diff --git a/devdocs/todo.txt b/devdocs/todo.txt index e4f30ed2..2faf1c5b 100644 --- a/devdocs/todo.txt +++ b/devdocs/todo.txt @@ -263,6 +263,7 @@ todo:3 todo: check out this SPA memory leak detector, it *does* have a login abi \_____|______|_____|______|_| \_| |_| + todo: 1 BUGBUG - loaner item has a default rate but it's not being used on work orders when selected probably also quotes and pm's as well. NOTE: v7 didn't have a default rate, not sure why I added it, maybe it's better to remove it? @@ -274,6 +275,10 @@ todo: 1 should a superuser really have a dashboard? todo: 2 adm-import lists a lot of objects that are work order item children etc, I think people mainly want invenotry (which isn't there), customers, ho maybe, whatever is the biggest lists so remove unimportable types, implement most desired import types +todo 2: sb able to make a work order directly from a Unit, Customer or anything tiable to a customer and have it all properly filled in with customer pre-selected and unit if unit sourced + I see this as a new menu item not from the list of work orders for example (though that should really preselect the customer too) + + todo: 2 or 3 category team view color based on user color? check category schedule control docs or implement in my slot override diff --git a/docs/8.0/ayanova/docs/img/svc-unit-meter-reading-button.png b/docs/8.0/ayanova/docs/img/svc-unit-meter-reading-button.png new file mode 100644 index 00000000..1a451684 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-unit-meter-reading-button.png differ diff --git a/docs/8.0/ayanova/docs/img/svc-wo-unit-meter-reading-button.png b/docs/8.0/ayanova/docs/img/svc-wo-unit-meter-reading-button.png new file mode 100644 index 00000000..56f8e0c7 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-wo-unit-meter-reading-button.png differ diff --git a/docs/8.0/ayanova/docs/svc-meter-readings.md b/docs/8.0/ayanova/docs/svc-meter-readings.md index 91ad98dc..b3b9dc3d 100644 --- a/docs/8.0/ayanova/docs/svc-meter-readings.md +++ b/docs/8.0/ayanova/docs/svc-meter-readings.md @@ -1,3 +1,40 @@ -# SVC-METER-READINGS +# Meter readings -![THIS PAGE UNDER CONSTRUCTION](img/underconstruction.svg) +Any Unit in AyaNova can be enabled to track Meter readings by checking the [Unit metered](svc-units.md#unit-metered) check box in the [Unit edit form](svc-units.md). + +## Notification + +Meter readings can also trigger a `Unit meter reading multiple exceeded` [Notification](home-notify-subscriptions.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 +- Service technician + +Read only access + +- Business administration - restricted +- Service manager - restricted +- Service technician - restricted +- Sales +- Sales - restricted + +## How to access Meter readings + +Meter readings are accessed in the following ways: + +- From the Unit form's [Meter reading button](svc-units.md#meter-reading-button) +- From a service work order's [Meter reading button](svc-workorders.md#meter-reading-button) displayed below a metered selected Unit on a work order. + +## Meter readings data table + +The Meter readings [data table](ay-start-form-data-tables.md) lists all the Meter readings that are entered for this Unit and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options). + +## Meter readings edit form + +The Meter readings edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields: diff --git a/docs/8.0/ayanova/docs/svc-units.md b/docs/8.0/ayanova/docs/svc-units.md index 21a61786..41b2e306 100644 --- a/docs/8.0/ayanova/docs/svc-units.md +++ b/docs/8.0/ayanova/docs/svc-units.md @@ -1,6 +1,5 @@ # SVC-UNITS - ## Import / Export Units can be [imported](adm-import-unit.md) into AyaNova and [exported](ay-ex-export.md) out of AyaNova. @@ -8,3 +7,14 @@ Units can be [imported](adm-import-unit.md) into AyaNova and [exported](ay-ex-ex ![THIS PAGE UNDER CONSTRUCTION](img/underconstruction.svg) +#### Meter reading button + +![Work order unit meter reading button](img/svc-unit-meter-reading-button.png) + +If the [Unit metered](#unit-metered) checkbox is checked, the Unit meter reading button will appear beside the checkbox. + +Clicking on this button will open the [Meter readings](svc-meter-readings.md) form where you can view past meter readings or make a new one. + +You can also add a meter reading from a [work order's Unit area](svc-workorders.md#meter-reading-button). + +When a meter reading is added from a work order, the meter reading record is automatically set with a link back to the work order where the Unit meter reading was entered and this work order link displays in the Meter readings data table. diff --git a/docs/8.0/ayanova/docs/svc-workorders.md b/docs/8.0/ayanova/docs/svc-workorders.md index 638b4053..cd27f665 100644 --- a/docs/8.0/ayanova/docs/svc-workorders.md +++ b/docs/8.0/ayanova/docs/svc-workorders.md @@ -449,6 +449,16 @@ All Work order item Unit edit form fields here are **optional** unless specifica Selection of the [Customer Unit](svc-units.md) of equipment being serviced. This field is **required**. +#### Meter reading button + +![Work order unit meter reading button](img/svc-wo-unit-meter-reading-button.png) + +If the selected [Unit](svc-units.md) is set to track [Meter readings](svc-meter-readings.md), the Unit meter reading button will appear below the Unit selected. + +Clicking on this button will open the [Meter readings](svc-meter-readings.md) form where you can view past meter readings or make a new one. + +When a meter reading is added from a work order, the meter reading record is automatically set with a link back to the work order where the Unit meter reading was entered and this work order link displays in the Meter readings data table. + ##### Units with Contracts When you select a Unit and it has it's own [Contract](svc-contracts.md), AyaNova will ask the user if they want to select that Contract for the work order by setting the work order header Contract field to the Unit's Contract.