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@@ -157,9 +157,9 @@ This is a Tag filterable notification so the notification subscription can have
![edit form](img/svc-pm-edit-form.png) ![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 #### Repeat interval

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@@ -10,7 +10,7 @@ See the [work order](svc-workorders.md) documentation page for all other feature
## Authorization Roles required ## 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 Full access
@@ -36,10 +36,16 @@ Quotes are created, submitted to a customer and if accepted converted to a servi
## Quotes data table ## 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). 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 ## 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: 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 #### Prepared by User
@@ -72,6 +78,8 @@ This optional field is the date the Customer approved the quote.
### Menu options ### 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: 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 #### Duplicate to Work order

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@@ -6,7 +6,7 @@ This can be used for any purpose desired or even [removed from the form](ay-cust
## Authorization Roles required ## 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 Full access
@@ -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 ## 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). 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 ## 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: The edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
#### Name #### Name
@@ -63,3 +67,13 @@ A color can be selected to visually represent the priority so users can see at a
#### Active #### 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. 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).

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@@ -8,7 +8,7 @@ A work order item status is completely separate from a [Work order status](svc-w
## Authorization Roles required ## 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 Full access
@@ -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 ## 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). 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 ## 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: The edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
#### Name #### Name
@@ -69,3 +73,13 @@ Work order item status that are set to Active can be selected on Work orders. St
#### Notes #### 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. 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).

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@@ -12,7 +12,7 @@ A work order status is completely separate from a [Quote status](svc-quote-statu
## Authorization Roles required ## 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 Full access
@@ -60,10 +60,14 @@ Example process control scenarios:
## Work order status data table ## 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). 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 ## 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: The edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
#### Name #### Name
@@ -133,3 +137,13 @@ Work order status that are set to Active can be selected on Work orders. Status
#### Notes #### 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. 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).

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@@ -130,10 +130,35 @@ The Work orders [data table](ay-start-form-data-tables.md) lists all the Work or
## Work order edit form ## Work order edit form
![workorder form](img/svc-work-order-edit-form.png) **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.
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. ![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. This means you can use any features you need and unused features will not take up space.