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.
+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.
-
-
-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.
 
 ## 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

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'