2023 ML Work Orders Winter Guide

Welcome to our ML Work Orders Winter Guide! In this comprehensive resource, we have gathered some of the most common questions that people often have going into the Holidays and the Winter months of the year. We have created this collection of FAQs to ensure that your ML Work Orders system is ready to go for Winter.

 

Can I automate work orders being created for recurring winter tasks such as snow removal?

Your district can setup a PM to check for snow removal on a certain recurrence that you decide. The work order will automatically be generated for this depending on the timeframe that you choose, saving you time from creating these manually.

 

1. Select PMs > View all PMs.

 

The Preventative Maintenance Listing page will be displayed. 

 

 

2. Select the Add Preventative Maintenance option from the Action button dropdown to create a new PM.

 

3. Enter all of the information related to the PM in the given fields.

 

 

Note: Create Method has multiple options. Each option will determine how many Work Orders the PM will generate.

 

4. If there is a procedure related to the PM then select the procedure from the drop-down menu.

 

Note: If you would like to add a new Procedure, select the plus icon next to the procedure section.

 

5. Enter a description or any other notes related to the PM.

 

6. Upload any related files that you would like to be attached to each generated work order.

 

7. Select the Save button.

 

Is there a way that I can keep track of Winter equipment inside of ML Work Orders?

The best way to keep track of Winter equipment at your district such as plows, snow blowers, etc. would be to add them in the system as an Asset. Once an Asset is entered, you can keep track of a ton of different information that has to do with that Asset.

 

Creating a New Asset

 

1.  Select Assets > View All Assets.

 

The Manage Assets page will be displayed. 

 

 

Note: Searching on the view all assets page is searching every field displayed.

 

2. To add an Asset, select Actions > Add Asset.

 

3. Select the Asset Type from the drop-down menu.

 

 

Note: When an Asset Type is selected - depending on which one is chosen, some subtypes can be associated. This is related to the EFR Standard. 

 

Depending on what Asset Type is selected, the corresponding fields for that asset type will be displayed. 

 

4. Enter the information in the Manage Asset Section and upload an image of the Asset.

 

Note: Multiple images can be uploaded when adding an Asset or Editing an Asset. You can do this by selecting Choose File and Control-clicking multiple images.

 

A separate Manage Images will appear so you can delete images. 

 

 

5. Enter the remaining information in the fields. 

 

Note: EFR standard sections can be expanded on to add additional information for the asset. 

 

This is an example where that section is not open. 

 

 

This is an example where that section is open. 

 

 

Note: You can assign users that do not exist in the system to an Asset. You can do this by clicking into the Assigned Users field and typing in a name, and selecting Enter on your keyboard. Once that is done, you can click Save. 

 

*The Client Name field will display under the Asset Name field. When using both ML Work Orders and ML Drawings. Drawings will auto-populate an Asset name based on the Asset Type selected when annotating a drawing.

 

Having a client name will allow you to display the name of your choice rather than the auto-populated name. 

 

Please click HERE to learn more on this topic.

 

Note: The name displaying will affect all pages, including Inventory, Assets, PMs, and when creating a Work Order. 

 

 

7. Select the Save Button.

 

Note: Below are additional saving options 

 

Save and Add: This allows you to save the existing asset that you're adding and takes you to a blank model to add another asset.

 

Save and Copy: This will add your asset and copy all of the information you just entered into another template. From there, you can adjust the name or any other fields that may not be similar.

 

How do I keep track of my district's stock of salt for walkways? How do I know when I need to order more?

For Winter consumables, such as salt for making sure that walkways aren't slippery, you'll want to add them as inventory inside of ML Work Orders. Within the Inventory module, your district can keep track of the stock levels throughout the district, as well as set up minimum numbers that will send a prompt to order more when that number is hit, ensuring that your district always has some on hand.

 

For more information on managing Inventory, and performing different actions in the module, please visit our Inventory Management Index.