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Lorelei Ciafardoni
Maintenance User Group

Lorelei Ciafardonicreated the topic: Action Taken edits

We have had instances where a technician has typed in something in the Action Taken box, and then another technician erases that note and updates it with their own note. This is a concern for the tech whose note has been deleted. Also, it would be ve ...

2 years ago

  • NewestOldestView All Comments5 comment(s)
  • Matt GlaserI submitted a proposal for them to add the time stamps to the action text field - once they post it, please vote for it!!! - Matt2 years ago
  • Lorelei CiafardoniYikes! I suggested to one of our techs that they use Journal Notes as a work around. Did you know that anyone can change/delete Journal Notes?

    I know I have the email that was sent that has the original Journal Note, but I am concerned ...2 years ago
  • Toni KirschI found that out also!!!!!!!!! It's amazing what some do. I love the time stamp idea that Matt Glaser said. Sounds like a winner to me!2 years ago
Lorelei Ciafardoni

Lorelei Ciafardonicreated the topic: PMDirect Logistics - 2 issues

We have used the Michigan Templates for making PM work orders.  They are very thorough.  Since we've begun using iPads for labor entry, and no longer have the paper work orders, we have no place for the technicians to check off the tasks &h ...

3 years ago

  • NewestOldestView All Comments10 comment(s)
  • Matt BennettLorelei,
    I wanted to follow up and see if you were able to make changes and get the techs in a better position of checking off completed tasks. I am hoping that one of our comments or many of them somehow helped you. I hope to hear from you, w ...2 years ago
  • Lorelei Ciafardoni@Matthew Bennett, we are still hoping SchoolDude will add the equipment name/number fields to the home tab for ease in following a piece o ...2 years ago
  • Dave KornegayGoing through the Discussion archives and came across this. To update those subscribing or reading the thread, these items were added since the last entry:

    Equipment ID shows on the home page in MaintenanceDirect and in the summary view of Wor ...1 week ago
Lorelei Ciafardoni
Maintenance User Group

Lorelei Ciafardonicreated the topic: Auditing MD entries & information

I'd love to know how others are keeping up with the information in MD.  I'm talking about making sure there is a craft and purpose code, or being certain a work order is assigned to someone.  Or dates!  Making sure we don't …

3 years ago

  • NewestOldest
  • Dave KornegayOne group uses the Advanced Search ability to look for Blank entries on Purposes, Crafts, etc. They set up a search as a Saved Action favorite to automatically email them every Monday of which work orders had missing data. The automatic report was ...3 years ago
  • Lorelei CiafardoniThis is a separate report for each filter, right? Or, each filter that I'm interested in, such as Unassigned, Budget Accounts, Crafts, Purpose & Custom Category. I'll give this a try. Thanks!3 years ago
  • Dave KornegayIf you mix two "blank" categories, it could over-filter your results.

    Granted, if you combine filters for blanks, that's less work orders to update when you run filters to see blanks for just one field.3 years ago
Lorelei Ciafardoni

Lorelei Ciafardonicreated the topic: Possible Useful MD Transaction (Labor) Report

We recently gave our technicians iPads, and in order to be sure they were entering hours correctly we developed a report using the Transaction Detail Reporting function to give to them each week or so. 1. Reporting Period = Last week 2. Transaction ...

3 years ago

Lorelei Ciafardoni

Lorelei Ciafardoni added the idea Days Aged/Approvals

I would like to be able to get a report that includes the work orders in "new request" status that have not yet been approved by the locations site administrator. All requests submitted by requesters go first to a Site Admin 1 at that location, and o ...

3 years ago

  • Jed DeGrooteHi Lorelei-

    You can get this report by generating a Work Order Summary 2 report. Select the Status 'New Request' in step 3, the 'Assigned Employees' as the Site Admin I users in Step 7, and Summary 2 Report in step 21. The report can be ...3 years ago
Lorelei Ciafardoni

Lorelei Ciafardoniasked the question: MaintenanceDirect priority selection

Perhaps I am not remembering correctly so that's why I'm asking.ย  Was it not an option to select a priority for a work request when submitting work orders at one time?ย  I swear I remember being able to do that several years ago when I was a requester ...

3 years ago

Lorelei Ciafardoni

Lorelei Ciafardoniasked the question: Looking for a way to post hours for a crew by day, rather than individual hours by tech

Each of our Grounds Crew Supervisors will have an iPad so they can keep track of work requests assigned to them.ย  They can certainly put their own hours in, but I'm wondering if there isn't a work around for having each individual member of the groun ...

3 years ago

Lorelei Ciafardoni

Lorelei Ciafardoniasked the question: Going Mobile - just starting

We are about to hand iPads out to our technicians and I am looking for ways to make sure they know what they are doing right off the bat. Can anyone recommend a report that can be run weekly to let me and the guys know if the data they are entering i ...

3 years ago

Lorelei Ciafardoni

Lorelei Ciafardoniasked the question: MaintenanceDirect Report

Challenge!  We would like to be able to run a weekly report that shows how many work orders have had a status change to Work in Progress during the last week, by employee.  In the same report, we'd like to see how many work orders were &hel ...

3 years ago

Lorelei Ciafardoni

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4 years ago

Lorelei Ciafardoni

Lorelei Ciafardoniasked the question: adjustments on utility bills from previous year

I am entering an electric bill for one of our schools and there are adjustments listed for each month going all the way back to my December 2012 entry.

I would love to know how others have handled similar situations, if you've encountere ...

4 years ago

Lorelei Ciafardoni

Lorelei Ciafardonianswered the question Anyone else finding duplicate purchase transaction entries in MaintenanceDirect?

Possible Answer?

Well, I'd love someone at SchoolDude to check me out on this, just to be sure I'm on the right track; I am thinking "operator error" on this issue (big surprise, right?). I entered some hours via "Transactions" yesterday, ...

4 years ago

Lorelei Ciafardoni

Lorelei Ciafardoniearned the privilege Edit own questions or answers

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4 years ago

Lorelei Ciafardoni

Lorelei Ciafardoniasked the question: Anyone else finding duplicate purchase transaction entries in MaintenanceDirect?

I came across a purchase transaction today that was entered on a work order FOUR times! After scratching my head as to how this could have happened, I removed three of them to correct the duplication. It then occurred to me that it may not have bee ...

4 years ago

Lorelei Ciafardoni

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4 years ago

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