diff --git a/docs/8.0/ayanova/docs/img/svc-csr-edit-form-menu.png b/docs/8.0/ayanova/docs/img/svc-csr-edit-form-menu.png new file mode 100644 index 00000000..7b52c2ac Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-csr-edit-form-menu.png differ diff --git a/docs/8.0/ayanova/docs/img/svc-csr-edit-form.png b/docs/8.0/ayanova/docs/img/svc-csr-edit-form.png new file mode 100644 index 00000000..800c9e4f Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-csr-edit-form.png differ diff --git a/docs/8.0/ayanova/docs/img/svc-csr.png b/docs/8.0/ayanova/docs/img/svc-csr.png new file mode 100644 index 00000000..08c804e7 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-csr.png differ diff --git a/docs/8.0/ayanova/docs/svc-csr.md b/docs/8.0/ayanova/docs/svc-csr.md index 2c65506c..bb46abd6 100644 --- a/docs/8.0/ayanova/docs/svc-csr.md +++ b/docs/8.0/ayanova/docs/svc-csr.md @@ -6,31 +6,35 @@ Requests are listed here. ## Authorization Roles required -Many roles can *select* this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md): +Many roles can _select_ this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md): Full access -- Business administration -- Service manager +- Business administration +- Service manager Read only access -- Business administration - restricted -- Service manager - restricted -- Service technician +- Business administration - restricted +- Service manager - restricted +- Service technician ## How to access Customer service requests Customer service requests are accessed in the following ways: -- From the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Customer service requests` item to open the Customer service requests [data table](ay-start-form-data-tables.md) +- From the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Customer service requests` item to open the Customer service requests [data table](ay-start-form-data-tables.md) ## Customer service requests data table +![table](img/svc-csr.png) + The Customer service requests [data table](ay-start-form-data-tables.md) lists all the Customer service requests that were created by Customers and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options). ## Customer service request edit form +![edit form](img/svc-csr-edit-form.png) + The Customer service request edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields: #### Customer @@ -43,9 +47,9 @@ The priority the Customer chose for this service request. Options are: -- Not urgent -- ASAP - as soon as possible -- Emergency - immediate service requested +- Not urgent +- ASAP - as soon as possible +- Emergency - immediate service requested #### Record created @@ -55,9 +59,9 @@ Read only field showing the date and time the service request was created. Read only field showing the status of this service request in the system. -- Open - a new request -- Accepted - the request has been turned into a work order -- Rejected - the request was closed without being turned into a work order +- Open - a new request +- Accepted - the request has been turned into a work order +- Rejected - the request was closed without being turned into a work order The status is not set directly but rather by the Accept or Reject menu options (below). @@ -101,6 +105,8 @@ This field is not seen by the Customer. ### Menu options +![edit form menu](img/svc-csr-edit-form-menu.png) + In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Customer service request form also has these options: #### Accept to new work order