Employees are an integral part of the maintenance management process. They can be assigned to work orders and maintenance models, making them essential for the scheduling and execution of maintenance tasks. Whether itโs assigning a technician to address an urgent issue or planning recurring maintenance activities, employees play a pivotal role in every stage of creating and managing work orders.
This page provides guidance on effectively managing employee data, ensuring accurate task assignments, streamlined planning, and enhanced accountability. By leveraging these tools, you can optimize the efficiency of your maintenance operations and ensure that the right people are assigned to the right tasks at the right time.
Employee List view
The list view provides an overview of all employees that are registered in McMain. Here
By clicking on an Employee, the preview window is shown. Clicking the 'More details' button will open the detail page of the Employee. This detail page can also be opened directly by double clicking on the asset.
Editing colums
It is possible to choose which columns are shown and in which order they should be. By clicking the 'Edit columns' button (top right of the screen) a dialog box is opened in which all column names are shown. These can be dragged with the mouse to the 'Selected columns' field.
The order can also be adjusted by dragging. After clicking on 'Save', the selected columns are immediately visible on the screen. This column selection and order is personal and can be set by each user as desired.
Navigation
Using the drop-down field at the bottom right of the screen, you can set how many employees are shown per page. You can choose between 10, 20, 25, 50 and 100 employees. Additionally, the arrow buttons can be used to navigate between list pages of employees.
Filtering
Filtering
The default filter is configured to display only employees with the status 'Active'.
By clicking the 'Filter' button, a dialog window will open in which all available filters are shown.
The availability of filter options depends on specific configuration settings. The 'Status' filter is always available.
Creating a new Employee
By clicking on the orange 'plus' button, at the bottom right of the screen, a new employee can be created. The 'New employee' dialog will be shown where you can enter an Employee code and Name. After filling in these input fields, the 'Create' button will become active. After clicking the button, the employee will be created and you will be redirected to the employee detail page.
Button bar
At the top right of the list screen are several buttons. Below is an explanation of the function of each button. Depending on certain configuration settings or status, certain buttons may or may not be visible.
Button | Name | Function |
Deactivate | This button will be active when one or more eployees with status 'Active' is selected.
When trying to deactivate an employee, certain checks will be performed to make sure the employee can be deactivated.
A message will be displayed when to confirm that the employee has been deactivated. When the employee could not be deactivated, an error messsage will be displayed. | |
Activate | This button will be active when one or more eployees with status 'Inactive' is selected. | |
Edit | This button will be active when one or more eployees with status 'Active' is selected. When clicking this button, a dialog will appear. Depending on certain configuration settings, it is possible to assign the following attributes to the selected employee(s):
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Click this button to generate and print a list of all employees that match the applied filters. | ||
Show/hide preview window | This button shows or hides the preview window. The preview window is automatically displayed when clicking on an employee.
In this window, click the 'More Details' button to open the detail view of the selected employee. |
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