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[UNDER CONSTRUCTION]
#b4beta
todo: insert note in docs (ops?) if upload won't work from a device and error not evident check in the AyaNova client error log under help-About and see if there is an error 413 related to the recent file (camera image) upload, as it's likely not AyaNova restricting but a intermediary front end setting, e.g. NGinX
te about nginx somewhere or any front end when receive error 413 when attempt to upload a large attachment.
AyaNova allows up to 10gb in the upload but if there is a front end ahead of it like nginx then a setting

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# ADM-GLOBAL-SEEDS (documentation under construction)
# ADM-GLOBAL-SEEDS
[under construction]
#b4beta
Set next starting serial number for serialized objects.

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This form is used to set the fields displayed and searched in select lists on forms.
#b4beta
[UNDER CONSTRUCTION]
This setting is *required* and controls which [translation](adm-translations.md) of AyaNova is used to display program text to the current logged in user.

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# ADM-REPORT-TEMPLATES Placeholder
#b4beta (consolidate this page away, it seems redundent and we can't list every 100 report here pointlessly)
AyaNova report templates are listed here.
You can edit report templates in the [Report template editor](ay-report-edit.md)

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# ADM-USERS Placeholder
[UNDER CONSTRUCTION]
#b4beta
This form is used to create and edit Users and control their access to AyaNova.
## Do not share User accounts
Every User of AyaNova **must** have their own account. AyaNova does *not* support multiple simultaneous logins with the same User account; a fresh login automatically revokes prior logins so logging in as a User that is already logged in will kick out the originally logged in User.
Every User of AyaNova **must** have their own account. AyaNova does _not_ support multiple simultaneous logins with the same User account; a fresh login automatically revokes prior logins so logging in as a User that is already logged in will kick out the originally logged in User.
For security purposes it is important that each User have their own account so that it's easy to keep track of who did what when and where in case issues arise. Also it makes it easier to revoke access when a User is no longer allowed to access AyaNova.
@@ -64,9 +65,10 @@ This type of User consumes an AyaNova license, is scheduleable for service and i
Set or reset the User's login name and password here. Note that the User can also change their own login credentials in their User settings so it's often the case that a temporary set of credentials is set here by the administrator and then the User themselves will use this to login and immediately change their login and password.
If this value is changed while a User is actively logged in, it doesn't take effect until the *next* time they login.
If this value is changed while a User is actively logged in, it doesn't take effect until the _next_ time they login.
### Last login
This read only field shows the last time this User logged in for security purposes.
### Active
@@ -85,17 +87,17 @@ Scheduleable Users only consume a license when they are set to Active. De-activa
Scheduleable Users only appear in the schedule form if they are Active, de-activating a User means their work order scheduled items will not be displayed in the Service -> Schedule form so be sure to re-assign any open scheduled work order items for them to another Active User to ensure it doesn't get lost. You can not see their work order items in the graphical schedule form but you can still see them in the Work order data tables so click through to the Scheduled Users list, filter by the inactive Tech to confirm and re-assign any unfinished work still under their name.
### Notes
This optional field is for the Use of the AyaNova administrator and is not displayed to the User themselves. It can be used for any purpose required.
### Tags
Tags for Users are optional but connected to many areas of AyaNova when it comes to filtering data and the notification system in particular.
If the User is a scheduleable type, the tags entered here can be used as a filter in the schedule calendar to filter in or out data by tagged Users. This is useful in a large busy shop when there are just too many items to display in the graphical schedule and so tags are created to group scheduleable Users in some way that is most appropriate for the dispatcher / scheduler staff.
If the User is a scheduleable type, the tags entered here can be used as a filter in the schedule calendar to filter in or out data by tagged Users. This is useful in a large busy shop when there are just too many items to display in the graphical schedule and so tags are created to group scheduleable Users in some way that is most appropriate for the dispatcher / scheduler staff.
In addition some notifications can be filtered by tag as required.
## User settings tab
This section is a duplicate of the [User settings](home-user-settings.md) form. This tab can be used to set up Users in advance and is also mirrored for the User themselves to make adjustments including changing their own password and login.

