docs/8.0/ayanova/docs/adm-global-settings.md

@@ -79,25 +79,24 @@ The large is not currently used for any stock report templates however it's avai
 
 Searchable [select lists](ay-start-form-select-list.md) are used throughout AyaNova for areas where you need to select another AyaNova object on a form, for example selecting a Customer on a Work order or a Part on a Purchase Order. This button will take you to the select list templates form where you can configure what information is displayed in select lists for each object type depending upon your specific requirements. The templates allow you to control which fields from the source object are displayed and searched in that type of objects selection lists.
 
-Note that this setting affects select lists only for searching and identification purposes, not how names of objects are displayed generally in AyaNova forms or on reports.  These templates are for the Users to help them more quickly select objects.
+Note that this setting affects select lists only for searching and identification purposes, not how names of objects are displayed generally in AyaNova forms or on reports. These templates are for the Users to help them more quickly select objects.
 
-Select list templates are Global and apply to *all* users of AyaNova.
+Select list templates are Global and apply to _all_ users of AyaNova.
 
-In the template form you can select the sources of information that are displayed in each select list and the order in which they are displayed.  You can also turn on or off [Tags](ay-start-form-tags.md) for each object.
+In the template form you can select the sources of information that are displayed in each select list and the order in which they are displayed. You can also turn on or off [Tags](ay-start-form-tags.md) for each object.
 
 The fields you select will also be searched when typing search characters into a selection list to limit the list to the desired selection.
 
-
 ### Customer signature
 
-These *optional* settings control what text is displayed as pormpts to the Customer in the signature form of a [Work Order](svc-workorders.md)
+These _optional_ settings control what text is displayed as pormpts to the Customer in the signature form of a [Work Order](svc-workorders.md)
 ![Customer signature form](img/svc-workorder-customer-signature.png)
 
 Any one or all of these fields can be left blank as appropriate.
 
 ## Customer access settings
 
-This section controls the rights granted to [Customer type Users](cust-contacts.md) (known as **"Contacts"**) who log into AyaNova using their Customer Contact AyaNova User account for self service options.
+This section controls the rights granted to [Customer type Users](cust-contacts.md) (known as **"Contacts"**) who log into AyaNova using their Customer / Head office Contact User account for self service options.
 
 ### Controls
 
@@ -110,44 +109,94 @@ Tags are matched to **any single** matching tag in the selected tags. This means
 
 ### Customer Access settings
 
-These settings control access to self-service features in AyaNova for [Customer Contact](cust-contacts.md) users.
+These settings control access to self-service features in AyaNova for [Customer / Head office Contact](cust-contacts.md) users.
 
-Customer / Head Office Contacts do not automatically have access to login to AyaNova, they need to have a password and login set up for them initially, once they can login, these settings control *specific* access to features.
+Customer / Head Office Contacts do not automatically have access to login to AyaNova, they need to have a password and login set up for them initially, once they can login, these settings control _specific_ access to features.
 
 #### Customer contact Users
+
 Contacts of a Customer are able to access information for that Customer unless further restricted by tags.
 
 #### Head office contact Users
-A Contact of a Head office is able to access information for *all* Customers of that Head office unless further restricted by Tags.
+
+A Contact of a Head office is able to access information for _all_ Customers of that Head office unless further restricted by Tags.
 
 #### Common settings for customer access features
-**Active** - most customer feature access settings have an Active checkbox control which, when checked, grants access to that specific feature to all Customer Contact users who can login.
 
-**Tags** - all customer access features can be further restricted by [Tags](ay-start-form-tags.md) so that only a specfic subset of all Customer Contact users are allowed access to that feature.
+**Active** - most customer feature access settings have an Active checkbox control which, when checked, grants access to that specific feature to all Customer / Head office Contact users who can login.
 
-For example when a feature has a Tag selection control labelled "Restrict to Contact, Customer or Head Office with any of these tags" this means that if any one single tag in that Tag selection control also is set on that Contact, their Customer or Head office objects then they have access to that feature. 
+**Tags** - all customer access features can be further restricted by [Tags](ay-start-form-tags.md) so that only a specfic subset of all Customer / Head office Contact users are allowed access to that feature.
+
+For example when a feature has a Tag selection control labelled "Restrict to Contact, Customer or Head Office with any of these tags" this means that if any one single tag in that Tag selection control also is set on that Contact, their Customer or Head office objects then they have access to that feature.
 
 Any Contact users who do not have that tag set to them or their Customer or Head office objects will not be able to use that feature (or even see it).
 
-This means you can grant control via tags down to a single Customer Contact only, or a Head office of multiple Customers or Customer by Customer as appropriate to your business.
+This means you can grant control via tags down to a single Customer / Head office Contact only, or a Head office of multiple Customers or Customer by Customer as appropriate to your business.
 
