diff --git a/docs/8.0/ayanova/docs/svc-workorders.md b/docs/8.0/ayanova/docs/svc-workorders.md index 9a751f2a..d0b305c8 100644 --- a/docs/8.0/ayanova/docs/svc-workorders.md +++ b/docs/8.0/ayanova/docs/svc-workorders.md @@ -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. - - -00000000000000000000000000000000000000 - -## 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 00000000000000000000000000000000000000000000000000000000000000000000000000000000 +00000000000000000000000000000000000000 + +## 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 diff --git a/docs/8.0/ayanova/mkdocs.yml b/docs/8.0/ayanova/mkdocs.yml index e751bc39..4f56860b 100644 --- a/docs/8.0/ayanova/mkdocs.yml +++ b/docs/8.0/ayanova/mkdocs.yml @@ -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'