docs/8.0/customer/docs/ay-start-form-data-tables.md

@@ -22,7 +22,6 @@ About menu option will open the `About` form which displays the version informat
 
 The data table header area above the table itself from left to right contains the refresh button which fetches a fresh copy of the data table from the server and a [column selector](#column-selector) control to choose which columns are displayed and in which order.
 
-
 #### Column selector
 
 Use the column selector button ![data table column selector button](img/form-data-table-column-selector-button.png) to open the colum selector interface:
@@ -39,7 +38,7 @@ Column settings are independent of filters.
 
 ##### Filtered hidden columns indicator
 
-If a saved filter is selected and one or more of the columns being filtered are not selected to display the data table will indicate this by highlighting the column selector icon:
+If one or more of the columns being filtered are not selected to display the data table will indicate this by highlighting the column selector icon:
 
 ![data table filter hidden column](img/form-data-table-filter-hidden-column.png)
 
@@ -97,43 +96,8 @@ Once your filter selection is made click on the `+` add button to make it offici
 
 To remove a filter from a column or edit it click on the column filter icon again and either remove or adjust the items in the filter or select delete to remove them entirely.
 
-
-
 ##### Filtering dates and time zones
 
 When viewing data in AyaNova that is filtered with one of the relative date filters (for example a filter of "TODAY"), the User's local time zone setting is taken into account in order to ensure that the user sees data appropriate to _their time zone_.
 
 This means that two people with browsers in different time zones using a filter of TODAY for a date field may see different lists of results from each other.
-
-
-
-###### Equality
-
-Will match when exactly the same tags in search are present (in any order) in the record and no other tags.
-
-For example an Equals tag filter with {red,green,blue} will return records with tags {green,red,blue} but _not_ match {red,green,blue,orange}
-
-###### Not equal
-
-The opposite of Equality; specifically exclude rows that exactly match all the search terms
-For example a Not equal filter with {red,green,blue} will return records with tags {red,green,blue,orange} but _not_ match {green,red,blue}
-
-###### NO value
-
-Will return records with no tags set at all.
-
-###### Has value
-
-Will return records with any tag set.
-
-###### Contains
-
-Returns records that contain the specified search tags. Records may have other additional tags but that's ok as long as it has the search term ones.
-
-For example a contains filter for tags {red,green,blue} will return records with tags {green,red,blue} and also {red,green,blue,orange}
-
-###### Not contains
-
-All tags in search query _NOT_ present in db record, doesn't care what else is in db record as long as it's not the search terms (in any order).
-
-For example a Not contains filter for tags {red,green,blue} will not return records with tags {green,red,blue} and also not return {red,green,blue,orange} but would return {red,green,black}

docs/8.0/customer/docs/customer-csr.md

@@ -2,8 +2,79 @@
 
 When you first log into AyaNova via the URL provided from your service company, you will see a table that lists all service requests you have made so far sorted in descending order by the date the service request was created.
 
-![customer csr data tabe](img/cust-csr-data-table.png)
+## Service requests data table
 
-If you want to sort by a different column, and/or filter to show only service requests that meet a certain criteria, refer to Filtering & Sorting for details on how to filter this Service Request table and/or the Workorders table.
+![customer csr data table](img/cust-csr-data-table.png)
 
- 
+If you want to sort by a different column, and/or filter to show only service requests that meet a certain criteria, refer to the [data table guide](ay-start-form-data-tables.md) for details on how to filter and sort this Service Request table.
+
+The columns displayed here are showing data entered into the service request edit form:
+
+## Service request edit form
+
+![customer csr form](img/cust-csr-form.png)
+
+#### Priority
+
+#### Reference number
+
+#### Unit
+
+In AyaNova a Unit is a piece of equipment or other type of item that is being serviced and is identified and tracked in the system by a serial number.
+
+If service is being requested for a particular Unit, here you can select that Unit by serial number if it is already in the system or enter a new Unit if your service company has enabled this feature.
+
+This list shows the first 20 Units it finds for your customer record by default but in cases where there are more you can type part of the serial number into the Unit selection box to search for that Unit.
+
+##### Add unit
+
+If your Unit requiring service is not already able to be selected in the Unit list and your service company has enabled the add unit feature you will see an Add Unit button beside the Unit selection list.
+
+If the add Unit feature is turned off but your service is related to a specific unit of equipment it might be helpful to enter the serial number, model number and manufacturer name in the Details area instead.
+
+#### Request
+
+A short description of the service required.
+
+#### Details
+
+Longer details about the service required. Here you an enter as much text as necessary to describe the issue.
+
+#### Record created
+
+Read only field showing the date and time the service request was created.
+
+#### Status
+
+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
+
+000000000000000000000000000000000000000000000000
+•Record Created - when you created the service request
+
+•Client service request - the text you entered in the Title field when requesting service
+
+•Reference Number - the text you entered in the Reference Number field when requesting service
+
+•Status - the status of the service request
+
+- Open means that this is a new request that you have made that has not been accepted by your service company
+
+- Accepted means that your request has been accepted and a service workorder has been created (see Workorder column)
+
+- Rejected means that your request has been rejected. Contact your service company for details.
+
+- Closed means that the service workorder created from this service request has now been closed (see the Workorder column)
+
+•Priority - the priority (Emergency, Not Urgent, ASAP) that you selected in your service request
+
+•Record Created By - the initials of your AyaNova username you logged into WBI via
+
+•Client - your company name
+
+•Serial Number - the specific unit you selected that needed service in your service request
+
+•Workorder - the workorder created for your service request

docs/8.0/customer/mkdocs.yml

@@ -20,3 +20,10 @@ nav:
 - Home: 'index.md'
 - 'Customer service requests': 'customer-csr.md'   
 - 'Workorders': 'customer-workorders.md'   
+- 'Notification subscriptions': 'home-notify-subscriptions.md'  
+- 'Notifications list': 'home-notifications.md'  
+- 'User settings': 'home-user-settings.md'
+- 'Set password': 'home-password.md'
+- 'Two factor authentication': 'home-tfa.md'
+- 'Data tables': 'ay-start-form-data-tables.md'     
+