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Guide 29 MainBoss Basic User ? s Guide Copyright ? Thinkage Ltd Permission granted to reproduce all or part of this document provided that Thinkage ? s copyright notice is included in the reproduction No money may be charged for such reproductions except

MainBoss Basic User ? s Guide Copyright ? Thinkage Ltd Permission granted to reproduce all or part of this document provided that Thinkage ? s copyright notice is included in the reproduction No money may be charged for such reproductions except to recover all or part of the cost of reproduction C CTable of Contents Welcome to MainBoss CMMS Documentation conventions Drop-Down Lists Online Help MainBoss Concepts MainBoss Sessions Logging In The MainBoss Window Quitting MainBoss Setting Up Initial Tables The Buildings Table The Storeroom Table The Vendor Table The Contact Table The Personnel Table Work Information Tables The Life Cycle of a Corrective Work Order Creating a Work Request MainBoss Requests Creating a Work Order Starting a New Work Order Specifying Units for a Work Order Specifying a Problem Description Specifying Work Order Properties Assigning Personnel to a Work Order Reserving Materials for a Work Order Dealing with Outside Labor and Materials Saving an Initial Work Order Modifying Work Orders Cancelling Work Orders Printing Work Orders Select for Printing Closing a Work Order The Quick Actuals Facility Recording Chargebacks Units The Equipment Table -i- CEquipment Identi ?cation Equipment Service Equipment Spare Parts Equipment Speci ?cations Equipment Value Equipment Meters Examining and Editing Equipment Records The Spaces Table More About Meters Basic Principles about Meters Recording Meter Readings Meter O ?sets Template Speci ?cations Creating a Template Speci ?cation Using a Template Speci ?cation in an Equipment Record Obsolete Equipment Service Contracts Preventive Maintenance Steps for Handling Preventive Maintenance Creating Tasks Scheduling Units for Preventive Maintenance Specifying Task Schedules Scheduling Examples Generating Preventive Maintenance Work Orders Adjusting Preventive Maintenance Work Orders Work Order Schedules Printing Preventive Maintenance Work Orders Closing Preventive Maintenance Work Orders General Inventory Control Creating a New Inventory Item Describing Inventory Items Inventory Item Properties Inventory Item Status Inventory Item Usage Inventory Item Maintenance Inventory Operations Finding Which Storeroom Contains a Particular Item Taking Physical Inventory Other Inventory Operations Inventory Details Purchasing and Receiving The Purchasing Receiving Process The Re-Order Report ii - CCreating a New Purchase Order General Purchase Order Information Purchase Order Items Picking Items Purchase Order Extras Modifying a Purchase Order Printing a Purchase Order Issuing a New Purchase Order Recording Receipts The Quick Receive Facility Adding Individual Items to a Shipment Receipt Closing a Purchase Order Prototype Purchase Orders Browsers and Editors Using Browsers Searching for a Particular Record Using Editors Cloning Records Reports Entering Report Speci ?cations Previewing Reports A List of MainBoss Reports Exporting Data ? Attachments Creating an Attachment Quick Annotations Using an Attachment MainBoss Administration Accessing Administration Functions Saving Settings Preferences Company Information Date and Time Format and Other Preferences Custom Text Settings Database Operations Reindexing Backing Up Your MainBoss Database Restoring Your Database From Backup Auditing Security Changing Your Administration Password Authorizing New Users Logins and Security iii - CArchiving How Archiving Works Archiving Your Data Restoring and Using an Archive Set Cleaning Up Dearchived Data Work Request Noti ?cation The MainBoss Command Line The Backup Subcommand The