diff --git a/docs/8.0/ayanova/docs/img/svc-wo-status-control.png b/docs/8.0/ayanova/docs/img/svc-wo-status-control.png new file mode 100644 index 00000000..c750e557 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-wo-status-control.png differ diff --git a/docs/8.0/ayanova/docs/svc-workorders.md b/docs/8.0/ayanova/docs/svc-workorders.md index 1c2f7f64..f47f0d58 100644 --- a/docs/8.0/ayanova/docs/svc-workorders.md +++ b/docs/8.0/ayanova/docs/svc-workorders.md @@ -152,7 +152,7 @@ This pattern is used for all the collections below the header so that the simple When there are multiple grand child records such as work order item labor records, clicking on a row in the collections table will select that record and the edit form below the collections table will switch the record selected for editing. -The context menu for each collection will often have options that act on a selected record so you won't actually see the option in the menu *until* a record is selected. When there is only one record it is by default the selected record. +The context menu for each collection will often have options that act on a selected record so you won't actually see the option in the menu _until_ a record is selected. When there is only one record it is by default the selected record. #### Adding and deleting collection items @@ -172,13 +172,58 @@ Here we see the Labor items context menu. There are three options common to all Each type of collection has it's own particular set of context menu options documented in their sections below. -### Header +### Header section ![Work order header](img/svc-work-order-header.png) -A work order has a single Header section which contains information and fields related to the entire work order. +A work order has a single Header section which contains information and fields related to the entire work order: +#### Alert notes area +The top of the work order is where Alerts are displayed. An alert is a message that is displayed to the User to alert them to something important related to the other objects selected on the work order. Objects that can have alerts that will display here are: + +- Customer [Alert notes](customers.md#alert-notes) +- Customer [Service tech notes](customers.md#service-tech-notes) +- Contract [Alert notes](svc-contracts.md#alert-notes) + +#### Customer + +A required field, this [autocomplete list](ay-start-form-autocomplete.md) is used to search for and select a Customer as well as providing a link to go directly to the Customer record. +When you select a customer it's a good idea to save the work order to ensure defaults are set such as the Address and Contract if applicable and any alert notes are displayed. + +#### Customer signature + +This optional control displays signatures and can be edited by clicking on it to open a signature "pad" that can record pointer or touch movement for customers to sign the work order. There is also a Name field provided to ensure the identity of the person who signs. + +Signatures also can be displayed on reports such as the stock Customer work order report. + +#### Work order status + +A work order status is an optional collection that records all status changes and displays the current status. + +Status is a powerful feature that ties into the AyaNova [notification system](home-notify-subscriptions.md) to enable process control and many other features, see the [Work order status documentation page](svc-work-order-status.md) for details. + +Here in the work order you view the status history and change a status by clicking on the status control to fully open it: + +![Work order status control](img/svc-wo-status-control.png) + +At the top of the opened status control is the history of previous status changes showing the date and time, User who made the change and the status selected. +Below the status history is an selection list for choosing a new status if desired or you can close the control if you're just viewing the history of status changes. + +#### Address + +A work order has it's own address which is automatically set to the Customer's address when a new work order is saved with a Customer selected. +Once an address is set the server will not change it automatically. + +In the case of a Customer with a [Head office](head-offices.md) selected and the [Bill head office](customers.md#bill-head-office) control checkmarked, AyaNova will automatically set the mailing address to the Head office address. + +The address is used for both billing purposes and physically locating the service location so there are both mailing and street addresses provided in the Address control for these purposes. + +There are several time saving features built into the Address control which are documented in the [Address control help page](ay-start-common-controls.md#address). + +A work order records a moment in time when service was performed so to preserve the history, the Work order keeps it's own address separate from the Customer being serviced in case the Customer address changes over time. As well Work orders support setting the Address from other sources such as a selected [unit](#work-order-item-unit) if it has it's own address. + +Sometimes you may need to provide service to a location that does not have an set address or a service call on mobile equipment in which case you can use the Address controls Latitude and Longitude fields to enter GPS co-ordinates manually or capture the current location on a mobile device if supported. ### Work Order Items