7 amp 9 10 11121314151617 1
268. the top right hand corner will take you to the MaintenanceDirect manual at any time If you need to communicate directly with SchoolDude Support however go to the two links in the bottom right hand corner of your Home page To connect directly with someone from SchoolDude Support via Instant Messenger click on the word here underlined and highlighted in red See below Click here to talk to an Online Operator NOWI To write and send an email directly to SchoolDude Support simply click on the Email icon directly below the link we just mentioned The Email link looks like this WOW A blank email form will pop up already addressed and ready to use 12 The Quick Links provide you with a way to navigate quickly between SchoolDude products In other words if you would like to move from 123 MaintenanceDirect to another product used by your school for whatever reason all you have to do is click on the Quick Links drop down box choose the SchoolDude product you d like to visit and you ll be taken to that product s Home page automatically Quick Links is located at the top of the Home page near the right hand corner and looks like this op it a LOG a Tal Quick Links 13 DIK DITE lt An E lt Just a bit of interesting trivia we thought we d share each day 124 II My Settings Your Information in a Nutshell Before we get started with the nuts and bolts of the work order process let
269. the word yourself to log in correctly LOJ SO Rt A PRUE the raph that will appear in this section as soon as the first work order is submitted will show the number of work orders by status for the entire educational facility or district ASSIGNED WORK Near the bottom of the Home page you will find the Assigned Work section where all work orders assigned to you will display From this section you can print the work orders reassign the work add action taken or mark it as complete lle sy lel Si Sot The Work Center provides links to the monthly calendar as well as today s work There is also a link to get today s weather in this section as well The total number of assigned work orders is displayed here along with the total number of assigned PreventiveMaintenanceDirect work orders if you are a PreventiveMaintenanceDirect client NJAC 6 24 If you are a New Jersey client you will have this section on your Home page which provides links to your M1 and M2 reports I nformation Analysis This is your go to section for getting it done It provides important links for all the major components of work order management Areas Budget Buildings Classifications Crafts Employees Equipment Groups Transactions Locations Manufacturers Outstanding Work Projects Priority Purpose Status Suppliers Types Work Load Assignment and Work Order 10 01S BS PSS SVAN This section displays al
270. this project simply scroll to the bottom of the page and click the Delete Record button Po SAYS Once there are costs tied to a project you will be unable to delete it 52 15 Equipment This is where you can list all of the equipment that your educational facility has for maintenance purposes This way you can keep up with what equipment you have warranty information when and where it s being used and more To start entering your equipment s information take the following steps e On the Account Setup page click on the Equipment link e You will be taken to the My Equipment List page which will look something like this Address http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_equiplist asp pan County Schools Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 2 p a A a MAINTENANCE hy DIRECT Home Calendar New Work Order Reports Services Account Setup Search for GO TELL A FRIEND Advanced Search Help Equipment Shortcuts Talk About It amp Suppliers if Account gt New Setup Steps My Equipment List Life Expectancy EH Graph My Costs Print My Costs Unit List Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Legend Click to sort table by that column Filtering View items
271. ting by location DIi2S4SGCFBIABCDEFESHIIKLMANOPORSETUVWKYV Z ALL Work Order Summary List Add New 1 1 of total 1 listed First Previous 10 Next 10 P Last WOID PF Deferred Until p Status ft Location fJ Requested Completed f Total Priority J Deferred By f Requester f Building fJ Target f Status Chg fJ O Craft fJ Reason J Assigned To fj Area J Area Action Taken J Numberf Description FJ 101 Complete Sloan High 11 14 2005 11 16 2005 0 00 a Low A School 11 16 2005 R Sloan 10 28 27 AM Ben dude Gymnasium Air conditioning unit is out in the weight room Add New i Calculations shown on this page represent costs through yesterday Print This ae Print to Excel For up to date calculations use Print Work Order Report options Click here to talk to an 96 Click the Batch Close Work Orders shortcut to close multiple work orders at atime You will be able to close ten 10 work orders at a time Select a status from the drop down box labeled List Work Orders for Status Check all work orders that you would like to close To close all the work orders in the list at once click the Check All box provided To close the work order s click the Submit button Please remember to only click the Submit button once It may take a few seconds to change each of the work orders but the page will refresh when complete 97 VII Using the Calendar See the Big Picture As with all other SchoolDu
