From d6ab914f869e9b6e60c184b2e0f42d7ccf2a83ba Mon Sep 17 00:00:00 2001 From: John Cardinal Date: Wed, 14 Jul 2021 00:01:12 +0000 Subject: [PATCH] --- docs/8.0/ayanova/docs/svc-workorders.md | 19 ++++++++----------- 1 file changed, 8 insertions(+), 11 deletions(-) diff --git a/docs/8.0/ayanova/docs/svc-workorders.md b/docs/8.0/ayanova/docs/svc-workorders.md index 7db5dd5e..cafdf50a 100644 --- a/docs/8.0/ayanova/docs/svc-workorders.md +++ b/docs/8.0/ayanova/docs/svc-workorders.md @@ -4,24 +4,24 @@ 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