Bulletins

To access a supporting module:

1. Choose between two options:

   • Click the Open button on the toolbar.

   • Click the Module menu button displayed in the List pane.

     The Module menu will display.

2. Click the name of the desired module.

   Records for the selected module display in the List pane. The content of the Work Center will depend on how you accessed this module.

   • If you used the Open option on the toolbar, the module Work Center Home page displays.

   • If you accessed this module from the module Menu control, the content of the Work Center will not change until you have selected a record.

   Click a record to open and view it in the Work Center.

The following fields are displayed on the Bulletin Details page:

• Bulletin Name — The name or header for the bulletin, which will be displayed on the Maintenance Connection Home page.

• Bulletin Content — A text area to enter the content for the bulletin. The content entered will be displayed to members when they open a bulletin from the Home page.

  The View / Edit Text button under the label for this field can be used to open a larger editing area.

• Repair Center — The repair center with which the bulletin should be associated. The bulletin will only be displayed on the Home page of members with this repair center designated in the repair center field (or when All Repair Centers is selected).

  Note:

  For new bulletins, the repair center of the currently logged in user will be displayed by default.

• Shop — The shop with which the bulletin should be associated. The bulletin will only be displayed on the Home page of members with this shop designated in the shop field (or when All Shops is selected).

  Note:

  To ensure that the bulletin is displayed to all members, regardless of shop designated, leave this field blank.

• Active Date — The date on which this bulletin should begin to display on the Home page.

• Inactive Date — The date on which this bulletin should no longer display on the Home page.

This procedure applies to all supporting modules. Refer to the module documentation for specific field definitions.

To create a new record:

1. Choose between two options:

   • Click the New button.

   • Select File > New > Record from the menu bar.

   The Details page opens.

2. Enter an ID for the new record in the ID field.

   The ID must be unique. If you enter an ID that is already in use, you will be prompted to correct this when you attempt to save the new record.

3. Enter a more descriptive name for the record in the Name field.

   The ID and Name fields are both displayed in the module list.

4. Complete any other fields on the Details page.

   See the Details page documentation for more information about the fields on the page.

5. Click the Save button.

   You must complete the required fields on the Details tab before proceeding to enter data on other tabs.

6. Navigate to any additional tabs to enter other data about the record.

7. Click the Save button.

   Your changes are saved.

Records from many Supporting modules can be easily removed, however, records from certain Supporting modules that are referenced throughout the system, often as a key / required field in other modules, should not be deleted. In fact, if there are important references to a record in other modules, the system will not allow you to delete that record.

Rather than delete a key record, it is recommended that the record be made inactive on the module Details page. This will remove the record from lookups and filters, but continue to make the record available from the module list. Caution is advised before deleting records from the following modules:

• Repair Centers

• Shops

• Departments

• Zones

• Classifications

• Access Groups

• Members

• Labor

When a key record is not associated with other data in the system, the record can be permanently deleted.

The process for deleting records is similar for all modules of Maintenance Connection. Deleting a record permanently removes the record from Maintenance Connection. You can also delete multiple records in a single step. Refer to our Delete Records article to learn how.