272. tion simply click on the name of the classification on the My Classifications page On the Add Update Classification page either make the desired change and click Submit or scroll down and click Delete Record ee SAYS You will NOT be able to delete a type once there are costs associated with it 59 18 Custom Category If there is a category of information that you think should be noted or available for entry on all of your work orders that we don t have listed under the Manage Codes section this is where you can create your own code This way you customize your work orders to require the information that you would like to have included To get started adding custom categories do the following e Click on the Custom Category link on the Account Setup page e You will be taken to the Custom Category page which will look like this Address a http www06 schooldude com toolbox mydtwo mydtwo_s mydtwo_customlist asp v Go Links 78 van County Schools Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP E i i J t MAINTENANCE DIRECT Home Calendar New Work Order Reports Services Account Setup See O GO TELL A FRIEND Advanced Search Help ry Shortcuts amp Suppliers Jf Account F New List Setup Steps Custom Category Talk ES Graph 4 Print About It My Costs My Costs Membership in CommunityDirect required for participation CommunityDirec
273. tive Maintenance maintenance will give you a summary of all labor hours labor and vs Preventive material costs total costs work order count and average Maintenance hours cost per piece of equipment The maintenance and preventive maintenance will be separated for comparison Detail The equipment detail report maintenance vs preventive Maintenance maintenance will give you a detailed account of each transaction vs Preventive for work orders that are assigned the selected equipment The Maintenance maintenance and preventive maintenance will be separated for comparison Equipment Usage Report Types Report Information Summary The equipment summary report will give you summary of all Equipment usage purchases for each piece of equipment Costs Detail The equipment detail report will give you a detailed account of Equipment each usage transaction for work orders assigned the selected Costs equipment Summary The equipment summary report will give you a summary of all Work Order labor hours labor and material costs total costs work order Costs count and average hours cost per piece of equipment Detail Work The equipment detail report will give you a detailed account of Order Costs each transaction for work orders that are assigned the selected equipment 159 Groups Report Types Report Information Summary The group summary report will give a summary of all labor hours lab
274. to help improve this list for all users to Customer Service Filtering View crafts starting by CDEFGHIIKLRANOGOPORSTUVWXY Z M My Crafts 1 20 of total 225 listed Previous 20 Next 20 gt Calendar Calendar Fiscal YTD Fiscal YTD Total Location Analysis YTD Count YTD Costs Count Costs Count lt Advertisements 0 0 00 0 0 00 0 Expenditures lt Air Conditioning 0 0 00 0 0 00 0 Expenditures Alarm 0 0 00 0 0 00 0 Expenditures lt Appliance Repair 0 0 00 0 0 00 0 Expenditures Q Architect 0 0 00 0 0 00 0 Expenditures Asbestos 0 0 00 0 0 00 0 Expenditures Asphalt 0 0 00 0 0 00 0 Expenditures e Begin activating Crafts by scrolling through the list of Crafts given and clicking on the grey thumbs down to change it to a yellow thumbs up which indicates that the Craft is then active 22 9 SCHOOLDUDE SAYS To speed up this process click on the My Crafts shortcut at the top of the page i My Crafts This will take you to a long list of all the Crafts that you can simply scroll down and activate rather than switching from page to page with every twenty Crafts there are currently more than 200 Again try starting out with the smallest number of Crafts activated as possible to limit the confusion of your new users when they fill out a form You can always activate more crafts later 23 8 M Users This is where you will identify all MaintenanceDirect and MySchoolBuilding com us
