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@@ -20,38 +20,9 @@ or as complex as required:
![Work order structure complex](img/svc-work-order-structure-complex.png)
## User interface work order structure
The user interface mirrors the logical structure of a work order with a single header section at the top, a collection of one or more work order items below the header and within each work order item collections of optional service related objects such as parts, expenses etc.
### Walk-through: creating a work order
If you are just getting started with AyaNova, we have a [help page](svc-workorders-walkthrough.md) showing how to create a simple work order that might be helpful.
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## How to use collections
From the work order item level down all items are collections that display as a single edit form when there is only one in the collection or as a table when there are multiple items in that collection.
For example, if there is a single work order item there is no need to take up space showing a table of one item so it displays as a single edit form area showing the fields of the work order item. However, if there are two or more work order items then a table displays showing each work order item in a row and clicking on a row opens the edit form area below the table so _that_ particular row can be edited.
This pattern is used for all the collections below the header so that the simplest possible interface is shown at all times.
### Header
![Work order header](img/svc-work-order-header.png)
A work order has a single Header section which contains information and fields related to the entire work order.
### Work Order Items
![Work order items](img/svc-work-order-items.png)
The items section of a work order is displayed as a table with an edit form below and can have one to many separate Work order Items.
Clicking on a row (or adding a new one) will cause the work order item edit form to display below the table for the particular work order item selected.
If you are just getting started with AyaNova, we have a [help page](svc-workorders-walkthrough.md) walk through on how to create a simple work order.
## Authorization Roles required
@@ -79,23 +50,51 @@ Read only access
### Limited access User rights
#### Service technician - restricted
#### Service technician - restricted rights
##### Accessing a work order
- Opening a work order
This type of User does not have access to the `Service` section of the navigation pane so they can only access work orders from their own personal schedule when they are scheduled on one.
Service technician - restricted role User does not have access to the `Service` section of the navigation pane so they can only access work orders from their own personal schedule when they are scheduled on one.
##### Menu
- Menu
_Report_, _View on map_ and _Help_ are the only options available in the menu to this user.
##### Header
- Header
View all the header fields at the top of the work order but can only change the Status.
hey will only see work order items if they are a scheduled User in that particular work order item.
- Work order items
## How to access customers
Service technician - restricted role User will only see work order items if they are a scheduled User contained in that particular work order item. Other work order items where they are not a scheduled user will be invisible to them.
- Units
Read only access to the work order item Units for reference purposes only.
- Scheduled users
They are permitted to convert the scheduled user record they appear on to a Labor record only. No other changes are permitted here.
- Parts
Read only access to the work order item Parts for reference purposes only.
- Labors
Service technician - restricted role User can add and edit work order item Labor records fully but only when they are the User selected in the labor record.
- Travels
Service technician - restricted role User can add and edit work order item Travel records fully but only when they are the User selected in the travel record.
- Expenses
Service technician - restricted role User can add and edit work order item Expense records fully but only when they are the User selected in the expense record.
#####
## How to access Work orders
Customers are accessed in the following ways:
@@ -103,10 +102,40 @@ Customers are accessed in the following ways:
- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Customer autocomplete list on any other form where customers can be selected such as the Work order, Quote and Preventive Maintenance forms
- From any [data table](ay-start-form-data-tables.md) column showing customers such as the [Work order list](svc-workorders.md)
## How customers work
## How Work orders work
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## User interface work order structure
The user interface mirrors the logical structure of a work order with a single header section at the top, a collection of one or more work order items below the header and within each work order item collections of optional service related objects such as parts, expenses etc.
Clicking on a row in a table on the work order form opens that record for editing below the table.
## How to use collections
From the work order item level down all items are collections that display as a single edit form when there is only one in the collection or as a table when there are multiple items in that collection.
For example, if there is a single work order item there is no need to take up space showing a table of one item so it displays as a single edit form area showing the fields of the work order item. However, if there are two or more work order items then a table displays showing each work order item in a row and clicking on a row opens the edit form area below the table so _that_ particular row can be edited.
This pattern is used for all the collections below the header so that the simplest possible interface is shown at all times.
### Header
![Work order header](img/svc-work-order-header.png)
A work order has a single Header section which contains information and fields related to the entire work order.
### Work Order Items
![Work order items](img/svc-work-order-items.png)
The items section of a work order is displayed as a table with an edit form below and can have one to many separate Work order Items.
Clicking on a row (or adding a new one) will cause the work order item edit form to display below the table for the particular work order item selected.
## Anatomy of a workorder
what each section is about

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@@ -57,6 +57,7 @@ nav:
- Service:
- 'Schedule': 'svc-schedule.md'
- 'Work orders': 'svc-workorders.md'
- 'Creating a work order': 'svc-workorders-walkthrough.md'
- 'Work order task group': 'svc-task-groups.md'
- 'Work order status': 'svc-work-order-status.md'
- 'Work order item status': 'svc-work-order-item-status.md'