diff --git a/docs/8.0/ayanova/docs/img/svc-wo-parts.png b/docs/8.0/ayanova/docs/img/svc-wo-parts.png new file mode 100644 index 00000000..34b95866 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-wo-parts.png differ diff --git a/docs/8.0/ayanova/docs/svc-workorders.md b/docs/8.0/ayanova/docs/svc-workorders.md index d6a9a626..1d27e5d7 100644 --- a/docs/8.0/ayanova/docs/svc-workorders.md +++ b/docs/8.0/ayanova/docs/svc-workorders.md @@ -321,7 +321,7 @@ This field is _required_ and is used to describe an brief summary of the work to 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. +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 at the top to the 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 @@ -405,7 +405,7 @@ This menu option will appear if this work order item was migrated from an older The Work order item Unit is where you select a Customer owned Unit to be serviced. It's not necessary to choose a Unit here but it's a good idea if there is equipment being serviced because it will then be tracked in AyaNova and enable many additional features. -The Units section of a work order is **optional** and won't be displayed until a Unit is added from the [Work order Items context menu](#work-order-item-context-menu). +The Units section of a work order is **optional** and won't be displayed until a Unit is added from the [Work order Items context menu](#work-order-item-context-menu). It can also be completed removed as an option if it won't be required by [customizing](ay-customize.md) the work order form. If more than one Unit is added to the work order item they will be displayed in a table with an edit form below. Selecting a row in the table will switch the edit form below to the row selected. @@ -491,7 +491,7 @@ The Work order item Scheduled User record is where you schedule a service techni In addition [notifications](home-notify-subscriptions.md) may be triggered for Users that are subscribed to them so they are aware that they have been scheduled for service. -The Scheduled Users section of a work order is **optional** and won't be displayed until a Schedule User record is added from the [Work order Items context menu](#work-order-item-context-menu). +The Scheduled Users section of a work order is **optional** and won't be displayed until a Schedule User record is added from the [Work order Items context menu](#work-order-item-context-menu). It can also be completed removed as an option if it won't be required by [customizing](ay-customize.md) the work order form. If more than one Scheduled User record is added to the work order item they will be displayed in a table with an edit form below. Selecting a row in the table will switch the edit form below to row selected. @@ -566,10 +566,9 @@ Until the work order is saved the items are not actually deleted. ![Work order item tasks](img/svc-wo-tasks.png) -The Work order item Tasks feature is used to provide a check list of tasks to be performed and is useful for providing standardized service that ensures technician's follow each step. Tasks can be created uniquely per work order or selected from a pre-made list of tasks entered previously in a [Task Group](svc-task-groups.md). +The Work order item Tasks feature is used to provide a check list of tasks to be performed and is useful for providing standardized service that ensures technician's follow each step. Tasks can be created uniquely per work order or selected from a pre-made list of tasks entered previously in a [Task Group](svc-task-groups.md). - -The Tasks section of a work order is **optional** and won't be displayed until a Task record is added from the [Work order Items context menu](#work-order-item-context-menu). +The Tasks section of a work order is **optional** and won't be displayed until a Task record is added from the [Work order Items context menu](#work-order-item-context-menu). It can also be completed removed as an option if it won't be required by [customizing](ay-customize.md) the work order form. If more than one Task record is added to the work order item they will be displayed in a table with an edit form below. Selecting a row in the table will switch the edit form below to the row selected. @@ -579,7 +578,44 @@ All Work order item Task edit form fields here are **optional** unless stated as #### Sequence -todo copy from woitem sequence +This field is _required_ but is set automatically and can be manually changed. + +The Sequence controls the order in which tasks are displayed in the form and on reports. Any number can be entered here and AyaNova will sort the tasks collection by the sequence number from smallest at the top to the largest sequence number at the bottom. + +#### Status + +This field indicates the status of this particular Task item. Options are *Completed* , *Failed* , *N/A* (not applicable), *To do* (the default). + +#### User + +The User who is assigned or has completed the Task. + +#### Completed + +The date and time the Task was completed. + +#### Task + +This is the text that describes the Task to be performed. + + +### Parts + +![Work order item parts](img/svc-wo-parts.png) + +The Work order item Scheduled User record is where you schedule a service technician for future service. Users scheduled here will have an item appear on their [personal schedule form](home-schedule.md) and on the service manager's multiple technician [service schedule form](svc-schedule.md). + +In addition [notifications](home-notify-subscriptions.md) may be triggered for Users that are subscribed to them so they are aware that they have been scheduled for service. + +The Scheduled Users section of a work order is **optional** and won't be displayed until a Schedule User record is added from the [Work order Items context menu](#work-order-item-context-menu). It can also be completed removed as an option if it won't be required by [customizing](ay-customize.md) the work order form. + +If more than one Scheduled User record is added to the work order item they will be displayed in a table with an edit form below. Selecting a row in the table will switch the edit form below to row selected. + +A work order item can have zero to many separate Work order item scheduled user records as required. + +All Work order item Scheduled User edit form fields here are **optional** but it's a good idea to fill them in as much as possible as the technician can convert this scheduled user record to a billable work order item labor record with a click saving them time and possible errors. + +#### Start date time ## TEST TEST TEST