How to Add, View
and Delete Maintenance, Properties, Providers, and Tasks
Adding
a New Maintenance
Data must be entered ( or selected ) for all the fields in the
area labeled "Add/Delete maintenance item to/from list at bottom of
window" and press the "+" ( Add ) button.
1.1 Select the property and provider names for the maintenance from the
popup menus. Properties and providers will need to be added via
the "Maintain Item List" option at the bottom of the popup menu if they
don't already exists. Properties, providers and tasks are
saved for the next time maintenance is added. For example, if "my
house" and Sam's Window Cleaning Service are added to the property
and provider popups respectively, they will be available the next time
maintenance is added.
1.2 The task identifies the name of the service such as an
roof repairs, new water heater or change air conditioner filters. Task
names can be
whatever you choose. The task popup contains a default task list but
new tasks may be added via the "Maintain Item List" option. Also, any
unwanted tasks may be removed.
1.3 Task date must be entered. Cost is entered via the parts, labor and
tax costs and the total cost is automatically calculated
The collection of a property, a provider, a task, task date and cost is
one maintenance item.
Viewing Existing Maintenance
Entered/completed maintenance items are shown on the lower section of
the window in tabular format when the application launches. Maintenance
items may be sorted by the column headers ( Property, Task, Date etc.
). A
subset of the maintenance may be displayed at the bottom of the
screen by selecting a date range using the "View By Date Range,
Property and Task" box and pressing the Show Maintenance Based on
Criteria button. Viewing existing maintenance does not add or delete
it. Note: Popups on tab1 and other tabs are smart and adjust their
content based on selection. When a property is selected from that popup
menu, the task popup has to be repopulated with only the tasks
applicable to that property ( i.e. tasks which have been used to add
maintenance data ). After repopulation the task popup is reset to
"All". Since it is possible to track multiple properties, each property
will have different maintenance. For example, one house might have
maintenance for "new roof" but another rental property does not. When
the rental is chosen the new roof task will not appear but will for the other
property.
Deleting an Existing Maintenance
The steps are:
(1) Double click one of the maintenance items in the tabular list at
the bottom of the window to activate the "-" ( delete ) button.
(2) Press the "-" ( delete ) button. There is no warning, so be
sure before pressing the delete button.
Notes:
(a) Only one item at a time may be deleted.
Task Addition, Usage and Deletion
Tasks are maintained on a separate drop down window that appears when
the "Maintain Item List"
popup menu item is selected.
Tasks consist of three elements: Task name, time interval and task
description. To add a task,
a task name, time interval and task description
must
be entered. Like the property names and provider names, tasks are saved
for future use. A list of all tasks is shown at the bottom of the task
maintenance drop down window
The time interval is used to calculate when the
next maintenance is due and indicate how often a task should be
performed. For example, some maintenance might be done based on a time
interval such as every three months,
Tasks may be deleted via the popup, however, only those
service tasks not being used in a maintenance item may be deleted.
Property Addition, Usage and Deletion
Properties are maintained on a separate drop down window that appears
when the "Maintain Item
List" popup menu item is selected.
Only the property name/id is required to add a new property. All the
other fields are optional.
Like the task names and provider names,
properties are saved for future use. A list of all properties is shown at the
bottom of the properties maintenance drop down window
Properties
may be deleted via the drop down window, however, only those
properties not being used in a maintenance item may be deleted.
Provider
Addition, Usage and Deletion
Providers are maintained on a separate drop down window that appears
when the "Maintain Item
List" popup menu item is selected.
Only the provider name/id is required to add a new provider. All the
other fields are optional.
Like the task names and property names, providers are saved for future use. A list of all provider is shown at the bottom of the provider maintenance drop down window
Providers may be deleted
via the drop down window, however, only those provider not being used in a maintenance item may
be deleted.