From ec988fdad8222e2039ac3c738813410d0fec9b99 Mon Sep 17 00:00:00 2001 From: John Cardinal Date: Thu, 28 Apr 2022 19:27:22 +0000 Subject: [PATCH] --- docs/8.0/ayanova/docs/acc-service-rates.md | 2 +- docs/8.0/ayanova/docs/acc-tax-codes.md | 2 +- docs/8.0/ayanova/docs/acc-travel-rates.md | 2 +- docs/8.0/ayanova/docs/adm-attachments.md | 2 +- .../docs/adm-global-autocomplete-templates.md | 2 +- docs/8.0/ayanova/docs/adm-global-seeds.md | 2 +- docs/8.0/ayanova/docs/adm-global-settings.md | 2 +- docs/8.0/ayanova/docs/adm-history.md | 2 +- docs/8.0/ayanova/docs/adm-import.md | 2 +- docs/8.0/ayanova/docs/adm-license.md | 2 +- docs/8.0/ayanova/docs/adm-report-templates.md | 2 +- docs/8.0/ayanova/docs/adm-translations.md | 2 +- docs/8.0/ayanova/docs/adm-users.md | 2 +- docs/8.0/ayanova/docs/ay-about.md | 2 +- docs/8.0/ayanova/docs/ay-biz-admin-roles.md | 22 +++++++-------- docs/8.0/ayanova/docs/ay-history.md | 2 +- docs/8.0/ayanova/docs/ay-start-edit-forms.md | 2 +- .../ayanova/docs/ay-start-form-overview.md | 28 ++++++++++++++++--- docs/8.0/ayanova/docs/cust-contacts.md | 2 +- .../docs/customer-notify-subscriptions.md | 2 +- docs/8.0/ayanova/docs/customers.md | 2 +- docs/8.0/ayanova/docs/head-offices.md | 2 +- docs/8.0/ayanova/docs/home-dashboard.md | 2 +- docs/8.0/ayanova/docs/home-memos.md | 2 +- docs/8.0/ayanova/docs/home-reminders.md | 2 +- docs/8.0/ayanova/docs/home-reviews.md | 2 +- docs/8.0/ayanova/docs/home-search.md | 2 +- docs/8.0/ayanova/docs/home-user-settings.md | 2 +- docs/8.0/ayanova/docs/inv-part-assemblies.md | 2 +- .../docs/inv-part-inventory-transactions.md | 2 +- docs/8.0/ayanova/docs/inv-part-inventory.md | 2 +- docs/8.0/ayanova/docs/inv-part-requests.md | 2 +- docs/8.0/ayanova/docs/inv-part-warehouses.md | 2 +- docs/8.0/ayanova/docs/inv-parts.md | 2 +- docs/8.0/ayanova/docs/inv-purchase-orders.md | 2 +- .../ayanova/docs/ops-customer-notify-log.md | 2 +- docs/8.0/ayanova/docs/ops-form-backup.md | 2 +- docs/8.0/ayanova/docs/ops-jobs.md | 2 +- docs/8.0/ayanova/docs/ops-metrics.md | 2 +- .../ayanova/docs/ops-notification-system.md | 2 +- docs/8.0/ayanova/docs/ops-notify-log.md | 2 +- docs/8.0/ayanova/docs/ops-profile.md | 2 +- .../ayanova/docs/ops-server-information.md | 2 +- docs/8.0/ayanova/docs/ops-server-state.md | 2 +- docs/8.0/ayanova/docs/svc-contracts.md | 2 +- docs/8.0/ayanova/docs/svc-csr.md | 2 +- docs/8.0/ayanova/docs/svc-loaners.md | 2 +- docs/8.0/ayanova/docs/svc-pms.md | 2 +- docs/8.0/ayanova/docs/svc-projects.md | 2 +- docs/8.0/ayanova/docs/svc-quotes.md | 2 +- docs/8.0/ayanova/docs/svc-unit-models.md | 2 +- docs/8.0/ayanova/docs/svc-units.md | 2 +- docs/8.0/ayanova/docs/svc-workorders.md | 4 +-- docs/8.0/ayanova/docs/vendors.md | 2 +- docs/8.0/customer/docs/customer-csr.md | 2 +- docs/8.0/customer/docs/customer-workorders.md | 2 +- docs/8.0/customer/docs/home-user-settings.md | 2 +- 57 files changed, 91 insertions(+), 71 deletions(-) diff --git a/docs/8.0/ayanova/docs/acc-service-rates.md b/docs/8.0/ayanova/docs/acc-service-rates.md index 6d884342..caab70f2 100644 --- a/docs/8.0/ayanova/docs/acc-service-rates.md +++ b/docs/8.0/ayanova/docs/acc-service-rates.md @@ -27,7 +27,7 @@ Service rates can be [imported](adm-import-service-rate.md) into AyaNova and [ex Service rates are accessed in the following ways: -- From the `Accounting` navigation pane `Service rates` item +- From the `Accounting` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Service rates` item - By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) any Service rate autocomplete list on any other form where Service rates 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 Service rates such as the [Work order list](svc-workorders.md) diff --git a/docs/8.0/ayanova/docs/acc-tax-codes.md b/docs/8.0/ayanova/docs/acc-tax-codes.md index 781102c5..57e588b0 100644 --- a/docs/8.0/ayanova/docs/acc-tax-codes.md +++ b/docs/8.0/ayanova/docs/acc-tax-codes.md @@ -27,7 +27,7 @@ Read only access Tax codes are accessed in the following ways: -- From the `Accounting` navigation pane `Tax codes` item +- From the `Accounting` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Tax codes` item - By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) any Tax code autocomplete list on any other form where Tax codes 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 Tax codes such as the [Work order list](svc-workorders.md) diff --git a/docs/8.0/ayanova/docs/acc-travel-rates.md b/docs/8.0/ayanova/docs/acc-travel-rates.md index 4529b91f..fffb0341 100644 --- a/docs/8.0/ayanova/docs/acc-travel-rates.md +++ b/docs/8.0/ayanova/docs/acc-travel-rates.md @@ -29,7 +29,7 @@ Travel rates can be [imported](adm-import-travel-rate.md) into AyaNova and [expo Travel rates are accessed in the following ways: -- From the `Accounting` navigation pane `Travel rates` item to open the Travel rates [data table](ay-start-form-data-tables.md) +- From the `Accounting` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Travel rates` item to open the Travel rates [data table](ay-start-form-data-tables.md) - By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any travel rate autocomplete list on any other form where travel rates 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 travel rates such as the [Work order list](svc-workorders.md) diff --git a/docs/8.0/ayanova/docs/adm-attachments.md b/docs/8.0/ayanova/docs/adm-attachments.md index a30ff1ba..200f83b1 100644 --- a/docs/8.0/ayanova/docs/adm-attachments.md +++ b/docs/8.0/ayanova/docs/adm-attachments.md @@ -18,7 +18,7 @@ Read only access Attached files are accessed in the following ways: -- From the `Administration` navigation pane `Attached files` item +- From the `Administration` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Attached files` item ## How attachments are stored diff --git a/docs/8.0/ayanova/docs/adm-global-autocomplete-templates.md b/docs/8.0/ayanova/docs/adm-global-autocomplete-templates.md index f4d94122..929916b7 100644 --- a/docs/8.0/ayanova/docs/adm-global-autocomplete-templates.md +++ b/docs/8.0/ayanova/docs/adm-global-autocomplete-templates.md @@ -20,7 +20,7 @@ Read only access ## How to access autocomplete list templates -From the `Administration` navigation pane [Global settings form](adm-global-settings.md) in the `User interface` section of the form click on the `Autocomplete list templates` button. +From the `Administration` [navigation drawer](ay-start-form-overview.md#navigation-drawer) [Global settings form](adm-global-settings.md) in the `User interface` section of the form click on the `Autocomplete list templates` button. In the autocomplete list template form at the top is a list of AyaNova objects that have autocomplete lists that can be templated and selecting an object will open it's template for editing. diff --git a/docs/8.0/ayanova/docs/adm-global-seeds.md b/docs/8.0/ayanova/docs/adm-global-seeds.md index 699c64c6..59793026 100644 --- a/docs/8.0/ayanova/docs/adm-global-seeds.md +++ b/docs/8.0/ayanova/docs/adm-global-seeds.md @@ -16,7 +16,7 @@ Read only access ## How to access Seed numbers -From the `Administration` navigation pane [Global settings form](adm-global-settings.md) in the `Business` section of the form click on the `Set next seed number` button. +From the `Administration` [navigation drawer](ay-start-form-overview.md#navigation-drawer) [Global settings form](adm-global-settings.md) in the `Business` section of the form click on the `Set next seed number` button. ## How seed numbers work diff --git a/docs/8.0/ayanova/docs/adm-global-settings.md b/docs/8.0/ayanova/docs/adm-global-settings.md index 9d9eb6ac..3bf21df7 100644 --- a/docs/8.0/ayanova/docs/adm-global-settings.md +++ b/docs/8.0/ayanova/docs/adm-global-settings.md @@ -18,7 +18,7 @@ Read only access ## How to access Global settings -From the `Administration` navigation pane select the `Global settings` navigation item. +From the `Administration` [navigation drawer](ay-start-form-overview.md#navigation-drawer) select the `Global settings` navigation item. ## Business settings diff --git a/docs/8.0/ayanova/docs/adm-history.md b/docs/8.0/ayanova/docs/adm-history.md index 8020bf65..95eb2b84 100644 --- a/docs/8.0/ayanova/docs/adm-history.md +++ b/docs/8.0/ayanova/docs/adm-history.md @@ -16,7 +16,7 @@ Read only access ## How to access global history -From the `Administration` navigation pane select `History` navigation item. +From the `Administration` [navigation drawer](ay-start-form-overview.md#navigation-drawer) select `History` navigation item. ## How global history works diff --git a/docs/8.0/ayanova/docs/adm-import.md b/docs/8.0/ayanova/docs/adm-import.md index 0b37d220..c25f91e1 100644 --- a/docs/8.0/ayanova/docs/adm-import.md +++ b/docs/8.0/ayanova/docs/adm-import.md @@ -18,7 +18,7 @@ Read only access ## How to access Import -From the `Administration` navigation pane select `Import` navigation item. +From the `Administration` [navigation drawer](ay-start-form-overview.md#navigation-drawer) select `Import` navigation item. ## Importing diff --git a/docs/8.0/ayanova/docs/adm-license.md b/docs/8.0/ayanova/docs/adm-license.md index 31b6183b..51ce282b 