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Welcome to MainBoss CMMS
If you're an experienced MainBoss user:
If you've never used MainBoss before:
Documentation conventions
MainBoss Concepts
Basic terminology
The life cycle of a corrective work order
Scheduling preventive maintenance jobs
General inventory control
Purchasing and receiving
Database files
MainBoss Sessions
Logging In
Quitting MainBoss
Obtaining Online Help
The About Screen
Browsing and Editing
Browsers and Editors
Using Browsers
Searching for a Particular Record
Using Editors
Cloning Records
Simple Tables
Entries in a simple table
Browsing a simple table
Printing a simple table
Printing a table which allows for categories
Reports
Entering Report Specifications
Previewing Reports
Exporting Data
The Tables Menu
Buildings
Browsing the Buildings table
Entries in the Buildings table
Units of Measure
Cost Centers
Vendor Types
Vendors
Browsing the Vendors table
Entries in the Vendors table
Contacts
Browsing the Contacts table
Entries in the Contacts table
Printing Contact Information
Viewing Programs
Browsing the current list of viewing programs
Entries in the Viewing Program table
Work Orders and Work Requests
Work Requests
Creating and Editing a New Work Request
Browsing Work Requests
Printing Work Requests
Work Orders
Creating and Editing Work Orders
Assigning Personnel to a Work Order
Reserving Materials for a Work Order
Recording Materials Used in a Work Order
Recording Chargebacks
The Quick Actuals Facility
The Quick Outside Facility
Printing Work Orders
Browsing Work Orders
Access
Trades
Personnel
Browsing the Personnel table
Entries in the Personnel table
Priorities
Work Categories
Repair Closing Codes
Projects
Reports On The Work Order Menu
Overdue Work Orders
Work Order History
Labor History
Contracted Service History
Manpower Schedule Report
Work Order Statistics
Preventive Maintenance
Tasks
Browsing Tasks
Creating and Editing Tasks
Scheduling Units for Preventive Maintenance
Specifying Task Schedules
Purchase Order Information in Tasks
Printing Task Descriptions
Browsing Prototype Purchase Orders
Generating Preventive Maintenance Work Orders
Previewing Generated Work Orders
The Generated Work Order Report
The Units Menu: Equipment and Spaces
Tables in the Units Menu
Equipment Types
Space Types
Systems
Asset Accounts
Ownership
Obsolete Codes
Templates
Browsing Templates
Creating and Editing Templates
Equipment
Browsing the Equipment Table
Creating and Editing an Equipment Description
Entering Specifications into a Template
Spaces
Browsing the Space Table
Creating and Editing a Space Description
Meters
Browsing the Meters Table
Defining Equipment Meters
Entering Meter Readings
Printing Meter Information
Spare Parts
Adding or Editing Spare Parts for a Unit
Obsolete Equipment
Browsing the Obsolete Equipment Table
Restoring Obsolete Equipment to Service
Printing Building-Related Information
Service Contracts
Browsing Service Contracts
Creating and Editing Service Contracts
Reports on the Units Menu
Units
Maintenance Status
Replacement Schedule
Downtime
Spare Parts Report
The Inventory Menu
How Inventory Works
Storerooms
Browsing Storerooms
Creating and Editing Storeroom Records
Other Tables in the Inventory Menu
Inventory Categories
Issue Codes
Adjustment Codes
Payment Terms
Shipping Modes
Inventory Items
The Inventory Items Browser
Describing Items
Price Quotes
Specifying that an Item is a Spare Part
Purchase Orders
Creating a New Purchase Order
Items on a Purchase Order
The Add Quick Facility
Extras on Purchase Orders
Recording Shipment Information
Recording Items Received
The Quick Receive Facility
Browsing Purchase Orders
Printing Purchase Orders
Browsing Receipts
Printing Receipts
Adjustments
Inventory Issues
Physical Counts
Inventory Transfers
Inventory Valuations
General Inventory Adjustments
Inventory Price Quotes
Inventory Reports
Reordering Inventory
On Order Report
Receiving Report
Purchase History
Stock Activity
Issues Report
Inventory Status
Inventory Value Report
Inventory Where Used Report
MainBoss Administration
Accessing Administration Functions
Saving Settings
Preferences
Company Information
Work Request Preferences
Work Order Preferences
