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00000000..3a00055f Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-work-order-status.png differ diff --git a/docs/8.0/ayanova/docs/svc-pms.md b/docs/8.0/ayanova/docs/svc-pms.md index d42265f9..07c08d4f 100644 --- a/docs/8.0/ayanova/docs/svc-pms.md +++ b/docs/8.0/ayanova/docs/svc-pms.md @@ -157,9 +157,9 @@ This is a Tag filterable notification so the notification subscription can have ![edit form](img/svc-pm-edit-form.png) -The PM edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields that are not found on a [Service work order](svc-workorders.md) +Note that _a Service Work order and a P.M. are identical_ for the most part except for the header portion of a P.M. with fields related to PM's specifically. -Note that a Service Work order and a P.M. are identical for the most part except for the header portion of a P.M. with fields related to PM's specifically. +The PM edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields that are not found on a [Service work order](svc-workorders.md): #### Repeat interval diff --git a/docs/8.0/ayanova/docs/svc-quotes.md b/docs/8.0/ayanova/docs/svc-quotes.md index dd958bdd..47bb52a9 100644 --- a/docs/8.0/ayanova/docs/svc-quotes.md +++ b/docs/8.0/ayanova/docs/svc-quotes.md @@ -10,25 +10,25 @@ See the [work order](svc-workorders.md) documentation page for all other feature ## Authorization Roles required -Many roles can *select* this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md): +Many roles can _select_ this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md): Full access -- Accounting -- Business administration -- Sales -- Service manager +- Accounting +- Business administration +- Sales +- Service manager Read only access -- Business administration - restricted -- Service manager - restricted -- Sales - restricted +- Business administration - restricted +- Service manager - restricted +- Sales - restricted ## How to access Quotes -- From the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Quotes` item to open the Quotes [data table](ay-start-form-data-tables.md) -- From any [data table](ay-start-form-data-tables.md) column showing Quotes such as the [Work order table](svc-workorders.md) +- From the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Quotes` item to open the Quotes [data table](ay-start-form-data-tables.md) +- From any [data table](ay-start-form-data-tables.md) column showing Quotes such as the [Work order table](svc-workorders.md) ## How Quotes work @@ -36,10 +36,16 @@ Quotes are created, submitted to a customer and if accepted converted to a servi ## Quotes data table +![table](img/svc-quotes.png) + The Quotes [data table](ay-start-form-data-tables.md) lists all the customers available, provides the '+' link to create a new quote and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options). ## Quote edit form +![edit form](img/svc-quotes-edit-form.png) + +Note that _a Service Work order and a Quote are identical_ for the most part except for the header portion of a Quote with fields related to quoting specifically. + The Quote edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality, duplicate fields of the [work order](svc-workorders.md) and the following unique Quote only fields: #### Prepared by User @@ -72,6 +78,8 @@ This optional field is the date the Customer approved the quote. ### Menu options +![menu](img/svc-quotes-edit-form-menu.png) + In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) and the same options shared with and documented on the [work order help page](svc-workorders.md#menu-options), the Quote edit form also has these unique options: #### Duplicate to Work order diff --git a/docs/8.0/ayanova/docs/svc-work-order-item-priority.md b/docs/8.0/ayanova/docs/svc-work-order-item-priority.md index 7ebbceb5..68d3f202 100644 --- a/docs/8.0/ayanova/docs/svc-work-order-item-priority.md +++ b/docs/8.0/ayanova/docs/svc-work-order-item-priority.md @@ -6,27 +6,27 @@ This can be used for any purpose desired or even [removed from the form](ay-cust ## Authorization Roles required -Many roles can *select* this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md): +Many roles can _select_ this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md): Full access -- Accounting -- Business administration -- Service manager +- Accounting +- Business administration +- Service manager Read only access -- Business administration - restricted -- Service manager - restricted -- Service technician -- Sales -- Sales - restricted +- Business administration - restricted +- Service manager - restricted +- Service technician +- Sales +- Sales - restricted ## How to access work order item priorities -- From the [work order](svc-workorders.md) menu item _Work order item priority list_ -- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Work order item priority autocomplete list on any other form where Work order item priorities can be selected -- From any [data table](ay-start-form-data-tables.md) column showing a work order item priority such as the [Work order item list](svc-workorders.md) +- From the [work order](svc-workorders.md) menu item _Work order item priority list_ +- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Work order item priority autocomplete list on any other form where Work order item priorities can be selected +- From any [data table](ay-start-form-data-tables.md) column showing a work order item priority such as the [Work order item list](svc-workorders.md) ## How work order item priority works @@ -44,10 +44,14 @@ When a work order item priority is no longer required it should be set to inacti ## Work order item priority data table +![table](img/svc-work-order-item-priority.png) + The Work order item priority [data