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Table of Contents |
This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.4.
For the latest version of this help file can be found here.
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MainBoss Concepts
Basic Terminology
The MainBoss Control Panel
The Life Cycle of a Corrective Work Order
Scheduling Planned Maintenance
General Inventory Control
Purchasing and Receiving
Accounting Facilities
Corrections
Drop-Down Lists (Pickers)
Multi-Select Features
Number Formats
MainBoss Modules
Security Roles and Permissions
Cost-Related Security Roles
Testing Security Roles
Assignments
The Assignment Status Display
MainBoss Sessions
Your Maintenance Organization List
New Maintenance Organizations
Existing Maintenance Organizations
Imported Maintenance Organizations
Demonstration Maintenance Organizations
Overwriting a Maintenance Organization with Data from a Backup File
Creating a New Maintenance Organization from a Backup File
Changing Organization Information
The Database Server List
The Database Name List
Command Line Options
International Language Support
Upgrading Maintenance Organizations
Viewing MainBoss Sessions
Quitting MainBoss
The MainBoss Status Display
Keyboard Shortcuts
View Menu
The Active Filter
The Actions Menu
Obtaining Online Help
The About Screen
Tooltips
MainBoss Diagnostic Messages
Tables
Table Viewers and Editors
Active and All in Table Viewers
Using Table Viewers
Hiding the Details for a Selected Record
Searching for a Particular Record
Table Filters
Selecting Multiple Table Entries
Using Editors
Concurrency Errors
Reports
Report Sections
Report Buttons
Report Filters
Select For Printing
Paper Size and Margins
Formatting in Columns
Bar Code Support
Microsoft Report Viewer
Coding Definitions
Access Codes
Viewing Access Codes
Editing Access Codes
Printing Access Codes
Contacts
Viewing Contacts
Editing Contacts
Unit-to-Contact Relationships
Printing Contacts
Cost Centers
Viewing Cost Centers
Editing Cost Centers
Printing Cost Centers
Item Adjustment Codes
Viewing Adjustment Codes
Editing Adjustment Codes
Making Item Adjustments
Recording Physical Counts
Voiding Physical Counts
Printing Adjustment Codes
Item Categories
Viewing Item Categories
Editing Item Categories
Printing Item Categories
Issue Codes
Viewing Issue Codes
Editing Issue Codes
Printing Issue Codes
Issuing Items
Correcting Item Issues
Storeroom Assignments
Viewing Storeroom Assignments
Editing Storeroom Assignments
Transferring Items from One Storeroom to Another
Corrections of Item Transfers
Printing Storeroom Assignments
Storerooms
Viewing Storeroom Records
Editing Storeroom Records
Printing Storeroom Records
Void Codes
Viewing Void Codes
Editing Void Codes
Printing Void Codes
Locations
Viewing Locations
Viewing Non-Temporary Locations
Editing Postal Addresses
Editing Sublocations
Printing Location Information
Purchase Order Assignees
Viewing Purchase Order Assignee Records
Editing Purchase Order Assignee Records
Printing Purchase Order Assignee Records
Purchase Order Miscellaneous
Viewing Purchase Order Miscellaneous Records
Editing Purchase Order Miscellaneous Records
Printing Purchase Order Miscellaneous Records
Payment Terms
Viewing Payment Terms
Editing Payment Terms
Printing Payment Terms
Shipping Modes
Viewing Shipping Modes
Editing Shipping Modes
Printing Shipping Modes
Purchase Order Status Codes
Viewing Purchase Order Status Codes
Editing Purchase Order Status Codes
Printing Purchase Order Status Codes
Relationships
Viewing Relationship Records
Editing Unit-to-Unit Relationship Records
Editing Unit-to-Contact Relationship Records
Printing Relationship Records
Request Assignees
Viewing Request Assignee Records
Editing Request Assignee Records
Printing Request Assignee Records
Request Priorities
Viewing Request Priorities
Editing Request Priorities
Printing Request Priorities
Requestors
Viewing Requestor Records
Editing Requestor Records
Printing Requestor Records
Request Status Codes
Viewing Request Status Codes
Editing Request Status Codes
Printing Request Status Codes
Unit Maintenance Plans
Viewing Unit Maintenance Plans
Editing Unit Maintenance Plans
Printing Unit Maintenance Plans
