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- Specification: Used to view and edit a job's colour selection documents.
- 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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The current specification document can be viewed or modified. A previous specification document may be selected for viewing only.
Items
The Specification screen is a list of individual items for which selection of materials and colours may be made. Each item on the Specification Screen belongs to a Specification group.
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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? |
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
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The Specification dialog in Standard Selection view is used to choose options that already exist in the item's profile. The Specification dialog has four columns that are used to make a selection. Where a column is not applicable for a particular selection item, N/A will be chosen as the group heading. This means that there is no selection to be made. Each column also includes a Search field and a Notes field.
Selecting a Standard Specification Option
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Clicking this group will launch the Specification Value dialog to display the relevant content.
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The Change-Tracking Notes feature is intended as an area to record details of a change to the specification. A corresponding flag on the Specification screen can be set to show these notes in a dedicated column. |
Custom Selection
The Custom Selection mode of the dialog is used to enter non-standard options and related notes. The dialog has four columns that are used to manually type a selection. The Custom Selection mode of the dialog uses the same profile headings for an item as the Standard Selection mode. Where a column is not required for a particular item, N/A will be displayed in the group heading. This means that an entry is not required for that column. Each column has space for notes. When entering non-standard items, users may need to enter selection details for the item. If, at a later date, the client decides to change the custom selection for a standard one, all previously entered information will be overwritten.
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