table](ay-start-form-data-tables.md) lists all the work order item priorities created, provides the '+' link to create a new priority and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options). ## Work order item priority edit form +![edit form](img/svc-work-order-item-priority-edit-form.png) + The edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields: #### Name @@ -63,3 +67,13 @@ A color can be selected to visually represent the priority so users can see at a #### Active Work order item priorities that are set to Active can be selected on Work orders. Priorities not set to Active will still show in older records but can not be selected for new records; this is how you retire a Work order item priority from use. + +### Menu options + +![menu](img/svc-work-order-item-priority-edit-form-menu.png) + +In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Work order item priority edit form also has these options: + +#### Work order item priority list + +Used to return directly to the Work order item priority [data table](#work-order-item-priority-data-table). diff --git a/docs/8.0/ayanova/docs/svc-work-order-item-status.md b/docs/8.0/ayanova/docs/svc-work-order-item-status.md index 1973a1a5..950b2557 100644 --- a/docs/8.0/ayanova/docs/svc-work-order-item-status.md +++ b/docs/8.0/ayanova/docs/svc-work-order-item-status.md @@ -2,37 +2,37 @@ The optionaly work order item status is a simple flag used to indicate the current state of an individual work order item. -This can be used for any purpose desired or even [removed from the form](ay-customize.md) entirely if not required. It is usually used to indicate the progression of work on individual work order items. +This can be used for any purpose desired or even [removed from the form](ay-customize.md) entirely if not required. It is usually used to indicate the progression of work on individual work order items. A work order item status is completely separate from a [Work order status](svc-work-order-status.md). ## Authorization Roles required -Many roles can *select* this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md): +Many roles can _select_ this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md): Full access -- Accounting -- Business administration -- Service manager +- Accounting +- Business administration +- Service manager Read only access -- Business administration - restricted -- Service manager - restricted -- Service technician -- Sales -- Sales - restricted +- Business administration - restricted +- Service manager - restricted +- Service technician +- Sales +- Sales - restricted ## How to access work order item status -- From the [work order](svc-workorders.md) menu item _Work order item status list_ -- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Work order item status autocomplete list on any other form where Work order item status can be selected -- From any [data table](ay-start-form-data-tables.md) column showing a work order item status such as the [Work order item list](svc-workorders.md) +- From the [work order](svc-workorders.md) menu item _Work order item status list_ +- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Work order item status autocomplete list on any other form where Work order item status can be selected +- From any [data table](ay-start-form-data-tables.md) column showing a work order item status such as the [Work order item list](svc-workorders.md) ## How work order item status works -A work order item status is an optional simple flag used to indicate a particular state of a work order item. Unlike a work order status, a work order item status is not part of the notification system and does not trigger any automatic opertions in AyaNova; it's for reference purposes only. +A work order item status is an optional simple flag used to indicate a particular state of a work order item. Unlike a work order status, a work order item status is not part of the notification system and does not trigger any automatic opertions in AyaNova; it's for reference purposes only. Work order item status display as a circle icon to distinguish them from a [work order item priority](svc-work-order-item-priority.md) which displays as a flame icon. @@ -46,10 +46,14 @@ When a work order item status is no longer required it should be set to inactive ## Work order item status data table +![table](img/svc-work-order-item-status.png) + The Work order item status [data table](ay-start-form-data-tables.md) lists all the work order item status created, provides the '+' link to create a new status and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options). ## Work order item status edit form +![edit form](img/svc-work-order-item-status-edit-form.png) + The edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields: #### Name @@ -69,3 +73,13 @@ Work order item status that are set to Active can be selected on Work orders. St #### Notes Notes about this record for internal staff use. Notes can also be reported on if desired. These notes are only visible in this form. + +### Menu options + +![menu](img/svc-work-order-item-status-edit-form-menu.png) + +In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Work order item status edit form also has these options: + +#### Work order item status list + +Used to return directly to the Work order item status [data table](#work-order-item-status-data-table). diff --git a/docs/8.0/ayanova/docs/svc-work-order-status.md b/docs/8.0/ayanova/docs/svc-work-order-status.md index 40c374b8..5f07f1ea 100644 --- a/docs/8.0/ayanova/docs/svc-work-order-status.md +++ b/docs/8.0/ayanova/docs/svc-work-order-status.md @@ -2,37 +2,37 @@ The work order status is a powerful feature that can be used for multiple purposes: -- a simple flag to visually indicate the state of the service process -- for