100644 --- a/docs/8.0/ayanova/docs/adm-license.md +++ b/docs/8.0/ayanova/docs/adm-license.md @@ -24,7 +24,7 @@ Read only access ## How to access License -From the `Administration` navigation pane select `License` navigation item. +From the `Administration` [navigation drawer](ay-start-form-overview.md#navigation-drawer) select `License` navigation item. ## License form diff --git a/docs/8.0/ayanova/docs/adm-report-templates.md b/docs/8.0/ayanova/docs/adm-report-templates.md index 0ab15183..ef1dbbf5 100644 --- a/docs/8.0/ayanova/docs/adm-report-templates.md +++ b/docs/8.0/ayanova/docs/adm-report-templates.md @@ -20,7 +20,7 @@ Read only access ## How to access report templates -From the `Administration` navigation pane select `Report Templates` navigation item. +From the `Administration` [navigation drawer](ay-start-form-overview.md#navigation-drawer) select `Report Templates` navigation item. ## How report templates work diff --git a/docs/8.0/ayanova/docs/adm-translations.md b/docs/8.0/ayanova/docs/adm-translations.md index ff0482f4..5a5f2da9 100644 --- a/docs/8.0/ayanova/docs/adm-translations.md +++ b/docs/8.0/ayanova/docs/adm-translations.md @@ -20,7 +20,7 @@ Read only access ## How to access translations -From the `Administration` navigation pane select `Translations` navigation item. +From the `Administration` [navigation drawer](ay-start-form-overview.md#navigation-drawer) select `Translations` navigation item. ## How translations work diff --git a/docs/8.0/ayanova/docs/adm-users.md b/docs/8.0/ayanova/docs/adm-users.md index 3915b6cb..5a6eda78 100644 --- a/docs/8.0/ayanova/docs/adm-users.md +++ b/docs/8.0/ayanova/docs/adm-users.md @@ -18,7 +18,7 @@ Read only access Users are accessed in the following ways: -- From the `Administration` navigation pane `Users` item +- From the `Administration` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Users` item - By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any User autocomplete list on any other form where users can be selected - From any [data table](ay-start-form-data-tables.md) column showing a Users column diff --git a/docs/8.0/ayanova/docs/ay-about.md b/docs/8.0/ayanova/docs/ay-about.md index 5fe71f0a..35e5d6f3 100644 --- a/docs/8.0/ayanova/docs/ay-about.md +++ b/docs/8.0/ayanova/docs/ay-about.md @@ -30,7 +30,7 @@ Major version changes are not compatible with prior major releases whereas all m #### User -This displays the current logged in [User](adm-users.md) account. You can also view this at the top of the navigation pane if you need to quickly check which user you are logged in as. +This displays the current logged in [User](adm-users.md) account. You can also view this at the top of the [navigation drawer](ay-start-form-overview.md#navigation-drawer) if you need to quickly check which user you are logged in as. #### 12h diff --git a/docs/8.0/ayanova/docs/ay-biz-admin-roles.md b/docs/8.0/ayanova/docs/ay-biz-admin-roles.md index 314e39c9..5522f987 100644 --- a/docs/8.0/ayanova/docs/ay-biz-admin-roles.md +++ b/docs/8.0/ayanova/docs/ay-biz-admin-roles.md @@ -32,7 +32,7 @@ Accounting role can view costs and prices of any object in AyaNova. For example when an Accounting role user opens a Work order they will see prices **and** costs in addition to the other fields but a user with a `Technician` role will only see prices, not costs. -The Accounting role has access to the `Accounting` navigation pane options as well as `Customers` area, most `Service` area options relevant to Accounting tasks, all `Inventory` area options and `Vendors`. +The Accounting role has access to the `Accounting` [navigation drawer](ay-start-form-overview.md#navigation-drawer) options as well as `Customers` area, most `Service` area options relevant to Accounting tasks, all `Inventory` area options and `Vendors`. ### Business administration @@ -40,7 +40,7 @@ This is the most powerful role and has access to all areas of AyaNova and all ob This role is appropriate for senior level administration who are interested in making changes in AyaNova including creating other Users and granting their Roles. -This role has access to the `Administration` navigation pane options. +This role has access to the `Administration` [navigation drawer](ay-start-form-overview.md#navigation-drawer) options. This is an appropriate role for a User responsible for setting up critical *business* settings in AyaNova that affect all users such as [Global settings](adm-global-settings.md), and various customization features which affect all users. @@ -64,15 +64,15 @@ There