-Note that tagging a Head office will grant rights to a *Customer* contact when it is that Customer's Head office, in other words granting specific rights by Tag on the Head office "trickles down" to the Contacts of the Customer of that Head Office, not just Head office type Contacts.
+Note that tagging a Head office will grant rights to a _Customer_ contact when it is that Customer's Head office, in other words granting specific rights by Tag on the Head office "trickles down" to the Contacts of the Customer of that Head Office, not just Head office type Contacts.
 
-
-#### Customer Service Requests 
+#### Customer Service Requests
 
 This feature gives the Customer the ability to view a list of past Customer service requests as well as make new ones.
 
-The `Message to customer` field sets the *optional* prompt message displayed to the Customer in their Customer Service Request form to provide specific instructions to Customers when they fill out Customer service requests. It is displayed as plain text at the top of the CSR form.
+The `Message to customer` field sets the _optional_ prompt message displayed to the Customer in their Customer Service Request form to provide specific instructions to Customers when they fill out Customer service requests. It is displayed as plain text at the top of the CSR form.
 
-HERE NEXT 
-- Default work order report - sets which Work order report is available to Customers through AyaNova. If not set they are not able to view or download their own work order reports
-- WorkOrders - Customer Work orders: view a data table of their work orders, and optionaly print work orders
-- Work order header Wiki - View the Wiki section of the Work order Header (no other Wiki parts of Work Order) if they are able to view their own work orders
-- Work order header Attachments - Grants access for the customer to be able to download _any_ of the attachments for that work order set in it's header only (no other Attachment areas of Work Order)
-- User settings - Contact User account settings where users can set their personal account settings such as notification email address, login name and password, locale settings etc
-- Notification "Service reminder" - ability to subscribe to the "Service Reminder" notification for their own work orders
-- Notification "CSR Accepted" - ability to subscribe to their Customer Service Request being accepted for service
-- Notification "CSR Rejected" - ability to subscribe to their Customer Service Request being rejected for service
-- Notification "Work order created" - ability to subscribe to be notified when a work order is created for them
-- Notification "Work order completed" - ability to subscribe to be notified when one of their work orders is set to a completed status
+#### Work orders
+
+This feature gives the Customer / Head office Contact the ability to view a list of past Work orders as well as optionally allow them to access the [Wiki](ay-start-form-wiki.md), [Attachments](ay-start-form-attachments.md) and download Work order reports.
+
+Turning on this feature gives Customer / Head Office Contact Users access to a data table of their own work orders and further settings below give further access beyond the table.
+
+##### Customer work order report
+
+This feature allows a Customer / Head office contact to view / download a Work order report. The User does not have a choice of Work order reports, they automatically get one based on the selections made in this section. The specific report is determined automatically at the server in the following order: Tag specfic reports first, if more than one tag matches then the highest matching tag (from top to bottom of the list) is chosen, if no Tag reports are a match then the Default report is chosen, if no Default was chosen and no tags match then they are not offered the Report option.
+
+##### Default work order report
+
+This field sets which Work order report is available by default, leave blank to disable default work order report availability to all Customer / Head office Contact Users.
+
+##### Tag specfic Work order reports
+
+These fields allow for providing a specific work order report to Customers or Contacts with specific tags. Head office tags are not considered for this particular feature.
+
+This is useful in situations where you would like to provide an alternative work order report to certain Customers only.
+
+Tags are evaluated to match from the top of the Tag / Report combination list down to the bottom; as soon as a match is made no further Tags are checked so the highest ones have the highest priority.
+
+Any **one** tag is enough to make a match regardless of how many tags are selected here or on the Contact, Customer or Head office.
+
+##### View Work order header WIKI
+
+This allows a Contact read only access to the Wiki section of the Work order Header (i.e. the main Wiki of the entire work order not in any other deeper parts of the Work order where a Wiki can be set). The Tags control can be used to restrict this feature to specific Contacts, Customers or Head Offices only.
+
+##### Open Work order header attachments
+
+This allows a Contact read only access to the Attachments section of the Work order Header (i.e. the main Attachments area not in any other deeper parts of the Work order where attachments can be set). The Tags control can be used to restrict this feature to specific Contacts, Customers or Head Offices only.
+
+#### User settings
+
+This feature gives the Contact access to their own User account settings where they can set their personal account settings such as notification email address, login name and password, locale settings etc.
+
+#### Notification subscriptions
+
+This feature controls which (if any) Customer centric notifications are available to Contacts.
+
+##### Notification "Service reminder"
+
+Allow Contacts to subscribe to notified when service is upcoming for their own work orders.
+
+##### Notification "CSR Accepted"
+
+Allow Contacts to subscribe to be notified when their Customer Service Request has been accepted for service.
+
+##### Notification "CSR Rejected"
+
+Allow Contacts to subscribe to be notified when their Customer Service Request has been rejected for service.
+
+##### Notification "Work order created"
+
+Allow Contacts to subscribe to be notified when a new Work order for them is created.
+
+##### Notification "Work order completed"
+
+Allow Contacts to subscribe to be notified when a Work order for them is set to a Completed status.