a business process control system when work needs to proceed through controlled stages step by step -- notification system to alert interested parties when a work order has reached a certain state -- a way to close and lock down a work order when all work has been completed -- following up with Customers after a set time period when service was completed to ensure they are happy +- a simple flag to visually indicate the state of the service process +- for a business process control system when work needs to proceed through controlled stages step by step +- notification system to alert interested parties when a work order has reached a certain state +- a way to close and lock down a work order when all work has been completed +- following up with Customers after a set time period when service was completed to ensure they are happy A work order status is completely separate from a [Quote status](svc-quote-status.md) or [Work order item status](svc-work-order-item-status.md). ## Authorization Roles required -Many roles can *select* this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md): +Many roles can _select_ this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md): Full access -- Accounting -- Business administration -- Service manager +- Accounting +- Business administration +- Service manager Read only access -- Business administration - restricted -- Service manager - restricted -- Service technician -- Sales -- Sales - restricted +- Business administration - restricted +- Service manager - restricted +- Service technician +- Sales +- Sales - restricted ## How to access work order status -- From the [work order](svc-workorders.md) menu item _Work order status list_ -- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Work order status autocomplete list on any other form where Work order status can be selected -- From any [data table](ay-start-form-data-tables.md) column showing a work order status such as the [Work order list](svc-workorders.md) +- From the [work order](svc-workorders.md) menu item _Work order status list_ +- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Work order status autocomplete list on any other form where Work order status can be selected +- From any [data table](ay-start-form-data-tables.md) column showing a work order status such as the [Work order list](svc-workorders.md) ## How work order status works @@ -52,18 +52,22 @@ Use of the [Who can select](#who-can-select) and [Who can remove](#who-can-remov Example process control scenarios: -- Status "New to be assessed and booked" set by a shop counter staff a unit is brought in for service automatically notifying a service manager to asses and assign to tech for repair -- Ensuring that a department manager "signs off" on work before it progresses to the next stage by setting a locking status that alerts them and only they can remove -- ensuring that an Accounting staff member invoices the customer when service work is completed and they subsequently set it to a completed status indicating it's finalized -- Common waiting scenarios such as "Waiting for parts" set by a tech but removed by a Inventory role shipper / receiver, waiting for Customer approval etc etc -- Complex specialized service flows where the service process needs to move through specific stages in a particular order so is "handed off" by setting the status for the next department to handle +- Status "New to be assessed and booked" set by a shop counter staff a unit is brought in for service automatically notifying a service manager to asses and assign to tech for repair +- Ensuring that a department manager "signs off" on work before it progresses to the next stage by setting a locking status that alerts them and only they can remove +- ensuring that an Accounting staff member invoices the customer when service work is completed and they subsequently set it to a completed status indicating it's finalized +- Common waiting scenarios such as "Waiting for parts" set by a tech but removed by a Inventory role shipper / receiver, waiting for Customer approval etc etc +- Complex specialized service flows where the service process needs to move through specific stages in a particular order so is "handed off" by setting the status for the next department to handle ## Work order status data table +![table](img/svc-work-order-status.png) + The Work order status [data table](ay-start-form-data-tables.md) lists all the work order status created, provides the '+' link to create a new status and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options). ## Work order status edit form +![edit form](img/svc-work-order-status-edit-form.png) + The edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields: #### Name @@ -84,9 +88,9 @@ Completed status is an important designation because it enables multiple work or ##### [Notifications](home-notify-subscriptions.md): -- Work order completed status overdue -- Work order total exceeds threshold -- Work order completed (Customer & staff notification) +- Work order completed status overdue +- Work order total exceeds threshold +- Work order completed (Customer & staff notification) All those notifications will be triggered when a work order is set to any status with _Is a completed status_ set to true. For this reason it's important to only set this flag if it truly represents the moment in time that the above notifications should be triggered or prevented from being triggered in the case of the completed status overdue notification. @@ -106,9 +110,9 @@ We recommend that an _Is a completed status_ is also **always** set to a _Is a l This can be useful for multiple purposes: -- Locking a completed work order so no further editing takes place -- Freezing a work order temporarily as part of a progression