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).