Selecting a Scheduling Basis
Creating an Unplanned Maintenance Work Order
Maintenance Timing
Viewing Maintenance Timing Records
Editing Maintenance Timing Records
Editing Daily Periods
Editing Monthly Periods
Editing Meter Periods
Purchase Order Templates
Viewing Purchase Order Templates
Editing Purchase Order Templates
Printing Purchase Order Templates
Linking Purchase Order Templates to Tasks
Task Purchase Template Items
Purchase Template Hourly Outside
Purchase Template Per Job Outside
Task Purchase Template Miscellaneous Item
Tasks
Task Specializations
Viewing Tasks
Editing Tasks
Editing Task Specializations
Printing Tasks
Work Orders Created from Tasks
Editing Task Temporary Storage Locations
Editing Task Temporary Storage Assignments
Task Demand Item
Task Demand Hourly Inside
Task Demand Per Job Inside
Task Demand Hourly Outside
Task Demand Per Job Outside
Task Demand Miscellaneous Cost
Asset Codes
Viewing Asset Codes
Editing Asset Codes
Printing Asset Codes
Unit Categories
Viewing Unit Categories
Editing Unit Categories
Printing Unit Categories
Meter Classes
Viewing Meter Classes
Editing Meter Classes
Printing Meter Classes
Meters
Viewing Meter Records
Editing Meter Records
Ownerships
Viewing Ownerships
Editing Ownerships
Printing Ownerships
Spare Parts
Viewing Spare Parts
Editing Spare Parts Information
Printing Spare Parts
Service Contracts
Viewing Service Contracts
Editing Service Contracts
Associating Units with Service Contracts
Printing Service Contracts
Specification Forms
Viewing Specification Forms
Editing Specification Forms
Printing Specification Forms
Editing Specification Form Fields
Systems
Viewing Systems
Editing Systems
Printing Systems
Usage Classifications
Viewing Usage Classifications
Editing Usage Classifications
Printing Usage Classifications
Units of Measure
Viewing Units of Measure
Editing Units of Measure
Printing Units of Measure
Vendors
Viewing Vendor Records
Editing Vendor Records
Printing Vendor Records
Vendor Categories
Viewing Vendor Categories
Editing Vendor Categories
Printing Vendor Categories
Work Order Assignees
Viewing Work Order Assignee Records
Editing Work Order Assignee Records
Printing Work Order Assignee Records
Billable Requestors
Viewing Billable Requestor Records
Editing Billable Requestor Records
Printing Billable Requestor Records
Chargeback Categories
Viewing Chargeback Categories
Editing Chargeback Categories
Printing Chargeback Categories
Closing Codes
Viewing Closing Codes
Editing Closing Codes
Printing Closing Codes
Expense Categories
Viewing Expense Categories
Editing Expense Categories
Printing Expense Categories
Expense Models
Viewing Expense Models
Editing Expense Models
Printing Expense Models
Expense Mappings
Employees
Viewing Employee Records
Editing Employee Records
Printing Employee Records
Hourly Inside
Viewing Hourly Inside Records
Editing Hourly Inside Records
Printing Hourly Inside Records
Hourly Outside
Viewing Hourly Outside Records
Editing Hourly Outside Records
Printing Hourly Outside Records
Per Job Inside
Viewing Per Job Inside Records
Editing Per Job Inside Records
Printing Per Job Inside Records
Per Job Outside
Viewing Per Job Outside Records
Editing Per Job Outside Records
Printing Per Job Outside Records
Trades
Viewing Trades
Editing Trades
Printing Trades
Work Order Miscellaneous
Viewing Work Order Miscellaneous Costs
Editing Work Order Miscellaneous Costs
Printing Work Order Miscellaneous Costs
Work Order Priorities
Viewing Work Order Priorities
Editing Work Order Priorities
Printing Work Order Priorities
Projects
Viewing Projects
Editing Projects
Printing Projects
Work Order Status Codes
Viewing Work Order Status Codes
Editing Work Order Status Codes
Printing Work Order Status Codes
Work Categories
Viewing Work Categories
Editing Work Categories
Printing Work Categories
Requests
Viewing Requests
Viewing New Requests
Viewing In Progress Requests
Viewing In Progress Requests without Work Orders
Viewing In Progress Requests with Work Orders
Viewing Closed Requests
Editing Requests
Assigning Someone to a Request
Printing Requests
Editing Request State History Records
Request Summary Report
Request History Report
Request State History Report