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# DEVELOPERS API
AyaNova REST API for developers
[under construction]
AyaNova features a REST API that can be used by developers to integrate with AyaNova.
todo: consolidate api api-error-codes / request / response / upload route stuff here into this document

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# MISC-ABOUT Placeholder
[UNDER CONSTRUCTION]
#b4beta

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# BUSINESS ADMINISTRATION MIGRATE TO V8
#b4beta todo: go over this and clear it
## OVERVIEW
This page outlines the changes and setup tasks that will need to be done after migration from a business administration point of view.

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# Customization and business administration introduction
#b4beta
Overview of customization features (translation, templates (picklist, datalist etc)) and admin (Global) setttings with links to each section

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# AUTHORIZATION ROLES
#b4beta
todo: overview of roles, list of roles and how they work
NOT how to assign roles, that's in the form documentation for User or elsehwere, this is *about* roles

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# Customize form
#b4beta
[UNDER CONSTRUCTION]
todo: customize form menu option and link to custom fields detailed [form](ay-start-form-custom-fields.md)here

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# DELETE EXTENSION
[under construction]
todo: clear this (images?)
The Delete extension can be used to permanently delete multiple items at once.
AyaNova will attempt to delete all selected items and will report back if any were not able to be deleted.

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# Extensions
#b4beta
todo: general doc about extensions with links to each one

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# MISC-RECORD HISTORY Placeholder
#b4beta
[UNDER CONSTRUCTION]

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# CLIENT LOG FORM HELP Placeholder
[UNDER CONSTRUCTION]
#b4beta (what is this, where does it link from? Do we need it?)

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# NOTIFICATION Placeholder
[UNDER CONSTRUCTION]
#b4beta (what is this and do we need it and wehre does it link from)

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[UNDER CONSTRUCTION]
#b4beta (clear this for release, remove under construction status)
AyaNova features a built-in report template editor and reports can be created or customized directly within AyaNova.
AyaNova report templates are based upon commonly used web technology and are HTML based template documents that are used with the [Handlebars](https://handlebarsjs.com/) templating language to generate HTML documents that are rendered to .PDF [Portable document format](https://en.wikipedia.org/wiki/PDF) files.

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# Report viewer form placeholder
#b4beta (what is this exactly and where is it linked from, does it need to be fleshed out, if it's how to use the report rendering then yes and include screnshots before beta)
Report viewer, overview, how to use, link to report designer topics etc

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# MISC-REVIEW (was followup) Placeholder
#b4beta
[UNDER CONSTRUCTION]

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[under construction]
#b4beta (complete this, very important)
TODO:
### UTC
All dates and times are stored at the server in UTC (GMT) values. The server has no knowledge of time zones so this value is used to display the time and date in your local Browser time zone.

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### Currency
Currency values are stored with 38 digit precision and 18 digit scale. This means a total of 38 digits can be stored and of those 38 digits, up to 18 can come after the decimal point. This level of precision and scale is more than adequate for most circulating currencies but is necessary to accomodate potential usage of crypto currencies such as Etherium or Bitcoin.
This applies to any item which is a currency amount or a rate used to calculate a currency amount (except taxes see below)
AyaNova is a single-currency program, it assumes all currency values entered are for the same currency and values entered are stored at the server as Decimal numbers. Currency as entered is interpreted and displayed with a combination of settings specified in the user's Currency setting and the locale / language setting of the browser (or the override if overriden).

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# Edit forms
[Under construction]
#b4beta
todo: all common features of edit forms here
todo: all common edit form menu options detailed here
todo: all common edit form controls like wiki, attached files, etc in depth here so can link to it from each form

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# EVENT LOG
#b4beta
todo: overview, how to access it, what is tracked and when etc

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# ATTACHMENTS
#b4beta (check if this is the user's view or the admin view, if users view it must be completed before beta)
## OVERVIEW
TODO: this, see TAGS for layout

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# Custom fields
todo: how to customize forms to show custom fields and work with custom fields
#b4beta
todo: how to customize forms to show custom fields and work with custom fields

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# FORMS
[UNDER CONSTRUCTION]
#b4beta (clear this for release, probably just needs a read over and remove these tags unless there really are missing items or ss would help)
todo: screenshots, missing sections
## Overview

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# TAGS
# Tags
## OVERVIEW

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# WIKI
# Wiki
## OVERVIEW

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# LOCALIZATION OVERRIDES
# Locale overrides
Localization here means the way in which times, dates and numbers are displayed and interpreted by AyaNova.
It is separate and distinct from the [Translation](ay-translation.md) feature of AyaNova which is used to set the text displayed in the user interface.

