Standards

Standards

(Roles: Super Admin, IT Manager)

OVERVIEW

SpecWeb uses a hierarchy throughout the application.

Standards

                Spec Types

                                Item Types

                                                Templates

Standards are the highest level in the SpecWeb hierarchy.
Setting up a Standard creates a specific way of setting up Control #’s, Labels, and Instructions for a particular client or a discipline within your firm.

IE. Hospitality Standards, Commercial Standards or Hilton Standards.
Multiple Standards do not have to be created if the information in each Standard is consistent.

NOTE: Once selected and saved into a Project, the Standard cannot be changed.

Common Standards names for producing spec books are listed below:

  • A Design Office’s name ie. CH Design Standards
  • A Client Type name ie. Mariott Standards or Home Depot Standards
  • Internal Studios name ie. Workplace Standards or Hospitality Standards

Each Standard includes customized deliverables around how the spec books need to be printed, how the Item Type codes are created and how the Item numbering on the Spec Sheets should be configured.

QUICK TUTORIAL

Standards

Create a Standard

  • Step 1: In the Left Navigation click on ‘Admin’.
  • Step 2: Go to 'Standards' and Click ‘Standards’.
  • Step 3: Click on 'Create New Standard'.
  • Step 4: Enter the 'Standard Name' you would like to use.
  • Step 5: Click on 'Save'.

Duplicate Standards

Duplicating a Standard will create a copy of this Standard including all of it's Spec Types, Item Types and Templates.

  • Step 1: Click on the ‘Duplicate’ button in the row of the Standard to be copied.
  • Step 2: Enter a 'New Standard Name' in the text field.
  • Step 3: Click on 'Save'.

Editing a Standard

Standard names can be edited. Optional features can be assigned as a master setting to a Standard. The project created using a Standard will automatically include the optional features that have been saved to that Standard.

  • Step 1: Click on the 'Pen Icon'.
  • Step 2: Enter the information and check or uncheck the Project Options.
    * These options can toggle on or off the Purchase Orders, Room Types, and Budget.
  • Step 3: Click on 'Save'.

Deleting Standards

A Standard can only be deleted after all associated functions have been deleted first.

These are:

  1. Delete a Project
  2. Delete all Templates associated with all Item Types
  3. Delete all Item Types associated with all Spec Types
  4. Delete all Spec Types associated with that Standard

    Only then can a Standard be deleted.
  • Step 1: Click the on the 'Trash Bin' icon.
  • Step 2: Click on 'Yes', if the Standard needs to be deleted.