275. to hide requested completion date v Select Craft Format Requesters will see craft selection as icons You could keep this setting or choose Combo List instead v Show Hide Buildings Building information is hidden on the MySchoolBuilding work order request form You can choose whether or not to show it v Time Available for Maintenance Time available for maintenance is hidden on the MySchoolBuilding work order request form You can choose whether or not to show it v Email Us Enter the email address that you would like Requesters to use to contact you with questions comments here v Show Hide Attachment Attach New File is hidden on the My Requests listing for work orders You can choose whether or not to show it v View Sample Gives you a link to click to view a sample of the page that requesters will see at MySchoolBuilding com You ve finished your MySchoolBuilding setup 48 13 Purpose Purpose Codes Purpose codes provide a way that you can categorize work orders in order to simplify reports and keep up with what has been done and why Simply put a purpose code is the reason that is given for doing the work For example Vandalism is a purpose code that is automatically provided to every account By using this purpose code you could then run a report to see how much you spent on vandalism in a given time period Purpose codes are not required but can goa long way to help with tracking work orders and
276. trator I then they must have view rights for the indicated location Otherwise the new request is routed to the comptroller See routing rules Location South Sloan High School v Craft Include All Crafts v Add New 1 0 of total O listed Location FJ Craft O When Approved By 0 Stop Building Fy Purpose 0 Route Assign To Next Routing Location Craft When Approved By Stop Building Purpose Route Assign To Next Routing On Any On Any No One v On Any On Any No One v SCHOOLDUDE SAYS The Setup New Request Routing section near the bottom of the page will be useful for quick setup of new locations later on but for now we recommend waiting to set up New Request Routing during the step by step process of the Account Setup further along in this manual so that you can better see how information is entered and where it will consequently show up within the system later In other words as a new user of MaintenanceDirect following the regular Account Setup format will help you get a better understanding of how the product works e Your Location information has been saved To see the new Location listed return to the My Locations page by clicking the Go Back to Locations List link in red just beneath the Add Update Record and Delete Record buttons or by clicking the My Locations shortcut at the top of the page e Tocontinue adding locations click
277. ts Services Account Setup SCHOOLDUDE SAYS Keep in mind that clicking on any of the three numbers beside the three categories of New Requests New Request Unassigned or In Approval Process won t take you to the Outstanding Work Orders list but will take you instead to the work order form of the oldest work order in the system for that particular status You can then scroll to each work order in that status by using the Unprocessed New Requests drop down box provided gt To view all the details of the work orders click on the work order ID number WOID gt To send an email to the requester of the work order click on that requester s name gt To view the details of the location of the work order click on the location 93 4 Last 10 Work Requests List You can view the last ten work orders requested by clicking on the Last 10 Work Requests link just below the words Work Order By Status on the Home page See below Home Y Calendar New Work Order Reports Services Y Account Setup Search for ME C Advanced Search Help New Crafts WORK ORDERS BY STATUS Last 10 Work Requests Period Al Request Totals 3 New Request 2 UNASSIGNED 1In Approval Process OWork In Progress OComplete F1 OClosed Work Orders Work In Process 0 October 25th the following craft was added uE Translator Click here to see the crafts now ites ee eee ee This w
278. tus of those requests Administrator Guidelines I Welcome to the Home Page Now What A quick overview of what s on the Home page Once you ve logged in with your user name and password youre taken directly to your Home page It should look something like this i i 7 Address http www06 schooldude com toolbox mydtwo mddefault asp vE Go Links e SchoolDude Test District Go to Quick Links LOGOUT SERVICES MY ACCOUNT 32631335 HELP T E gt j MAINTENANCE DIRCCT Home Calendar New Work Order Reports Services Account Setup Advanced Search Help New Crafts WORK ORDERS BY STATUS WORK CENTER CALENDAR On Tuesday September 13th the dl following craft was Period i added Last 10 Work Requests 10 21 2005 WORK Friday am Get Today s Weather Request Totals 0 New Request m DDC Pneumatic Control Refresh Pie Counts are based on Status Date for each selected period This Information Analysis Click here to see the crafts reflects the actual date of the last status change Areas eis Budget Buildings ne Classifications Need Training Crafts Employees Do you need a refresher Equipment course to learn some new Groups _ helpful hints Then click here Transactions to view our FREE training Locations SEES Manufacturers Outstanding Work Projects Priority Quick Launch Purpose Status New Request Suppliers Print WO Batch Types A
