MainBoss Newswire

Summer 2008

Topics:

 

  1. Using the Description field in MainBoss Advanced
  2. Pro Forma Work Orders
  3. Upcoming Tradeshows

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1. Using the Description field in MainBoss Advanced

 

In MainBoss Basic, most records have a field for a brief Identification Code and another for a longer Description. In MainBoss Advanced, records also have fields for an ID Code and Description...but the ID Code field is so long, it allows more characters than in MainBoss Basic’s Description field. This raises a question: since you can put a lot more information into the ID Code, what do you do with the Description field?

 

Different organizations will have different answers. One possibility is simply to leave the Description field blank. Another is to duplicate the ID code (although there's not much reason to do this).

 

A more interesting alternative is to use the Description field to hold useful additional information. For example, consider an Employee record. In this case, the ID Code displays the employee's name as given in the Contacts table. You might then fill in the Description field with any identification number the employee might have; this will help you tell the difference if you happen to have two employees with the same name.

 

As another example, consider a Units record describing a company car. While the ID Code might be the car's license plate, the Description could be something like Ford Taurus 2008, Black. Alternatively, you could reverse these two values: the type of car in the ID Code field and the license plate in the Description.

 

The important point is that ID Code and Description are the first two fields in almost every record, and they're often both displayed in table viewer lists. It makes sense to use these two fields to hold the information that your organization will find most useful.

 

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2. Pro Forma Work Orders

 

Many organizations have outside contractors who make regular inspections and perform whatever maintenance is found necessary. For example, you might have an outside company inspect your elevators every few months and do whatever work is required. Similarly, you might have an outside contractor look after your fire safety equipment, checking it on a regular basis and providing any needed maintenance.

 

In this kind of situation, you don't give the contractor a specific work order—the contractor decides what ought to be done. Still, it's important to keep track of what the contractor does on each visit, so that your records are complete. (Your insurance company may require you to preserve this information; it's also important to have a complete maintenance history if you switch to a different contractor.)

 

The best way to track what gets done is to create work orders after the fact. (These are sometimes called "pro forma" work orders—done for the sake of form.) In other words, every time the contractor does work, you create a work order describing what work was done. In this way, you maintain a clear history of what work has been done on your units; you never have to ask, "When was the last time this fire extinguisher got recharged?"

 

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3. Upcoming Tradeshows

 

PM Expo 2008

Metro Toronto Convention Centre, South Building, Toronto, ON

December 3-5, 2008

We will be in Booth 1643

 

NFMT 2009

Baltimore Convention Center, Baltimore MD

March 10-12, 2009

We will be in Booth 438

 

BOMA, The Office Building Show

Philadelphia Convention Center, Philadelphia PA

June 28-30, 2009

We will be in Booth 1109

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