through a larger service process involving multiple departments -- Temporarily freezing a work order while it is reviewed by a manager due to irregularities +- Locking a completed work order so no further editing takes place +- Freezing a work order temporarily as part of a progression through a larger service process involving multiple departments +- Temporarily freezing a work order while it is reviewed by a manager due to irregularities #### Who can select @@ -133,3 +137,13 @@ Work order status that are set to Active can be selected on Work orders. Status #### Notes Notes about this record for internal staff use. Notes can also be reported on if desired. These notes are only visible in this form. + +### Menu options + +![menu](img/svc-work-order-status-edit-form-menu.png) + +In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Work order status edit form also has these options: + +#### Work order status list + +Used to return directly to the Work order status [data table](#work-order-status-data-table). diff --git a/docs/8.0/ayanova/docs/svc-workorders.md b/docs/8.0/ayanova/docs/svc-workorders.md index ba0c35d6..eaad72cb 100644 --- a/docs/8.0/ayanova/docs/svc-workorders.md +++ b/docs/8.0/ayanova/docs/svc-workorders.md @@ -30,23 +30,23 @@ Many roles can _select_ this object on other records where approriate. Editing o Full access -- Accounting -- Business administration -- Service manager -- Service technician +- Accounting +- Business administration +- Service manager +- Service technician Limited access roles -- Service technician - restricted -- Subcontractor -- Subcontractor - restricted +- Service technician - restricted +- Subcontractor +- Subcontractor - restricted Read only access -- Business administration - restricted -- Service manager - restricted -- Sales -- Sales - restricted +- Business administration - restricted +- Service manager - restricted +- Sales +- Sales - restricted A Work order also has some special restrictions: @@ -54,17 +54,17 @@ A Work order also has some special restrictions: Loan unit, Travel rate and Labor **costs** are only visible on the work order to Users with the following roles: -- Accounting -- Business administration -- Service manager -- Service manager restricted +- Accounting +- Business administration +- Service manager +- Service manager restricted Part **costs** are only visible on the work order to Users with the following roles: -- Accounting -- Business administration -- Inventory -- Inventory - restricted +- Accounting +- Business administration +- Inventory +- Inventory - restricted Costs to restricted users are not only hidden in the work order user interface but are also sent as zeros in the data from the server when a restricted user fetches a work order object from the AyaNova server. @@ -82,9 +82,9 @@ Only parts that were previously consumed on a work order but unusued and later r Limited access roles have further special restrictions to limit what they can see and interact with to the minimum required to do their job: -- No access to the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) items so they will only be able to see and open work orders from their [personal schedule](home-schedule.md) form -- No access to any work order items where _they_ are not one of the selected Scheduled users -- No or partial only access to specific areas of the work order form (in the table below) +- No access to the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) items so they will only be able to see and open work orders from their [personal schedule](home-schedule.md) form +- No access to any work order items where _they_ are not one of the selected Scheduled users +- No or partial only access to specific areas of the work order form (in the table below) Limited access roles are restricted in what they can see and do on the work order form: @@ -117,10 +117,10 @@ Limited access roles are restricted in what they can see and do on the work orde Work orders are accessed in the following ways: -- 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 drawer](ay-start-form-overview.md#navigation-drawer) `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 +- 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 drawer](ay-start-form-overview.md#navigation-drawer) `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 ## Work orders data table @@ -130,10 +130,35 @@ The Work orders [data table](ay-start-form-data-tables.md) lists all the Work or ## Work order edit form -![workorder form](img/svc-work-order-edit-form.png) -The work order edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and additional fiels and features outlined below: +**Note** - the image below is a work order with **every** optional section included, don't worry, most work orders aren't this complex and sections not used won't even display. You can also [customize](ay-customize.md) this form and remove any fields or entire sections you don't need. -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. +![workorder form a](img/svc-work-order-edit-form-a.png) + +![workorder form b](img/svc-work-order-edit-form-b.png) + +![workorder form c](img/svc-work-order-edit-form-c.png) + +![workorder form d](img/svc-work-order-edit-form-d.png) + +![workorder form e](img/svc-work-order-edit-form-e.png) + +![workorder form f](img/svc-work-order-edit-form-f.png) + +![workorder form g](img/svc-work-order-edit-form-g.png) + +![workorder form h](img/svc-work-order-edit-form-h.png) + +![workorder form i](img/svc-work-order-edit-form-i.png) + +![workorder form j](img/svc-work-order-edit-form-j.png) + +**Note** - the image above is a work order with **every** optional section included, don't worry, most work orders aren't this complex and sections not used won't even display. You can also [customize](ay-customize.md) this form and remove any fields or entire sections you don't need. + +### You can simplify this form + +This form is designed by default 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. @@ -187,9 +212,9 @@ Clicking on this button will open the context menu with options for _that_ parti Here we see the Labor items context menu. There are three options common to all collections: -- _New_ `+` option is used to add a new record. The record is added here locally to be filled out in the form below the collection table and later saved to the server. -- _Mark for deletion_ is available because we have a record selected in the collection table by previously clicking on a row. The record will not be deleted until the entire work order is saved. -- _Mark all for deletion_ is used to delete **all** records represented by their rows in the collection table. The records will not be deleted until the entire work order is saved. +- _New_ `+` option is used to add a new record. The record is added here locally to be filled out in the form below the collection table and later saved to the server. +- _Mark for deletion_ is available because we have a record selected in the collection table by previously clicking on a row. The record will not be deleted until the entire work order is saved. +- _Mark all for deletion_ is used to delete **all** records represented by their rows in the collection table. The records will not be deleted until the entire work order is saved. Each type of collection has it's own particular set of context menu options documented in their sections below. @@ -207,9 +232,9 @@ All fields here are **optional** unless specifically stated otherwise. The top of the work order is where Alerts are displayed. An alert is a message that is displayed to the User to alert them to something important related to the other objects selected on the work order. Objects that can have alerts that will display here are: -- Customer [Alert notes](customers.md#alert-notes) -- Customer [Service tech notes](customers.md#service-tech-notes) -- Contract [Alert notes](svc-contracts.md#alert-notes) +- Customer [Alert notes](customers.md#alert-notes) +- Customer [Service tech notes](customers.md#service-tech-notes) +- Contract [Alert notes](svc-contracts.md#alert-notes) #### Customer @@ -781,9 +806,9 @@ Here you can see that the user entered 500 as the Quantity however there were on You have two choices here: -- Request the part by clicking on the "Request 415 more" green link and save the work order to trigger a request for 415 more which will flow through to the inventory system where it appears when the purchase orders [Part requests](inv-purchase-orders.md#part-requests) feature will populate it on to a purchase order. Additionally the request may trigger a notification to any subscribers to the Object created -> work order item part request event if they have [subscribed](home-notify-subscriptions.md) to that event. +- Request the part by clicking on the "Request 415 more" green link and save the work order to trigger a request for 415 more which will flow through to the inventory system where it appears when the purchase orders [Part requests](inv-purchase-orders.md#part-requests) feature will populate it on to a purchase order. Additionally the request may trigger a notification to any subscribers to the Object created -> work order item part request event if they have [subscribed](home-notify-subscriptions.md) to that event. -- Change the Quantity to 85 or less and re-save the work order. +- Change the Quantity to 85 or less and re-save the work order. If you request the part, a work order item [part request](#part-requests) record will be created in the local work order and displayed in the work order item Part Requests section below the work order item Parts section: @@ -1595,9 +1620,9 @@ This menu option makes a new local copy of the current work order ready to be mo Some reasons to duplicate a work order are: -- as a "template", when a new work order needs to be made that is very similar to an existing one, duplicating it can save entry time by using an existing work order as a "template" to create a new one. +- as a "template", when a new work order needs to be made that is very similar to an existing one, duplicating it can save entry time by using an existing work order as a "template" to create a new one. -- splitting apart a work order that has become too large, the work order can be duplicated then items removed from the original and copy to turn one work order into two separate ones. +- splitting apart a work order that has become too large, the work order can be duplicated then items removed from the original and copy to turn one work order into two separate ones. #### Duplicate to Quote @@ -1635,11 +1660,11 @@ If this work order was duplicated from a [Quote](svc-quotes.md), this option is As some Work order data is not shown or available to restricted Users, several boolean true / false flag fields are provided with the work order header report data which are available to use in Report templates to hide or show sections as required: -- _IsCompleteRecord_ false if some Work order Item records were removed as not available to current restricted user -- _UserIsRestrictedType_ -- _UserIsTechRestricted_ -- _UserIsSubContractorFull_ -- _UserIsSubContractorRestricted_ -- _UserCanViewPartCosts_ -- _UserCanViewLaborOrTravelRateCosts_ -- _UserCanViewLoanerCosts_ +- _IsCompleteRecord_ false if some Work order Item records were removed as not available to current restricted user +- _UserIsRestrictedType_ +- _UserIsTechRestricted_ +- _UserIsSubContractorFull_ +- _UserIsSubContractorRestricted_ +- _UserCanViewPartCosts_ +- _UserCanViewLaborOrTravelRateCosts_ +- _UserCanViewLoanerCosts_