This commit is contained in:
2022-01-20 19:42:27 +00:00
parent bce9a53445
commit 36b72dcd81
8 changed files with 44 additions and 19 deletions

4
.vscode/launch.json vendored
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@@ -48,9 +48,9 @@
"AYANOVA_DATA_PATH": "c:\\temp\\ravendata",
"AYANOVA_USE_URLS": "http://*:7575;",
//"AYANOVA_PERMANENTLY_ERASE_DATABASE":"true",
"AYANOVA_SERVER_TEST_MODE": "false",
"AYANOVA_SERVER_TEST_MODE": "true",
//"AYANOVA_REPORT_RENDERING_TIMEOUT":"1",
"AYANOVA_SERVER_TEST_MODE_SEEDLEVEL": "large",
"AYANOVA_SERVER_TEST_MODE_SEEDLEVEL": "small",
"AYANOVA_BACKUP_PG_DUMP_PATH": "C:\\data\\code\\postgres_14\\bin\\"
},
"sourceFileMap": {

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@@ -24,7 +24,7 @@ Users are accessed in the following ways:
## How Users work
User accounts are used to grant access to AyaNova and also to track and schedule service technician and sub-contractor type Users known as "scheduleable users".
User accounts are used to grant access to AyaNova and also to track and schedule service technician and sub-contractor type Users known colletively as "scheduleable users".
#### Controlling user access rights

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@@ -54,7 +54,21 @@ In narrow view devices such as smart phones and small tablets AyaNova will displ
![edit form alert types image](img/edit-form-alert-types.png)
The above image shows all types of alerts you may see on an edit form.
##### Errors
Validation and server errors will appear as a red alert box with a triangular /!\ exclamation mark icon. A validation error usually indicates there is something on the form that needs to be addressed, in this example the Summary field was left empty but is flagged as a required entry field in the [form customization settings](ay-customize.md/#requiring-fields).
##### Alert notes
Alert notes will display as an orange alert box with a triangular /!\ exclamation mark icon. Some objects, in this example the Customer, provide for an alert to be displayed when they are selected on a form. This example is displaying "Example alert notes from the Customer record" because that was entered previously into the Customer's [alert notes](customers.md#alert-notes) field.
The alert notes display on multiple different objects in AyaNova where an alertable object can be selected.
##### Service tech notes
Service tech notes will display as a dark blue alert box with an (i) info icon. Service tech notes are specific notes that display on work orders, quotes and preventive maintenance orders only and are intended as a message to the service technician whenever they deal with this customer.
### Common edit form menu options

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@@ -2,3 +2,14 @@
[UNDER CONSTRUCTION]
## Customer edit form
The Customer edit form contains all the [standard edit form](ay-start-edit-forms.md) functionality and contains the following fields:
#### Name
#### Alert notes
(keep this and expand for link from ay-start-edit-forms alerts section)

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@@ -66,7 +66,7 @@
"CustomerPhone4": "Handy Nummer",
"CustomerPhone5": "Pager",
"CustomerAlertNotes": "Warnhinweise",
"CustomerTechNotes": "Planbare Benutzer - Anmerkungen",
"CustomerTechNotes": "Notizen des Servicetechnikers",
"CustomerGroupDescription": "Beschreibung",
"CustomerGroupList": "Kundengruppen",
"CustomerGroupName": "Kundengruppe - Name",

