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Creating a Building Record

1. To access the Building Maintenance window, go  go to Signature Service > Cards > Service Management >Building Maintenance.
2. Complete the following fields:
   • Building ID (Required)
     Enter an ID for the building. (Up to 30 alphanumeric characters.) Use the Note button to enter a note for the building.
   • Description (Required)
     Enter a description for the building. (Up to 60 alphanumeric characters.)
   • Address information
     Enter address information for the building as well as a contact person's name and telephone number. Select the map icon to open a URL with a map of the address.
   • Building Type
     From the drop-down, select the pre-defined building type.
     • Agricultural building
     • Commercial building
     • Educational building
     • Government building
     • Industrial building
     • Military building
     • Other
     • Parking structures and storage
     • Power stations/plant
     • Religious building
     • Residential building
     • Transport building
   • Building Subtype
     After choosing the Building Type, you can optionally select a pre-defined Building Subtype.
   • Number of Floors
     Enter the number of floors the building or structure has.
   • Total Sq. Ft
     Enter the total square footage.
   • Occupied Sq. Ft
     Enter the occupied square footage.
   • Region
     Enter a region the building is located.
   • Campus
     Enter the campus the building is located.
3. Select Save to save the building information. The building can subsequently be added to the equipment record in the Equipment Master window.
   
   - OR -
   
   Select Assign Equipment to save the building information and open the Building Equipment Assignment window. See Assigning building equipmentBuilding Equipment below for more information.

Additional Buttons/Fields on This Window

• Save
  Saves the building record and clears the window.
• Clear
  Clears the window.
• Delete
  Deletes the building record. A building record cannot be deleted if the building is associated with any equipment records.
• Assign Equipment
  Opens the Building Assignment window. See Assigning building equipment for more information. If this is a new building, the record will also be saved.
• Sort
  Select how to display the Building lookup window as well as the order in which the building records are displayed when using the navigation arrows. The sort options are Building ID (default), Building Description, Building Type, or Building Subtype.

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Assigning

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• Assigning multiple pieces of equipment to one building
• Adding a building and room to one piece of equipment

Building Equipment

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Assigning

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Multiple Pieces of

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Equipment to

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One Building

This window is used to assign multiple pieces of equipment to one building for one customer.  You also can reassign equipment to the building displayed in the window. This window also is used to view equipment that is assigned to the current building as well as equipment that is assigned to other buildings.

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Additional

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List Information

• Sort the column by choosing the column header.
• Reorder the columns by choosing and dragging the column headers.
• Resize the column by dragging the right border.
• Select more than one equipment record by using one of the keyboard shortcuts:
  • To select all equipment records use CTRL+A.
  • To multi-select specific equipment records use CTRL+ specific equipment lines.
  • To select a block of sequential rows, use SHIFT+ and select the first equipment row and while still holding down the SHIFT key, select the last row in the block to select. You can also use CTRL+ and use the arrow keys or Page Up/Page Down to select sequential lines.

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Adding a

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Building and

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Room to

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One Piece of

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Equipment

A single piece of equipment can be assigned to individual equipment in the Equipment Master window. Additionally, you can define a room within the building.

1. Select Cards > Service Manager > Additional > Equipment. Select the equipment and then select Edit. OR Select Sales > Cards > Customer > Location > Equipment.
2. In the Equipment Master window, enter or use the lookup to select the Building ID where the equipment is located.
3. signature cards manager equipment. Optionally enter the Room in the building where the equipment is located.
4. Select OK.

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