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John Cardinal
2022-02-04 20:54:27 +00:00
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docs/8.0/ayanova/docs/svc-workorders-walkthrough.md
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@@ -4,7 +4,7 @@ Let's walk through creating a simple [work order](svc-workorders.md):
### Create the new work order
From the `Service` -> `Work orders` data table click on the new button `+` at the top to create a new work order
As a Service manager role User, from the `Service` -> `Work orders` data table click on the new button `+` at the top to create a new work order
![Work order walkthrough 1](img/svc-work-order-walk1.png)

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docs/8.0/ayanova/docs/svc-workorders.md
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@@ -82,14 +82,12 @@ Limited access roles have further special restrictions to limit what they can se
Limited access roles are restricted in what they can see and do on the work order form:
✔️ can partially edit if their own record, not all fields visible
✔️ can partially edit if they're selected on the record; not all fields visible
❌ no access / not visible
👓 Read only
**╱** partially restricted
| Feature | Service technician - restricted | Subcontractor | Subcontractor - restricted |
| ---------------- | :-----------------------------: | :-----------------: | :------------------------: |
| Header | **👓 <sup>1</sup>** | **👓 <sup>2</sup>** | **👓 <sup>3</sup>** |
@@ -109,131 +107,43 @@ Limited access roles are restricted in what they can see and do on the work orde
3. View only the header Customer name and Contact fields
4. Convert to Labor menu item available
#### Service technician - restricted role
- Opening a work order
Service technician - restricted role User does not have access to the `Service` section of the navigation pane so they can only open existing work orders they are scheduled on from their personal home schedule.
- Menu
_Report_, _View on map_ and _Help_ are the only options available in the menu to this user.
- Header
View all the header fields at the top of the work order but can only change the Status.
- Work order items
Service technician - restricted role User will only see work order items if they are a scheduled User contained in that particular work order item. Other work order items where they are not a scheduled user will be invisible to them.
- Units
Read only access to the work order item Units for reference purposes only.
- Scheduled users
They are permitted to convert the scheduled user record they appear on to a Labor record only. No other changes are permitted here.
- Tasks
They are permitted to edit and complete tasks.
- Parts
Read only access to the work order item Parts for reference purposes only.
- Labors
Service technician - restricted role User can add and edit work order item Labor records fully but only when they are the User selected in the labor record.
- Travels
Service technician - restricted role User can add and edit work order item Travel records fully but only when they are the User selected in the travel record.
- Expenses
Service technician - restricted role User can add and edit work order item Expense records fully when they are the User selected in the expense record.
- Outside services
No access / not visible.
#### Subcontractor role
- Opening a work order
Subcontractor role User does not have access to the `Service` section of the navigation pane so they can only open existing work orders they are scheduled on from their personal home schedule.
- Menu
_Report_, _View on map_ and _Help_ are the only options available in the menu to this user.
- Header
View none of the header fields at the top of the work order except for _Customer_, _Address_ and _Contact_.
###### Subcontractor Work order items
Subcontractor role User will only see work order items if they are a scheduled User contained in that particular work order item. Other work order items where they are not a scheduled user will be invisible to them. The only work order item fields visible to them are _Summary_ and _Service notes_.
- Units
Read only access to the work order item Units for reference purposes only. The only fields visible are the _Unit_ name, _Model_, _Model vendor_ and _Description_.
- Scheduled users
They are permitted to convert the scheduled user record they appear on to a Labor record only. No other changes are permitted here.
- Tasks
They are permitted to edit and complete tasks.
- Parts
Read only access to the work order item Parts for reference purposes only. No pricing is visible.
- Labors
Subcontractor role User can add and edit work order item Labor records fully but only when they are the User selected in the labor record. They can not see other users labor records.
- Travels
Subcontractor role User can add and edit work order item Travel records fully but only when they are the User selected in the travel record. They can not see other users travel records.
- Expenses
No access / not visible.
- Outside services
No access / not visible.
## How to access Work orders
Customers are accessed in the following ways:
Work orders are accessed in the following ways:
- From the `Customers` navigation pane `Customers` item to open the Customers [data table](ay-start-form-data-tables.md)
- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Customer autocomplete list on any other form where customers can be selected such as the Work order, Quote and Preventive Maintenance forms
- From any [data table](ay-start-form-data-tables.md) column showing customers such as the [Work order list](svc-workorders.md)
- From the [Personal schedule](home-schedule.md) form when scheduled on a work order
- From the [Service schedule](svc-schedule.md) form for any User scheduled on a work order
- From the `Service` navigation pane `Work orders` item to open the Work orders [data table](ay-start-form-data-tables.md)
- From any [data table](ay-start-form-data-tables.md) column showing Work orders such as the [Customers](customers.md) *Last work order* column
## How Work orders work
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## Work orders data table
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The Work orders [data table](ay-start-form-data-tables.md) lists all the Work orders entered in the system, provides the '+' link to create a new work order and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options).
## User interface work order structure
## Work order edit form
The user interface mirrors the logical structure of a work order with a single header section at the top, a collection of one or more work order items below the header and within each work order item collections of optional service related objects such as parts, expenses etc.
The work order edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and additional fiels and features outlined below:
This form is designed to display as simply as possible and will not display a section unless it's been *added* to the work order. For example if no Travel records are entered the Travel section is not displayed at all.
This means you can use any features you need and unused features will not take up space.
If you know you will *never* require a feature or some fields within a section you can remove then from the Work order form using the [form customization](ay-customize.md) feature of AyaNova.
### User interface work order structure
The user interface mirrors the logical structure of a work order with a single header section at the top, a collection of one or more work order items below the header and within each work order item, collections of optional service related objects such as Labor, Parts, Expenses etc.
Clicking on a row in a table on the work order form opens that record for editing below the table.
## How to use collections
### How to use the table collections
From the work order item level down all items are collections that display as a single edit form when there is only one in the collection or as a table when there are multiple items in that collection.
All items below the Work order Item level are collections that display as a single edit form when there is only one in the collection or as a table when there are multiple items in that collection.
For example, if there is a single work order item there is no need to take up space showing a table of one item so it displays as a single edit form area showing the fields of the work order item. However, if there are two or more work order items then a table displays showing each work order item in a row and clicking on a row opens the edit form area below the table so _that_ particular row can be edited.
For example, if there is a single Unit there is no need to take up space showing a table of one Unit so it displays as a single edit form area showing the fields of the work order item Unit record. However, if there are two or more Units then a table displays showing each Work order Item Unit record in a row and clicking on a row opens the edit form area below the table so _that_ particular row can be edited.
This pattern is used for all the collections below the header so that the simplest possible interface is shown at all times.