diff --git a/docs/8.0/ayanova/docs/img/svc-wo-tasks-context-menu.png b/docs/8.0/ayanova/docs/img/svc-wo-tasks-context-menu.png new file mode 100644 index 00000000..1e849a09 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-wo-tasks-context-menu.png differ diff --git a/docs/8.0/ayanova/docs/img/svc-wo-tasks-taskgroup-dialog.png b/docs/8.0/ayanova/docs/img/svc-wo-tasks-taskgroup-dialog.png new file mode 100644 index 00000000..52fbbcb7 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-wo-tasks-taskgroup-dialog.png differ diff --git a/docs/8.0/ayanova/docs/svc-workorders.md b/docs/8.0/ayanova/docs/svc-workorders.md index 0f89794c..7f086f75 100644 --- a/docs/8.0/ayanova/docs/svc-workorders.md +++ b/docs/8.0/ayanova/docs/svc-workorders.md @@ -150,7 +150,7 @@ This pattern is used for all the collections below the header so that the simple #### What if I don't need Loaners or Tasks or Expenses or ...? -The grand child sections of a work order are **optional**, designed to work around the User as needed but get out of the way if not needed, so they won't be displayed until one of that type of object is added from the [Work order Items context menu](#work-order-item-context-menu) so there is generally no need to completely remove a section however you might not want it to even be *offered* as an option in the Work order item's Add context menu section to avoid any confusion or prevent Users from accidentally using that feature. +The grand child sections of a work order are **optional**, designed to work around the User as needed but get out of the way if not needed, so they won't be displayed until one of that type of object is added from the [Work order Items context menu](#work-order-item-context-menu) so there is generally no need to completely remove a section however you might not want it to even be _offered_ as an option in the Work order item's Add context menu section to avoid any confusion or prevent Users from accidentally using that feature. Unwanted sections can be completely removed as an option by [customizing](ay-customize.md) the work order form and un-checking the _Visible_ checkbox for those grand child collections: @@ -393,15 +393,15 @@ Note that this is a _copy_ operation, not a move. To move, copy first, save and Flag this work order item and **all** it's grand child collection to be permanently deleted. When clicked the work order item selected will display in the table with a line through it indicating it will deleted on the next save of the work order and an _Undelete_ button will appear at the top of this work order items edit form. -You can also refresh the page to abandon this and any other changes made locally that have not yet been saved at the server. +You can also refresh the page to abandon this and any other changes made locally to the work order that have not yet been saved at the server. Until the work order is saved it's not actually deleted. #### Mark ALL for deletion -Flag all work order items on this work order and **all** their grand children to be permanently deleted when the work order is saved. When clicked all the work order items on this work order will display in the table with a lines through them indicating they will deleted on the next save of the work order and an _Undelete_ button will appear at the top of each work order item's edit forms. +Flag all work order items on this work order and **all** their grand children to be permanently deleted when the work order is saved. When clicked all the work order items on this work order will display in the table with a lines through them indicating they will be deleted on the next save of the work order and an _Undelete_ button will appear at the top of each work order item's edit forms. -You can also refresh the page to abandon this and any other changes made locally that have not yet been saved at the server. +You can also refresh the page to abandon this and any other changes made locally to the work order that have not yet been saved at the server. Until the work order is saved the items are not actually deleted. @@ -463,7 +463,7 @@ Optional [wiki control](ay-start-form-wiki.md) specifically for this work order Optional [attachments control](ay-start-form-attachments.md) to attach files to this work order item Unit. -### Work order item Unit context menu +### Unit context menu ![Work order item unit context menu](img/svc-wo-unit-context-menu.png) @@ -503,15 +503,15 @@ If this is not a concern or you do specifically want the **total** parts and lab Flag the selected row work order item Unit to be permanently deleted. When clicked the work order item Unit selected will display in the table with a line through it indicating it will deleted on the next save of the work order and an _Undelete_ button will appear at the top of this work order item Unit's edit form. -You can also refresh the page to abandon this and any other changes made locally that have not yet been saved at the server. +You can also refresh the page to abandon this and any other changes made locally to the work order that have not yet been saved at the server. Until the work order is saved it's not actually deleted. #### Mark ALL for deletion -Flag all work order item Units in this work order item only to be permanently deleted when the work order is saved. When clicked all the work order item Units on this work order item will display in the table with lines through them indicating they will deleted on the next save of the work order and an _Undelete_ button will appear at the top of each work order item Unit's edit