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@@ -33,7 +33,7 @@ Warehouses can be [imported](adm-import-warehouse.md) into AyaNova and [exported
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Warehouses are accessed in the following ways:
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- From the `Inventory` navigation pane `Warehouses` item to open the Inventory [data table](ay-start-form-data-tables.md)
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- From the `Inventory` navigation pane `Warehouses` item to open the Warehouse [data table](ay-start-form-data-tables.md)
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- 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.
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- From any [data table](ay-start-form-data-tables.md) column showing warehouses such as the [Inventory transactions table](inv-part-inventory-transactions.md)
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@@ -1,6 +1,6 @@
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# Projects
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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.
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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.
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From time to time a service organization may take on a set Project that will involve multiple service calls to complete.
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@@ -37,7 +37,7 @@ Projects can be [imported](adm-import-project.md) into AyaNova and [exported](ay
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Projects are accessed in the following ways:
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- From the `Service` navigation pane `Projects` item to open the Inventory [data table](ay-start-form-data-tables.md)
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- From the `Service` navigation pane `Projects` item to open the Project [data table](ay-start-form-data-tables.md)
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- 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.
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- From any [data table](ay-start-form-data-tables.md) column showing Projects such as the [Work orders table](svc-workorders.md)
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@@ -112,8 +112,8 @@ This is a shortcut to view prior work orders with this Project selected and open
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#### Quotes
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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.
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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.
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#### Preventive maintenance
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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.
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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.
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@@ -1,6 +1,8 @@
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# Task Groups
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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.
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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.
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See the Work orders [Tasks](svc-workorders.md#tasks) help topic for details.
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## Authorization Roles required
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@@ -10,25 +12,17 @@ Full access
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- Business administration
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- Service manager
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- Accounting
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Read only access
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- Business administration - restricted
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- Service manager - restricted
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- Service technician
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- Service technician - restricted
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- Sales
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- Sales - restricted
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- All roles
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## How to access Task Groups
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Task Groups are accessed in the following ways:
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- From the `Service` navigation pane `Task Groups` item to open the Inventory [data table](ay-start-form-data-tables.md)
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- 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.
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- From any [data table](ay-start-form-data-tables.md) column showing Task Groups such as the [Work orders table](svc-workorders.md)
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- 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).
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- 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.
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## Task Groups data table
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@@ -46,31 +40,30 @@ The Task Group edit form provides all the [standard edit form](ay-start-edit-for
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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.
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Keep in mind that this is the Name that Customers will see on reports if provided to them.
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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.
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#### Account number
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Optional account number for tracking purposes.
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#### Task Group Overseer
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This is the AyaNova [User](adm-users.md) most reponsible for managing the Task Group for reference and reporting purposes.
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#### Date Started
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The date and time the Task Group was started.
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#### Date Completed
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The date and time the Task Group was completed.
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#### Active
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Task Groups that are set to Active can be selected on new records.
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Task Groups that are set to Active are available for selection.
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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.
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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.
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#### Tasks
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This area is where you enter and edit the list of Tasks for this task groups.
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New tasks are added by clicking on the `+` add icon beside the Tasks title.
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Existing tasks can be edited or removed from their edit menu by clicking on the edit icon to the right of the listed task.
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Inside the Task pop-up edit form are the following fields:
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##### Task
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This is the description of the task to be performed as it displays in the work order, quote or PM record.
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##### Sequence
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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.
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#### Notes
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@@ -78,30 +71,10 @@ Notes about this record for internal staff use. Notes can also be reported on if
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These notes are only visible in this form.
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#### Tags
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Optional [tags control](ay-start-form-tags.md) for categorizing, searching, selecting and notification [filtering](home-notify-subscriptions.md#tags).
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#### Wiki
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Optional [wiki control](ay-start-form-wiki.md).
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#### Attached files
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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.
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### Menu options
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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:
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#### Work orders
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#### Task groups
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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.
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#### Quotes
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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.
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#### Preventive maintenance
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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.
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This is a shortcut to return to the main [Task Groups data table](#task-groups-data-table) showing all Task groups in the system.
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@@ -1,7 +1,112 @@
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# SVC-UNIT-MODELS
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# Unit models
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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.
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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).
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## Authorization Roles required
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This form is available to User's with the following [roles](ay-biz-admin-roles.md):
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Full access
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- Business administration
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- Service manager
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- Accounting
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Read only access
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- Business administration - restricted
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- Service manager - restricted
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- Service technician
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- Service technician - restricted
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- Sales
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- Sales - restricted
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## Import / Export
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Unit models can be [imported](adm-import-unit-model.md) into AyaNova and [exported](ay-ex-export.md) out of AyaNova.
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## How to access Unit Models
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Unit Models are accessed in the following ways:
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- 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)
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- 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
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- From any [data table](ay-start-form-data-tables.md) column showing Unit Models such as the [Units data table](svc-units.md)
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## Unit Models data table
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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).
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## Unit Model edit form
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The Unit Model edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
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#### Unit Model Name
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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.
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Keep in mind that this is the Name that Customers will see on reports if provided to them.
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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.
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#### Account number
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Optional account number for tracking purposes.
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#### Unit Model Overseer
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This is the AyaNova [User](adm-users.md) most reponsible for managing the Unit Model for reference and reporting purposes.
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#### Date Started
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The date and time the Unit Model was started.
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#### Date Completed
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The date and time the Unit Model was completed.
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#### Active
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Unit Models that are set to Active can be selected on new records.
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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.
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#### Notes
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Notes about this record for internal staff use. Notes can also be reported on if desired.
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These notes are only visible in this form.
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#### Tags
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Optional [tags control](ay-start-form-tags.md) for categorizing, searching, selecting and notification [filtering](home-notify-subscriptions.md#tags).
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#### Wiki
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Optional [wiki control](ay-start-form-wiki.md).
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#### Attached files
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Optional [attachments control](ay-start-form-attachments.md).
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### Menu options
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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:
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#### Work orders
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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.
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#### Quotes
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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.
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#### Preventive maintenance
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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.
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