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# LOGIN
# Login
The login form is displayed when you first open AyaNova or log out of AyaNova.
@@ -10,5 +10,12 @@ If AyaNova is in trial mode for testing there will be a [trial user select list]
At the bottom of the login form is a link to the AyaNova website displayed as the version and copyright information for the AyaNova app.
## Logout
Technically it is unnecessary to logout unless you need to re-login as another user however some cached data is cleared on logout.
Log out from the bottom of the Navigation bar menu.
## Resetting cached data
If you append the login url on your browser with `?reset` all local cached data will be reset. This should not be necessary but is provided for use when directed by technical support if we suspect local cached data might be corrupted causing an issue.

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# Evaluate LOGIN FORM
[under construction]
#b4beta (is this still needed? Does anythign link to it? Should it be covered by the evaluate page instead?)
first LINK TO MAIN EVALUATE DOCS
second SAMPLE USERS AND SELECTION

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How to use this help manual
#b4beta
## Searching
- one

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# TRANSLATION
# Translation
[under construction]
#b4beta (can this be consolidated? What links to here? Or should all translation go here? What is this, an overview only??)
The Translation feature controls the text displayed in the AyaNova user interface.
The primary purpose is to provide the AyaNova user interface in various languages however it is also used to customize text displayed to conform to specific terminology used by a business.

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`AYANOVA_LOG_ENABLE_LOGGER_DIAGNOSTIC_LOG = true`
Warning: this diagnostic log should be disabled as soon as it's not required. Unlike the normal log, this log file is not automatically trimmed so it will grow in size forever.
Warning: this diagnostic log should be disabled as soon as it's not required. Unlike the normal log, this log file is not automatically trimmed so it will grow in size forever and will slow down the server.

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[UNDER CONSTRUCTION]
todo: a standard link to general how to use the data-table at the top of every list help doc
todo: a standard link to how to use controls at the top of every form doc

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# NOTIFICATIONS
[DOCUMENTATION UNDER CONSTRUCTION]
[under construction]
#b4beta (complete this and add ss)
This form shows "in app" notifications received in the last 90 days.
Notifications are kept for 90 days then automatically deleted.

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## What is a secure password?
### Long, not complicated
Current best practices around passwords are all about length. For the highest security ensure your password is as long as you can comfortably remember without writing it down. We recommend using a lengthy but easily remembered phrase as a password, for example a song lyric or a line from a poem that is 32 characters or more of words is difficult to hack by brute force methods.
There is no longer any security advantage in modern practice to using unusual symbols or numbers in your password and no need to do this with AyaNova.
Current security industry best practices around passwords focus entirely on length and not complexity.
For the highest security ensure your password is as long as you can comfortably remember without writing it down. We recommend using a lengthy but easily remembered phrase as a password, for example a song lyric or a line from a poem that is 32 characters or more of words is currently very difficult to hack by brute force methods.
There is no security advantage in modern practice to using mixed case, unusual symbols or numbers in your password.
It is far more secure to have a lengthy password of plain text than it is to have a shorter one with a mix of numbers and characters.
For example: this password `somewhereovertherainbowskiesareblue` is far more secure than this password `Ab3#@%5` and easier to remember without writing it down.
### Impersonal
Make sure you have nothing personal in your password such as a relative or pet's name or relative's date of birth etc.
## Password manager
Many people prefer to use a password manager utility and AyaNova supports this by allowing copy and paste in the password field, clearly identifying it as a password field in the HTML markup and including an "eye" icon that you can use to reveal or conceal the password as you enter it.

