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John Cardinal
2022-09-29 21:36:13 +00:00
parent 1f5fabf5ea
commit 6a5053eeda
15 changed files with 118 additions and 100 deletions
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6
docs/8.0/ayanova/docs/changelog.md
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@@ -6,6 +6,12 @@ The most recent changes are written in the AyaNova manual [hosted on our website
## 2022
### AyaNova 8.0.14 (2022-09-29)
#### Changed
- UI, Server, Documentation: Dashboard list widgets limited to maximum 100 items to prevent overwhelming and potentially freezing the browser with large quantities of data better viewed through filtered data tables
### AyaNova 8.0.13 (2022-09-28)
#### Changed

180
docs/8.0/ayanova/docs/home-dashboard.md
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@@ -16,7 +16,7 @@ Dashboard widgets are available to specific roles so the widgets available vary
## How to access the Dashboard
- From the `Home` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Dashboard` item
- From the `Home` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Dashboard` item
## How the Dashboard works
@@ -28,6 +28,14 @@ Most widgets depend upon data retrieved from the server. Widgets will refresh th
When the view is changed to another form, the widgets are destroyed and no longer refresh. When the view moves back to the dashboard the widgets are re-instantiated and refreshed immediately and then on a cycle afterwards.
### List widgets count
All List type widgets will display a count of items in the list at the top. If a list item has reached it's maximum amount of items allowed in the list it will display a `+` symbol next to the count indicating there are more records that were not fetched as the maximum limit has been reached.
Widgets are intended to be used for quick access to targeted information; if you need to view more than the maximum number of items a dashboard widget permits, the equivalent data table list can be used instead as there are no limits to data tables.
For example if you have thousands of overdue work orders because they were not set to a completed status, the overdue work orders widget will only show a maximum of 100 of the oldest work orders. To view them all, open the main Service Work orders data table and filter by any status not set to Completed.
### Adding widgets
When a User first opens the Dashboard it will be an empty form with an _Add_ button. Click on the Add button (or the Add menu item option) and a list of Dashboard widgets available to _that_ user will be presented. Clicking on a widget in the list will add it to the display.
@@ -132,16 +140,16 @@ Columns displayed are priority, requested date, customer name and a second line
Available to the following roles:
- Business administration
- Business administration - restricted
- Service manager
- Service manager - restricted
- Service technician
- Service technician - restricted
- Business administration
- Business administration - restricted
- Service manager
- Service manager - restricted
- Service technician
- Service technician - restricted
Available filter criteria:
- Customer tags
- Customer tags
#### Not Scheduled
@@ -155,19 +163,19 @@ Work orders are listed from oldest at top to most recent at bottom.
Available to the following roles:
- Accounting
- Business administration
- Business administration - restricted
- Service manager
- Service manager - restricted
- Service technician
- Service technician - restricted
- Accounting
- Business administration
- Business administration - restricted
- Service manager
- Service manager - restricted
- Service technician
- Service technician - restricted
Available filter criteria:
- Work order tags
- Work order item tags
- Work order Status
- Work order tags
- Work order item tags
- Work order Status
#### Overdue - personal
@@ -181,13 +189,13 @@ Work orders are listed from oldest at top to most recent at bottom.
Available to the following roles:
- Service technician
- Service technician - restricted
- Service technician
- Service technician - restricted
Available filter criteria:
- Work order tags
- Work order item tags
- Work order tags
- Work order item tags
#### Overdue - All
@@ -201,16 +209,16 @@ Work orders are listed from oldest at top to most recent at bottom.
Available to the following roles:
- Accounting
- Business administration
- Business administration - restricted
- Service manager
- Service manager - restricted
- Accounting
- Business administration
- Business administration - restricted
- Service manager
- Service manager - restricted
Available filter criteria:
- Work order tags
- Work order item tags
- Work order tags
- Work order item tags
#### Reminders
@@ -244,10 +252,10 @@ They will automatically update every 15 minutes approximately.
Available filter criteria:
- Time span
- Interval
- Work order tags
- Work order item tags
- Time span
- Interval
- Work order tags
- Work order item tags
#### Service quantity - All
@@ -267,20 +275,20 @@ They will automatically update every 15 minutes approximately.
Available to the following roles:
- Accounting
- Business administration
- Business administration - restricted
- Service manager
- Service manager - restricted
- Accounting
- Business administration
- Business administration - restricted
- Service manager
- Service manager - restricted
Available filter criteria:
- Time span
- Interval
- User tags
- User (specific single user only)
- Work order tags
- Work order item tags
- Time span
- Interval
- User tags
- User (specific single user only)
- Work order tags
- Work order item tags
#### Count of work orders created
@@ -296,18 +304,18 @@ They will automatically update every 15 minutes approximately.
Available to the following roles:
- Accounting
- Business administration
- Business administration - restricted
- Service manager
- Service manager - restricted
- Accounting
- Business administration
- Business administration - restricted
- Service manager
- Service manager - restricted
Available filter criteria:
- Time span
- Interval
- Work order tags
- Work order item tags
- Time span
- Interval
- Work order tags
- Work order item tags
#### Percentage of Work orders completed on time
@@ -323,17 +331,17 @@ This widget will automatically update every 15 minutes approximately.
Available to the following roles:
- Accounting
- Business administration
- Business administration - restricted
- Service manager
- Service manager - restricted
- Accounting
- Business administration
- Business administration - restricted
- Service manager
- Service manager - restricted
Available filter criteria:
- Time span
- Interval
- Work order tags
- Time span
- Interval
- Work order tags
#### Count of Work orders by status
@@ -347,17 +355,17 @@ This widget will automatically update every 15 minutes approximately.
Available to the following roles:
- Accounting
- Business administration
- Business administration - restricted
- Service manager
- Service manager - restricted
- Accounting
- Business administration
- Business administration - restricted
- Service manager
- Service manager - restricted
Available filter criteria:
- Time span
- Interval
- Work order tags
- Time span
- Interval
- Work order tags
#### Percentage of Work orders by status
@@ -371,17 +379,17 @@ This widget will automatically update every 15 minutes approximately.
Available to the following roles:
- Accounting
- Business administration
- Business administration - restricted
- Service manager
- Service manager - restricted
- Accounting
- Business administration
- Business administration - restricted
- Service manager
- Service manager - restricted
Available filter criteria:
- Time span
- Interval
- Work order tags
- Time span
- Interval
- Work order tags
#### Work orders by status list
@@ -395,15 +403,15 @@ Work orders are listed from most recent at top to oldest at bottom.
Available to the following roles:
- Accounting
- Business administration
- Business administration - restricted
- Service manager
- Service manager - restricted
- Service technician
- Service technician - restricted
- Accounting
- Business administration
- Business administration - restricted
- Service manager
- Service manager - restricted
- Service technician
- Service technician - restricted
Available filter criteria:
- Work order tags
- Work order item tags
- Work order tags
- Work order item tags

2
docs/8.0/ayanova/mkdocs.yml
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@@ -7,7 +7,7 @@ theme:
site_name: AyaNova manual
site_dir: '../../../server/AyaNova/wwwroot/docs'
strict: true
copyright: Copyright © 2022 Ground Zero Tech-Works Inc. REV-2022-09-28
copyright: Copyright © 2022 Ground Zero Tech-Works Inc. REV-2022-09-29
extra:
generator: false
# Extensions