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Colour Selection

Colour Selection

Owned by Julie Doyle-Whitelock (Deactivated)
Last updated: Feb 04, 2019

Framework Colour Selection is used to capture the product selection information from a colour selection appointment, and enter that information directly into Framework ECM, replacing manual record-keeping and handwritten paperwork. The client's selections can then be generated as printed document for approval.

Colour Selection covers two screens:

  1. Colour Selection: Used to view and edit a job's colour selection documents.
  2. Colour Selection History: Used to view a history of Colour Selection documents that have been created for a job. The information in each of the documents can be viewed, along with their status and approval dates.

Specification Versus Colour Selection

Selections can be created as Specifications or as Colour Selections, or both. Specifications and Colour Selections operate in very similar ways. If the client selection process involves two different types of appointments, for example, a colour selection and an electrical selection, a colour selection document can be created as well as an electrical specification.

A button at the base of both the Specification and Specification History screens toggles the view. If the Specification screen is being viewed, the button is Colour. Alternately if the Colour Selection screen is being viewed, the button is Spec.. Selection of the button will change the screen.


Procedures

Switching To The Specification Screen

To open the Specification screen, click Spec.

Copying A Colour Selection Item

The copy feature is used to duplicate selections for a section when several items have the same profile.

This is particularly useful for paint selections where it is likely that all, or most, item selections will be identical.

When applying the copy feature, all rows below the source row will be populated with the same information until it reaches the end of the section.

Any items that have already had selections made will be overwritten with the copied selection.
  1. From the Colour Selection list, select a specification item.
  2. Click Copy. The Confirm Copy Selected Item confirmation prompt will appear.
  3. Click Yes to copy the selected item to all items underneath with the same profile.

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.

Example

A client is likely to select the same colour for each of the relevant items when selecting Colorbond®.
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.
  1. From the Colour Selection list, select a specification item.
  2. Press and hold the left mouse button.
  3. Keeping the left button depressed, move the mouse pointer to the destination row (ensure the drag icon has a green tick).
  4. Release the mouse button. The item selection will be duplicated with the new item.