diff --git a/docs/8.0/ayanova/docs/adm-license.md b/docs/8.0/ayanova/docs/adm-license.md index ad40ff0c..14a904ed 100644 --- a/docs/8.0/ayanova/docs/adm-license.md +++ b/docs/8.0/ayanova/docs/adm-license.md @@ -55,6 +55,16 @@ This is the date that the current support and updates agreement will expire. Aft This section shows the options selected for the current license include service technician user count and other options such as accounting integration. +##### Service technician / Scheduleable users and licensing + +In order to provide fair pricing that scales with the size of a company AyaNova is licensed by service technician (scheduleable user) count. + +Service technician and sub-contractor type Users also known as "scheduleable users" in AyaNova are Users that have their "User Type" field set to "Service user" or "Sub-contractor user" in their their [User record ](adm-users.md). Users set to this type are scheduleable and trackable for service in AyaNova and selectable on work orders, quotes and preventive maintenance orders. + +Only scheduleable users that are set to Active in their [User record ](adm-users.md) will consume a Scheduleable User / service technician license from the total count available as licensed. + +Non scheduleable users such as administrators or office staff and inactive Scheduleable users will *not* consume a license. + ### Purchase button The `Purchase a license` button is provided as a direct link to the license purchasing page and will automatically include the database id required to allow AyaNova to automatically install the new license after purchase. diff --git a/docs/8.0/ayanova/docs/adm-translations.md b/docs/8.0/ayanova/docs/adm-translations.md index bc393070..0a05f66d 100644 --- a/docs/8.0/ayanova/docs/adm-translations.md +++ b/docs/8.0/ayanova/docs/adm-translations.md @@ -1,8 +1,10 @@ # Translations -Translations are used in AyaNova to display text in the user interface and on reports and are used for both displaying text in different languages but also for customizing the names of objects to match industry specific terminology. For example a `Unit` being serviced by one company may mean a piece of equipment but to another company it might be more correctly displayed as an `Apartment` or a `Garden`. +Translations are used in AyaNova to display text in the user interface and on reports and are used for both displaying text in different languages and also for customizing the names of objects to match industry or business specific terminology. -AyaNova comes with four stock translations for English, French, German and Spanish, however using the translation editor new translations can be created for languages that are not provided. +For example a `Unit` being serviced by one company may mean a piece of equipment but to another company it might be more correctly displayed as an `Apartment` or a `Garden`. + +AyaNova comes with four stock translations for English, French, German and Spanish, however using the translation editor new translations can be created for industry specific terminology or languages that are not provided. ## Authorization Roles required @@ -46,10 +48,11 @@ If you have translated AyaNova to a language not provided by stock AyaNova we wo #### Translation edit form -The Translation edit form contains the following fields and areas: +The Translation edit form contains the [standard edit form](ay-start-edit-forms.md) functionality and also contains the following fields: #### Menu option: `Find and replace` -This menu option opens a dialog box that allows you to quickly substitute one word for another in all 'Display' fields for this translation. It is case sensitive. + +This menu option opens a dialog box that allows you to find and replace (case sensitive) text in all 'Display' fields for this translation. #### Name @@ -57,27 +60,18 @@ Unique name of the translation, this will appear in the UI and also be used to n #### CJK Index -This checkbox controls how AyaNova will digest text entered by a User set to this translation when entering text in business object records for search indexing and should only be checked for specific non-latinate languages such as Chinese, Japanese or Korean. When in doubt do **not** check this box or searching will be negatively impacted. +This checkbox controls how AyaNova will digest text entered by a User set to this translation when entering text in business object records for search indexing and should only be checked for specific non-latinate languages such as Chinese, Japanese or Korean. When in doubt do **not** check this box or searching will be negatively impacted. #### Search -The translations will be filtered to only include any text entered in the search box, this is a quick way to find a specific item of text and all the places it is used in to ease translation. Clear the search field to display all keys and their display text. +The translations will be filtered to only include any text entered in the search box, this is a quick way to find a specific item of text and all the places it is used in to ease translation. Clear the search field to display all keys and their display text. #### Key / Display table -This is where translations are edited. It has two columns `Key` on the left which is the internal key used by AyaNova that is common to all translations and is useful to know for providing [translated text on reports](ay-report-edit.md#localization-and-translation). +This is where translations are edited. It has two columns `Key` on the left which is the internal key used by AyaNova that is common to all translations and is useful to know for providing [translated text on reports](ay-report-edit.md#localization-and-translation). To the right is the `Display` column and this is an editable field. Click on the text in the display column that you want to change and edit in place. -When you save a translation and have that same translation selected as **your** own translation in your [User settings](home-user-settings.md), AyaNova will immediately update your own local translations to the newly changed translation. This is useful for viewing the effects of translations immediately without having to log out and back in. +When you save a translation and have that same translation selected as **your** own translation in your [User settings](home-user-settings.md), AyaNova will immediately update your own local translations to the newly changed translation. This is useful for viewing the effects of translations immediately without having to log out and back in. Other users who have been set to use the edited translation will only see the changes you saved on their next login, so they will need to log out and back in to see the updated translations. - - - - - - - - - diff --git a/docs/8.0/ayanova/docs/adm-users.md b/docs/8.0/ayanova/docs/adm-users.md index 2eeccb89..c7cc095c 100644 --- a/docs/8.0/ayanova/docs/adm-users.md +++ b/docs/8.0/ayanova/docs/adm-users.md @@ -1,9 +1,39 @@ -# ADM-USERS Placeholder +# Users + +The Users [form](ay-start-form-overview.md) is used to create and edit Users and control their access to AyaNova. + + +## Authorization Roles required + +This form is available to User's with the following [roles](ay-biz-admin-roles.md): + +Full access + +- Business administration + +Read only access + +- Business administration - restricted + +## How to access Users + +Users are accessed in the following ways: + +- From the `Administration` navigation pane `Users` item +- By clicking on the [open record icon](ay-start-form-select-list.md#opening-selected-record) in any User selection list on any other form where users can be selected +- From any [data table](ay-start-form-data-tables.md) column showing a Users column + +## How Users work + +User accounts are used to grant access to AyaNova and also to track and schedule service technician and sub-contractor type Users known as "scheduleable users". + +Scheduleable Users are tied to [Licensing](adm-license.md) in AyaNova in that a scheduleable type + + + + -[UNDER CONSTRUCTION] -#b4beta -This form is used to create and edit Users and control their access to AyaNova. ## Do not share User accounts