Unit Preferences
Purchase Order Preferences
Date and Time Format and Other Preferences
Custom Text Settings
Creating Custom Text
Creating an Override File
Custom Captions
Custom Control Labels
Custom Menu Names
Custom Report Labels
Customizing Messages
Customizing Forms
Database
Reindexing
Progress Screens
Backing Up Your MainBoss Database
Restoring Your Database From Backup
Auditing
Printing an Audit Report
Exporting the Database in XML Format
Security
Changing Your Password
Browsing Authorized Users
Authorizing New Users
Archiving
Archiving Your Data
Browsing Archive Sets
Restoring and Using an Archive Set
License Keys
Browsing Your License Keys
Entering New License Keys
Work Request Notification
Attachments
Creating an Attachment
Using an Attachment
The MainBoss Command Line
The Backup Subcommand
The Restore Subcommand
Setting a Language
Service Desk Mode
License Key Entry Only
Appendix A: New Features
New in MainBoss 2.9 Update 5
New in MainBoss 2.9 Update 4
New in MainBoss 2.9 Update 3
New in MainBoss 2.9
Appendix B: Installing MainBoss 2.9
The MainBoss Setup Program
Installing on a Local Network
Registering MainBoss
MainBoss Service Desk
Using the Sample Databases
Appendix C: Frequently Asked Questions
Requestor Lists
Unselecting in a Drop-Down List
Printing Reports
MainBoss Version
Deleting Inventory Items
Scheduling Preventive Maintenance
Forgotten Passwords
Recommended Tables
Emailing MainBoss Reports
Packaging MainBoss Files
Obsolete Equipment and Preventive Maintenance
Upgrades to Hardware or Windows
Editing MainBoss files using another program
Headings for Scheduled PM Tasks
Appendix D: Troubleshooting
Slow Performance and Network Errors
Obtaining MainBoss Support
Index
MainBoss CMMS 2.9 Online Help
Copyright (c) 2005, Thinkage Ltd.
Table of Contents
Welcome to MainBoss CMMS 7 If you're an experienced MainBoss user: 7 If you've never used MainBoss before: 7 Documentation conventions 7 MainBoss Concepts 9 Basic terminology 9 The life cycle of a corrective work order 11 Scheduling preventive maintenance jobs 12 General inventory control 13 Purchasing and receiving 14 Database files 15 MainBoss Sessions 17 Logging In 17 Quitting MainBoss 17 Obtaining Online Help 18 The About Screen 18 Browsing and Editing 20 Browsers and Editors 20 Using Browsers 20 Searching for a Particular Record 23 Using Editors 24 Cloning Records 29 Simple Tables 29 Entries in a simple table 30 Browsing a simple table 31 Printing a simple table 31 Printing a table which allows for categories 32 Reports 34 Entering Report Specifications 34 Previewing Reports 36 Exporting Data 36 The Tables Menu 38 Buildings 38 Browsing the Buildings table 39 Entries in the Buildings table 39 Units of Measure 40 Cost Centers 41 Vendor Types 41 Vendors 42 Browsing the Vendors table 42 Entries in the Vendors table 42 Contacts 43 Browsing the Contacts table 44 Entries in the Contacts table 44 Printing Contact Information 45 Viewing Programs 45 Browsing the current list of viewing programs 46 Entries in the Viewing Program table 46 Work Orders and Work Requests 48 Work Requests 48 Creating and Editing a New Work Request 48 Browsing Work Requests 50 Printing Work Requests 51 Work Orders 54 Creating and Editing Work Orders 55 Assigning Personnel to a Work Order 62 Reserving Materials for a Work Order 64 Recording Materials Used in a Work Order 67 Recording Chargebacks 70 The Quick Actuals Facility 70 The Quick Outside Facility 75 Printing Work Orders 76 Browsing Work Orders 78 Access 80 Trades 81 Personnel 81 Browsing the Personnel table 81 Entries in the Personnel table 82 Priorities 83 Work Categories 83 Repair Closing Codes 84 Projects 84 Reports On The Work Order Menu 85 Overdue Work Orders 85 Work Order History 86 Labor History 90 Contracted Service History 93 Manpower Schedule Report 97 Work Order Statistics 98 Preventive Maintenance 102 Tasks 102 Browsing Tasks 103 Creating and Editing Tasks 103 Scheduling Units for Preventive Maintenance 107 Specifying Task Schedules 109 Purchase Order Information in Tasks 117 Printing Task Descriptions 118 Browsing Prototype Purchase Orders 119 Generating Preventive Maintenance Work Orders 120 Previewing Generated Work Orders 123 The Generated Work