diff --git a/docs/8.0/ayanova/docs/acc-service-rates.md b/docs/8.0/ayanova/docs/acc-service-rates.md index 5af32d5b..243cf317 100644 --- a/docs/8.0/ayanova/docs/acc-service-rates.md +++ b/docs/8.0/ayanova/docs/acc-service-rates.md @@ -24,7 +24,7 @@ Read only access Service rates are accessed in the following ways: - From the `Accounting` navigation pane `Service rates` item -- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) any Service rate selection list on any other form where Service rates can be selected such as the Work order, Quote and Preventive Maintenance forms +- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) any Service rate autocomplete list on any other form where Service rates can be selected such as the Work order, Quote and Preventive Maintenance forms - From any [data table](ay-start-form-data-tables.md) column showing Service rates such as the [Work order list](svc-workorders.md) ## How service rates work diff --git a/docs/8.0/ayanova/docs/acc-tax-codes.md b/docs/8.0/ayanova/docs/acc-tax-codes.md index c89bf889..af0b2491 100644 --- a/docs/8.0/ayanova/docs/acc-tax-codes.md +++ b/docs/8.0/ayanova/docs/acc-tax-codes.md @@ -28,7 +28,7 @@ Read only access Tax codes are accessed in the following ways: - From the `Accounting` navigation pane `Tax codes` item -- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) any Tax code selection list on any other form where Tax codes can be selected such as the Work order, Quote and Preventive Maintenance forms +- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) any Tax code autocomplete list on any other form where Tax codes can be selected such as the Work order, Quote and Preventive Maintenance forms - From any [data table](ay-start-form-data-tables.md) column showing Tax codes such as the [Work order list](svc-workorders.md) ## How Tax codes work diff --git a/docs/8.0/ayanova/docs/acc-travel-rates.md b/docs/8.0/ayanova/docs/acc-travel-rates.md index 353b4e0a..cbf6dbeb 100644 --- a/docs/8.0/ayanova/docs/acc-travel-rates.md +++ b/docs/8.0/ayanova/docs/acc-travel-rates.md @@ -26,7 +26,7 @@ Read only access Travel rates are accessed in the following ways: - From the `Accounting` navigation pane `Travel rates` item to open the Travel rates [data table](ay-start-form-data-tables.md) -- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any travel rate selection list on any other form where travel rates can be selected such as the Work order, Quote and Preventive Maintenance forms +- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any travel rate autocomplete list on any other form where travel rates can be selected such as the Work order, Quote and Preventive Maintenance forms - From any [data table](ay-start-form-data-tables.md) column showing travel rates such as the [Work order list](svc-workorders.md) ## How travel rates work diff --git a/docs/8.0/ayanova/docs/adm-users.md b/docs/8.0/ayanova/docs/adm-users.md index 64dcda0d..7eb17364 100644 --- a/docs/8.0/ayanova/docs/adm-users.md +++ b/docs/8.0/ayanova/docs/adm-users.md @@ -19,7 +19,7 @@ Read only access Users are accessed in the following ways: - From the `Administration` navigation pane `Users` item -- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any User selection list on any other form where users can be selected +- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any User autocomplete list on any other form where users can be selected - From any [data table](ay-start-form-data-tables.md) column showing a Users column ## How Users work diff --git a/docs/8.0/ayanova/docs/customers.md b/docs/8.0/ayanova/docs/customers.md index 49996663..a955f8b8 100644 --- a/docs/8.0/ayanova/docs/customers.md +++ b/docs/8.0/ayanova/docs/customers.md @@ -25,7 +25,7 @@ Read only access Customers are accessed in the following ways: - From the `Customers` navigation pane `Customers` item to open the Customers [data table](ay-start-form-data-tables.md) -- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Customer selection list on any other form where customers can be selected such as the Work order, Quote and Preventive Maintenance forms +- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Customer autocomplete list on any other form where customers can be selected such as the Work order, Quote and Preventive Maintenance forms - From any [data table](ay-start-form-data-tables.md) column showing customers such as the [Work order list](svc-workorders.md) ## How customers work diff --git a/docs/8.0/ayanova/docs/head-offices.md b/docs/8.0/ayanova/docs/head-offices.md index c9ba5419..1add8280 100644 --- a/docs/8.0/ayanova/docs/head-offices.md +++ b/docs/8.0/ayanova/docs/head-offices.md @@ -31,7 +31,7 @@ Read only access Head offices are accessed in the following ways: - From the `Customers` navigation pane `Head offices` item to open the Head offices [data table](ay-start-form-data-tables.md) -- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Head office selection list on any other form where head offices can be selected such as the Customer form +- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Head office autocomplete list on any other form where head offices can be selected such as the Customer form - From any [data table](ay-start-form-data-tables.md) column showing head offices such as the [Customer list](customers.md) ## How Head offices work diff --git a/docs/8.0/ayanova/docs/svc-contracts.md