MCIM Updates and Changes
See what's new in MCIM by Fulcrum Collaborations.
April 2023 (1.1039-1.1042)
Change Requests
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Failure Tags may now be associated with Change Request records if/when applicable.
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Can’t remember how to create a fillable field or checkbox within your Implementation Script? A collapsible Help section has been added under the Implementation Script for guidance (Fig. 1).
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The Contacts area on the Change Request is now collapsible. Click on Contacts Involved to show or hide the section.
Fig. 1 - A collapsible Help section has been added under Implementation Script.
InsightIQ
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While using InsightIQ to make bulk changes to Asset data, Users may now filter on Date fields (e.g. Install Date, Uninstall Date, Manufacture Date).
Work Orders
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Arrows have been added to the Work Order Scheduler’s calendar view to allow Users to navigate between adjacent months more easily.
Q1 2023 (1.1019-1.1038)
Assessments
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Assessment Administrators can provide more direction on expectations for responding to Assessments with the new rich-text field, Assessment Instructions. This text may be added while creating or editing Global Template Assessments. (Fig. 1)
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When the Primary and/or Delegate Assignee is updated on a Site Assessment Schedule, all open Child Assessments will inherit this assignment.
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Condition Questions may now be associated with an Assessment Question, triggering follow-up questions based on the response to the initial question.
Change Requests
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Organizations now have the option to hide Actions when accessing the Change Request list views from the Change Request sidebar summary component.
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When a Step or Referenced Procedure is inserted into a Change Request during Digital Execution, the inserted content is updated in the read-only Procedure tab of the Change Request record. In addition, the Work Template will change to a red color and display a warning that the Work Template was modified from its original approved form. (Fig. 2)
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Enter a fillable checkbox within the Implementation Script by inserting [ ], two brackets with a space or alphanumeric character(s) in between. During Change Request execution, Users will be able to select the checkbox with a single tap or click.
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When building a Change Request’s Implementation Script, images may now be copied into the Bulk Add field from any source. (Fig. 3)
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In the Change Request Implementation Script, Bulk Add now accepts tables inserted from Microsoft Word. (Fig. 4)
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Modified UI to increase the ease of setting up Skippable Steps
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Modified UI to ease the selection of multiple records when added a Global or Site-Specific Maintenance.
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Organizations can now choose to hide or display the Quick Complete functionality that is available while executing a Change Request through a browser / on a desktop computer.
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Organizations may now track additional completion information on the Global and Site-Specific checklists during Digital Execution, including Status, Credited User, Credited Contact, Durations, Actual Start, Actual End, and Note. (Fig. 5)
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Users may now more easily abort a Change Request during Digital Execution. Selecting Abort Procedure will create a closeout mirroring the Quick Complete flow, allowing the user to fill out relevant information to proceed to completion screens. (Fig. 6)
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During Change Request completion, the Actual Work Start and Actual Work End are now filled in automatically based on the date and time the Change Request was started and completed, with options to adjust the time frame if needed.
Incidents
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The UI of Assets Involved on the Incident record page has been updated for increased clarity.
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Organizations may now choose to deliver email notifications only when an incident involving an Asset occurs at a Site.
Fig. 1 - Assessment Instructions may be added while creating or editing Global Template Assessments
Fig. 2 - Work Template changes to a red color with a warning that the template was modified.
Fig. 3 - Images may now be copied to the Bulk Add field from any source.
Fig. 4 - Tables can now be inserted into Bulk Add from Microsoft Word.
Fig. 5 - Track additional completion information on Global and Site-Specific Checklists.
Fig. 6 - Users can fill out relevant information after opting to Abort Procedure.
Maintenance Compliance Report
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When a Preventive Maintenance Work Order is Canceled, the Maintenance will be labeled Preview WO in the Maintenance Compliance Report and will update to No Work Tentative status to show the Asset requires a new Maintenance to be scheduled when the batch job runs the next day.
Positions & Responders
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Created a new UI for the administration of Positions & Responders at a Site.
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A new bulk-assignment experience is now available for Positions & Responders. Users can access the Bulk Assign Positions experience through the Admin Links. There, Users can add, remove, or update Contact information at multiple sites quickly and easily.
