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@@ -148,6 +148,14 @@ For example, if there is a single Unit there is no need to take up space showing
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This pattern is used for all the collections below the header so that the simplest possible interface is shown at all times.
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### What if I don't need Tasks or Expenses or...?
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The grand child sections of a work order are **optional** and won't be displayed until one of that type of object is added from the [Work order Items context menu](#work-order-item-context-menu) so there is generally no need to completely remove a section however you might not want it to even be offered as an option in the Add menu item to avoid any confusionn
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Those sections can be completely removed as an option by [customizing](ay-customize.md) the work order form and un-checking the _Visible_ checkbox for those grand child collections:
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#### Selecting records for editing
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When there are multiple grand child records such as work order item labor records, clicking on a row in the collections table will select that record and the edit form below the collections table will switch the record selected for editing.
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@@ -405,7 +413,7 @@ This menu option will appear if this work order item was migrated from an older
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The Work order item Unit is where you select a Customer owned Unit to be serviced. It's not necessary to choose a Unit here but it's a good idea if there is equipment being serviced because it will then be tracked in AyaNova and enable many additional features.
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The Units section of a work order is **optional** and won't be displayed until a Unit is added from the [Work order Items context menu](#work-order-item-context-menu). It can also be completed removed as an option if it won't be required by [customizing](ay-customize.md) the work order form.
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The Units section of a work order is **optional** and won't be displayed until a Unit is added from the [Work order Items context menu](#work-order-item-context-menu). It can also be completely removed as an option if it won't be required by [customizing](ay-customize.md) the work order form and un-checking the _Visible_ checkbox in the `Work order Item.Units` customization box.
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If more than one Unit is added to the work order item they will be displayed in a table with an edit form below. Selecting a row in the table will switch the edit form below to the row selected.
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@@ -491,7 +499,7 @@ The Work order item Scheduled User record is where you schedule a service techni
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In addition [notifications](home-notify-subscriptions.md) may be triggered for Users that are subscribed to them so they are aware that they have been scheduled for service.
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The Scheduled Users section of a work order is **optional** and won't be displayed until a Schedule User record is added from the [Work order Items context menu](#work-order-item-context-menu). It can also be completed removed as an option if it won't be required by [customizing](ay-customize.md) the work order form.
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The Scheduled Users section of a work order is **optional** and won't be displayed until a Schedule User record is added from the [Work order Items context menu](#work-order-item-context-menu). It can also be completely removed as an option if it won't be required by [customizing](ay-customize.md) the work order form and un-checking the _Visible_ checkbox in the `Work order Item.Scheduled Users` customization box.
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If more than one Scheduled User record is added to the work order item they will be displayed in a table with an edit form below. Selecting a row in the table will switch the edit form below to row selected.
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@@ -561,14 +569,13 @@ You can also refresh the page to abandon this and any other changes made locally
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Until the work order is saved the items are not actually deleted.
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### Tasks
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The Work order item Tasks feature is used to provide a check list of tasks to be performed and is useful for providing standardized service that ensures technician's follow each step. Tasks can be created uniquely per work order or selected from a pre-made list of tasks entered previously in a [Task Group](svc-task-groups.md).
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The Tasks section of a work order is **optional** and won't be displayed until a Task record is added from the [Work order Items context menu](#work-order-item-context-menu). It can also be completed removed as an option if it won't be required by [customizing](ay-customize.md) the work order form.
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The Tasks section of a work order is **optional** and won't be displayed until a Task record is added from the [Work order Items context menu](#work-order-item-context-menu). It can also be completely removed as an option if it won't be required by [customizing](ay-customize.md) the work order form and un-checking the _Visible_ checkbox in the `Work order Item.Tasks` customization box.
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If more than one Task record is added to the work order item they will be displayed in a table with an edit form below. Selecting a row in the table will switch the edit form below to the row selected.
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@@ -580,11 +587,11 @@ All Work order item Task edit form fields here are **optional** unless stated as
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This field is _required_ but is set automatically and can be manually changed.
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The Sequence controls the order in which tasks are displayed in the form and on reports. Any number can be entered here and AyaNova will sort the tasks collection by the sequence number from smallest at the top to the largest sequence number at the bottom.
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The Sequence controls the order in which tasks are displayed in the form and on reports. Any number can be entered here and AyaNova will sort the tasks collection by the sequence number from smallest at the top to the largest sequence number at the bottom.
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#### Status
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This field indicates the status of this particular Task item. Options are *Completed* , *Failed* , *N/A* (not applicable), *To do* (the default).
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This field indicates the status of this particular Task item. Options are _Completed_ , _Failed_ , _N/A_ (not applicable), _To do_ (the default).
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#### User
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@@ -598,26 +605,22 @@ The date and time the Task was completed.
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This is the text that describes the Task to be performed.
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### Parts
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The Work order item Scheduled User record is where you schedule a service technician for future service. Users scheduled here will have an item appear on their [personal schedule form](home-schedule.md) and on the service manager's multiple technician [service schedule form](svc-schedule.md).
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The Work order item Parts record is where you enter parts consumed during service. If inventory is [turned on](adm-global-settings.md#use-inventory) parts entered here will be removed from inventory the moment the work order is saved.
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In addition [notifications](home-notify-subscriptions.md) may be triggered for Users that are subscribed to them so they are aware that they have been scheduled for service.
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The Parts section of a work order is **optional** and won't be displayed until a work order item part record is added from the [Work order Items context menu](#work-order-item-context-menu). It can also be completely removed as an option if it won't be required by [customizing](ay-customize.md) the work order form and un-checking the _Visible_ checkbox in the `Work order Item.Parts` customization box.
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The Scheduled Users section of a work order is **optional** and won't be displayed until a Schedule User record is added from the [Work order Items context menu](#work-order-item-context-menu). It can also be completed removed as an option if it won't be required by [customizing](ay-customize.md) the work order form.
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If more than one part record is added to the work order item they will be displayed in a table with an edit form below. Selecting a row in the table will switch the edit form below to row selected.
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If more than one Scheduled User record is added to the work order item they will be displayed in a table with an edit form below. Selecting a row in the table will switch the edit form below to row selected.
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A work order item can have zero to many separate Work order item part records as required.
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A work order item can have zero to many separate Work order item scheduled user records as required.
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All Work order item Scheduled User edit form fields here are **optional** but it's a good idea to fill them in as much as possible as the technician can convert this scheduled user record to a billable work order item labor record with a click saving them time and possible errors.
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All Work order item part edit form fields here are **optional** unless specified as required.
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#### Start date time
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## TEST TEST TEST
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## OOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO
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