b/docs/8.0/ayanova/docs/svc-contracts.md index 5e36b54b..44cfc466 100644 --- a/docs/8.0/ayanova/docs/svc-contracts.md +++ b/docs/8.0/ayanova/docs/svc-contracts.md @@ -27,7 +27,7 @@ Read only access Contracts are accessed in the following ways: - From the `Accounting` navigation pane `Contracts` item to open the Contracts [data table](ay-start-form-data-tables.md) -- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Contract selection list on any other form where contracts can be selected such as the Work order, Quote and Preventive Maintenance forms +- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Contract autocomplete list on any other form where contracts can be selected such as the Work order, Quote and Preventive Maintenance forms - From any [data table](ay-start-form-data-tables.md) column showing contracts such as the [Work order list](svc-workorders.md) ## How contracts work diff --git a/docs/8.0/ayanova/docs/svc-quote-status.md b/docs/8.0/ayanova/docs/svc-quote-status.md index 10d55d96..bb4be981 100644 --- a/docs/8.0/ayanova/docs/svc-quote-status.md +++ b/docs/8.0/ayanova/docs/svc-quote-status.md @@ -27,7 +27,7 @@ Read only access ## How to access Quote status - From the [quote](svc-quotes.md) menu item _Quote status list_ -- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Quote status selection list on any other form where Quote status can be selected +- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Quote status autocomplete list on any other form where Quote status can be selected - From any [data table](ay-start-form-data-tables.md) column showing a quote status such as the [Quote table](svc-quotes.md) ## How quote status works diff --git a/docs/8.0/ayanova/docs/svc-work-order-item-priority.md b/docs/8.0/ayanova/docs/svc-work-order-item-priority.md index 7dba844a..ad2733a4 100644 --- a/docs/8.0/ayanova/docs/svc-work-order-item-priority.md +++ b/docs/8.0/ayanova/docs/svc-work-order-item-priority.md @@ -1,4 +1,65 @@ -# svc-work-order-item-priority +# Work order item priority -![THIS PAGE UNDER CONSTRUCTION](img/underconstruction.svg) +The optional work order item priority is a simple flag used to indicate the priority of an individual work order item. +This can be used for any purpose desired + +## Authorization Roles required + +This form is available to User's with the following [roles](ay-biz-admin-roles.md): + +Full access + +- Accounting +- Business administration +- Service manager + +Read only access + +- Business administration - restricted +- Service manager - restricted +- Service technician +- Sales +- Sales - restricted + +## How to access work order item priorities + +- From the [work order](svc-workorders.md) menu item _Work order item priority list_ +- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Work order item priority autocomplete list on any other form where Work order item priorities can be selected +- From any [data table](ay-start-form-data-tables.md) column showing a work order item priority such as the [Work order item list](svc-workorders.md) + +## How work order item priority works + +A work order item priority is an optional simple flag used to indicate the priority of a work order item. A work order item priority is not part of the notification system and does not trigger any automatic opertions in AyaNova; it's for reference purposes only. + +Work order item priorities display as a flame icon to distinguish them from a [work order item status](svc-work-order-item-status.md) which displays as a circle icon. + +### Selecting + +Work order item priorities are selected on individual [Work order items](svc-workorders.md#work-order-items) by any user with rights to edit the work order item. + +### Retiring + +When a work order item priority is no longer required it should be set to inactive by un-checking it's Active checkbox so it is not offered for selection on new records but will still display on old records. + +## Work order item priority data table + +The Work order item priority [data table](ay-start-form-data-tables.md) lists all the work order item priorities created, provides the '+' link to create a new priority and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options). + +## Work order item priority edit form + +The edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields: + +#### Name + +This is the name of the Work order item priority as it's displayed in forms and reports. This is also the primary identifier when searching for a priority to select in [autocomplete](ay-start-form-autocomplete.md) lists. A priority name must be unique from all other work order item priority entered. + +This is the only **required** field on the form. All other fields are optional. + +#### Color + +A color can be selected to visually represent the priority so users can see at a glance what priority the work order item has in the work order and in the [Work order](svc-workorders.md) items data table. This color can also be used in [report templates](ay-report-edit.md) if appropriate. + +#### Active + +Work order item priorities that are set to Active can be selected on Work orders. Priorities not set to Active will still show in older records but can not be selected for new records; this is how you retire a Work order item priority from use. diff --git a/docs/8.0/ayanova/docs/svc-work-order-item-status.md