Table of Contents

This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.1.
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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