279. ude com Inc All Rights Reserved Legal Stuff 15 Your last name and email address should already be filled in Fill in the remaining fields first name is the only one required if you wish 16 Click Submit 211 17 The next page you are taken to should look something like this met prey ww Sloan County Schools Maint Request Trip Request My Requests Welcome Br ee Ey EEE ye NN OEE NEE Lg PEE ae tet er CIG tocoutr eLp Settings Help To submit your request complete the following form a Indicates required information Please be yourself click here if you are not Fred Dude First Name Last Name Email Fred Dude fdude geewiz com Phone Pager Cellular Phone 919 555 4678 Location al Select Location Area Select Area vi Area Room Number C Yes remember my area entries for my next new request entry Select Problem Type v Maintenance Help Desk Click here for Maintenance Emergency Contacts Click on the problem type below that best describes your issue ere piis Athletic Fields Climate Control l Audio Visual FF Cafeteria T Carpentry X Custodial P Electrical 1 Food Services 4 Heating Ventilation Air G Lighting Dee Office Supplies to Plumbing Conditioning 18 This is the point where all Requesters start once they are in the system the Work Order Request form
280. ude com toolbox mydtwo mydtwo_s mydtwo_CalendarEventTypeList asp sort v Go Links oe pan County Schools Go to Quick Links Home Calendar New Work Order Reports Services Account Setup Search for aaa GO TELL A FRIEND Advanced Search Help Calendar Event Type Shortcuts Talk About It T amp Suppliers F New Calendar 4 My Calendar i Organization Event Type Event Types Event Calendar Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but PM Direct data is kept private to each account Legend Click E to sort table by that column Filtering View budgets starting by Budget Code HIASASGFBEIABECRDEFGHITKL MANO POR STUNV W XY 2 M Calendar Event Types Add New Event Type 1 14 of total 14 listed Previous 20 Next 20 Event Description FJ Date Created fJ Christmas Break 8 30 2005 Fall Break 8 17 2005 Matt s Birthday 9 8 2005 Phil Day 9 21 2005 Spring Break 8 18 2005 Teacher Work Day November 11 16 2005 Test Event 8 30 2005 Test Event 2 9 6 2005 Test Event 3 9 7 2005 test event 3 9 7 2005 Test Event 4 9 7 2005 102 e Return to the Organization Event Calendar page by clicking on the Organization Event Calendar shortcut at the top of the page Your event s title has been entered but the event itself still isn t on the calendar so to put it on the calendar continue with the following e Select t
281. uested You CAN T delete a work order Instead you would void them out of the system On Hold Work placed on hold for any reason besides waiting on parts would have this status Waiting for Information If you ware waiting for more information from the requester or another person you would want to set this as the status Open Extended Any work order kept open for an extended amount of time This can be used to keep track of labor hours for a general task done daily Pending All PreventiveMaintenance work orders if your educational facility owns PMDirect will initially have a status of pending 227 IV Assigning New Requests Any Volunteers In this section we ll go through the long work order form as it s seen by other users in MaintenanceDirect so you ll be familiar with them and learn how to edit them when necessary To get started let s go back to the Home page As you ve learned when someone makes a work order request the initial status of the request is New Request New Requests have two subcategories Unassigned and In Approval Process the numbers next to these on the Home page don t necessarily have to add up to the number next to New Requests Unassigned work orders which can be viewed in the section of your Home page see screen shot below are just what you think those with no assignment at all However they can also be those that are assigned to you to be reassigned A
282. uester or another person you would want to set this as the status Open Extended Any work order kept open for an extended amount of time This can be used to keep track of labor hours for a general task done daily Pending All PreventiveMaintenance work orders if your educational facility owns PMDirect will initially have a status of pending Now that we ve got Statuses out of the way let s move on to the actual work order request shall we 216 Requesting Work The Maint Request page reached by clicking the tab near the top of the page from wherever you are in MySchoolBuilding com displays the form you ll fill out each time you want to request that work be done Those fields marked with a red check mark in a box 1 are required and can t be skipped The rest you should just fill in as you are able to make the work request as detailed and helpful to those processing it as possible this can speed the process up a bit Here again is a view of the work order request page nn ee py EE E a parr etree ene EE ge Ey FEE Ur EN NER REE E NEE Egy FEET WN pte ra er ns A CI Locour Help Maint Request Trip Request My Requests Welcome To submit your request complete the following form al Indicates required information Please be yourself click here if you are not Fred Dude First Name Last Name Email Phone Pager Cellular Phone 919 555 4678 919 555 6222 Location Til
