Table of Contents

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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
    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
    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

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