diff --git a/docs/8.0/customer/docs/customer-csr.md b/docs/8.0/customer/docs/customer-csr.md index 427e5d87..c38bfab4 100644 --- a/docs/8.0/customer/docs/customer-csr.md +++ b/docs/8.0/customer/docs/customer-csr.md @@ -1,6 +1,14 @@ # Service requests -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. +Service requests are tracked and entered here. A service request will ultimately be turned into a work order by your service company so they can schedule and track the details of service required. + +Customer service requests display as a table that lists all service requests you have made so far sorted in descending order by the date the service request was created. + +### Head office vs Customer + +If you are a "Customer" User you will see data in AyaNova for your own Customer account. + +If you are a "Head office" User then you will see data for all Customers tied to your Head office in AyaNova. ## Service requests data table @@ -8,7 +16,43 @@ When you first log into AyaNova via the URL provided from your service company, You can sort by different columns, 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: +The columns displayed here are showing data entered into the [service request edit form](#service-request-edit-form). + +### Table header + +![customer csr table header](img/cust-csr-table-header.png) + +At the top of the service requests table's form is the header area. + +#### Navigation button + +![nav icon](img/icon-nav.png) + +At the far left is the "hamburger" button used to open the navigation pane showing all the areas in AyaNova available to you and allowing you to switch to another area of AyaNova. + +#### Location name + +![customer csr table header location](img/csr-table-header-location.png) + +This display shows where you currently are in AyaNova. + +#### Notification button + +![notify icon](img/icon-notification.png) + +The Notification button is used to indicate whether there are any notifications available to be viewed and is also the button used to open the [notifications form](home-notifications.md). + +#### Add new service request button + +![new icon](img/icon-new-record.png) + +This button will open the service request edit form to create a new service request. + +#### Menu button + +![menu icon](img/icon-menu.png) + +This button opens the menu showing [menu options for this form](#menu-options). ## Service request edit form @@ -16,7 +60,7 @@ The columns displayed here are showing data entered into the service request edi #### Message to customer -Your service company may optionally have entered a message that will display at the top of this entry form. Usually this is used to indicate how to specifically fill out this form for their particular needs or some other message to Customers. +Your service company may optionally have entered a message that will display at the top of this entry form. #### Priority @@ -79,3 +123,10 @@ 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 + +### Menu options + +There are two menu options available: + +- Help - opens this help document +- About AyaNova - displays the version and useful information required if there is any issue using AyaNova diff --git a/docs/8.0/customer/docs/img/csr-table-header-location.png b/docs/8.0/customer/docs/img/csr-table-header-location.png new file mode 100644 index 00000000..ab66beab Binary files /dev/null and b/docs/8.0/customer/docs/img/csr-table-header-location.png differ diff --git a/docs/8.0/customer/docs/img/cust-csr-table-header.png b/docs/8.0/customer/docs/img/cust-csr-table-header.png new file mode 100644 index 00000000..17d5e3b2 Binary files /dev/null and b/docs/8.0/customer/docs/img/cust-csr-table-header.png differ diff --git a/docs/8.0/customer/docs/img/icon-menu.png b/docs/8.0/customer/docs/img/icon-menu.png new file mode 100644 index 00000000..cd8df372 Binary files /dev/null and b/docs/8.0/customer/docs/img/icon-menu.png differ diff --git a/docs/8.0/customer/docs/img/icon-nav.png b/docs/8.0/customer/docs/img/icon-nav.png new file mode 100644 index 00000000..6d9c5538 Binary files /dev/null and b/docs/8.0/customer/docs/img/icon-nav.png differ diff --git a/docs/8.0/customer/docs/img/icon-new-record.png b/docs/8.0/customer/docs/img/icon-new-record.png new file mode 100644 index 00000000..56b23eb2 Binary files /dev/null and b/docs/8.0/customer/docs/img/icon-new-record.png differ diff --git a/docs/8.0/customer/docs/img/icon-notification.png b/docs/8.0/customer/docs/img/icon-notification.png new file mode 100644 index 00000000..d5b0f969 Binary files /dev/null and b/docs/8.0/customer/docs/img/icon-notification.png differ