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@@ -16,6 +16,42 @@ todo: Money money money...MONEY
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todo: add guided tours case 4212
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Guided tour:
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QuickStart from nothing to Production use process and help for users
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(This should be in it's own guided tour category i.e. not under Business admin necessarily but somewhere else in own section of guided tours)
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Evaluating, Acquiring, setting up and using AyaNova in production
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- Evaluation - Is AyaNova right for me?
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- Check out pricing, features, skim the manual and guided tours, see if it looks remotely like what you need, ask questions of support as required
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- Install or trial Subscription AyaNova online
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- Evaluation, is AyaNova right for my business?
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- Generate some sample data
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- Take tours, play with sample data
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- Have all users try it out as if it was installed, get feedback, configure as it would be used
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- If something isn't quite right can it be customized to do what we need?
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- Forms, reports, terminology and text
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- Test import or migration of any required data for production use, e.g. v8-migrate, customer import, parts import, graphics logos
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- Decision, will it work for us, did we try all the things we need to do over time periods i.e. daily, weekly, monthly, yearly
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- Acquisition
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- self installed or subscription choice
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- Purchase and install license
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- Setting up for production use
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- Export anything want to keep that will be erased when cleaning it out
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- Erase sample, test data if any
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- Import back exported stuff that want to keep
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- Ops backup setup and backup plan
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- configure, test, start immediately
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- v7 quickstart stuff kind of from here down
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- Set up business settings in global settings
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- Advanced features
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- Notification system
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- User notification
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- Customer notification
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- Customer self service
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- how to set up and configure
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todo: postgres 15 case 4214
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3
docs/8.0/ayanova/docs/tour-bootstrap-evaluate.md
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3
docs/8.0/ayanova/docs/tour-bootstrap-evaluate.md
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@@ -0,0 +1,3 @@
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# Getting started 1-Evaluation
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In this guided tour we'll go over how to quickly assess if AyaNova might be a match for your business.
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11
docs/8.0/ayanova/docs/tour-bootstrap-intro.md
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11
docs/8.0/ayanova/docs/tour-bootstrap-intro.md
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@@ -0,0 +1,11 @@
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# Getting started Evaluation to production use
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Finding and implementing software can be a confusing and time consuming process.
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We hope to make that a little easier for you with this series of guides that will take you from assessing if AyaNova will be a good match for your business right through to getting to in-production use and using AyaNova to manage your service business as quickly as possible.
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Along the way if you need help please feel free to [reach out to our support department](https://contact.ayanova.com/contact) who are always here for you.
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Don't worry, our support staff won't try to sell you anything, we have *no sales staff*, our support staff are only here to answer questions and help you decide if AyaNova is a good match for your business or not while you are assessing and evaluating AyaNova.
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##
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@@ -8,9 +8,11 @@ Guided tours are divided into sections by business role / department and can be
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We have included images so you can either read through the tours without using AyaNova directly or follow along with a [trial evaluation](ay-evaluate.md) copy of AyaNova as you go through the tour.
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## Before you take the tour
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## Getting started evaluation to production use
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If you haven't already you should go through the tours _after_ you look over the [forms overview](ay-start-form-overview.md) section of this manual as it gives an overview that will make the guided tours much easier to understand.
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If you know nothing about AyaNova but are considering service management software for your business we have a complete series of "bootstrapping" guides that will [take you through](tour-bootstrap-intro.md) the entire process from assessing if AyaNova will meet your needs right up to production use and advanced features.
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[Click here to get started](tour-bootstrap-intro.md)
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## Request a tour
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@@ -24,6 +24,9 @@ nav:
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- 'Try AyaNova now': 'ay-evaluate.md'
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- Guided tours:
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- 'Introduction': 'tour-intro.md'
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- Start here:
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- 'Steps to production use': 'tour-bootstrap-intro.md'
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- 'Evaluation': 'tour-bootstrap-evaluate.md'
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- Business admin:
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- 'Hide form fields': 'tour-bizadmin-form-remove-fields.md'
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- 'Require field entry': 'tour-bizadmin-form-require-fields.md'
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