This guide will walk you through the steps to ensure a smooth update process from TREC 7-5 to TREC 7-6. Following these instructions, you can seamlessly migrate your templates and maintain customizations while incorporating the latest changes.
Getting TREC 7-6 Template
- Log into your Inspector Dashboard
- On the bottom of the left-hand menu, click Install HG 5
- Open the Desktop Report Writer
- Click File > Set All Texas Print Options
or
- Open the Desktop Report Writer
- Click Help > Check For Updates and install the available update
- Open the Desktop Report Writer
- Click File > Set All Texas Print Options
Updating Your Templates
After updating to TREC REI 7-6, your footer for all Texas reports will indicate TREC REI 7-6. If you must reproduce a report built with the TREC 7-5 Template, restore the 7-5 footer.
Existing TREC 7-5 users who have modified their TREC 7-5
After completing the previous steps, ensure that you retain your custom comments Style & Material options with the following steps:
- Click Select Report Template and choose your existing Texas (TREC 7-5) template by double-clicking it or clicking it once, then clicking Open Template
- Click File > Save Template As and create a backup of this template by naming something recognizable such as "Texas (TREC 7-5) Backup"
- Begin a new, blank report
- Click Select Report Template and choose the new Texas (TREC 7-6) template by double-clicking it or clicking it once, then clicking Open Template
- Click Report Info on the left, and under the Report ID field, type something you will recognize, such as "7-6 merge"
- Click away from the Report Info section so that you can click Save to save the report
- Begin a new, blank report one last time
- Click Select Report Template and choose your existing Texas (TREC 7-5) template
- Click File > Merge Report Into This Report...
- Select the report with the Report ID you set in step 5 and click Merge
- When prompted, click Select All to select all sections of the report, then click OK
- The merge should be complete with no errors. Click OK to dismiss.
- On the list of components, click section IV Plumbing System. You will find that a new item (Gas Distribution Systems and Gas Appliances) has been added to the bottom of the list. Click it once to select it, then click Up T to move the item up one so that it is item E.
- On the list of components, click Optional Components (excluded by default.) You will find that two new items (Other Built-in Appliances and Private Sewage Disposal System) have been added to the bottom of the list. First, let's fix item G:
- Click the new item G. Private Sewage Disposal System to select it, then click Delete T to remove it. You will instead be renaming your old version of this item to preserve your comments.
- Click your existing item E. Private Sewage Disposal (Septic) System to select it, then click Edit T.
- Remove the part of the text that says (Septic) so that the name is now Private Sewage Disposal System and click OK.
- Next, click the new Other Built-In Appliances item to select it, then click Up T so that it is item in position F. This section is now 7-6 compliant!
- Lastly, we need to save this new merged template for future use. Click File > Save Template As
- Click the existing Texas (TREC 7-6) option and click Save.
Your 7-5 template has now been successfully merged with the new 7-6 items.
Adding a Summary to Your Trec 7-6
If you would like to have a summary attached to the report while using the TREC template, do the following:
1. Click on the Print icon at the top toolbar.
2. Click YES to continue
3. Highlight the Trec 7-6 print document setting and press the edit wrench icon to the right.
4. Select the checkbox at the bottom left labeled Summary. Then hit ok.
5. Be sure to check the box, "save settings as default for future reports" then, ok.