Rounds
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Universal Monitors are now available to allow organizations to set monitors that should be shared across ALL Asset Classifications. (Fig. 7)
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Any Bad Values/acceptable ranges configured for Global Monitors will be automatically configured when the Global Monitors are assigned to individual Assets.
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When an Asset is moved to a decommissioned Status (e.g. Out-of-Service, Abandoned in Place), an overnight batch job will remove the decommissioned Asset and its Monitors from Rounds Templates.
Spare Parts
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While viewing a Spare Part record in the Spare Parts Inventory, a direct link to the Spare Part record is now available at the top of the modal. (Fig. 8)
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The Parts component on a Work Order record now displays a direct link to the Part record page, to ensure Users can verify the correct item has been selected.
Fig. 7 - Universal Monitors are now available to be shared across ALL asset classifications.
Fig. 8 - A direct link to the Spare Part record is now available at the top of the part in Inventory.
Work Orders
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On the Work Order Scheduler page, the name of the Manage Asset Group Assignments button has been updated, and a button for accessing the User Group management experience is now available.
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A 100-character limit is now in place for fillable fields within the Work Order Maintenance Checklist.
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Organizations may now add or change fields displayed within the Asset Group modal.
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The Maintenance Checklist on a Work Order now permits Users to add data to checkboxes and fillable fields in the same manner as the digital execution flow on Change Requests. (Fig. 9)
Fig. 9 - Add data to checkboxes and fillable fields on a Work Order Maintenance Checklist.
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Once a new Asset is added to an existing Asset Group, a Schedule Suggestions modal will aid the User in deciding which of the pre-configured Work Schedules the new or existing assets should receive to match the dates and frequency of the schedules attached to other assets in the group.
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For organizations that only utilize User Groups or Direct Assignment for Work Order responsibility, a Custom Setting now permits an organization to hide the Asset Group Assigned field on the Work Order List View.
Work Templates
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When a User accesses the Print Preview of the Work Template, if a Work Template is in an Draft status, a warning will be displayed on the Work Template to share that the document is Unapproved.
Other
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Minor edits and bug fixes resolved.
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Minor UI adjustments and edits resolved.
December 2022 (1.1013-1.1018)
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Assessment Due Date logic updated
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Last Child Started Date now stamped to Site Template for each Site and available in Report Types for analytics purposes.
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New Package field added to allow flagging of Change Request Status to help monitor and expedite the approval process.
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A new package field, Track Changes, has been added to allow flagging of change request status to help monitor and expedite the approval process.
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Added Override in Existing Monitors button to allow users to overwrite existing data and reduce clicks and keystrokes.
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A new packaging field, Site commissioning Date, has been added to the site page for utilization with analytics and reporting.
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Bulk Assign added for Work Schedule User Groups.
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When editing a new or existing Asset Group, users are notified if an asset is already present in another group and verify if it is to be shifted from the old group into the new group.
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Other minor bugs and edits resolved.
November 2022 (1.1007-1.1012)
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Asset Alias character limit increased from 80 to 100 characters
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The Print Preview page of Change Requests now reflects items checked off during Digital Execution in the Related Global Checklists.
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During Digital Execution, the Asset Alias is now displayed rather than the Asset Name to aid in equipment recognition during maintenance.
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Clicking the Part Image within the Spare Parts inventory will automatically open the part record to the new Image Gallery, allowing you to view a larger image of the Part or upload additional images.
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Incomplete Spare Parts are automatically cleaned-up to keep inventory clean and up-to-date.
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If a Work Schedule is created for an Asset/Maintenance combination that exists during the same timeframe as an existing schedule, the Overlapping Work Schedules pop-up will allow you to choose to Keep or End the new and existing schedules.
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If a Work Template record has been used in a work effort, Users are prevented from changing its Frequency.
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Other minor bugs and edits resolved.
October 2022 (1.0999-1.1006)
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New Currency Monitor Type activated for Assessments and Rounds to capture assessments with a dollar value attached.
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Date/Time fields on the Change Request creation and execution pages now honor the Date/Time display format indicated by the User’s region.
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Iconography on Work Templates presented in the Implementation Script has been updated to warn Users if the Work Template is in a Draft or Archived state or if a newer version is available. New iconography includes updates to the help text to provide additional direction on next steps.