283. uickly between SchoolDude products In other words if you would like to move from MaintenanceDirect to another product used by your school for whatever reason all you have to do is click on the Quick Links drop down box choose the SchoolDude product you d like to visit and you ll be taken to that product s Home page automatically Quick links is located at the top of the Home page near the right hand corner and looks like this Dy Bt a tmain Go To Quick Links LOG 8 PAIE GLIE Just a bit of interesting trivia we thought we d share each day located at the very bottom of your Home page 1 1 II My Account Your Information in a Nutshell Before we get started with the nuts and bolts of the work order process let s take a minute to check out the My Account page which contains your information as entered by the Administrator during the account setup process Use this page to edit your information or to change your password Your My Account page should look something like this Sloan County Schools Home Calendar New Work Order My Requests My Account Advanced Search Help Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP ule ANC j MAINTENANCE DIRECT TELL A FRIEND Legend Kal Indicates required information Account Administrator Work Order Participant Information Login Name Hdude Tal First Name Howard Tl Last Name Dude Tl Email HDude
284. unt update each night at midnight 13 4 MI Locations Locations are typically campuses in a school district If you manage a single campus you may want to use locations for different places on that campus Examples Dude High School West Campus C SAYS Keep in mind that Locations and Buildings are better kept separate In other words try to make sure you don t put your main locations under Buildings even if you are working with a single campus This is largely because besides being a little less confusing Locations are universal throughout all of SchoolDude s products So entering your locations into one product would automatically transfer those locations to any other SchoolDude products that you work with now or that you will work with in the future If all of your locations are stored under Buildings however those locations won t transfer To enter each school in your district or location on your school s campus click on the Locations link on the Account Setup page and follow the steps below e Click the Add New Location link e On the Add Update Location page assign a code to your location and enter it in the Location Code field An example of a Location Code would be THS for Triton High School e In Description enter the name of the location e Enter any further information you have including number of students at each location square footage any notes you wish to make and budg
285. up and operational as Areas E always The team at Budget SchoolDude com wishes you E New Request Classifications and your family a safe and Buildings happy holiday E Work In Progress Crafts E Complete Employees LOGIN HERE Equipment Counts are based on Status Date for each selected period This Groups Hello Ben dude reflects the actual date of the last status change Transactions Not Ben dude Please be 5 Locations yourself Manufacturers Outstanding Work Projects Quick Launch Punpose Status New Request Suppers Types Print WO Batch x Account Settings Work Load Assignment User Forum Work Order More Services My SchoolBuilding SchoolDude com Custom Category 146 Once you choose a period and click a number next to a particular status a list of all work orders for that status in the specified time period will display in the Work Order Summary list You can sort this list by any of the fields listed by clicking on the field name to sort by descending order or clicking again to sort by ascending order The default sort is by request date Address http www06 schooldude com toolbox mydtWO mydtWO_s mydtWO_WoOhistory asp whereclause StatusID 2 20AND 20 DateOfLastSi GJ GO Links p Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP ae F Ni BiRwEF Home Calendar Work Order Reports My Settings Search for ee ae GO TELL A FRIEND Advanced Search Help A
286. uppliers X Labor Types 5 Labor l Transaction List RH Graph Transactions Print Transactions 3Purchases Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Legend Kal Indicates required information Purchases Work Order 106 Back to WOID 106 Search WOID Description Two lights out in stairwell Location Sloan Elementary School Status New Request Assigned To Howard Dude 7 Trns Date 11 28 2005 VI Type Select Type Select Supplier or Select Supplier v type new one below Supplier Invoice PO Budget Code Select Budget Account v Purchased by Select Purchaser v Til Description VI Quantity V Cost Each Markup Discount Sales Tax Shipping Freight Other Charges Amount New Purchase Transaction New Labor Transaction No Transactions for this Work Order yet Note If no discount or markup please leave blank When used the original cost is automatically adjusted and saved F Complete Work Order Powered by Home Calendar Canditinna nf Ilas l Meine ees Dalim Cams seits Cerntarmant Work Order Reports My Settings
