devdocs/todo.txt

@@ -1,11 +1,14 @@
 # now
 
+
 TEST IMPORT FILE OPEN ON iPad device as the file input accept type may not work with apple
 
 Docs completion
 	search for ![THIS PAGE UNDER CONSTRUCTION](img/underconstruction.svg)
 	less than 30 so that's good! :)
 
+Docs could use images on every page of each item, people like images and they may read the docs rather than look at the app so it's nice to show them
+
 There is a postgres14 update, check into it for the windows standalone and docs, see if it's a critical upgrade or not
 
 

docs/8.0/ayanova/docs/inv-part-warehouses.md

@@ -33,7 +33,7 @@ Warehouses can be [imported](adm-import-warehouse.md) into AyaNova and [exported
 
 Warehouses are accessed in the following ways:
 
-- From the `Inventory` navigation pane `Warehouses` item to open the Inventory [data table](ay-start-form-data-tables.md)
+- From the `Inventory` navigation pane `Warehouses` item to open the Warehouse [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 Warehouse autocomplete list on any other form where warehouses can be selected.
 
 - From any [data table](ay-start-form-data-tables.md) column showing warehouses such as the [Inventory transactions table](inv-part-inventory-transactions.md)

docs/8.0/ayanova/docs/svc-projects.md

@@ -1,6 +1,6 @@
 # Projects
 
-Projects in AyaNova are used to group [Work orders](svc-workorders.md), [Quotes](svc-quotes.md), [Preventive Maintenance](svc-pms.md) and/or [Purchase Orders](inv-purchase-orders.md) together for management reporting purposes and as an additional method of categorizing orders for filtering.
+Projects in AyaNova are optionally used to group [Work orders](svc-workorders.md), [Quotes](svc-quotes.md), [Preventive Maintenance](svc-pms.md) and/or [Purchase Orders](inv-purchase-orders.md) together for management reporting purposes and as an additional method of categorizing orders for filtering.
 
 From time to time a service organization may take on a set Project that will involve multiple service calls to complete.
 
@@ -37,7 +37,7 @@ Projects can be [imported](adm-import-project.md) into AyaNova and [exported](ay
 
 Projects are accessed in the following ways:
 
-- From the `Service` navigation pane `Projects` item to open the Inventory [data table](ay-start-form-data-tables.md)
+- From the `Service` navigation pane `Projects` item to open the Project [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 Project autocomplete list on any other form where Projects can be selected.
 
 - From any [data table](ay-start-form-data-tables.md) column showing Projects such as the [Work orders table](svc-workorders.md)
@@ -112,8 +112,8 @@ This is a shortcut to view prior work orders with this Project selected and open
 
 #### Quotes
 
-This is a shortcut to view prior Quote records for this Project and opens the [Quotes](svc-quotes.md) list [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this Project.
+This is a shortcut to view prior Quote records which have this Project selected and opens the [Quotes](svc-quotes.md) list [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this Project.
 
 #### Preventive maintenance
 
-This is a shortcut to view prior Preventive maintenance records for this Project and opens the [PM](svc-pms.md) list [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this Project.
+This is a shortcut to view prior Preventive maintenance records which have this Project selected and opens the [PM](svc-pms.md) list [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this Project.

docs/8.0/ayanova/docs/svc-task-groups.md

@@ -1,6 +1,8 @@
 # Task Groups
 
-Task Groups are pre-defined lists of [Tasks](svc-workorders.md#tasks) used to provide a check list of tasks to be performed and is useful for providing standardized service that ensures technician's follow each step. See the Work orders [Tasks](svc-workorders.md#tasks) help topic for details.
+A Task Group is an optional pre-defined list of [Tasks](svc-workorders.md#tasks) used to provide a check list of tasks to be performed when servicing a [work order](svc-workorders.md) and is useful for providing standardized service that ensures technician's follow each step required.
+
+See the Work orders [Tasks](svc-workorders.md#tasks) help topic for details.
 
