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# Getting started - Advanced features
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## Subscribe to notifications
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Once you have [configured AyaNova for production use](tour-bootstrap-configure.md) it's time to consider some of AyaNova's other time saving or advanced features that may be of use.
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There are many [automatic notifications](home-notify-subscriptions.md) available in AyaNova, many of particular interest to the business administrator and now is a good time to set up any that are of use in your business.
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## Commonly used features
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Here we list a few very commonly used features in AyaNova that you might want to become familiar with and implement.
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### Work order status
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The [Work order status](svc-work-order-status.md) is a powerful feature of AyaNova for controlling the service process and ties into many other features of AyaNova including automatic notifications and enforcing process control. We strongly recommend using it to it's full capabilities.
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Start small with just the status you know you'll need and add more later as you get to know AyaNova and how it fits into your service process.
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### Work order Tasks
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The [Work order tasks](svc-workorders.md#tasks) feature can save time entering labor details on work orders, standardize service processes, enable potentially less skilled service staff to follow pre-defined steps when providing service and more.
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### Preventive maintenance
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The [Preventive maintenance](svc-pms.md) feature of AyaNova can help you earn more revenue and create happier Customers.
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### Contracts
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[Contracts](svc-contracts.md) feature is used to provide special pricing exceptions and manage service response time commitments and ties into the AyaNova [Notifications feature](#notification-system).
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### Unit models
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AyaNova allows you to enter and track the service history of Customer owned equipment known as [Units](svc-units.md) in AyaNova.
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The [Unit model](svc-unit-models.md) feature in AyaNova saves time on entry by having a central location to put information shared by multiple Units such as warranty information etc.
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Make use of the Unit model feature to save time on entry and take advantage of some special features.
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You can also [import Units](adm-import.md#units) and [import Unit models](adm-import.md#unit-models) if you can export that data from another program.
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### Loan items
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In AyaNova you can track [loaner items or equipment](svc-loaners.md) that you loan or rent for a fee to Customers on Work orders. Many companies need to provide temporary replacement equipment in the course of service but often haven't formalized this process and don't always charge for the use of loaner equipment.
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The AyaNova loan item system enables tracking equipment, where it is, when its due back and optionally charging for it on work orders.
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You can even track your own internal service you perfrom on our own loaner equipment with AyaNova's [Shadow unit](svc-loaners.md#shadow-unit) feature.
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## Advanced features
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### Notification system
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The AyaNova [User Notification system](home-notify-subscriptions.md) can automatically notify Users when any one of dozens of configurable events happen in AyaNova.
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This system can ensure Users are aware of important events and make sure nothing important gets lost or forgotten no matter how crazy things get.
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Notifications relate to every important area of AyaNova leveraging this system can make running a complex service business much easier.
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We _strongly_ recommend you get familiar with this important feature and make full use of it.
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## Customize report templates
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@@ -12,97 +62,10 @@ We suggest making a duplicate copy of any stock report templates you want to mod
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If you prefer to have report templates modified or created for you, we may be able to provide that service for a fee, contact AyaNova support for details and a quotation.
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================================================================
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- Notification system
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- User notification
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- Customer notification
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- Customer self service
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- how to set up and configure
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================================
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Create Labor and Travel Rates for selection in workorders
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Create Clients (you can import using the ImportExport.csv utility, and/or you can create on the fly as needed)
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Use as is and/or Customize existing report templates for your company and/or create new report templates
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Create service workorder for a client (follow along with tutorial for a quick walk through)
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More in depth setup of AyaNova:
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Follow along with the tutorials and, review Feature details.
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Set up for AyaNova network configuration (multiple networked users connect to the database at the same time) if required
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Set up backup routine for your configuration (stand-alone backup or network Firebird Server configuration or SQL configuration)
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Edit the AyaNova Administrator default password and create a new manager administrator user account - see Users
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Create Tax Codes (to be used as defaults in Global Settings)
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Locales (create a custom locale if you want to change the text displayed in AyaNova and set as default in Global Settings for new users, and/or assign to existing users)
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Erase the AyaNova data entered to start fresh or manually delete objects if applicable
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Create Regions (used to restrict data access based on region a user is a member of) and set Client Notifications for each Region
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Create and setup Security Groups (determines rights to access AyaNova features for users)
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Create Part Warehouses (assign default warehouse to users as well as used to maintain tighter inventory control)
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Create Dispatch Zones (used to group clients together for filtering, reporting and scheduling, and assign schedulable users to)
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Create User Certifications (used to determine if user can perform certain service and/or be assigned to certain Schedulable User Groups)
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Create User Skills (used to determine if user can perform certain service and/or be assigned to certain Schedulable User Groups)
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Set your Global Settings
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Set up AyaNova Users
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Client Groups (groups clients together for filtering and reporting)
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Create Labor and Travel Rates for selection in workorders
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Subscribe to events such as Client Contract Expiring before setting client contract expiry date
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Create Contracts
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Create Head Offices
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Create Clients (you can import using the ImportExport.csv utility, and/or you can create on the fly as needed)
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Create Vendors
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Create Unit Models
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Create Units (you can import using the ImportExport.csv utility, and/or you can create on the fly as needed)
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Create Loan Items
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Create Parts (you can import using the ImportExport.csv utility, and/or you can create on the fly as needed)
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Enter Part Inventory Adjustment for starting inventory
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Create Workorder Categories
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Create Workorder Statuses (you can enter manually, and/or import using the ImportExport.csv utility)
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Create Workorder Item Types (you can enter manually, and/or import using the ImportExport.csv utility)
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Create Priorities (you can enter manually, and/or import using the ImportExport.csv utility)
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Create Unit Service Types (you can enter manually, and/or import using the ImportExport.csv utility)
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Create Task Groups & Tasks
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Have users subscribe to events
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Customize existing report templates for your company and create new report templates
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Add additional custom fields where needed
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- Notification system
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- User notification
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- Customer notification
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- Customer self service
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- how to set up and configure
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@@ -216,6 +216,14 @@ Once a Part has been created you can enter an [opening inventory](inv-part-inven
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Note that you can also [import Parts](adm-import.md#parts), [import Warehouses](adm-import.md#part-warhouses) and [import Part Inventory](adm-import.md#part-inventory) if you have them available for export from another program.
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## 13\. Create Customers
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Entering new [Customers](customers.md) into AyaNova is an ongoing business process but usually you will have a starting set of Customers you _know_ you will need right away.
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By entering a few Customers up front you know you will need right away you can "set the standard" of how much and how they should be entered so that Users can refer to what was entered before for confirmation.
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Note that you can also [import Customers](adm-import.md#customers) if you have them in another program.
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## Configuration completed
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At this point the minimal requirements are met and your staff can start working with AyaNova in production use.
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