Request Status Statistics Report
Work Orders
Work Order States
Viewing Work Orders
Viewing Overdue Work Orders
Viewing Draft Work Orders
Viewing Open Work Orders
Viewing Closed Work Orders
Viewing Void Work Orders
Editing Work Orders
Editing Work Order State History Records
Printing Work Orders
Printing Work Order States
Resources
Demand Item
Demand Hourly Inside
Demand Per Job Inside
Demand Hourly Outside
Demand Per Job Outside
Demand Miscellaneous
Actual Item
Corrections of Actual Items
Actual Hourly Inside
Corrections of Actual Hourly Inside
Actual Per Job Inside
Corrections of Actual Per Job Inside
Actual Hourly Outside
Corrections of Actual Hourly Outside
Actual Hourly Outside (with PO)
Corrections of Actual Hourly Outside (with PO)
Actual Per Job Outside
Corrections of Actual Per Job Outside
Actual Per Job Outside (with PO)
Corrections of Actual Per Job Outside (with PO)
Actual Miscellaneous
Corrections of Actual Miscellaneous
Receiving Items
Correcting Item Receipts
Requested Work Orders
Temporary Storage Locations
Temporary Storage Listing Report
Temporary Storage Assignments
Assigning Someone to a Work Order
Chargebacks
Viewing Chargebacks
Editing Chargebacks
Editing Chargeback Line Records
Correcting Chargeback Line Records
Printing Chargeback Information
Work Order Summary Report
Overdue Work Orders Report
Work Order History Report
Work Order State History Report
Work Order Status Statistics Report
Work Order Hourly Inside Labor History Report
Work Order Hourly Outside Labor History Report
Work Order Material History Report
Work Order Statistics Report
Chargeback Summary Report
Chargeback History Report
Planned Maintenance
Viewing Planned Maintenance Generation Records
Editing Planned Maintenance Generation Records
Labor Forecast Report
Material Forecast Report
Maintenance Forecast Report
Units
Unit Records
Viewing Units
Editing Units
Unit-to-Unit Relationships
Attachments
Specifications
Meter Readings
Editing Meter Readings
Work Order Meter Readings
Reports on the Units Menu
Unit Listing
Unit Summary Report
Unit Maintenance History
Replacement Forecast Report
Unit Meters Report
Inventory Items
How Inventory Works
Inventory Item Records
Viewing Item Records
Editing Item Records
Item Pricing
Item Restocking Table
Item Reports
Item Listing Report
Item Summary Report
Item Activity Report
Item Issue Report
Item Restocking Report
Item Location and Status Report
Item Usage Report
Purchase Orders
Purchase Order States
Viewing Purchase Orders
Viewing Draft Purchase Orders
Viewing Issued Purchase Orders
Viewing Closed Purchase Orders
Viewing Void Purchase Orders
Editing Purchase Orders
Purchase Item
Purchase Hourly Outside
Purchase Per Job Outside
Purchase Miscellaneous Item
Assigning Someone to a Purchase Order
Associating Work Orders with Purchase Orders
Purchase Order State History Records
Printing Purchase Orders
Printing Purchase Order States
Receipts
Viewing Receipts
Editing Receipts
Receiving Purchase Order Items
Correcting Receive Item Entries
Receiving Purchase Order Miscellaneous Items
Correcting Receive Miscellaneous Entries
Purchase Order Reports
On Order Report
Receiving Report
Purchase Order Summary Report
Purchase Order History
Purchase Order State History Report
Purchase Order Status Statistics Report
MainBoss Administration
Administration Information
Company Information
Editing Company Information
Users
Viewing Users
Editing User Records
Assigning Security Roles to Users
Printing User Records
Security Roles
Viewing Security Roles
Editing Security Role Records
Printing Security Role Records
License Keys
Viewing Your License Keys
Entering License Keys Manually
Entering Multiple License Keys
Printing License Keys
Database History
Printing Your Database History
Backups
Specifying Backup Names
External Tags
Viewing Your External Tags
Accounting Records
Accounting Transaction Report
Accounting Cost Center Report
The MainBoss Service Module
MainBoss Service Configuration Table
Configuring MainBoss Service
MainBoss Service E-mail Log
E-mail Requests Contents
Printing the MainBoss Service E-mail Log
Appendix A: Troubleshooting
Obtaining MainBoss Support
Index
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