Table of Contents
This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.3.
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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