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@@ -20,38 +20,9 @@ or as complex as required:
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## User interface work order structure
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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.
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### Walk-through: creating a work order
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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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00000000000000000000000000000000000000
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## How to use collections
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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.
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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.
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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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### Header
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A work order has a single Header section which contains information and fields related to the entire work order.
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### Work Order Items
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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.
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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.
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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.
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## Authorization Roles required
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@@ -79,23 +50,51 @@ Read only access
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### Limited access User rights
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#### Service technician - restricted
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#### Service technician - restricted rights
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##### Accessing a work order
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- Opening a work order
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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.
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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.
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##### Menu
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- Menu
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_Report_, _View on map_ and _Help_ are the only options available in the menu to this user.
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##### Header
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- Header
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View all the header fields at the top of the work order but can only change the Status.
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hey will only see work order items if they are a scheduled User in that particular work order item.
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- Work order items
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## How to access customers
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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.
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- Units
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Read only access to the work order item Units for reference purposes only.
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- Scheduled users
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They are permitted to convert the scheduled user record they appear on to a Labor record only. No other changes are permitted here.
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- Parts
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Read only access to the work order item Parts for reference purposes only.
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- Labors
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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.
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- Travels
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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.
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- Expenses
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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.
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#####
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## How to access Work orders
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Customers are accessed in the following ways:
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@@ -103,10 +102,40 @@ Customers are accessed in the following ways:
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- 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
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- From any [data table](ay-start-form-data-tables.md) column showing customers such as the [Work order list](svc-workorders.md)
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## How customers work
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## How Work orders work
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00000000000000000000000000000000000000000000000000000000000000000000000000000000
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00000000000000000000000000000000000000
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## User interface work order structure
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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.
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Clicking on a row in a table on the work order form opens that record for editing below the table.
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## How to use collections
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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.
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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.
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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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### Header
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A work order has a single Header section which contains information and fields related to the entire work order.
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### Work Order Items
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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.
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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.
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## Anatomy of a workorder
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what each section is about
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@@ -57,6 +57,7 @@ nav:
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- Service:
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- 'Schedule': 'svc-schedule.md'
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- 'Work orders': 'svc-workorders.md'
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- 'Creating a work order': 'svc-workorders-walkthrough.md'
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- 'Work order task group': 'svc-task-groups.md'
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- 'Work order status': 'svc-work-order-status.md'
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- 'Work order item status': 'svc-work-order-item-status.md'
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