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@@ -66,7 +66,7 @@
"CustomerPhone4": "Mobile",
"CustomerPhone5": "Pager",
"CustomerAlertNotes": "Alert notes",
"CustomerTechNotes": "Scheduleable User Notes",
"CustomerTechNotes": "Service tech notes",
"CustomerGroupDescription": "Description",
"CustomerGroupList": "Customer Groups",
"CustomerGroupName": "Customer Group Name",
@@ -82,7 +82,7 @@
"CustomerRequestTechCustomerServiceRequestItemID": "Customer service request item",
"CustomerRequestTechScheduledStartDate": "Requested Scheduled Start Date",
"CustomerRequestTechScheduledStopDate": "Requested Scheduled Stop Date",
"CustomerRequestTechUserID": "Requested Scheduleable User",
"CustomerRequestTechUserID": "Requested service tech",
"CustomerServiceRequestAcceptToExisting": "Accept to existing work order",
"CustomerServiceRequestAcceptToNew": "Accept to new work order",
"CustomerServiceRequestCustomContactName": "Contact Name",
@@ -94,7 +94,7 @@
"CustomerServiceRequestList": "Customer service requests",
"CustomerServiceRequestOnsite": "Onsite",
"CustomerServiceRequestParts": "Parts",
"CustomerServiceRequestPreferredTechs": "Requested scheduleable users",
"CustomerServiceRequestPreferredTechs": "Requested service techs",
"CustomerServiceRequestPriority": "Priority",
"CustomerServiceRequestReject": "Reject service request",
"CustomerServiceRequestRequestedBy": "Requested by",
@@ -482,7 +482,7 @@
"CustomerNote": "Customer note",
"CustomerNoteType": "Customer note type",
"CustomerRequestPart": "Requested Part",
"CustomerRequestTech": "Requested Scheduleable User",
"CustomerRequestTech": "Requested service tech",
"CustomerRequestWorkOrder": "Requested workorder",
"CustomerRequestWorkOrderItem": "Requested workorder item",
"CustomerServiceRequest": "Customer service request",
@@ -531,8 +531,8 @@
"Rental": "Rental",
"RentalUnit": "Rental unit",
"Report": "Report",
"ScheduleableUserGroup": "Scheduleable user group",
"ScheduleableUserGroupUser": "Scheduleable User Group User",
"ScheduleableUserGroup": "Service tech group",
"ScheduleableUserGroupUser": "Service tech Group User",
"ScheduleForm": "Schedule form",
"Reminder": "Reminder",
"SecurityGroup": "Security group",
@@ -863,11 +863,11 @@
"ReportEditorData": "Sample data",
"ReportEditorMobileWarning": "Editor not supported on mobile devices",
"ScheduleableUserGroupDescription": "Description",
"ScheduleableUserGroupList": "Scheduleable user groups",
"ScheduleableUserGroupName": "Scheduleable User Group Name",
"ScheduleableUserGroupScheduleableUsers": "Scheduleable Users",
"ScheduleableUserGroupUserScheduleableUserGroupID": "Scheduleable User Group ID",
"ScheduleableUserGroupUserScheduleableUserID": "Scheduleable User",
"ScheduleableUserGroupList": "Service tech groups",
"ScheduleableUserGroupName": "Service tech Group Name",
"ScheduleableUserGroupScheduleableUsers": "Service techs",
"ScheduleableUserGroupUserScheduleableUserGroupID": "Service tech Group ID",
"ScheduleableUserGroupUserScheduleableUserID": "Service tech",
"ScheduleableUserNameDisplayFormatsEmployeeNumberFirstLast": "EmployeeNumber - First Last",
"ScheduleableUserNameDisplayFormatsEmployeeNumberInitials": "Employee number - initials",
"ScheduleableUserNameDisplayFormatsFirstLast": "First Last",
@@ -1172,7 +1172,7 @@
"ScheduleActiveWorkOrderItem": "Active workorder item:",
"ScheduleAddToActiveWorkOrderItem": "Add selection to active workorder item",
"ScheduleDayView": "Single Day View",
"ScheduleEditScheduleableUserGroup": "Edit Scheduleable User Groups",
"ScheduleEditScheduleableUserGroup": "Edit Service tech Groups",
"ScheduleEditReminder": "Edit selected reminder",
"ScheduleEditWorkOrder": "Edit selected Work order",
"ScheduleMergeUsers": "Display Merged / Separate",
@@ -1180,7 +1180,7 @@
"ScheduleNewReminder": "New reminder",
"ScheduleNewWorkOrder": "New Service Work order",
"SchedulePrintWorkOrders": "Print selected work orders",
"ScheduleSelectScheduleableUserGroup": "Select Scheduleable Users",
"ScheduleSelectScheduleableUserGroup": "Select Service techs",
"ScheduleShowClosed": "Display Open / Closed (and open) work orders",
"ScheduleTimeLineView": "Display single day view as time line / regular",
"ScheduleToday": "Today",

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@@ -66,7 +66,7 @@
"CustomerPhone4": "Móvil",
"CustomerPhone5": "Buscapersonas",
"CustomerAlertNotes": "Notas emergentes",
"CustomerTechNotes": "Notas usuario programable",
"CustomerTechNotes": "Notas del técnico de servicio",
"CustomerGroupDescription": "Descripción",
"CustomerGroupList": "Grupos de clientes",
"CustomerGroupName": "Nombre grupo de clientes",

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@@ -66,7 +66,7 @@
"CustomerPhone4": "Numéro de portable",
"CustomerPhone5": "Téléavertisseur",
"CustomerAlertNotes": "Notes contextuelles",
"CustomerTechNotes": "Notes d'utilisateur programmable",
"CustomerTechNotes": "Notes du technicien de maintenance",
"CustomerGroupDescription": "Description",
"CustomerGroupList": "Groupes de clients",
"CustomerGroupName": "Nom de groupe de clients",