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Enter Filter Data

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There is only one way to add filters to an estimate. It must be done from the 'Equipment Data' form.

 

Note: You cannot add filters to a blank 'Equipment Data' form. You will notice that the 'Equipment Information' fields on the 'Filter Data' form are locked. There is no way to add equipment information so there is no way to tell which equipment gets which filters. All you will get is a filter list. And the cost of the filters will not be added to the estimate because there is no equipment.

 

Create a Filter Estimate

Before you can create a new filter estimate you must complete all of the equipment information in the 'Equipment Data' form. To input the information for a new Filter estimate, click the 'Add Filters' button on the 'Equipment Data' form

 

Equipment Information:

The 'Filter Data' form will pop up and includes the following: Equipment Information, Filter Information. Filter Costs and Labor Grade Level. The 'Equipment Information' area will be automatically populated when this form opens. Note: These fields are locked and cannot be edited
There is a field called 'Areas Served' just below the equipment information box. Here, you can identify a specific area that the unit serves, giving you more complete information regarding where the filters are to be changed. This is especially meaningful if you are providing filter changes in an office building with many water source heat pumps, for example.

 

Filter Information:

The 'Filter Information' section allows you to enter the filter type, size and quantity per change. The number of changes per year is set to default to 4. This can be changed by checking the box next to it and entering a different frequency. Filter types, sizes and costs are already pre-loaded in the database.

Select a filter type from the drop down list. If a filter type is not in the list, it can be added by typing the name of a filter type in the field. When you tab to the 'size' field a message box will appear asking if you want to add this new filter type to the data file.

 

add_filter_type

 

If you click 'Yes' the 'New Filter' form will pop up allowing you to create the new filter type, and include the filter size, filter efficiency, change labor hours and material cost, per filter. If you click 'No' the 'add filter type' action will be canceled.
You can add another filter size, etc. to this new filter type by clicking 'Next'. When you are finished adding information for this filter type, click 'Save' to store the new record in the database. Note: If you cancel the 'New Filter' form before adding in all of the other information, the filter type will still appear in the list.

 

new_filter_form

 

Select a filter size from the drop down list. If a filter size is not in the list, it can be added by typing the size of a filter in the field. When you tab to the 'quantity per change' field a message box will appear asking if you want to add this new filter size to the filter type list.

 

add_filter_size

 

If you click 'Yes", the 'New Filter' form will pop up allowing you to create the new filter size, and include filter efficiency, change labor hours and material cost, per filter. If you click 'No' the 'add filter type' action will be canceled.
You can add another filter size, etc. to this new filter type by clicking 'Next'. When you are finished adding information for this filter type, click 'Save' to store the new record in the database. Note: If you cancel the 'New Filter' form before adding in all of the other information, the filter type will still appear in the list.

 

Filter Costs:

 

Based on the selections from the Filter Type and Size combo-boxes, the Labor Hours and Materials within the Filter Costs section are automatically populated with the default filter values.
An adjustment to filter costs will be made if the user enters additional labor hours due to 'Difficult Access.' The default value for 'Difficult Access' is '0.'

 

Labor Grade Level:

 

The user selects the labor grade level to be used to calculate labor rates for the 'Filter Maintenance Labor' Options are '1' or '2.' The default value is '1.' This box tracks what was entered in the Equipment Input Screen and can be overridden by clicking the adjacent override box.

 

After completing the four sections within the Filter Data form, click 'Add Another' to add a second filter to the same piece of equipment, saving the first filter data, or click the 'Save' button to save this filter data to the database, or 'Cancel' to close the form without saving.