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@@ -197,6 +197,8 @@ When you select a customer it's a good idea to save the work order to ensure def
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#### Customer signature
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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.
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Signatures also can be displayed on reports such as the stock Customer work order report.
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@@ -333,11 +335,11 @@ This field will display in the stock Service Dispatch work order report.
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#### Work order item status
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Used to indicate the particular status of this work order item. This is different from the work order status and has it's own [Work order item status help page](svc-work-order-item-status.md). This field will display on the stock Service Dispatch report and can be optionally selected as the source of the color displayed in schedules for work orders.
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Used to indicate the particular status of this work order item. This is different from the work order status and has it's own [Work order item status help page](svc-work-order-item-status.md). This field will display on the stock Service Dispatch report and can be optionally selected as the source of the color displayed in schedules for work orders.
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#### Work order item priority
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Used to indicate the priority of this work order item. Priority has it's own [Work order item priority help page](svc-work-order-item-status.md). This field will display on the stock Service Dispatch report and can be optionally selected as the source of the color displayed in schedules for work orders.
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Used to indicate the priority of this work order item. Priority has it's own [Work order item priority help page](svc-work-order-item-status.md). This field will display on the stock Service Dispatch report and can be optionally selected as the source of the color displayed in schedules for work orders.
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#### Warranty service
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@@ -359,6 +361,56 @@ Optional [wiki control](ay-start-form-wiki.md) specifically for this work order
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Optional [attachments control](ay-start-form-attachments.md) to attach files to this work order item.
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### Work order item context menu
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The work order item context menu is used to add or remove work order items and add grand-child objects:
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#### New
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Add a new work order item to the collection and open it's form for editing.
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#### Copy to work order
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When a work order item is selected, this menu option is offered to copy this single work order item and all it's grandchildren to another service work order.
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This is used for many reasons including splitting apart a work order that's getting too large, needs to be billed when other work order items are completed but has outstanding work to be moved to a new workorder or to copy duplicate work to another work order to save typing by copying it to a new work order.
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Note that this is a *copy* operation, not a move. To move, copy first, save and confirm then remove from this work order by deleting the work order item.
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#### Mark for deletion
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Flag this work order item and **all** it's grand child collection to be permanently deleted. When clicked the work order item selected will display in the table with a line through it indicating it will deleted on the next save of the work order and an *Undelete* button will appear at the top of this work order items edit form.
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You can also refresh the page to abandon this and any other changes made locally that have not yet been saved at the server.
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Until the work order is saved it's not actually deleted.
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#### Mark ALL for deletion
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Flag all work order items on this work order and **all** their grand children to be permanently deleted when the work order is saved. When clicked all the work order items on this work order will display in the table with a lines through them indicating they will deleted on the next save of the work order and an *Undelete* button will appear at the top of each work order item's edit forms.
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You can also refresh the page to abandon this and any other changes made locally that have not yet been saved at the server.
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Until the work order is saved the items are not actually deleted.
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### Units
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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](dsdczxc) displayed as a table with an edit form below and can have one to many separate Work order item [Unit](svc-units.md) records.
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Clicking on a row (or adding a new one) will cause the work order item Unit edit form to display below the table for the particular work order item selected.
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All Work order item Unit edit form fields here are **optional** unless specifically stated otherwise.
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#### Unit
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Selection of the [Customer Unit](svc-units.md) of equipment being serviced This field is **required**
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