STEP 1

Enter the Project Dashboard for the Project you would like to enter the TR Database for.

 

STEP 2

Click on Database on the Top Menu selection.

STEP 3

Click on TR Database as shown below.

 

STEP 4

Here you will find the TR Database page.

STEP 5

Click on 'Create Item' to add a TR Item.

 

STEP 6

Search the TR Item which is also the subcategory in 20/20 Solutions.

For TR8 Items, you are able to select the exact TR8 items instead of Energy Code Compliance

STEP 7

For the Item you created, select if it is 'Contractual' or if it's 'Signed On'

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STEP 8

Select the levels associated with the TR Item you created.

If there are a large amount of levels and you would like to select a range, you can also type "X-XX" in the field then press enter and it will automatically select those levels. For example "1-16" will automatically select levels 1-16.

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STEP 9

If you selected 'Signed On' you will be prompted to enter the Job Number  associated with the TR Item.

Keep note, as a standard all Job 7umbers are at least 9 characters and the system will not allow you to enter any characters less than 9.

STEP 10

Enter the Sign On Date for the Item.

The system won t allow you to select a day that has not already been past as a check.

STEP 11

Enter the TR Item Notes you would like to have for this item. This will automatically be exported in the Word Document which is generated when creating a TR DB OUT export.

 

STEP 12

If there was no Sign Off type for TR Item you are creating, you can skip this selection and click 'Save' If there was, you will have four different options to select from. If you select 'Withdrawn' you will need to enter the 'Withdrawn Date'

STEP 13

If you select 'Pending Withdrawal' you won't be required to enter the date as it has not happened yet.

 

STEP 14

If 'Signed Off' was selected then you will be required to enter the date the TR Item was signed off.

STEP 15

'Partial Signed Off' will also require a signed off date as well.

STEP 16

Once completed, click 'Save' to save the TR Item you created. You will now be able to see the TR Item in the Data Grid section of the TR Database.

STEP 17

There are different action buttons for each row (TR Item) .

STEP 18

The Icon highlighted below is Notes for that particular TR Item. If the Icon is not shown for a particular TR Item, it is due to there being no notes under it.

STEP 19

After clicking on the Notes icon, a pop up will open which will show the general details of the TR Item as well as the ability to view and edit the notes for it.

STEP 20

The pencil Icon in the datagrid for a TR item allows you to edit the TR item which was created.

STEP 21

You are then able to select 'Save' after editing.

STEP 22

The last action button is the Clone feature. This will allow you to clone and create a new TR Item from the existing TR Item you are cloning. It will by default wipe the Notes and Subcategory which you will need to fill for the cloned item.

STEP 23

Select the subcategory for the cloned TR item.

 

STEP 24

One saved, you will be able to see the new TR Item which you have created by cloning.

STEP 25

There is a Job Notes button in the top right corner of the Datagrid, this will allow you to add and edit Notes for a particular Job Number.

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STEP 26

Once clicked on, a pop up will open and show all the unique job numbers which have been created with a field to the right of it to enter the Job Number Notes.

STEP 27

In the datagrid, you also have the functionality to filter the data by subcategory, job, level, or if contains Job Notes as shown below.

 

STEP 28

Next to the 'Create TR Item' button you have the functionality to export the TR DB, with both options of Signed Off DB and Signed on TR DB.