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MVP One Coaching Session January 2026

Topics Discussed

• What to Check When a PM Does Not Generate a Work Order.
• Can MVP One send email alerts to supervisors?
• General overview of the Scheduler.
• How to add Widgets.
• How to set up Report Schedules.
• How to set up Session Timeouts.
• How to edit Work Instructions.
  
• How to disable the Copy button on Work Order records.
• How to pull a report for Completed Work Orders.
• Can PM Work Orders have different Work Order IDs than reactively created Work Orders?
• Is there an easy way to import a spreadsheet to create new Parts?
• Can links or attachments be added to Location Assets in MVP?
• How are weighted priorities calculated on Work Orders?
• How to link Asset Numbers to PM.
  • How to Schedule a Calendar-Based PM.
  • How to Schedule a Meter-Based PM.
• Purchase Order returns.
• Blanket Purchase Orders.
• How to assign multiple users to a Work Order.

 

MVP One Coaching Session February 2026

Topics Discussed

• How to search and look things up in MVP One.
  • Create a Filter or Saved Search
  • Quick Search
  • Global Search
• How to create a Work Request.
• How to add additional workers to a Work Order.
• Setting up Meter-Based PMs.
• How  Calibrations are used.
• PM Shadowing.
• How to best use Weighted Priority and how to base it on other inputed data.
• PM Work Groups and how to use them best.

 

MVP One Coaching Session March 2026

Topics Discussed

• Adding Labor to a Work Order.
• Printing the Submitter's Link as a QR Code.
• How to automatically receive ordered Parts to a Work Order.
• How to set up Purchasing data to track costs by Department.
• Is there a way to separate service labor in the budget area in a Department record?
• How to run Work Order reports.
  • EX: Backlog by Type and Priority, or Backlog by Work Order Status.
• When setting up a new user, what are the Asset List and Part List drop-downs used for?
• How to change a Requestor user to a Maintenance user?
• How to manage a user who gets locked out of MVP One.
• How to move materials from one location to another
• How to review Cycle Count history.
• How to know which reorder method to establish for a new part.

 

MVP One Coaching Session April 2026

Topics Discussed

• How to update permissions for users in MVP One.
• How to restrict technicians from adding Estimated Parts and Estimated Labor to Work Orders.
• How to add Equipment records to MVP One.
• Additional information on Shortcuts and  Quick Search options.
• Creating Filters, and how to assign a new filter as your personal Default Filter.
• Tips for getting Requestors set up properly for a fresh implementation.
• How to set up Alerts for Requestors and those who would approve Work Requests.
• How to Customize Widgets in MVP.
• How to pull Reports for Work Order statistics, and how to add Reporting Module permissions to your role.
• How to add labor to a Work Order.

 

MVP One Coaching Session May 2026

Topics Discussed

• How to add labor to a work order.
• Shortcuts and quick search options within MVP One.
• The differences between generation lead days and completion window days on a PM work order.
• How can we sign off on a work order to say that they have been completed?
• How can I change a requester into a maintenance user?
  •  Do you recommend always deactivating and not deleting for changes and for people who have left the company?
• New Reporting Module overview.
• API and Integration Functionality.
• Downtime accuracy in MVP One.
• How to create a Purchase Order that accurately reflects the received price of Equipment.
• Cycle Counts in MVP One.
• MVP One's new Mobile App.
• PM Shadowing.
• Work Order Instructions.

 

 

MVP One Coaching Session June 2026

Topics Discussed

• PM Scheduling Best Practices
  • Creating a Calendar-Based PM
  • Creating Meter-Based PMs
• Receiving notifications on MVP One Downtime events.
• Receiving notifications on Parts that are running low on stock.
• How to use the Scheduler.
  • Assigning a Craft and Wage.
  • Technician Shifts.
• How to auto-populate Work Orders.
• How to print Work Orders with specific parameters.
• How to Batch Move Parts in MVP One.
  • Move Action
  • Using the Inventory Wipe to Import into the new Stock Locations with the Import Wizard.
• What happens when a Work Request has been declined?
• Searching in MVP One.
• Best way to size an image that we want to add to a Part description.
• Work Order Action Review
  • Complete and Close.
  • Close Completed.
  • Close Filtered.
  • Cancel Filtered.

 

MVP One Coaching Session July 2026

Topics Discussed

• • Which report should I use in MVP One to find all Work that was completed at different times?
  • How to add a photo to a Work Order.
  • User management overview.
    • Adding new Users
    • Contractor and License Management
  • Tracking Asset downtime
  • Creating Dashboards and Widgets
  • MVP One Mobile App Overview.

MVP One Coaching Session August 2026

Topics Discussed

• • How to set up the Asset Tree for new Assets.
  • Running a Report on how many parts were added to the system in a certain timeframe.
    • EX for Parts added in March 2026 would be to add the following lines to a filter in the Part List Reporting in the Reporting Module.
      • [Date created] [greater than or equal to] [ 03/01/2026]
      • [Date created] [Less than or equal to] [ 03/31/2026]
  • How Work Groups work.
    • Work Groups on the MVP One Mobile App.
  • How to remove certain tables and fields from a record if they're not being used.
  • Calibrations in MVP One and how to use them.
  • What the Add New Part box does on Purchase Order Line Items.

 

MVP One Coaching Session September 2026

Topics Discussed

• • How to use the AI Filter.
  • Question on the Mean Time To Repair Report.
  • Can non-MVP One Users still submit Work Requests?
  • Generating PM Work Groups.
  • Alert Notifications in MVP.
  • Reporting Module reports.
  • PM Suppression.
  • Mass  Close Work Orders.

MVP One Coaching Session October 2026

Topics Discussed

• • Attachment Management, and how to add Attachments  to records.
  • PM Scheduling, and closing PMs.
  • How to separate Work Orders by Departments.
  • How to report on Labor Projections.
  • Spare Parts Lists in MVP One.
  • How to require roles to check off certain Instruction steps.
  • Role based cost visibility.
  • How to create Parts.
  • How to create Assets
    • Equipment
    • Locations
    • Repairable Spares
    • Systems
    • Asset Tree/Asset Hierarchy