VMT Icon  Tab One - Add/View/Delete Maintenance

Tab One is where the primary data entry takes place. This is where Maintenance, Owners, Properties, Provides and Tasks can be added, changed, viewed and deleted.

Adding New Maintenance
Data must be entered ( or selected from popups etc. )  for all the fields in the area labeled "Fill in these items to add, change or delete an item to/from maintenance list at bottom of window".  Some data is required and some is optional but a
maintenance item must contain an owner, property, a provider, a task, task date and cost.

After entering the required Items and any optional items, press the "+" button to add the maintenance to the list.
Required Items:
1.Select the owner,  property and provider names for the maintenance from the popup menus.  Owners, properties and providers will need to be added via the "Maintain Item Listů" option at the bottom of the popup menu if they don't already exists. Owners, 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.
 
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 Listů" option. Also, any unwanted tasks may be removed.


3. Task date must be entered.


4. Total Cost is automatically calculated after the parts, labor and tax costs are entered. Total Cost defaults to zero if not entered.
Optional Items:
Viewing Existing Maintenance
When PMP launches, all the completed maintenance items are shown in tabular scrolling list on the lower section of the window. Maintenance items may be sorted by their column headers ( Owner, Property, Task, Date etc. ). A data filtering option ( see below ) also allows the user to view a specific subset of the maintenance.
Viewing existing maintenance does not add, delete or change it. See "Changing or Deleting Existing" for that.
Data Filtering
Pressing the "Filter" button displays a panel allowing you to limit the maintenance display to a specific, owner, property, provider, task and date range.

The filter panel's popup content is driven by its predecessor popup. For example, selecting "Mary Jones" as the owner will only display properties owned by her in the property popup. This "progressive" approach applies to all subsequent popups too. If Mary's "Beach Rd" property is selected, for example, only providers who worked on that property are shown in the provider popup.
Changing or Deleting Existing Maintenance

The first step for change or delete is the same:
(1) Double click one of the maintenance items in the tabular list at the bottom of the window to activate the "-" ( delete ) and change buttons and populate the item's data in the data entry fields
To Delete: press the "-" delete button deletes the maintenance item. There is no warning, so be sure before pressing the delete button.
To Change: change any of the data populated on the top portion of the window with step 1 and then press the "Change" button.
Only one item at a time may be changed or deleted.

Owner
Addition, Usage, Change and Deletion
Owners are maintained on a separate drop down window that appears when the
"Maintain Item Listů" popup menu item is selected.

Only the owner name/id is required to add a new owner. All the other fields are optional.

Owners are saved for future use. A list of all owners is shown at the bottom of the owner maintenance drop down window.

Owners
may be changed or deleted via the drop down window with two caveats:
  1. Owners being used in a maintenance item may not be deleted.
  2. Owner name cannot be changed but its other data can be changed (address, phone number etc. ).
Property Addition, Usage, Change and Deletion
Properties are maintained on a separate drop down window that appears when the
"Maintain Item Listů" popup menu item is selected.

Only the property name/id is required to add a new property. All the other fields are optional.


A optional property photo file ( such as a PDF, TIFF, JPEG etc. ) may also be included  by dropping it on the "Property Photo" button. N.B. Photos must be stored in the BrilorSoftware data folder with the other PMP data. PMP warns if a photo file dragged to the app isn't stored in that location or one of its sub-folders. Recommend adding your own sub-folder to the BrilorSoftware folder, put your photos there and then drag them to PMP for inclusion.

Like owner names, properties are saved for future use.
A property list is shown at the bottom of the properties maintenance drop down window.

Properties
may be changed or deleted via the drop down window with two caveats:
  1. Properties being used in a maintenance item may not be deleted.
  2. Property name cannot be changed but its other data can be changed (address, phone number etc. ).
Provider Addition, Usage, Change and Deletion
Providers are maintained on a separate drop down window that appears when the
"Maintain Item Listů" 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 owner names and property names, providers are saved for future use. A provider list is shown at the bottom of the provider maintenance drop down window.
Providers may be changed or deleted via the drop down window with two caveats:
  1. Providers being used in a maintenance item may not be deleted.
  2. Providers name cannot be changed but its other data can be changed (address, phone number etc. ).
Task Addition, Usage and Deletion
Tasks are maintained on a separate drop down window that appears when the
"Maintain Item Listů" 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 changed or deleted via the drop down window with two caveats:
  1. Tasks being used in a maintenance item may not be deleted.
  2. Task name cannot be changed but its other data can be changed.