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The attachments feature of AyaNova allows users to store and retreive files linked to specific AyaNova business objects from their [edit form](ay-start-edit-forms.md)
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Note that attachements can only be added to **saved** objects, so a new object won't show the attachments control until it has been saved.
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This feature can be [turned off](ay-customize.md#hiding-showing-fields) in each form so if you do not see an attachments control it may be disabled by the AyaNova administrator.
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## Authorization Roles required
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@@ -127,7 +127,7 @@ When an event takes place at the server that triggers events related to server o
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## General notification type
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The General notification type is a special case, all users are automatically subscribed to In Application delivery of general notifications meaning they will always receive critical system notifications as well as direct notifications from other users **inside AyaNova application**
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There are no settings adjustable for in app General notifications.
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There are no settings adjustable for in app General notifications however it is possible to create a general notification with email delivery.
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## Notification event types
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@@ -142,7 +142,8 @@ There are no settings adjustable for in app General notifications.
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| CSR rejected | Customer service request rejected. (intended for Customer users) |
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| Quote status change | Any _change_ of Quote Status including from no status (new) to a _specific_ selected status ID value |
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| Object age | Any object, Age (conditional on AgeValue) after creation event of any object of selected specific type and optionally selected tags |
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| Reminder imminent | A Reminder in AyaNova is about to reach it's specified date/time |
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| Reminder imminent | A Reminder is about to reach it's specified start date/time
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| Review imminent | A Review is about to reach it's specified review date/time |
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| Scheduled on work order | User is scheduled on (added to) a Work order |
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| Scheduled on work order imminent | Scheduled date and time reached for workorder which User is scheduled |
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| Work order completed status overdue | Workorder not set to a "Completed" type Status before the selected duration from created date |
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# HOME-REVIEWS Placeholder
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# Reviews
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[UNDER CONSTRUCTION]
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#b4beta
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A Review in AyaNova is a scheduled appointment to follow-up on a specific AyaNova business object. Reviews can be self created for a User for themselves or created by a supervisor and assigned to other Users.
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Reviews are _not_ private in AyaNova, any supervisory role can see any user's reviews
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All core AyaNova business objects can be selected for review.
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There are many uses for this feature, here are a few examples:
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- A service tech could self-assign a review on a customer's unit that they just serviced to follow up in a month and confirm the unit is still operating correctly.
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- A review may be placed on a service work order and assigned to a sales account manager to follow up with a Customer in a week to check how satisified they were with the service and see if there are any follow up work they might need
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- A review could be placed on a Service rate and assigned to a business administrator to follow up in a year to see if the rate needs to be changed
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Reviews are similar to [Reminders](home-reminders.md) however a Review only has a review date no stop date and is connected to a specific AyaNova object for follow up related to _that_ object. A review also has a completed feature to log the date and time and results of completing the review.
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A reminder is not connected to any particular object, can only be self-assigned, has no concept of "completed" and covers an arbitrary time period.
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## Authorization Roles required
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Personal (assigned to self) reviews are available to all staff (non Customer contact) users.
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Users with supervisory roles can see all reviews in their `Home` -> `Reviews` data table and assign to other users.
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Supervisory [roles](ay-biz-admin-roles.md) are:
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- Accounting
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- Business administration
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- Inventory
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- Service manager
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- Sales
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## How to access reviews
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Reviews are accessed in the following ways:
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- From the `Home` navigation pane `Reviews` item to open the Reviews [data table](ay-start-form-data-tables.md)
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- From the `Home` -> `Schedule` schedule form where reviews are displayed if they are assigned to the logged in user only
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## How reviews work
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## Notification
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Reviews are part of the AyaNova [notification system](home-notify-subscriptions.md) and the `Review imminent` type notification allows for being notified in advance of an upcoming review event. Use this system if you want to be alerted in advance about an upcoming review.
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Notifications can be filtered by tags so you can set up a tagged filter for a notification about reviews that (for example) are tagged with "notify-me" or "important" only. Reviews that do not need a notification can be left untagged. In this way you can easily control which reviews get notified and which do not.
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## Reviews data table
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The Reviews [data table](ay-start-form-data-tables.md) lists all the reviews available and access to data table [common menu options](ay-start-form-data-tables.md#common-menu-options).
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If the current user has a [Supervisory role](#authorization-roles-required) they will see _all_ reviews including their own in the data table and can create and assign reviews to any other user. This is the only location where all reviews are visible and available for editing.
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## Review edit form
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The Review edit form contains the [standard edit form](ay-start-edit-forms.md) functionality and contains the following fields:
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#### Assigned to
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Required field to select the User who will complete the review process. The user selected here will see the review in their `Home` -> `Reviews` data table form.
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#### Assigned by
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This field is read-only and automatically set to the User who creates the review.
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#### Name
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The required "Title" of the review, this field is displayed in the schedule form and in notifications. Put the main topic of the review here.
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#### Review date
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This is the required date and time the review must take place. A review displays in the personal schedule of the assigned user at the date and time. Reviews always display as a 15 minute long event as there is stop date and so no time period duration for a review.
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The Review date is also used for review [notifications](home-notify-subscriptions.md).
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#### Notes
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Notes is an optional field for entering more details about the review. Notes do _not_ display in the schedule form, only the Name field so the review needs to be opened to view Notes.
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#### Completion date
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#### Completion notes
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#### Tags
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Optional tags to categorize reviews and control notification [filtering](home-notify-subscriptions.md#tags).
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#### Wiki
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Optional [wiki control](ay-start-form-wiki.md).
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#### Attached files
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Optional [attachments control](ay-start-form-attachments.md).
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000000000000000000000000000000000000000000000
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notes:
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All users can see reviews assigned to them in their home menu
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Supervisory roles can see all reviews assigned to anyone
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