b/docs/8.0/ayanova/docs/svc-work-order-item-status.md index 33b29896..578a2d47 100644 --- a/docs/8.0/ayanova/docs/svc-work-order-item-status.md +++ b/docs/8.0/ayanova/docs/svc-work-order-item-status.md @@ -1,4 +1,69 @@ -# svc-work-order-item-status +# Work order item status -![THIS PAGE UNDER CONSTRUCTION](img/underconstruction.svg) +The optionaly work order item status is a simple flag used to indicate the current state of an individual work order item. +A work order item status is completely separate from a [Work order status](svc-work-order-status.md). + +## Authorization Roles required + +This form is available to User's with the following [roles](ay-biz-admin-roles.md): + +Full access + +- Accounting +- Business administration +- Service manager + +Read only access + +- Business administration - restricted +- Service manager - restricted +- Service technician +- Sales +- Sales - restricted + +## How to access work order item status + +- From the [work order](svc-workorders.md) menu item _Work order item status list_ +- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Work order item status autocomplete list on any other form where Work order item status can be selected +- From any [data table](ay-start-form-data-tables.md) column showing a work order item status such as the [Work order item list](svc-workorders.md) + +## How work order item status works + +A work order item status is an optional simple flag used to indicate a particular state of a work order item. Unlike a work order status, a work order item status is not part of the notification system and does not trigger any automatic opertions in AyaNova; it's for reference purposes only. + +Work order item status display as a circle icon to distinguish them from a [work order item priority](svc-work-order-item-priority.md) which displays as a flame icon. + +### Selecting + +Work order item status are selected on individual [Work order items](svc-workorders.md#work-order-items) by any user with rights to edit the work order item. + +### Retiring + +When a work order item status is no longer required it should be set to inactive by un-checking it's Active checkbox so it is not offered for selection on new records but will still display on old records. + +## Work order item status data table + +The Work order item status [data table](ay-start-form-data-tables.md) lists all the work order item status created, provides the '+' link to create a new status and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options). + +## Work order item status edit form + +The edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields: + +#### Name + +This is the name of the Work order item status as it's displayed in forms and reports. This is also the primary identifier when searching for a status to select in [autocomplete](ay-start-form-autocomplete.md) lists. A status name must be unique from all other work order item status entered. + +This is the only **required** field on the form. All other fields are optional. + +#### Color + +A color can be selected to visually represent the status so users can see at a glance what state the work order item is in on the service [schedule form](svc-schedule.md) (if selected as the color source instead of the default Work order status) and in the [Work order](svc-workorders.md) items data table. This color can also be used in [report templates](ay-report-edit.md) if appropriate. + +#### Active + +Work order item status that are set to Active can be selected on Work orders. Status not set to Active will still show in older records but can not be selected for new records; this is how you retire a Work order item status from use. + +#### Notes + +Notes about this record for internal staff use. Notes can also be reported on if desired. These notes are only visible in this form. diff --git a/docs/8.0/ayanova/docs/svc-work-order-status.md b/docs/8.0/ayanova/docs/svc-work-order-status.md index 996fcc35..f7008599 100644 --- a/docs/8.0/ayanova/docs/svc-work-order-status.md +++ b/docs/8.0/ayanova/docs/svc-work-order-status.md @@ -30,7 +30,7 @@ Read only access ## How to access work order status - From the [work order](svc-workorders.md) menu item _Work order status list_ -- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Work order status selection list on any other form where Work order status can be selected +- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Work order status autocomplete list on any other form where Work order status can be selected - From any [data table](ay-start-form-data-tables.md) column showing a work order status such as the [Work order list](svc-workorders.md) ## How work order status works @@ -115,7 +115,7 @@ Often a status will be restriced from removal but open to who can select so that #### Color -A color can be selected to visually represent the status so users can see at a glance what state the work order is in on the service [schedule form](svc-schedulemd) and in the [Work order](svc-workorders.md) data table. This color can also be used in [report templates](ay-report-edit.md) if appropriate. +A color can be selected to visually represent the status so users can see at a glance what state the work order is in on the service [schedule form](svc-schedule.md) and in the [Work order](svc-workorders.md) data table. This color can also be used in [report templates](ay-report-edit.md) if appropriate. #### Active