The purpose of this module is to focus on the steps you need to take in order to create a
new Master, as well as how to add the UFGS Section Template in order to create a new
Section. The new Section you are creating might be for the UFGS or a Section that is
unique and unavailable in the UFGS Master.
In a later series of modules, we will focus on the requirements for editing a new Master
Section. Regardless of the task at hand, you always want to create a unique Master with a
name that is easily recognizable to you, since it will be listed in the SI Explorer
with your other Masters.
Before you start this process, I recommend that you visit the Resources section on the
eLearning Modules page in order to download the Unified Facility Guide Specifications
(UFGS) Format Standard, UFC 1-300-02.
The UFC 1-300-02 provides guidance for the preparation of the Unified Facility Guide
Specifications (UFGS).
The purpose of the UFGS is to translate design criteria into construction
requirements for specifiers to incorporate into construction contracts.
The UFC 1-300-02 and UFGS Section Template is based on the Construction Specification
Institute (CSI) SectionFormat.
Both documents are updated concurrently.
Creating Sections for a Master is very different from editing Sections in a Job.
When preparing a Master Section for the UFGS Master, you are required to correctly insert
Tailoring Options, Brackets, English and Metric Units, as well as Specifier Notes.
It is also important to periodically run Quality Assurance Reports to assist you in
correcting any issues that arise during the development phase.
The Verification Reports for Masters are different from the ones that are used in Jobs
to ensure the Section is properly formatted and error-free.
Let's begin by selecting the New Masters folder on the SI Explorer's Toolbar.
On the General Tab, there are two required fields you must complete when setting up your
Master, the Master Name and Title.
The Master Name identifies your Master in both the SpecsIntact Explorer as well as
Windows File Explorer.
A Master Name can be up to 16 letters and numbers with no special characters or spaces
. For this exercise, let's name this master MYMASTER.
The title can be typed in Title Case or UPPERCASE and contain no more than 64
characters. For this exercise, why don't we use Title Case and enter 'Master for New
UFGS Sections' By default, the Submittal Register Format will be set to UFGS and use
the current CSI MasterFormat.
The other fields are not required, but are available in the event you so choose.
The Lead Specifier can be assigned to a Master but not individual Sections.
The Source is primarily used for Jobs rather than Masters so you know where the Sections
originated. For example, 'UFGS 2021-May', or perhaps a specific
Center, District, or Regional Master provided by a client.
The Version allows you to assign version-tracking information to your Master,
such as Rev. A, Rev.
B, etc. The settings on the Options Tab control the Units of Measure, whether you
will use Revisions, or whether the Master will use Numeric or Alphanumeric numbering
schemes. The required format for all UFGS is Numeric.
As you see, the Units of Measure for a Master is set to use 'Both' as you are required to
incorporate both measurements.
The option to Use Revisions is the default setting.
Before moving on, I would like to share some information about Revisions.
When you are creating a new Section from scratch, Revisions are unnecessary,
especially when starting with the Section Template.
If you are updating an existing Master Section, then you are required to use
Revisions. In some cases, you have a Master that is a mixture of new Sections and ones
that are being revised.
If this is the case, the SI Editor allows you to turn the Revisions off while editing
individual Sections.
The Paragraph Format for Automatically Numbered Sections is set to Numeric since
this is a Tri-Agency requirement.
Manage Sections Remotely must be used with caution.
This feature supports third-party file management applications, so once you select
the option, SpecsIntact no longer manages the files and will offer to open the files
from the designated location.
Now that you've made all of the selections you need in order to start your Master, we're
going to select the OK button.
We are now ready to complete the process by Adding the UFGS Section Template.
Before we continue, it is imperative the Section Number and Title you choose conforms
to the Construction Specifications Institute's CSI MasterFormat Numbers and
Titles, and should be provided by the specifier.
Now we are ready to add the UFGS Section Template.
From the Add Sections dialog box, select the Templates Tab.
Before we continue, let's examine the list of templates that can be used.
In some cases you may have more templates listed than what appears on the screen.
The only template that should be used for creating new Sections is the UFGS.
Below New Section, let's talk about the Number field.
This field is pre-formatted for the CSI MasterFormat numbering, to include the spaces
and period prior to the fifth level, so all you need to do is type the numbers and
SpecsIntact will take care of the format.
If the Section you are adding is a unique Section for a particular organization, you
would be required to use the fifth level.
Army uses "10", Navy "20", Air Force "30", and NASA "40".
If the new Section is a unified Section that will be used by all organizations, then the
CSI number up to the third or fourth level is all that is required.
Now we are ready to enter the Section Number and Title.
Let's place our cursor in the Number field and enter 01 56 23, press the
Tab key, and enter the Section Title.
In the list below, select the UFGS Template, and select the Add button.
Under the Contents section, you see the Section Template number 01 56 23 appears and
reflects the Add state.
In order to complete the process, let's select OK.
When the message appears to let you know the Section was added, select OK.
Although we will not cover editing the UFGS Section Template in this module, I would like
to provide some pertinent information.
Tailoring Options containing template instructions, Design-Build, and
agency-specific information has been incorporated to provide pertinent information
to aid you in the development of a new UFGS Master Section.
It is imperative that you read and follow the instructions thoroughly.
As I mentioned before, Revisions are not required when editing the UFGS Section
Template and can be turned off in the SI Editor.
However, Revisions are required for the UFGS Sections that are undergoing maintenance.
Once the Section has been developed and you are confident that you have followed the
instructions, you can use the Tailor Master Option from the SI Explore or SI Editor in
order to remove the Template Instructions.
Now that you know how to Create a New Master, as well as Add a UFGS Section
Template, and you are now ready to begin the editing process, proceed to the next module.