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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This help file applies to an out-of-date version of MainBoss.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 Overview Display
MainBoss Sessions
Your Maintenance Organization List
Specifying Maintenance Organizations
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 News Display
The MainBoss Overview 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
Special Selection Actions
Hiding the Details for a Selected Record
Searching for a Particular Record
Table Filters
Customized Table Settings
Form Customization
Selecting Multiple Table Entries
Using Editors
Concurrency Errors
Importing and Exporting Data in Tables
XML
Obtaining an XML Schema from MainBoss
Exporting Data from a MainBoss Table
Viewing Exported Data in Microsoft Excel
Importing Data into a MainBoss Table
Reports
Report Sections
Report Buttons
Report Filters
Customized Report Settings
Select Print Flags
Paper Size and Margins
Formatting in Columns
Charts
Bar Code Support
Coding Definitions
Access Codes
Viewing Access Codes
Editing Access Codes
Printing Access Codes
Contacts
Viewing Contacts
Editing Contacts
User Principals
Unit-to-Contact Relationships
Viewing Culture Information
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
Item Issue Codes
Viewing Item Issue Codes
Editing Item Issue Codes
Printing Item 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 Categories
Viewing Purchase Order Categories
Editing Purchase Order Categories
Printing Purchase Order Categories
Purchase Order Miscellaneous Items
Viewing Purchase Order Miscellaneous Items
Editing Purchase Order Miscellaneous Items
Printing Purchase Order Miscellaneous Items
Payment Terms
Viewing Payment Terms
Editing Payment Terms
Printing Payment Terms
Purchase Order Assignees
Viewing Purchase Order Assignee Records
Editing Purchase Order Assignee Records
Printing Purchase Order Assignee Records
Purchase Order Status Codes
Viewing Purchase Order Status Codes
Editing Purchase Order Status Codes
Printing Purchase Order Status Codes
Shipping Modes
Viewing Shipping Modes
Editing Shipping Modes
Printing Shipping Modes
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
Request Status Codes
Viewing Request Status Codes
Editing Request Status Codes
Printing Request Status Codes
Requestors
Viewing Requestor Records
Editing Requestor Records
Printing Requestor Records
Unit Maintenance Plans
Viewing Unit Maintenance Plans
Editing Unit Maintenance Plans
Printing Unit Maintenance Plans
Specifying a Schedule Basis
Creating an Unplanned Maintenance Work Order
Maintenance Timings
Viewing Maintenance Timing Records
Editing Maintenance Timing Records
Editing Calendar Periods
Editing Meter Periods
Printing Maintenance Timing Records
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
Purchase Template Miscellaneous Item
Tasks
Task Specializations
Viewing Tasks
Editing Tasks
Editing Task Specializations
Printing Tasks
Work Orders Created from Tasks
Tasks Created from Work Orders
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
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
Unit Categories
Viewing Unit Categories
Editing Unit Categories
Printing Unit Categories
Unit Usages
Viewing Usage Codes
Editing Usage Codes
Printing Usage Codes
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
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 Costs
Viewing Work Order Miscellaneous Costs
Editing Work Order Miscellaneous Costs
Printing Work Order Miscellaneous Costs
Projects
Viewing Projects
Editing Projects
Printing Projects
Work Categories
Viewing Work Categories
Editing Work Categories
Printing Work Categories
Work Order Assignees
Viewing Work Order Assignee Records
Editing Work Order Assignee Records
Printing Work Order Assignee Records
Work Order Priorities
Viewing Work Order Priorities
Editing Work Order Priorities
Printing Work Order Priorities
Work Order Status Codes
Viewing Work Order Status Codes
Editing Work Order Status Codes
Printing Work Order Status Codes
Requests
Viewing Requests
Viewing New Requests
Viewing In Progress Requests
Viewing Unassigned 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
Viewing Request Assignments
Specifying Request State Transitions
Printing Requests
Editing Request State History Records
Request Reports
Requests by Assignee Report
Request Summary Report
Request Summary by Assignee and Request History by Assignee Reports
Request History Report
Request State History Report
Request State History Summary Report
Request Charts
Request Count by Creation Date Chart
Request Count by In Progress Date Chart
Request Count by Ended Date Chart
Request Count by Grouping Chart
Average Request Duration Per Grouping Chart
Request Lifetime Chart
Time in Request Status Chart
Work Orders
Work Order States
Printing Work Order States
Viewing Work Orders
Viewing Overdue Work Orders
Viewing Draft Work Orders
Viewing Open Work Orders
Viewing Unassigned Work Orders
Viewing Closed Work Orders
Viewing Void Work Orders
Editing Work Orders
Editing Work Order State History Records
Printing Work Orders
Printing Single Work Orders
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 Report
Temporary Storage Assignments