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Clicking the New On-Demand Work Order button on the Work Order Scheduler will direct Users to the Work Order flow for organizations that utilize this feature.
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Other minor bugs and edits resolved.
September 2022 (1.990-1.998)
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Pushing (or not pushing) adjustments from a Global Assessment Template to open Site Schedules is easier, users can now Select All / Deselect All Assessments for faster schedule management.
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A new Datetime Monitory Type is now available when configuring Questions for an Assessment. This allows users to quickly select a date/time using the calendar feature.
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During the assessment deployment process, users now have the additional option to leverage a table view to filter and multi-select sites to receive Assessments. Locating sites by name, abbreviation, or region makes deployment faster than ever!
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Within the Monitors Readings Component on an Asset record page, the New button can now be hidden or removed for different Users Roles, directing Users to pick from pre-existing monitors in the Manage Monitoring page.
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Digital Execution now contains quick-close functionality to allow Users who completed a paper copy of the Change Request to quickly and easily complete the record within MCIM.
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Users editing a Bill of Work can now Select All or Deselect All when making changes to the Models assigned to the Maintenance.
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While logging Rounds, numeric Asset Monitors that have the Capacity populated will now display a toggle option to permit Users to enter a Percentage instead of the numeric value of the Metric Type (if desired). This value is converted to the Metric Type on the backend, which will be made visible in reporting and is present under the Asset Monitor History.
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Values input over the Capacity will cause the percentage bar to turn red.
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New icon added to allow users to edit saved monitor readings while logging rounds.
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When a work order is auto-generated due to out-of-range or bad values logged during Rounds, Users now have the ability to update the Priority field on the Work Order.
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Time cards created while closing work orders in bulk can now auto-generate the Start Date/Time based on the time spent field, working backwards from the end date/time.
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Users can now permit the auto-check of the Work Steps within the Maintenance Checklists of Work Orders during the bulk close process when the Completed status is selected.
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Creating a new Work Schedule can now compare the new proposed schedule with existing active Work Schedules that contain the same Asset(s) and Work with overlapping dates. Users can select whether to Keep, End, or both for new and existing schedules.
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New filters are now available under the column headers of the Work Template library to help users locate work templates more quickly.
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Other minor bugs and edits resolved.
August 2022 (1.975-1.989)
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During the Assessment completion process, users have the option to create a work order related to the overall assessment or a specific question within the assessment.
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Users can add an attachment to work orders to capture any images or additional information to resolve the problem.
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When users navigate to an assessment via a classic report, users can now resume or review the assessment via a new button on the Asset Group page.
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If a risk is created for a question on the review assessment response page, a column will display all risks associated with the question
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On the site-specific Configure Maintenance Prescriptions page, Assets are now displayed with both their Name and Alias.
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When making site-specific changes to the Maintenance Prescriptions for Assets, a checkbox is now available to quickly select all Assets within the grouping at once.
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A conditional Sub-Category field can now be made available on a risk record when a specific category is shown.
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Spare parts inventory has received a facelift and additional functionality.
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Users can toggle how Parts are displayed between table and list views
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Create an initial Quality of a part upon creation
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Increased filtering capabilities and custom filtering fields implemented
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Quantity adjustment process updated
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Users can now convert multiple steps to sections at the same time when building Work Templates at their site.
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Other minor bugs and edits resolved.
July 2022 (1.969-1.974)
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Digital sign-off will now automatically close when all signatures have been entered.
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Completing Change Request steps now automatically routes the users back to the Change Request record page.
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A new field set is now available to allow Administrators to easily add or change the Asset Attribute fields that can be updated during Rounds Capture.
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Hyperlinks have been added to the Work Order Scheduler calendar view sidebar to open the selected record in a new tab.
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Users now have the ability to copy an existing step and its formatting for inclusion in another section of the script.
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Other minor bugs and edits resolved.
MCIM by Fulcrum Collaborations is trusted by 3 of the top 4 colos/hyperscalers, 8 of the top 10 global banks, as well as clients in cloud, technology, manufacturing, telecom, media, sports, and healthcare sectors.
Covering 30,000+ facilities, over 350 MM SQFT, across all 7 continents.