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# HOME-REMINDERS Placeholder
[UNDER CONSTRUCTION]
#b4beta

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# HOME-REVIEWS Placeholder
[UNDER CONSTRUCTION]
#b4beta
notes:
All users can see reviews assigned to them in their home menu
Supervisory roles can see all reviews assigned to anyone

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# HOME-SEARCH Placeholder
[under construction]
#b4beta
## Overview
AyaNova has a search form available by selecting the Search option in the [context menu](ay-start-form-overview.md#form-context-menu)
@@ -10,7 +14,7 @@ AyaNova has a search form available by selecting the Search option in the [conte
By default AyaNova search is case **in**-sensitive. Case insensitive searching is influenced by the [server locale settings](ops-server-locale.md)
0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
Explain search phrase entry, stopwords etc

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AyaNova supports Two-Factor authentication ("TFA") as an additional security measure for any User account. The first "factor" in TFA is the user name and password as normal, the second "factor" is a 6 digit passcode that changes every 30 seconds and is unique for every AyaNova User. Passcodes are generated in an App running on a device that you "link" to your AyaNova account via the. Enabling TFA means that even if a login name and password were to be accidentally exposed a malicious user would still not be able to login unless they had that User's device with their TFA authentication app available. We strongly recommend all users enable TFA, including and specifically the SuperUser account.
## Enabling TFA
Two-Factor Authentication is enabled from the "Two Factor Authentication" menu option in the form `Home -> User Settings` menu.

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This form controls various settings for the currently logged in User.
## Dark mode
This setting controls the alternative dark theme for UI display. Note that unlike the other settings on this page, this is a local device setting only to allow for different themes when working with different devices in different settings.
This setting controls the alternative dark theme for UI display. Note that unlike the other settings on this page, this is a local device setting only to allow for different themes when working with different devices in different settings.
## Translation
This setting is *required* and controls which [translation](adm-translations.md) of AyaNova is used to display program text to the current logged in user.
This setting is _required_ and controls which [translation](adm-translations.md) of AyaNova is used to display program text to the current logged in user.
The default value is "en" for English.
If you change the language setting here you must logout and back in for the changes to take effect.
## User email address
This is the email address used to send AyaNova related information to the user by the AyaNova [Notification system](ay-notification.md).
This setting is not required (except for notifications if used) and the default value for this setting is empty.
## Map URL template
This setting controls which mapping provider to use for viewing addressible objects online on a map.
If nothing is set it will default to Google maps.
If nothing is set it will default to Google maps.
AyaNova supports either geographic coordinates (latitude, longitude) or address based online mapping support.
Several online mapping providers are provided for selection in the drop down box below this field. Selecting one of these providers will automatically fill in this field with the correct (at time of release) URL to use.
Several online mapping providers are provided for selection in the drop down box below this field. Selecting one of these providers will automatically fill in this field with the correct (at time of release) URL to use.
You can also enter any url you wish in this field for specific needs not covered by the defaults.
@@ -31,37 +34,40 @@ You can also enter any url you wish in this field for specific needs not covered
AyaNova expects one or two url's per provider separated with the following special sequence of characters: `<|>` to separate urls if there are two.
You can have an Address based url and / or a geocoordinate based url as most map providers support one or the other.
AyaNova will favor the geo-coordinate version if both are supplied.
AyaNova will favor the geo-coordinate version if both are supplied.
AyaNova will substitute the following tokens in the URL template before attempting to open the map url in your browser:
`{ayaddress}` This token will be substituted with the Address fields favoring physical address fields over postal ones. The order the url is constructed from an address is Street address, city, region (state or province), country, postal code. If any of those fields are empty it will attempt to use the Postal version.
`{ayaddress}` This token will be substituted with the Address fields favoring physical address fields over postal ones. The order the url is constructed from an address is Street address, city, region (state or province), country, postal code. If any of those fields are empty it will attempt to use the Postal version.
`{latitude}`, `{longitude}` These tokens will be used if filled in on the addressible objects entry form.
Use the preset examples as a reference if making your own custom url.
## Currency code
AyaNova is a single-currency program, it assumes all currency values entered are for the same currency and values entered are stored at the server as Decimal numbers so this setting will affect how values are displayed and accepted for entry only, it has no relation to actual currency values or exchange etc.
The Currency Code controls how currency values are displayed and accepted for input in AyaNova. The code must be one of the 3 character alphabetic [ISO 4217 active currency codes](https://wikipedia.org/wiki/ISO_4217#Active_codes) This value is *required* and cannot be determined from the Browser itself. If no setting is made the *default* value is "USD" for dollar symbol $.
The Currency Code controls how currency values are displayed and accepted for input in AyaNova. The code must be one of the 3 character alphabetic [ISO 4217 active currency codes](https://wikipedia.org/wiki/ISO_4217#Active_codes) This value is _required_ and cannot be determined from the Browser itself. If no setting is made the _default_ value is "USD" for dollar symbol $.
Some other common currency codes are: "EUR" - Euro, "GBP" - Great British Pound, "CAD" - Canadian dollar, "AUD" - Australian dollar.
## 12 hour clock
This *optional* setting controls whether times are displayed and selected in 12 hour (AM/PM) format or 24 hour format. If not set it will be determined from the browser default language setting.
This _optional_ setting controls whether times are displayed and selected in 12 hour (AM/PM) format or 24 hour format. If not set it will be determined from the browser default language setting.
## User browsers standard date time input controls
This *optional* setting switches between using the "Material" theme date and time picker controls or the browser's native input controls. This particular setting is *not* stored at the server but is kept with the browser itself allowing Users to choose browser by browser the most appropriate input controls for their needs as each browser brand and platform vary widely in their support for date and time inputs.
This _optional_ setting switches between using the "Material" theme date and time picker controls or the browser's native input controls. This particular setting is _not_ stored at the server but is kept with the browser itself allowing Users to choose browser by browser the most appropriate input controls for their needs as each browser brand and platform vary widely in their support for date and time inputs.
## User color
This *optional* setting controls some aspects of AyaNova where multiple user's data is being displayed at once to make it easier to visually distinguish between users at a glance.
This _optional_ setting controls some aspects of AyaNova where multiple user's data is being displayed at once to make it easier to visually distinguish between users at a glance.
One example is the Schedule form when it is displaying schedules for more than one user.
The *default* value is black / transparent.
The _default_ value is black / transparent.
## Language code override / Time Zone override
Optional settings to override the values used by the web browser by default. These should not need to be set in most cases.
See [Localization override](ay-start-localization.md) for details.
Optional settings to override the values used by the web browser by default. These should not need to be set in most cases.
See [Localization override](ay-start-localization.md) for details.

