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2021-07-14 00:01:12 +00:00
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docs / sections required
* Anatomy of a workorder
## Anatomy of a workorder
what each section is about
* Make a new workorder from scratch separate page guide / walkthrough
## Make a new workorder from scratch separate page guide / walkthrough
How to add an item
how to add sub items
* Inventory changes from v7 with new workorder system
## Inventory changes from v7 with new workorder system
* No "Used in service", now Parts are consumed immediately from inventory when selected on workorder and saved
* Work order item part records consume or return inventory immediately upon save or delete or changes
* Serial numbers are likewise immediately consumed / returned to the pool upon edits to workorder item part records
* A zero quantity part will be considered a "placeholder" and will neither affect inventory nor serial numbers until a quantity is entered and saved
* conventions in usage:
## conventions in usage:
* Work order item Unit - Enter a single Unit only in the work order item units collection if intend to run reports tying other work order item sections to that unit (e.g. labor hours spent on *that* unit, parts used with *that* unit, etc). Entering more than one unit per work order item will make it difficult to match other work order item record types to a particular unit when reporting.
* Misc features of note to document in own sections
## Misc features of note to document in own sections
* Add multiple units (how to select, note that can select by range with shift click for checkboxes etc)
* Duplicate workorder
* Erase entire section (goes with duplicate for cleaning unneeded items from source workorder)
@@ -29,9 +29,7 @@ docs / sections required
* Part request (how they are made and when)
* Double booking prevention feature in global settings and how it works when scheduling users
* Work order Cost field visibility restrictions
## Work order Cost field visibility restrictions
*Work orders can show Costs for various items on them but these costs are only displayed for a select few users:
* Non staff user types (customer headoffice or subcontractor) can not see costs at all no matter what roles are set for them
* WorkOrderItemParts costs: to see these costs, the user must have one of the following roles: InventoryRestricted, Inventory, BizAdmin (full), Accounting
@@ -40,8 +38,7 @@ docs / sections required
* Costs to restricted users are not only hidden in work order user interface but are also sent as zeros in the data from the server
* Cost restrictions also apply to reporting so a report with cost fields on it will show those values as zero if the current user is restricted from seeing costs
* Sub contractors / Technician - Restricted users and Work Orders
## Sub contractors / Technician - Restricted users and Work Orders
If a User is set to User type of Sub contractor or if they are a Service type user and are assigned the "Technician - Restricted" role then special limitations apply to them:
* Service -> Work order list menu area
* These restricted Esers are not shown the option of viewing the full work order list. They will access their work orders via their Home -> Schedule form
@@ -54,7 +51,7 @@ docs / sections required
* "Tech - Limited" User role specific restrictions
* All restrictions listed above in Work order *Item* restrictions plus:
* All work order header fields visible but not editable other than work order status which has a separately configurable role restriction setting
* All work order header fields visible but not editable other than work order status which has a separately configurable role restriction setting (including attachments, wiki and tags)
* Form main menu items available: none except for Report which has a separately configurable role restriction setting
* Tasks: view and edit existing tasks only, no add or remove or changing task text
* Scheduled Users: view only where they are the selected User and convert to labor record