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docs / sections required
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* Anatomy of a workorder
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## Anatomy of a workorder
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what each section is about
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* Make a new workorder from scratch separate page guide / walkthrough
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## Make a new workorder from scratch separate page guide / walkthrough
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How to add an item
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how to add sub items
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* Inventory changes from v7 with new workorder system
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## Inventory changes from v7 with new workorder system
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* No "Used in service", now Parts are consumed immediately from inventory when selected on workorder and saved
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* Work order item part records consume or return inventory immediately upon save or delete or changes
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* Serial numbers are likewise immediately consumed / returned to the pool upon edits to workorder item part records
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* A zero quantity part will be considered a "placeholder" and will neither affect inventory nor serial numbers until a quantity is entered and saved
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* conventions in usage:
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## conventions in usage:
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* 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.
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* Misc features of note to document in own sections
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## Misc features of note to document in own sections
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* Add multiple units (how to select, note that can select by range with shift click for checkboxes etc)
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* Duplicate workorder
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* Erase entire section (goes with duplicate for cleaning unneeded items from source workorder)
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@@ -29,9 +29,7 @@ docs / sections required
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* Part request (how they are made and when)
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* Double booking prevention feature in global settings and how it works when scheduling users
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* Work order Cost field visibility restrictions
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## Work order Cost field visibility restrictions
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*Work orders can show Costs for various items on them but these costs are only displayed for a select few users:
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* Non staff user types (customer headoffice or subcontractor) can not see costs at all no matter what roles are set for them
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* WorkOrderItemParts costs: to see these costs, the user must have one of the following roles: InventoryRestricted, Inventory, BizAdmin (full), Accounting
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@@ -40,8 +38,7 @@ docs / sections required
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* 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
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* 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
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* Sub contractors / Technician - Restricted users and Work Orders
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## Sub contractors / Technician - Restricted users and Work Orders
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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:
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* Service -> Work order list menu area
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* 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
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@@ -54,7 +51,7 @@ docs / sections required
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* "Tech - Limited" User role specific restrictions
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* All restrictions listed above in Work order *Item* restrictions plus:
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* All work order header fields visible but not editable other than work order status which has a separately configurable role restriction setting
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* 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)
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* Form main menu items available: none except for Report which has a separately configurable role restriction setting
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* Tasks: view and edit existing tasks only, no add or remove or changing task text
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* Scheduled Users: view only where they are the selected User and convert to labor record
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