 ## Authorization Roles required
 
@@ -10,25 +12,17 @@ Full access
 
 - Business administration
 - Service manager
-- Accounting
 
 Read only access
 
-- Business administration - restricted
-- Service manager - restricted
-- Service technician
-- Service technician - restricted
-- Sales
-- Sales - restricted
+- All roles
 
 ## How to access Task Groups
 
 Task Groups are accessed in the following ways:
 
-- From the `Service` navigation pane `Task Groups` item to open the Inventory [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 Task Group autocomplete list on any other form where Task Groups can be selected.
-
-- From any [data table](ay-start-form-data-tables.md) column showing Task Groups such as the [Work orders table](svc-workorders.md)
+- From any [Work order](svc-workorders.md), [Quote](svc-quotes.md), [Preventive maintenance](svc-pms.md) or Task Group edit form's `Task Groups` menu item to open the Task Groups [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 Task Group autocomplete list on any form where Task Groups can be selected.
 
 ## Task Groups data table
 
@@ -46,31 +40,30 @@ The Task Group edit form provides all the [standard edit form](ay-start-edit-for
 
 This is the name of the Task Group as it's displayed in forms and reports. This is also the primary identifier when searching for a Task Group to select in [autocomplete](ay-start-form-autocomplete.md) lists. A Task Group Name must be unique from all other Task Groups entered.
 
-Keep in mind that this is the Name that Customers will see on reports if provided to them.
-
 This is the only **required** field on the Task Group edit form. All other fields are optional and can be [hidden](ay-customize.md) if not required.
 
-#### Account number
-
-Optional account number for tracking purposes.
-
-#### Task Group Overseer
-
-This is the AyaNova [User](adm-users.md) most reponsible for managing the Task Group for reference and reporting purposes.
-
-#### Date Started
-
-The date and time the Task Group was started.
-
-#### Date Completed
-
-The date and time the Task Group was completed.
-
 #### Active
 
-Task Groups that are set to Active can be selected on new records.
+Task Groups that are set to Active are available for selection.
 
-Task Groups not set to Active will still show in older records but can not be selected for new records; this is how you retire a Task Group from use.
+Task Groups are not linked to any other object, they merely provide a source of Taks which in turn are stored _with_ the work order, quote, PM so if you no longer need a Task group you can simply delete it, there is no need to set it to inactive if it was used as is normally the case with other types of objects.
+
+#### Tasks
+
+This area is where you enter and edit the list of Tasks for this task groups.
+
+New tasks are added by clicking on the `+` add icon beside the Tasks title.
+Existing tasks can be edited or removed from their edit menu by clicking on the edit icon to the right of the listed task.
+
+Inside the Task pop-up edit form are the following fields:
+
+##### Task
+
+This is the description of the task to be performed as it displays in the work order, quote or PM record.
+
+##### Sequence
+
+This controls the order the tasks in this task group are displayed. Lower numbers display at the top and higher numbers display at the bottom.
 
 #### Notes
 
@@ -78,30 +71,10 @@ Notes about this record for internal staff use. Notes can also be reported on if
 
 These notes are only visible in this form.
 
-#### Tags
-
-Optional [tags control](ay-start-form-tags.md) for categorizing, searching, selecting and notification [filtering](home-notify-subscriptions.md#tags).
-
-#### Wiki
-
-Optional [wiki control](ay-start-form-wiki.md).
-
-#### Attached files
-
-Optional [attachments control](ay-start-form-attachments.md). For a Task Group this may be a useful place to store drawings or other files related to the project.
-
 ### Menu options
 
 In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Task Group edit form also has these options:
 
-#### Work orders
+#### Task groups
 
-This is a shortcut to view prior work orders with this Task Group selected and opens the [Work order](svc-workorders.md) list [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this Task Group.
-
-#### Quotes
-
-This is a shortcut to view prior Quote records for this Task Group and opens the [Quotes](svc-quotes.md) list [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this Task Group.
-
-#### Preventive maintenance
-
-This is a shortcut to view prior Preventive maintenance records for this Task Group and opens the [PM](svc-pms.md) list [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this Task Group.
+This is a shortcut to return to the main [Task Groups data table](#task-groups-data-table) showing all Task groups in the system.

