diff --git a/docs/8.0/ayanova/docs/img/svc-wo-labor-context-menu.png b/docs/8.0/ayanova/docs/img/svc-wo-labor-context-menu.png new file mode 100644 index 00000000..e35d2ea5 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-wo-labor-context-menu.png differ diff --git a/docs/8.0/ayanova/docs/img/svc-wo-labor-context.png b/docs/8.0/ayanova/docs/img/svc-wo-labor-context.png new file mode 100644 index 00000000..eb9ccf60 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-wo-labor-context.png differ diff --git a/docs/8.0/ayanova/docs/svc-workorders.md b/docs/8.0/ayanova/docs/svc-workorders.md index 4db84f8e..1c2f7f64 100644 --- a/docs/8.0/ayanova/docs/svc-workorders.md +++ b/docs/8.0/ayanova/docs/svc-workorders.md @@ -107,7 +107,6 @@ Limited access roles are restricted in what they can see and do on the work orde 3. View only the header Customer name and Contact fields 4. Convert to Labor menu item available - ## How to access Work orders Work orders are accessed in the following ways: @@ -115,8 +114,7 @@ Work orders are accessed in the following ways: - From the [Personal schedule](home-schedule.md) form when scheduled on a work order - From the [Service schedule](svc-schedule.md) form for any User scheduled on a work order - From the `Service` navigation pane `Work orders` item to open the Work orders [data table](ay-start-form-data-tables.md) -- From any [data table](ay-start-form-data-tables.md) column showing Work orders such as the [Customers](customers.md) *Last work order* column - +- From any [data table](ay-start-form-data-tables.md) column showing Work orders such as the [Customers](customers.md) _Last work order_ column ## Work orders data table @@ -126,12 +124,11 @@ The Work orders [data table](ay-start-form-data-tables.md) lists all the Work or The work order edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and additional fiels and features outlined below: -This form is designed to display as simply as possible and will not display a section unless it's been *added* to the work order. For example if no Travel records are entered the Travel section is not displayed at all. +This form is designed to display as simply as possible and will not display a section unless it's been _added_ to the work order. For example if no Travel records are entered the Travel section is not displayed at all. This means you can use any features you need and unused features will not take up space. -If you know you will *never* require a feature or some fields within a section you can remove then from the Work order form using the [form customization](ay-customize.md) feature of AyaNova. - +If you know you will _never_ require a feature or some fields within a section you can remove then from the Work order form using the [form customization](ay-customize.md) feature of AyaNova. ### User interface work order structure @@ -139,20 +136,50 @@ The user interface mirrors the logical structure of a work order with a single h Clicking on a row in a table on the work order form opens that record for editing below the table. -### How to use the table collections +#### Tables on narrow screen devices + +When AyaNova doesn't have enough width to display a full table it switches to a vertical display instead to avoid the need to scroll sideways. See the [data table](ay-start-form-data-tables.md) help page for more information. For the purposes of this help page we'll show full width tables but the functionality is the same. + +### How to use the work order item grand child collections All items below the Work order Item level are collections that display as a single edit form when there is only one in the collection or as a table when there are multiple items in that collection. -For example, if there is a single Unit there is no need to take up space showing a table of one Unit so it displays as a single edit form area showing the fields of the work order item Unit record. However, if there are two or more Units then a table displays showing each Work order Item Unit record in a row and clicking on a row opens the edit form area below the table so _that_ particular row can be edited. +For example, if there is a single Unit there is no need to take up space showing a table of one Unit so it displays as a single edit form area showing the fields of the work order item Unit record. However, if there are two or more Units then a table appears with rows representing each Work order Item Unit record in a row. This pattern is used for all the collections below the header so that the simplest possible interface is shown at all times. +#### Selecting records for editing + +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. + +#### Adding and deleting collection items + +Each collection has a context menu button to the right of it's title: + +![Work order labor context](img/svc-wo-labor-context.png) + +Clicking on this button will open the context menu with options for _that_ particular type of item. + +![Work order labor context menu](img/svc-wo-labor-context-menu.png) + +Here we see the Labor items context menu. There are three options common to all collections: + +- _New_ `+` option is used to add a new record. The record is added here locally to be filled out in the form below the collection table and later saved to the server. +- _Mark for deletion_ is available because we have a record selected in the collection table by previously clicking on a row. The record will not be deleted until the entire work order is saved. +- _Mark all for deletion_ is used to delete **all** records represented by their rows in the collection table. The records will not be deleted until the entire work order is saved. + +Each type of collection has it's own particular set of context menu options documented in their sections below. + ### Header ![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. + + ### Work Order Items ![Work order items](img/svc-work-order-items.png)