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Specification covers two screens:
Specification: Used to view and edit a job's colour selection documents.
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Anchor Speification-history Speification-history Specification History: Used to view a history of specification documents that have been created for a job. The information in each of the specification documents can be viewed here, along with their status and approval dates.
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A specification document must be created before entering the selection information for a job. |
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Any items that have already had selections made will be overwritten with the copied selection. |
From the Specification list, select a specification item.
Click Copy. The Confirm Copy Selected Item confirmation prompt will appear.
Click Yes to copy the selected item to all items underneath with the same profile.
The Specification Screen (Colours)
The Specification screen is used to select or manually enter items for a job. Changing the selection for an item is done through a popup dialog.
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A number of specification profiles include properties to which dependencies exist. An example of this is in Brick selection, where selection of the manufacturer will determine the groups of bricks available, which in turn determine the colours available for selection.
Filters, Flags and Icons
Select Specification Document | All versions of the Specifications document for the job are available to select. The most recent or draft version is displayed by default. | ||
Price Review Total (inc. GST) | A total of all the Price Review values for the document. | ||
Item Notes? | Show = Yes - the content of cells will update to detail any associated notes. Show = No - tooltips display Item Notes when they are available for a cell. | ||
Change-Tracking Notes? |
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A tick appearing in these columns represents:
 | Image | An image is associated |
 | Price Review | Price Review content has been added |
 | Item Note | A note has been added |
 | Internal Note | An internal note has been added |
Viewing Specification Items
Open the Specification
Scroll through the list to view all items.
How to View a Specification Item
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Editing Specification Items
Open the Specification screen.
Click the (Left) Edit button to change the screen to edit mode.
Select the required item, then click the Edit
The Specification Dialog
All specifications are made through the Specification dialog. The dialog has two modes:
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Selecting a Standard Specification Option
Double-click the required selection item to open the Specification dialog.
Select the required item from each of the applicable columns.
Click the OK button.
Searching for a Standard Selection Item
A number of Specification Item lists contain a large number of items. A search can be performed on a list to quickly locate a known item. As each letter of a list item is typed into the search field, the list automatically moves to the first item that resembles the entered characters. This item is highlighted.
When in edit mode, double-click the required selection item to open the Specification
In the Search field for the appropriate column, begin typing the name of the required item. The first item on the list matching the characters typed into the search field will be highlighted.
Select the required item from the list.
Click the OK
Entering Notes for a Standard Selection Item
Additional notes may be manually entered for a selected standard specification item. These entered notes are displayed on the printed report.
When in edit mode, double-click the required selection item to open the Specification dialog.
Type additional information into the Notes field for the appropriate column.
Click the OK
Images, Price Review and Notes
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Entering a Non-Standard Specification Option
When in Edit Mode, double-click the required selection item to open the Specification
Press the spacebar to toggle the dialog to Custom Selection mode from Yes to No.
Enter information for each of the applicable columns.
Enter notes for each of the non-standard items.
Click the OK
Drag And Drop Feature
Selections made for colour selection items that have a common profile as one that has been previously entered can be duplicated by using drag and drop functionality. This feature is designed to populate rows in which individual items use the same profile.
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Example A client is likely to select the same colour for each of the relevant items when selecting Colorbond®. |
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Users can only drop an item on a row in the list if it has the same profile as the one from which the user is dragging (the source row). An indicator on the drag and drop icon will show whether an item may be dropped into the destination row. A green tick means Yes and a red cross means No. |
From the Specifications list, select a specification item.
Press and hold the left mouse button.
Keeping the left button depressed, move the mouse pointer to the destination row (ensure the drag icon has a green tick).
Release the mouse button. The item selection will be duplicated with the new item.