Order Report 125 The Units Menu: Equipment and Spaces 126 Tables in the Units Menu 126 Equipment Types 126 Space Types 126 Systems 127 Asset Accounts 127 Ownership 128 Obsolete Codes 128 Templates 128 Browsing Templates 130 Creating and Editing Templates 131 Equipment 132 Browsing the Equipment Table 132 Creating and Editing an Equipment Description 132 Entering Specifications into a Template 136 Spaces 137 Browsing the Space Table 137 Creating and Editing a Space Description 138 Meters 140 Browsing the Meters Table 141 Defining Equipment Meters 141 Entering Meter Readings 143 Printing Meter Information 144 Spare Parts 145 Adding or Editing Spare Parts for a Unit 145 Obsolete Equipment 146 Browsing the Obsolete Equipment Table 147 Restoring Obsolete Equipment to Service 147 Printing Building-Related Information 148 Service Contracts 148 Browsing Service Contracts 149 Creating and Editing Service Contracts 149 Reports on the Units Menu 150 Units 151 Maintenance Status 153 Replacement Schedule 154 Downtime 156 Spare Parts Report 157 The Inventory Menu 159 How Inventory Works 159 Storerooms 162 Browsing Storerooms 162 Creating and Editing Storeroom Records 163 Other Tables in the Inventory Menu 163 Inventory Categories 164 Issue Codes 164 Adjustment Codes 164 Payment Terms 165 Shipping Modes 166 Inventory Items 166 The Inventory Items Browser 167 Describing Items 167 Price Quotes 171 Specifying that an Item is a Spare Part 174 Purchase Orders 174 Creating a New Purchase Order 175 Items on a Purchase Order 182 The Add Quick Facility 185 Extras on Purchase Orders 188 Recording Shipment Information 189 Recording Items Received 191 The Quick Receive Facility 193 Browsing Purchase Orders 195 Printing Purchase Orders 197 Browsing Receipts 199 Printing Receipts 200 Adjustments 201 Inventory Issues 202 Physical Counts 204 Inventory Transfers 208 Inventory Valuations 210 General Inventory Adjustments 212 Inventory Price Quotes 214 Inventory Reports 214 Reordering Inventory 215 On Order Report 216 Receiving Report 217 Purchase History 218 Stock Activity 221 Issues Report 223 Inventory Status 224 Inventory Value Report 226 Inventory Where Used Report 227 MainBoss Administration 229 Accessing Administration Functions 229 Saving Settings 230 Preferences 231 Company Information 231 Work Request Preferences 232 Work Order Preferences 233 Unit Preferences 236 Purchase Order Preferences 238 Date and Time Format and Other Preferences 239 Custom Text Settings 242 Creating Custom Text 244 Creating an Override File 245 Custom Captions 246 Custom Control Labels 246 Custom Menu Names 247 Custom Report Labels 249 Customizing Messages 249 Customizing Forms 250 Database 250 Reindexing 251 Progress Screens 251 Backing Up Your MainBoss Database 251 Restoring Your Database From Backup 252 Auditing 254 Printing an Audit Report 257 Security 259 Changing Your Password 259 Browsing Authorized Users 260 Authorizing New Users 261 Archiving 263 Archiving Your Data 264 Browsing Archive Sets 264 Restoring and Using an Archive Set 265 License Keys 266 Browsing Your License Keys 266 Entering New License Keys 268 Work Request Notification 269 Attachments 270 Creating an Attachment 270 Using an Attachment 272 The MainBoss Command Line 273 The Backup Subcommand 274 The Restore Subcommand 274 Setting a Language 275 Service Desk Mode 275 License Key Entry Only 276 Appendix A: New Features 277 New in MainBoss 2.9 Update 4 278 New in MainBoss 2.9 Update 3 279 New in MainBoss 2.9 279 Appendix B: Installing MainBoss 2.9 283 The MainBoss Setup Program 283 Installing on a Local Network 284 Registering MainBoss 285 MainBoss Service Desk 286 Using the Sample Databases 287 Appendix C: Frequently Asked Questions 288 Requestor Lists 288 Unselecting in a Drop-Down List 288 Printing Reports 288 MainBoss Version 288 Deleting Inventory Items 289 Scheduling Preventive Maintenance 290 Forgotten Passwords 290 Recommended Tables 290 Emailing MainBoss Reports 292 Packaging MainBoss Files 293 Obsolete Equipment and Preventive Maintenance 294 Upgrades to Hardware or Windows 295 Appendix D: Troubleshooting 298 Obtaining MainBoss Support 303 Introduction
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