User Defined

The User Defined tab allows you to set guidelines for an unlimited number of items. Each item is associated with a part group, which must match the Description of a repair line in the estimate. If the part group does not match the Description of a repair line, then no items within the group will be checked.

The Part Group names provided are examples, based on those used in Mitchell UltraMate. You may need to change the Part Group names if you use a different estimating system. If the profile is read-only and “Share this item with other Profiles” is not selected, items on this tab are also read-only. Otherwise, items on this tab can be edited as necessary.

This tab includes two Save buttons. These buttons are used to save changes to the Part Group list and Items associated with the groups. These buttons will not save changes to the profile made on other tabs, and clicking the Save button near the bottom of the dialog box will not save items on this tab. You can open another tab and not lose changes. Changes are lost only if you return to the Main menu without clicking the correct Save button.

ClosedTo add a new part group

  1. From the Main window, click Profiles.

The Manage Profiles window appears.

  1. At the bottom of the window, under Profile Operation, select Add New Profile.
    Or, find the profile you want to change and select Change This Profile.
  2. On the User Defined tab, under Review User Defined Items, click Add Group.
  3. Under Add / Edit Group, type the new Group Name. The name must exactly match a repair line item in the estimate for the items associated with the group to be checked.
  4. Click the Save button which is located directly under the Group Name field.
  5. Click the Save button located at the bottom of the window to save the profile.

ClosedTo delete a part group

  1. From the Main window, click Profiles.

The Manage Profiles window appears.

  1. At the bottom of the window, under Profile Operation, select Add New Profile.
    Or, find the profile you want to change and select Change This Profile.
  2. On the User Defined tab, in the Part Group list, select the group that you want to delete.
  3. Delete every item from the group and delete the group from the Alias list (see below).
  4. Click Delete Group. When prompted, click Yes to confirm.
  5. Click the Save button located at the bottom of the window.

ClosedTo change the group name

  1. From the Main window, click Profiles.

The Manage Profiles window appears.

  1. At the bottom of the window, under Profile Operation, select Add New Profile.
    Or, find the profile you want to change and select Change This Profile.
  2. On the User Defined tab, in the Part Group list, select the group that you want to change.
  3. Under Add / Edit, type the new Group Name.

The name must exactly match a repair line item in the estimate for the items associated with the group to be checked.

  1. Click the Save button located directly under the Group Name field.
  2. Click the Save button located at the bottom of the window.

ClosedTo add an item to a part group

  1. From the Main window, click Profiles.

The Manage Profiles window appears.

  1. At the bottom of the window, under Profile Operation, select Add New Profile.
    Or, find the profile you want to change and select Change This Profile.
  2. On the User Defined tab, under the Items list, click Add Item.
  3. Enter a name for the item in the Description text box to the right of the Items list.
  4. Set the appropriate guidelines for the new item, including any of the following:
  • Dollar Amount
  • Labor Hours
  • Labor Rate
  • Part Group
  • Operation
  1. To share this item with other profiles, select the Share this item with other Profiles check box. This option is not available if the profile is read-only and the item is not set as shared.
  2. Click the Save button located immediately below the item guideline boxes to save changes to the Part Group.
  3. Click the Save button located at the bottom of the window to save the profile.

ClosedTo delete an item from a group

  1. On Manage Profiles, click Change This Profile, then click the User Defined tab.
  2. In the Part Group list, select the group that contains the item that you want to remove.
  3. In the Items list, select the item that you want to remove.
  4. Click Delete Item. When prompted if you want to delete the item, click Yes to delete the item and save the change.
  5. If you are finished making changes to the profile, click the Save button located at the bottom of the window.

ClosedTo change an item

  1. From the Main window, click Profiles.

The Manage Profiles window appears.

  1. At the bottom of the window, under Profile Operation, select Add New Profile.
    Or, find the profile you want to change and select Change This Profile.
  2. On the User Defined tab, In the Part Group list, select the group that contains the item that you want to change.
  3. In the Items list, select the item that you want to change.
  4. Make the required changes.

Note: If you change the assigned Part Group for an item, the item will be removed from its original part group and added to the new part group you select.
  1. Click the Save button located to the right of the Item list.
  2. Click the Save button located at the bottom of the window to save the profile.

Part Group Alias Manager

The Alias Manager maintains the list of aliases associated with part groups.

 ClosedTo add a new alias

  1. Click Alias List.

The Parts Group Alias Manager window appears.

  1. In the Part Group Name list, select the part group.

The Alias List shows the current aliases associated with the group.

  1. In the New Alias box, type a name for the new alias.
  2. Click Add To List.
  3. To return to the User Defined tab, click Back.

ClosedTo delete an alias

  1. In the Part Group Name list, select the part group the alias is associated with.
  2. In the Alias List, select the alias you want to delete.
  3. Click Delete Selected Alias.
  4. To return to the User Defined tab, click Back.

Reference

ClosedUser Defined Component Descriptions

Add Item settings

Click Add Item, then use the following components to define the item settings.

Description

The name of the selected item. Type the name in this box when adding a new item or changing the name of an existing item.

Dollar Amount

The dollar amount guideline for the item.

Exception Type

Allows you to select a condition that would trigger an exception.

Labor Hours

The labor hours guideline for the item.

Labor Rate

Select the labor rate for the item from the list of labor rates.

Part Group

Select the part group with which the item is associated from the Part Group list. You can move an item from its current group to another group by selecting the new group from this list.

Operation

Select the operation associated with the item.

Share this item with other Profiles

Allows the item to be shared with other profiles. If the profile is read-only, selecting this option allows the item to be edited.

Opens the Part Group Alias Manager.

Saves changes to the selected item. (Clicking this button does not save the profile.)

Review User Defined Items

Item Filter

Select the filter to limit the items shown for each group by Exception Type.

Part Group

Lists the user defined part groups. Each part group must exactly match a repair line in the estimate or its associated items will not be checked. (The Miscellaneous group does not need to match a repair line and cannot be deleted.)

Items

The list of items associated with the selected group.

Adds a new group to the Parts Group list.

Removes the selected group from the Part Group list. You must delete all items associated with the group before you can delete the group.

Adds a new item to the selected part group.

Deletes the selected item.

Add / Edit Group

Group Name

The name of the selected part group. If you are adding a new group, type the name of the new group in this box. You can use this box to change the name of any existing group except Miscellaneous.

Saves changes to the selected group (but does not save the profile.)


Opens the Part Group Alias Manager.

 ClosedPart Group Alias Manager Component Descriptions

Part Group Alias Manager

Part Group Name

Select the part group from the list.

New Alias

Enter a name for the new alias.

Alias List

Lists the aliases currently associated with the part group.

Adds a new alias to the selected part group.

Deletes the selected alias from the part group.


Closes the Part Group Alias Manager and returns to the User Defined tab.