287. utomatically be entered into the fields in step 5 e Ifyou will Perform This Work click Yes The work order will then be assigned to you If you would like to submit this work as a new request to be routed to your maintenance department click No e Click Submit gt You will be taken to the following page which will show the work order request you just entered and the WOID Work Order ID number that it has been assigned a sage MARA Sn ES A GAARA RARAN Re Bg iil ear erer j L q Fae PrE Sloan County Schools Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP a f Home Calendar New Work Order My Requests YF My Account Search for I TELL A FRIEND Advanced Search Help Submit New Request Customer Service Wel come Click here to talk to an Online Operator Request Center 1 Submitted Requests MACY 1 800 218 1778 O Work In Progress Requests a problem or just some questions Click 0 Completed Requests here to talk to an 0 Chased Requests Online Operator NOW Your New Request ID 109 Click hare to talk to an Home Calendar New Work Order My Requests My Account Uniline Operator HOW C Conditions of Use Privacy Policy Securty Statement LOGIN SERVICES MY ACCOUNT 32631335 HELP Need help Call us 1 877 868 DUDE 3833 Copyright 1999 2001 SchoolGude com Inc All Rights Reserved Legal Stuff Powered by 175 IV Searching for Work Orders Find the Information You
288. w mba ee ele ae tee ca fe Pace a te a rs ele a a ee et 4 Sloan County Schools Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP ife E DIRECT Home Calendar New Work Order My Requests My Account ee GO TELL A FRIEND Advanced Search Help Calendar Shortcuts Month View 1 Day View 1 Organization 4 Assignment ds Get Weather Event Calendar Report Filtering View work orders starting by location O2 2345 67 8S5 A B COC DEF SHEER LAN OP ORS TU WwW X Y Z ALL Work Orders for Monday 11 28 2005 4 November 2005 gt SMMTWTF S 1 1 of total 1 listed Previous 10 Next 10 20541809 3 E 2 6 7 8 91011 12 Assigned To Howard Dude 13 14 15 16 17 18 19 WOID 106 20 21 22 23 24 25 26 27 28 29 30 1 2 3 WO Request Two lights out in stairwell Description Location Name Sloan Elementary School Estimated Hours 0 _ PrintThis Click here to talk to an Online Operator NOW Home Calendar New Work Order My Requests My Account Powered by E Dube Conditions of Use Privacy Policy Security Statement Emaar I Oct CENVICEC MV ACCOUINT 279621 22C HEIN lt gt You can navigate from one day to the next using the small calendar on the right hand side of the screen see green arrow above Simply click the number of the day you wish to view To move from one month to another use the left and right arrows next to the name of the month at the top of the small calendar see next pa
289. w Requests New Request Unassigned or In Approval Process won t take you to the Outstanding Work Orders list but will take you instead to the work order form of the oldest work order in the system for that particular status You can then scroll to each work order in that status by using the Unprocessed New Requests drop down box provided gt To view all the details of the work orders click on the work order ID number WOID gt To send an email to the requester of the work order click on that requester s name gt To view the details of the location of the work order click on the location 242 4 Last 10 Work Requests List You can view the last ten work orders requested by clicking on the Last 10 Work Requests link just below the words Work Order By Status on the Home page See below wy wis 1 xr ee he eee w Qe Calendar New Work Order Assign New Request Reports My Settings as Advanced Search Help WORK ORDERS BY STATUS WORK CENT CALENDAR Last 10 Work Requests Work In Process 12 5 2005 NEW Period All be Monday Request Totals UNASSIGNED Eh d Tips 9 New Request l 6 UNASSIGNED mini The 2In Approval Process Crafts Explorer 4 3 Work In Progress Employee Stai V 3Complete Equipment j Transactions yrtcuts C OClosed Work Orders Outstanding W F ODeciined E New Request ie re As nts the C OVoid E Work
