diff --git a/docs/8.0/ayanova/docs/ay-evaluate.md b/docs/8.0/ayanova/docs/ay-evaluate.md index 13da6be3..7710d362 100644 --- a/docs/8.0/ayanova/docs/ay-evaluate.md +++ b/docs/8.0/ayanova/docs/ay-evaluate.md @@ -56,7 +56,7 @@ AyaNova will prompt you to change it if it discovers a login using the default s ![generate dialog](img/evaluate-generate.png) -After you have [installed AyaNova](ops-install.md) and [requested an evaluation license](adm-license.md#start-trial-evaluation) you can generate some sample data to get started with AyaNova. +After you have [installed AyaNova](ops-install.md) and [requested an evaluation license](adm-license.md#start-trial-evaluation) AyaNova is empty and has no data entered yet, to make it easier to try out the features of AyaNova, you can generate some random sample data so you have something to work with and learn from. The _Generate sample data_ button in the evaluate page opens a dialog to set the time zone desired for the sample data to be generated within and optionally set _every_ generated object with an email address to the same specific address for testing notification features. diff --git a/docs/8.0/ayanova/docs/img/tour-service-wo-login.png b/docs/8.0/ayanova/docs/img/tour-service-wo-login.png new file mode 100644 index 00000000..e9d132f3 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/tour-service-wo-login.png differ diff --git a/docs/8.0/ayanova/docs/tour-service-labor-wo.md b/docs/8.0/ayanova/docs/tour-service-labor-wo.md new file mode 100644 index 00000000..9f868f75 --- /dev/null +++ b/docs/8.0/ayanova/docs/tour-service-labor-wo.md @@ -0,0 +1,19 @@ +# Simple labor only work order + +In this guided tour we'll create a simple labor only work order that records the details of service and the hours to be billed. + +We will then print a Customer Invoice format work order report. + +If you don't already have AyaNova available to follow along, everything you need to get started is available here: [Try AyaNova now](ay-evaluate.md). + +## 1\. Login as a user with permission to make a work order + +In AyaNova a [User](adm-users.md) needs permission to view and make changes to objects, this permission is called an [Authorization role](ay-biz-admin-roles.md) in AyaNova and an administrator grants permissions to each User as required. + +Many User roles can access [Work orders](svc-workorders.md) and change various parts of them but the Roles with the highest level of access to change and view all areas of a work order are a [User](adm-users.md) with the [Business administration Role](ay-biz-admin-roles.md#business-administration) or a User with the [Service manager Role](ay-biz-admin-roles.md#service-manager). + +For this tutorial you should login as a User with one of those Roles. + +If you are using the AyaNova [sample data](ay-evaluate.md#generating-sample-data), we've provided a sample User for each type of Role so for this tour you should login as the `Service manager` sample User to follow along: + +![login as service manager](img/tour-service-wo-login.png) diff --git a/docs/8.0/ayanova/mkdocs.yml b/docs/8.0/ayanova/mkdocs.yml index 6971de2d..c2f8f641 100644 --- a/docs/8.0/ayanova/mkdocs.yml +++ b/docs/8.0/ayanova/mkdocs.yml @@ -22,6 +22,9 @@ nav: - Home: 'index.md' - User guide: - 'Try AyaNova now': 'ay-evaluate.md' + - Guided tours: + - Service tasks: + - 'Create a simple labor only work order': 'tour-service-labor-wo.md' - 'Changes from AyaNova 7': 'ay-start-changes-from-v7.md' - User interface: - Introduction: