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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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