devdocs/todo.txt

@@ -8,6 +8,11 @@ Docs completion
 
 
 
+
+
+
+
+
 start in on QBI
 	minimum viable product, just something that works
 	How to make it work in desktop / winlan / linuxlan / online all together??

docs/8.0/ayanova/docs/adm-global-settings.md

@@ -142,10 +142,12 @@ Any one or all of these fields can be left blank as appropriate.
 
 ## Customer access settings
 
-This section controls the rights granted to [Customer / Head Office type Users](cust-contacts.md) (known as **"Contacts"**) who log into AyaNova using their Customer / Head office Contact User account for self service options.
+This section controls the rights granted to [Customer / Head Office type Users](cust-contacts.md) (known as **"Contacts"**) who log into AyaNova using their Customer / Head office Contact User account for self service Customer login options.
 
 Customer / Head Office Contacts do not automatically have access to login to AyaNova, they need to have a password and login set up for them initially, once they can login, these settings control _specific_ access to features.
 
+To grant a Customer the ability to login they will require a [Customer / Head Office User](cust-contacts.md) account.
+
 #### Customer contact Users
 
 Contacts of a Customer are able to access information for that Customer unless further restricted by tags.

docs/8.0/ayanova/docs/svc-csr.md

@@ -1,3 +1,118 @@
-# SVC-CSR
+# Customer service requests
 
-![THIS PAGE UNDER CONSTRUCTION](img/underconstruction.svg)
+Customer service requests display here when the [Customer login feature is enabled](adm-global-settings.md#customer-access-settings) and Customers are able to [request service directly](adm-global-settings.md#customer-service-requests) in AyaNova.
+
+## Authorization Roles required
+
+This form is available to User's with the following [roles](ay-biz-admin-roles.md):
+
+Full access
+
+- Business administration
+- Service manager
+
+Read only access
+
+- Business administration - restricted
+- Service manager - restricted
+- Service technician
+
+## How to access Customer service requests
+
+Customer service requests are accessed in the following ways:
+
+- From the `Service` navigation pane `Customer service requests` item to open the Customer service requests [data table](ay-start-form-data-tables.md)
+
+## Customer service requests data table
+
+The Customer service requests [data table](ay-start-form-data-tables.md) lists all the Customer service requests that were created by Customers and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options).
+
+## Customer service request edit form
+
+The Customer service request edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
+
+The Name field is the only required field on this form, all other fields are optional.
+
+#### Customer
+
+This is the name of the Customer that the service was requested for.
+
+#### Priority
+
+The priority the Customer chose for this service request.
+
+Options are:
+
+- Not urgent
+- ASAP - as soon as possible
+- Emergency - immediate service requested
+
+#### Record created
+
+Read only field showing the date and time the service request was created.
+
+#### Status
+
+Read only field showing the status of this service request in the system.
+
+- Open - a new request
+- Accepted - the request has been turned into a work order
+- Rejected - the request was closed without being turned into a work order
+
+The status is not set directly but rather by the Accept or Reject menu options (below).
+
+#### Request
+
+A Customer entered short description of the overall service required. If this CSR is turned into a work order, this text will be copied to the Work order [Summary field](svc-workorders.md#summary) and also the [work order item summary field](svc-workorders.md#item-summary).
+
+#### Reference number
+
+Customer's reference number that they might require to help track this service request. This field will be copied to the work order's [Customer reference #](svc-workorders.md#customer-reference-number) field if this CSR is accepted to a work order.
+
+#### Requested by
+
+The customer contact User account that created the CSR.
+
+#### Unit
+
+The Customer selected Unit. It may be a Unit created by the Customer themselves if they couldn't find their Unit in the list offered and only if that feature is [turned on](adm-global-settings.md#allow-customer-to-create-unit) in global settings.
+
+#### Details
+
+Longer details about the service required as entered by the User. This field will be copied to the work order items [Service notes](svc-workorders.md#service-notes) field if this CSR is accepted to a work order.
+
+#### Tags
+
+Optional [tags control](ay-start-form-tags.md) for categorizing, searching, selecting and notification [filtering](home-notify-subscriptions.md#tags).
+
+This field is not seen by the Customer.
+
+#### Wiki
+
+Optional [wiki control](ay-start-form-wiki.md).
+
+This field is not seen by the Customer.
+
+#### Attached files
+
+Optional [attachments control](ay-start-form-attachments.md).
+
+This field is not seen by the Customer.
+
+### Menu options
+
+In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Customer service request form also has these options:
+
+#### Accept to new work order
+
+This option will locally create a new work order based off this Customer service request. Once that work order is saved, the AyaNova server will automatically set the status of the Customer service request to Accepted and will trigger a notification to the Customer if they are subscribed to the CSR Accepted notification.
+
+If the Work order is not saved no changes are made to the Customer service request and it remains Open.
+
+#### Reject service request
+
+This option will immediately reject the CSR, save changes and close the CSR form.
+
+The Customer will receive a Customer service request rejected notification if they are subscribed.
+
+You can reverse this decision at any time by opening the CSR and clicking on Accept to new work order from the menu.