290. when no students will occupy the room You can change the work order s status to On Hold and designate a reason under the Deferral section e Contact Info In this section the person making the request should fill in their contact information in the fields provided First Name Last Name Email Phone Pager and Cell Phone If this were a work order that you were receiving to approve the requester s contact information would already be filled in in this section e Assignment Info Select the user assigned to the work order from the drop down box provided If this is anew request and you are routing to the person for approval check the Route for Approval or Review option e Enter the Target Start and Completion dates as well as the Requested Completion Date and or the Actual Completion Date e Enter the Estimated Costs and Estimated Hours As you enter transactions into the system Actual Costs Actual Hours and Total Costs will display underneath for comparison e Budget Choose the Purpose of the request from the drop down box provided The purpose is generally why you are performing the work order For example if it is a work order for removing graffiti from a wall the purpose would be vandalism 13 e Choose the Craft for the request from the drop down box provided e Select the Budget Code Custom Category and Project from their corresponding drop down boxes e If this work order is to be performed u
291. wn as needed Locations Locations are typically campuses in your district If you are working with a single campus locations may be used for different places on that campus MySchoolBuilding com A web page that provides any role with easy access to the request page The person making a work request may not have approval rights for the request they are making so they enter it through MySchoolBuilding com to put the request into routing It also provides a user in one product with an easy way to request for a different product New Request There are two subcategories of New Requests Those are Unassigned and In Approval Process Unassigned new requests are those that are ready to be processed New Requests that are In Approval Process are those that have currently been routed to another user for approval and therefore not ready to be dealt with yet On Hold Work placed on hold for any reason besides waiting for parts would be placed under the On Hold status Open Extended This status applies to any work order that is kept open for an extended amount of time This can be used to keep track of labor hours for a general task done daily Parts on Order Just what it says any work order waiting for the arrival of parts before work continues Pending All PM work orders will initially have a status of Pending Project Codes Project Codes can group several work orders into a common project You may hav
292. y g Fe T Climate Control Custodial P Electrical 1 Food Services yA i Heating Ventilation Air g Lighting gor Office Supplies to Plumbing Conditioning am Windows F Check here if this is an emergency or call any of the emergency contacts below Contact Name Contact Phone Melissa Dude 919 555 9999 Step 3 Please describe your problem or request 7 Step 4 Requested Completion Date E Step 5 Please provide contact information for follow up questions and notifications First Name Til Last Name Til Email Til Howard Dude HDude geewiz com Phone Pager Cellular Phone 919 555 1647 Step 6 Will you perform this work yes Ono Click here to talk to an Home Calendar New Work Order My Requests My Account Online Operator NOWI E 174 e Enter your Location Area and Area Room Number e Select the Problem Type that best describes your issue For example if a toilet is leaking that would be a plumbing issue Once you click on a problem type the page will refresh and your problem type will be highlighted with a red circle If this is an emergency check the Maintenance Emergency box below the problem types list e Describe your problem or request e Enter the Requested Completion Date Click the calendar icon next to the date field to choose a date from the calendar e Your Contact Information first and last name email phone etc will a
293. y On Any Dude Howard v Add New Home Calendar New Work Order Reports Services Account Setup _Powered by g biibe Conditions of Use Privacy Policy Security Statement e Click Add New to save this part of the routing process This would send all plumbing requests to Howard Dude e Next in the Location section you would choose On Any from the drop down box e For the Craft you would choose Electrical 39 Add New Location Building For the Purpose you would choose On Any In the When Approved By Route Assign to section you would select No One to go in the top box and then Alfred Dude for the bottom box Since ALL electrical requests are sent to Alfred the technician who handles electrical issues you would then click the Stop Routing box to indicate that the request will go no further See below Craft When Approved By Stop Purpose Route Assign To Next Routing On Any On Any Electrical No One On Any Dude Alfred Powered by ye Home Calendar New Work Order Reports Services Account Setup Conditions of Use Privacy Policy Security Statement Click Add New to save this part of the routing This would send all electrical requests to Alfred Dude You would continue with this process until you have covered all of the crafts used by your educational facility 40 D Site b

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