Assigning Someone to a Work Order
Viewing Work Order Assignments
Chargebacks
Viewing Chargebacks
Editing Chargebacks
Editing Chargeback Activity Records
Correcting Chargeback Activity Records
Printing Chargeback Information
Work Order Reports
Overdue Work Order Summary Report
Work Orders by Assignee Report
Work Order History Report
Work Order State History Report
Work Order History by Assignee Report
Work Orders Summary Report
Work Order Summary by Assignee Report
Work Order State History Summary Report
Chargeback History Report
Chargeback Summary Report
Chargeback Activities Report
Work Order Resource Demand Report
Work Order Items Report
Work Order Hourly Inside Report
Work Order Per Job Inside Report
Work Order Hourly Outside Report
Work Order Per Job Outside Report
Work Order Miscellaneous Expenses Report
Work Order Resource Actual Reports
Work Order Items Actual Report
Work Order Hourly Inside Actual Report
Work Order Per Job Inside Actual Report
Work Order Hourly Outside Actual (with PO) Report
Work Order Per Job Outside Actual (with PO) Report
Work Order Hourly Outside Actual Report
Work Order Per Job Outside Actual Report
Work Order Miscellaneous Expenses Actual Report
Work Order Charts
Work Order Count by Creation Date Chart
Work Order Count by Opened Date Chart
Work Order Count by Ended Date Chart
Work Order Count by Grouping Chart
Average Work Order Duration by Grouping Chart
Total Work Order Duration by Grouping Chart
Average Work Order Downtime by Grouping Chart
Total Work Order Downtime by Grouping Chart
Work Order Lifetime Chart
Time in Work Order Status Chart
Costs by Resource Type Chart
Costs by Trade Chart
Costs by Employee Chart
Costs by Vendor Chart
Costs by Grouping Chart
Labor Time by Trade Chart
Labor Time by Employee Chart
Labor Time by Vendor Chart
Labor Time by Grouping Chart
Planned Maintenance
Viewing Planned Maintenance Generation Records
Editing Planned Maintenance Generation Records
Unit Maintenance Plan Summary
Task Summary Report
Labor Forecast Report
Material Forecast Report
Maintenance Forecast Report
Task Resources Report
Task Items Report
Task Hourly Inside Report
Task Per Job Inside Report
Task Hourly Outside Report
Task Per Job Outside Report
Task Miscellaneous Costs Report
Units
Unit Records
Viewing Units
Editing Units
Unit-to-Unit Relationships
Attachments
Specifications
Meter Readings
Editing Meter Readings
Work Order Meter Readings
Unit-Related Reports
Unit Report
Unit Summary Report
Service Contracts Summary Report
Unit Maintenance History
Unit Replacement Forecast Report
Meter Readings Report
Meter Reading History Report
Inventory Items
How Inventory Works
Inventory Item Records
Viewing Item Records
Editing Item Records
Item Pricing
Item Restocking Table
Item Restocking Report
Item Reports
Item Report
Item Activity Report
Item Issues Report
Item Adjustments Report
Item Pricing Report
Location and Status Report
Items in Temporary Storage Report
Item Usage as Parts Report
Purchase Orders
MainBoss as a Purchase Request System
Purchase Order States
Viewing Purchase Orders
Viewing Draft Purchase Orders
Viewing Issued Purchase Orders
Viewing Unassigned 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
Viewing Purchase Order Assignments
Receipts
Viewing Receipts
Editing Receipts
Printing Receipts
Receiving Purchase Order Items
Correcting Receive Item Entries
Receiving Purchase Order Miscellaneous Items
Correcting Receive Miscellaneous Entries
Purchase Order Reports
Purchase Orders by Assignee Report
Items On Order Report
Purchase Order Summary Report
Purchase Order Summary By Assignee Report
Purchase Order History
Purchase Order History by Assignee
Purchase Order State History Report
Purchase Order State History Summary
Receipt Activity Report
Purchase Order Charts
Average Purchase Order Duration Per Grouping Chart
Purchase Order Count By Creation Date Chart
Purchase Order Count by Issued Date Chart
Purchase Order Count by Ended Date Chart
Purchase Order Count by Grouping Chart
Purchase Order Lifetime Chart
Time in Purchase Order Status Chart
MainBoss Administration
Administration Information
Company Information
Editing Company Information
Users
Viewing MainBoss Users
Editing MainBoss User Records
The Database User Table
Adding Database Users
The Database Login Table
Adding Database Logins
Assigning Security Roles to Users
Printing User Records
Security Roles
Viewing Security Roles
Editing Security Role Records
Permissions
Printing Security Role Records
License Keys
Viewing Your License Keys
Entering License Keys Manually
Entering Multiple License Keys
Printing License Keys
Database Management
Printing Your Database Management Information
Backups
Specifying Backup Names
Printing Information About Your Backups
External Tags
Viewing Your External Tags
Accounting Records
Accounting Transaction Report
Accounting Ledger Report
The MainBoss Service Module
Managing MainBoss Service
MainBoss Service Configuration
Configuring MainBoss Service
Editing MainBoss Service Messages
Message String Translations
MainBoss Service Email Log
Email Requests Contents
Printing the MainBoss Service Email Log
Appendix A: Troubleshooting
Obtaining MainBoss Support
Index
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