diff --git a/docs/8.0/ayanova/docs/acc-service-rates.md b/docs/8.0/ayanova/docs/acc-service-rates.md index 902b9b09..5af32d5b 100644 --- a/docs/8.0/ayanova/docs/acc-service-rates.md +++ b/docs/8.0/ayanova/docs/acc-service-rates.md @@ -79,7 +79,7 @@ If checked this rate will only be availble to select on Work orders with a [Cont #### Active -Rates that are set to Active can be selected on new Work orders and other objects that user Service rates. +Rates that are set to Active can be selected on new Work orders and other objects that use Service rates. Rates not set to Active will still show in older records but can not be selected for new records; this is how you retire a rate from use. #### Notes diff --git a/docs/8.0/ayanova/docs/acc-tax-codes.md b/docs/8.0/ayanova/docs/acc-tax-codes.md index bc5c91d3..c89bf889 100644 --- a/docs/8.0/ayanova/docs/acc-tax-codes.md +++ b/docs/8.0/ayanova/docs/acc-tax-codes.md @@ -91,7 +91,7 @@ If Tax on Tax is not checked / false then each tax is calculated separately and #### Active -Taxes that are set to Active can be selected on new Work orders and other objects that user Tax codes. +Taxes that are set to Active can be selected on new Work orders and other objects that use Tax codes. Taxes not set to Active will still show in older records but can not be selected for new records; this is how you retire a rate from use. #### Notes diff --git a/docs/8.0/ayanova/docs/acc-travel-rates.md b/docs/8.0/ayanova/docs/acc-travel-rates.md index a9cf601d..353b4e0a 100644 --- a/docs/8.0/ayanova/docs/acc-travel-rates.md +++ b/docs/8.0/ayanova/docs/acc-travel-rates.md @@ -81,7 +81,7 @@ If checked this rate will only be availble to select on Work orders with a [Cont #### Active -Rates that are set to Active can be selected on new Work orders and other objects that user travel rates. +Rates that are set to Active can be selected on new Work orders and other objects that use travel rates. Rates not set to Active will still show in older records but can not be selected for new records; this is how you retire a rate from use. #### Notes diff --git a/docs/8.0/ayanova/docs/customers.md b/docs/8.0/ayanova/docs/customers.md index 23cd997b..49996663 100644 --- a/docs/8.0/ayanova/docs/customers.md +++ b/docs/8.0/ayanova/docs/customers.md @@ -99,7 +99,7 @@ See the [Contract documentation](svc-contracts.md) for further details. #### Active -Customers that are set to Active can be selected on new Work orders and other objects that user customers. +Customers that are set to Active can be selected on new Work orders and other objects that use customers. Customers not set to Active will still show in older records but can not be selected for new records; this is how you retire a customer from use. #### General notes diff --git a/docs/8.0/ayanova/docs/head-offices.md b/docs/8.0/ayanova/docs/head-offices.md index 0219bdd1..c9ba5419 100644 --- a/docs/8.0/ayanova/docs/head-offices.md +++ b/docs/8.0/ayanova/docs/head-offices.md @@ -95,7 +95,7 @@ See the [Contract documentation](svc-contracts.md) for further details. #### Active -Head offices that are set to Active can be selected on new Work orders and other objects that user head offices. +Head offices that are set to Active can be selected on new Work orders and other objects that use head offices. Head offices not set to Active will still show in older records but can not be selected for new records; this is how you retire a head office from use. #### General notes diff --git a/docs/8.0/ayanova/docs/svc-work-order-status.md b/docs/8.0/ayanova/docs/svc-work-order-status.md index 6c0c80c0..c1059778 100644 --- a/docs/8.0/ayanova/docs/svc-work-order-status.md +++ b/docs/8.0/ayanova/docs/svc-work-order-status.md @@ -1,8 +1,8 @@ # Work order status -The work order status can be used for multiple purposes: +The work order status is a powerful feature that can be used for multiple purposes: -- as flag to visually indicate the state of the service process +- a simple flag to visually indicate the state of the service process - for a business process control system when work needs to proceed through controlled stages step by step - notification system to alert interested parties when a work order has reached a certain state - a way to close and lock down a work order when all work has been completed @@ -27,7 +27,7 @@ Read only access ## How to access work order status -- From the [work order](svc-workorders.md) menu item `Work order status list` +- From the [work order](svc-workorders.md) menu item *Work order status list* - By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Work order status selection list on any other form where Work order status can be selected - From any [data table](ay-start-form-data-tables.md) column showing a work order status such as the [Work order list](svc-workorders.md) @@ -47,7 +47,13 @@ Work order status is a powerful feature for service process control. Use of the [Who can select](#who-can-set) and [Who can remove](#who-can-remove) roles fields, the [Is a locking status](#is-a-locking-status) and [Is a completed status](#is-a-completed-status) fields in combination with the [notification system](home-notify-subscriptions.md) can help to ensure adherence to business processes of many kinds. -For example ensuring that a department manager "signs off" on work before it progresses to the next stage by setting a locking status that alerts them and only they can remove or ensuring that an Accounting staff member invoices the customer when service work is completed by setting to a locking status dedicated to that purpose to more complex and specialized service flows where the service process needs to move through specific stages in a particular order so is "handed off" by setting the status for the next department to handle. +Example process control scenarios: + +- Status "New to be assessed and booked" set by a shop counter staff a unit is brought in for service automatically notifying a service manager to asses and assign to tech for repair +- Ensuring that a department manager "signs off" on work before it progresses to the next stage by setting a locking status that alerts them and only they can remove +- ensuring that an Accounting staff member invoices the customer when service work is completed and they subsequently set it to a completed status indicating it's finalized +- Common waiting scenarios such as "Waiting for parts" set by a tech but removed by a Inventory role shipper / receiver, waiting for Customer approval etc etc +- Complex specialized service flows where the service process needs to move through specific stages in a particular order so is "handed off" by setting the status for the next department to handle ## Work order status data table @@ -105,18 +111,14 @@ This is ideal for situations where a manager is required to "sign off" on work b Often a status will be restriced from removal but open to who can select so that, for example, when a service technician has completed work they can select a status that triggers a notification to a manager for review, locks down the work order but cannot be removed by anyone other than the manager once they've reviewed the work. -000000000000000000000000000000000000000000000000000000 +#### Color -todo: locking - locks workorder from edit (other than status for roles that are in status can remove) -todo: completed - used for notification processing -todo: select roles - who can select this status -todo: remove roles - who can remove +A color can be selected to visually represent the status so users can see at a glance what state the work order is in on the service [schedule form](svc-schedulemd) and in the [Work order](svc-workorders.md) data table. This color can also be used in [report templates](ay-report-edit.md) if appropriate. -todo: a section on why select and remove are there, how they can be used in conjunction with notification to enforce process control etc +#### Active -todo: A thorough section on PROCESS CONTROL with suggestions of commonly controlled aspects and hwo status satisifies them, e.g.: -Flow from intake to completion of final paper work -"New to be assessed and booked" - service manager / scheduler asses and assign to tech for repair -"Scheduled" - set to a tech to do the work -"Service completed" or "Awaiting parts" or "Awaiting customer approval" or whatever common scenarios -"Accounting step" - service complete, up to accounting to take, print and invoice customer etc they then set it to "Final / completed / closed" etc. +Work order status that are set to Active can be selected on Work orders. Status not set to Active will still show in older records but can not be selected for new records; this is how you retire a Work order status from use. + +#### Notes + +Notes about this record for internal staff use. Notes can also be reported on if desired. These notes are only visible in this form.