forms. +Flag all work order item Units in this work order item only to be permanently deleted when the work order is saved. When clicked all the work order item Units on this work order item will display in the table with lines through them indicating they will be deleted on the next save of the work order and an _Undelete_ button will appear at the top of each work order item Unit's edit forms. -You can also refresh the page to abandon this and any other changes made locally that have not yet been saved at the server. +You can also refresh the page to abandon this and any other changes made locally to the work order that have not yet been saved at the server. Until the work order is saved the items are not actually deleted. @@ -559,7 +559,7 @@ Here you select the scheduled User that will be providing service. When you sele This is the [service rate](acc-service-rates.md) that is suggested for this item of service. -### Work order item Scheduled User context menu +### Scheduled User context menu ![Work order item scheduled user context menu](img/svc-wo-scheduser-context-menu.png) @@ -581,15 +581,15 @@ This option doesn't require any scheduled user record rows to be selected as it Flag the selected row work order item scheduled user record to be permanently deleted. When clicked the work order item scheduled user record selected will display in the table with a line through it indicating it will deleted on the next save of the work order and an _Undelete_ button will appear at the top of this work order item scheduled user's edit form. -You can also refresh the page to abandon this and any other changes made locally that have not yet been saved at the server. +You can also refresh the page to abandon this and any other changes made locally to the work order that have not yet been saved at the server. Until the work order is saved it's not actually deleted. #### Mark ALL for deletion -Flag all work order item scheduled user in this work order item only to be permanently deleted when the work order is saved. When clicked all the work order item scheduled users on this work order item will display in the table with lines through them indicating they will deleted on the next save of the work order and an _Undelete_ button will appear at the top of each work order item scheduled user's edit forms. +Flag all work order item scheduled users in this work order item only to be permanently deleted when the work order is saved. When clicked all the work order item scheduled users on this work order item will display in the table with lines through them indicating they will be deleted on the next save of the work order and an _Undelete_ button will appear at the top of each work order item scheduled user's edit forms. -You can also refresh the page to abandon this and any other changes made locally that have not yet been saved at the server. +You can also refresh the page to abandon this and any other changes made locally to the work order that have not yet been saved at the server. Until the work order is saved the items are not actually deleted. @@ -627,7 +627,41 @@ The date and time the Task was completed. #### Task -This is the text that describes the Task to be performed. +This is the **required** text that describes the Task to be performed. + +### Task context menu + +![Work order item task context menu](img/svc-wo-tasks-context-menu.png) + +#### New + +Add a new work order item Task record to the collection and open it's form for editing. + +#### Task group + +The _Task group_ option is used to append a pre-made list of tasks from a [Task group](svc-task-groups.md). This is ideal for common lists of tasks that need to be done over and over again. + +Clicking on this option will open a dialog box for selecting an existing Task group: + +![Work order item task task group dialog](img/svc-wo-tasks-taskgroup-dialog.png) + +Select the desired task group and click _Add_ to append them all to the current work order item task section. + +#### Mark for deletion + +Flag the selected row work order item task record to be permanently deleted. When clicked the work order item task record selected will display in the table with a line through it indicating it will deleted on the next save of the work order and an _Undelete_ button will appear at the top of this work order item task's edit form. + +You can also refresh the page to abandon this and any other changes made locally to the work order that have not yet been saved at the server. + +Until the work order is saved it's not actually deleted. + +#### Mark ALL for deletion + +Flag all work order item tasks, in this work order item only, to be permanently deleted when the work order is saved. When clicked, all the work order item tasks on this work order item will display in the table with lines through them indicating they will be deleted on the next save of the work order and an _Undelete_ button will appear at the top of each work order item task's edit forms. + +You can also refresh the page to abandon this and any other changes made locally to the work order that have not yet been saved at the server. + +Until the work order is saved the items are not actually deleted. ### Parts @@ -685,8 +719,6 @@ If this work order item part record is later deleted and the work order saved, O Serial numbers entered here do not **have** to match the existing serial number collection, serial numbers are not controlled like inventory levels are. - - ## Extras info that may or may not be added later ## OOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO