Entering Specifications into a Template

< Previous section  |  Table of Contents  |  Index  |  Next section >

Templates let you record information that is specific to a particular kind of equipment (for example, the maximum RPM of a motor or the amperage of an exhaust fan) or space (for example, information about plumbing fixtures in a washroom). For more on templates, see Templates.

Once you have created one or more templates, you can attach those templates to equipment or space records. You can then fill in the blanks with values that describe the unit's specifications.

To attach a specification to a unit, open the equipment record, go to the Specifications section, and click New Specification. MainBoss opens the Templates browser (described in Browsing Templates). Select the template you want to use, then click Ok. MainBoss will then open a window that contains the following:

• Specification: Lets you assign a name to this specification. By default, the name will be the same as the template you are using; however, you may have a good reason for specifying a different name.

  For example, suppose a particular piece of equipment uses two separate motors. You might create a MOTOR template with blanks that can be filled in with general details about motors. Then you create two specifications that both use the same MOTOR template, one for each motor. To make it easy for you to tell which motor is which, you can give each specification a different name (for example, UPPERMOTOR and LOWERMOTOR).

  In cases where there is no likelihood of confusion, you can let the specification keep the same name as the template. MainBoss allows an equipment record to have multiple specifications with the same name.

• Clone: Creates a copy of an existing set of specifications. To go back to the example of the piece of equipment with two motors, you might fill in a specification about one of the motors, Save this information, and then Clone to get a specification for the next motor. You can then type in information about the next motor, change the name in "Specification", and Save again. When you return to the equipment record, you will see that it contains two specifications, one for each motor.
• Delete: Deletes the specification from the unit's specification list.
• Save: Saves the current record, but leaves all data as is. You can then continue to edit the same record.
• Cancel: Closes the window. MainBoss discards any changes you might have made since the last time you clicked Save; therefore, you should usually click Save before clicking Cancel, unless you want to discard any changes you have made.

For a description of how to find a particular equipment record, see Browsing the Equipment Table. For a description of how to edit an equipment record after you have found it, see Creating and Editing an Equipment Description.

For a description of how to find a particular space record, see Browsing the Space Table. For a description of how to edit a space record after you have found it, see Creating and Editing a Space Description.

< Previous section  |  Table of Contents  |  Index  |  Next section >