docs/8.0/ayanova/docs/svc-unit-models.md

@@ -1,7 +1,112 @@
-# SVC-UNIT-MODELS
+# Unit models
+
+Unit Models are a way of identifying common information about [Units](svc-units.md) in one place so that it can be selected for multiple Units removing the need to enter the same information redundantly.
+
+Selecting a specific Unit Model in a unit entry screen is useful if you wish to filter Units by Unit Models to view what Units of a particular Unit Model are entered into AyaNova, as well for ease of selection of units within [Work orders](svc-workorders.md).
+
+## Authorization Roles required
+
+This form is available to User's with the following [roles](ay-biz-admin-roles.md):
+
+Full access
+
+- Business administration
+- Service manager
+- Accounting
+
+Read only access
+
+- Business administration - restricted
+- Service manager - restricted
+- Service technician
+- Service technician - restricted
+- Sales
+- Sales - restricted
 
 ## Import / Export
 
 Unit models can be [imported](adm-import-unit-model.md) into AyaNova and [exported](ay-ex-export.md) out of AyaNova.
 
-![THIS PAGE UNDER CONSTRUCTION](img/underconstruction.svg)
+## How to access Unit Models
+
+Unit Models are accessed in the following ways:
+
+- From the `Service` navigation pane `Units` data table form which has in it's menu a `Unit models` menu item to open the Unit model [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 Unit Model autocomplete list on any other form where Unit Models can be selected
+- From any [data table](ay-start-form-data-tables.md) column showing Unit Models such as the [Units data table](svc-units.md)
+
+## Unit Models data table
+
+![unit models table](img/svc-unit-models.png)
+
+The Unit Models [data table](ay-start-form-data-tables.md) lists all the Unit Models that are entered in AyaNova and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options).
+
+## Unit Model edit form
+
+![Unit Model edit form](img/svc-unit-model-edit-form.png)
+
+The Unit Model edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
+
+#### Unit Model Name
+
+This is the name of the Unit Model as it's displayed in forms and reports. This is also the primary identifier when searching for a Unit Model to select in [autocomplete](ay-start-form-autocomplete.md) lists. A Unit Model Name must be unique from all other Unit Models entered.
+
+Keep in mind that this is the Name that Customers will see on reports if provided to them.
+
+This is the only **required** field on the Unit Model edit form. All other fields are optional and can be [hidden](ay-customize.md) if not required.
+
+#### Account number
+
+Optional account number for tracking purposes.
+
+#### Unit Model Overseer
+
+This is the AyaNova [User](adm-users.md) most reponsible for managing the Unit Model for reference and reporting purposes.
+
+#### Date Started
+
+The date and time the Unit Model was started.
+
+#### Date Completed
+
+The date and time the Unit Model was completed.
+
+#### Active
+
+Unit Models that are set to Active can be selected on new records.
+
+Unit Models not set to Active will still show in older records but can not be selected for new records; this is how you retire a Unit Model from use.
+
+#### 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.
+
+#### Tags
+
+Optional [tags control](ay-start-form-tags.md) for categorizing, searching, selecting and notification [filtering](home-notify-subscriptions.md#tags).
+
+#### Wiki
+
+Optional [wiki control](ay-start-form-wiki.md).
+
+#### Attached files
+
+Optional [attachments control](ay-start-form-attachments.md).
+
+### Menu options
+
+In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Unit Model edit form also has these options:
+
+#### Work orders
+
+This is a shortcut to view prior work orders with this Unit Model selected and opens the [Work order](svc-workorders.md) list [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this Unit Model.
+
+#### Quotes
+
+This is a shortcut to view prior Quote records which have this Unit Model selected and opens the [Quotes](svc-quotes.md) list [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this Unit Model.
+
+#### Preventive maintenance
+
+This is a shortcut to view prior Preventive maintenance records which have this Unit Model selected and opens the [PM](svc-pms.md) list [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this Unit Model.