docs/8.0/ayanova/docs/svc-workorders.md

@@ -180,6 +180,8 @@ A work order has a single Header section which contains information and fields r
 
 Depending on the state of the work order, the specific role rights the current User has or any [customization](ay-customize.md) of the work order form itself, some fields may not be displayed or not available for editing.
 
+All fields here are **optional** unless specifically stated otherwise.
+
 #### Alert notes area
 
 The top of the work order is where Alerts are displayed. An alert is a message that is displayed to the User to alert them to something important related to the other objects selected on the work order. Objects that can have alerts that will display here are:
@@ -195,13 +197,13 @@ When you select a customer it's a good idea to save the work order to ensure def
 
 #### Customer signature
 
-This optional control displays signatures and can be edited by clicking on it to open a signature "pad" that can record pointer or touch movement for customers to sign the work order. There is also a Name field provided to ensure the identity of the person who signs.
+This control displays signatures and can be edited by clicking on it to open a signature "pad" that can record pointer or touch movement for customers to sign the work order. There is also a Name field provided to ensure the identity of the person who signs.
 
 Signatures also can be displayed on reports such as the stock Customer work order report.
 
 #### Work order status
 
-A work order status is an optional collection that records all status changes and displays the current status.
+A work order status is a collection that records all status changes and displays the current status.
 
 Status is a powerful feature that ties into the AyaNova [notification system](home-notify-subscriptions.md) to enable process control and many other features, see the [Work order status documentation page](svc-work-order-status.md) for details.
 
@@ -229,44 +231,76 @@ Sometimes you may need to provide service to a location that does not have an se
 
 #### Technician signature
 
-This optional control displays signatures and can be edited by clicking on it to open a signature "pad" that can record pointer or touch movement for a service technician to sign the work order. There is also a Name field provided to ensure the identity of the person who signs.
+This signature control both displays signatures when not opened and can be edited by clicking on it to open a signature "pad" that can record pointer or touch movement for a service technician to sign the work order. There is also a Name field provided to ensure the identity of the person who signs.
 
 Technician signatures also can be displayed on reports such as the stock Customer work order report.
 
 #### Summary
 
-This optional field is intended to be a summary of the work to be performed overall. This field is intended to be viewed by the service technician and is displayed at the top of the stock "Service dispatch" report. Some shops work from the user interface directly on mobile devices, some print out dispatch reports to hand to technicians.
+This field is intended to be a summary of the work to be performed overall. This field is intended to be viewed by the service technician and is displayed at the top of the stock "Service dispatch" report. Some shops work from the user interface directly on mobile devices, some print out dispatch reports to hand to technicians.
 
 #### Date to be completed
 
-Optional field to set a date and time by which the work should be completed. This field works with the AyaNova [notification system](home-notify-subscriptions.md) for notifications related to work orders not being completed in a timely manner to help ensure nothing gets lost and response time commitments are honored.
+Field to record a date and time by which the work should be completed. This field works with the AyaNova [notification system](home-notify-subscriptions.md) for notifications related to work orders not being completed in a timely manner to help ensure nothing gets lost and response time commitments are honored.
 
 This field is automatically set if empty when a new work order is first saved if there is a [contract](svc-contracts.md#response-time) with a response time commitment in effect or if the Global setting [Default work order completion age](adm-global-settings.md#default-work-order-completion-age) property is set.
 
 #### Contract
 
-This optional field is used to select a [Contract](svc-contracts.md) which is used for providing special pricing and ensuring response time commitments. It will automatically be applied to a new work order when it is first saved if the Customer or Head office has a Contract selected.
+This field is used to select a [Contract](svc-contracts.md) which is used for providing special pricing and ensuring response time commitments. It will automatically be applied to a new work order when it is first saved if the Customer or Head office has a Contract selected.
 
 You can change the Contract selected at any time or remove it completely. Contract changes will affect pricing, see the [Contract](svc-contracts.md) help page for details.
 
 #### Project
 
-Optionally select a [Project](svc-projects.md) for this Work order.
+Flag a [Project](svc-projects.md) for this Work order.
 
 #### Invoice number
 
-Optional field to record an Invoice number when billing the Customer for this work order. Accounting software integration tools may set this field automatically if used.
+A text field to record an Invoice number when billing the Customer for this work order. Accounting software integration tools may set this field automatically if used.
 
 Use this field to both record the fact that the Work order has been invoiced and as a link to the Invoice that connects it to this work order.
 
 #### Service date
 
-This is an optional date field to identify a single date for the entire service workorder. Its intended use is to indicate the scheduled date for the service workorder as a whole.
+Date / time field to identify a single date for the entire service workorder. Its intended use is to indicate the scheduled date for the service workorder as a whole.
 
 By default, the date the workorder was created is pre-selected for you, but you can edit as needed and change this date.
 
 The service date is used by the optional Customer notification "Service imminent" which will notify them when service is about to happen if you are allowing the use of the [Customer access](adm-global-settings.md#customer-access-settings) self-service features of AyaNova.
 
+#### Contact
+
+Enter a customer contact name here. Useful when filled in on intake of equipment for calling a Customer about the work required or finding the person you need when onsite.
+
+#### Customer reference number
+
+Some Customers may have their own reference number they would like recorded with the work order for their own reference purposes enter it here. This field will display on the stock Customer invoice and Customer Work order reports.
+
+#### Internal reference number
+
+Some shops may have a seperate reference number from the work order number itself that should be tracked with Work orders which can be entered here.
+
+#### Onsite
+
+Check this box if the work is to be done onsite. This is for reference, filtering and reporting purposes.
+
+#### Custom fields
+
+If the form has been [customized](ay-customize.md) and [custom fields](ay-customize.md#custom-fields) enabled for this object they will display here.
+
+#### Tags
+
+Optional [tags control](ay-start-form-tags.md) for categorizing and notification [filtering](home-notify-subscriptions.md#tags).
+
+#### Wiki
+
+Optional [wiki control](ay-start-form-wiki.md).
+
+#### Attached files
+
+Optional [attachments control](ay-start-form-attachments.md).
+
 ### Work Order Items
 
 ![Work order items](img/svc-work-order-items.png)
@@ -275,6 +309,24 @@ The items section of a work order is displayed as a table with an edit form belo
 
 Clicking on a row (or adding a new one) will cause the work order item edit form to display below the table for the particular work order item selected.
 
+All Work order item edit form fields here are **optional** unless specifically stated otherwise.
+
+#### Item Summary
+
+This field is _required_ and is used to describe an brief summary of the work to be performed for this particular work order item. Unlike the [header summary](#summary) field this one applies to this work order item only and it _does_ display on stock reports intended for Customers such as the Customer Invoice and Customer Work order reports.
+
+#### Sequence
+
+This field is _required_ but is set automatically and can be manually changed.
+
+The Sequence controls the order in which work order items are displayed in the form and on reports. Any number can be entered here and AyaNova will sort the work order items collection by the sequence number from smallest the top to largest sequence number at the bottom. As with most fields in AyaNova you can also [customize](ay-customize.md) the work order form to hide this entirely if you don't need to adjust the order of work order items. It will automatically be set even if it's not set to display.
+
+#### Service notes
+
+This field is intended to provide lengthy instructions to the service technician about this work order item being serviced. These notes will display in the stock Service Dispatch work order report.
+
+000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
+
 ## Anatomy of a workorder
 
     what each section is about