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# WELCOME TO AYANOVA
## About this documentation
This manual is accessible locally from the AyaNova software help links.
We also maintain a copy of the latest version documentation on our website at [https://www.ayanova.com/docs/](https://www.ayanova.com/docs/)
This manual has the following sections:
- [User guide](ay-start-user-intro.md) for using AyaNova
### [User guide](ay-start-user-intro.md)
- [Operations guide](ops-intro.md) AyaNova server installation and maintenance
### [Installing and maintaining AyaNova](ops-intro.md)
- [Software developers guide](api-intro.md) for interfacing with AyaNova
### [Software developers guide](api-intro.md)
## Beyond this manual

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- 'Start here': 'ay-start-user-intro.md'
- 'Changes from AyaNova 7': 'ay-start-changes-from-v7.md'
- 'Trial mode login': 'ay-start-trial-login.md'
- Forms:
- User interface:
- Introduction:
- 'Overview': 'ay-start-form-overview.md'
- 'Login': 'ay-start-login.md'
@@ -110,7 +110,7 @@ nav:
- 'Tags extension': 'ay-ex-tags.md'
- 'Export extension': 'ay-ex-export.md'
- 'Delete extension': 'ay-ex-delete.md'
- Customer User forms:
- Customer User interface:
- 'Workorders': 'customer-workorders.md'
- 'Customer service requests': 'customer-csr.md'
- Features:
@@ -125,6 +125,7 @@ nav:
- Trying out AyaNova:
- 'Evaluate': 'ay-evaluate.md'
- Server operations guide:
- 'Introduction': 'ops-intro.md'
- Installation:
- 'Start': 'ops-install.md'
- 'Windows': 'ops-install-windows.md'
@@ -139,8 +140,7 @@ nav:
- Backup & Restore:
- 'Backup': 'ops-form-backup.md'
- 'Restore': 'ops-restore.md'
- Forms:
- 'Introduction': 'ops-intro.md'
- Operations interface:
- 'Server state': 'ops-server-state.md'
- 'Backup': 'ops-form-backup.md'
- 'Job queue': 'ops-jobs.md'