is no restricted version of this role. ### Inventory -This role has full access to all items in the Inventory navigation pane as well as the Vendors navigation pane item. +This role has full access to all items in the Inventory [navigation drawer](ay-start-form-overview.md#navigation-drawer) as well as the Vendors [navigation drawer](ay-start-form-overview.md#navigation-drawer) item. -Inventory role does _not_ have access to any items in the Service, Accounting, Administration or Operations navigation pane areas. +Inventory role does _not_ have access to any items in the Service, Accounting, Administration or Operations [navigation drawer](ay-start-form-overview.md#navigation-drawer) areas. `Inventory - restricted` read-only rights to access the same items as the full Inventory role. ### Sales -This role is intended for the Sales department staff involved in selling service to customers. They have full access to Customers, Head offices, Quotes and read only access to Vendors, most Accounting and Service navigation pane items. +This role is intended for the Sales department staff involved in selling service to customers. They have full access to Customers, Head offices, Quotes and read only access to Vendors, most Accounting and Service [navigation drawer](ay-start-form-overview.md#navigation-drawer) items. `Sales - restricted` read-only rights to the above Sales role items. @@ -80,7 +80,7 @@ This role is intended for the Sales department staff involved in selling service This role is intended for users who will need to perform the typical tasks of a Service manager such as scheduling service checking up on service performed, creating quotes and preventive maintenance orders, viewing inventory (but not changing it) and being able to view and change data related to overall service. -In addition this role has access to the Accounting navigation pane features such as full read/write access to contracts, service and travel rates and read only access to tax codes. +In addition this role has access to the Accounting [navigation drawer](ay-start-form-overview.md#navigation-drawer) features such as full read/write access to contracts, service and travel rates and read only access to tax codes. This user can also view Costs for rates and parts. @@ -88,21 +88,21 @@ This user can also view Costs for rates and parts. ### Service technician -This role is for service technicians that are employees of the service company. Technicians can view all items in the `Customer` navigation pane but not edit them. +This role is for service technicians that are employees of the service company. Technicians can view all items in the `Customer` [navigation drawer](ay-start-form-overview.md#navigation-drawer) but not edit them. In the `Service` pane they have full read-write access to all areas of Service work orders with the exception of any Cost fields as well as full access to Customer Units, however they do not see any Quotes or Preventive Maintenance orders and have read-only access to Customer Service Requests, Loaner items and Projects. -They are also permitted to view read-only `Vendors` and `Accounting` navigation pane items. +They are also permitted to view read-only `Vendors` and `Accounting` [navigation drawer](ay-start-form-overview.md#navigation-drawer) items. `Service technician - restricted` - this role is appropriate for less trusted, probationary or new staff service technicians and allows a User to perform service with the lowest possible access to any unrelated data to their job. -They can be scheduled on work orders and view their own schedule only from their `Home -> Schedule` navigation pane as well as enter the labor, travel or expenses of work they perform only on a work order's item where they are one of the scheduled users. +They can be scheduled on work orders and view their own schedule only from their `Home -> Schedule` [navigation drawer](ay-start-form-overview.md#navigation-drawer) as well as enter the labor, travel or expenses of work they perform only on a work order's item where they are one of the scheduled users. They can not view any prices or costs or see any other details of a work order where they are not involved. See the [Limited access role rights](svc-workorders.md#limited-access-role-rights) section of the work order documentation for details. -Aside from their `Home` navigation pane items, there are no other areas of AyaNova available to restricted technicians. +Aside from their `Home` [navigation drawer](ay-start-form-overview.md#navigation-drawer) items, there are no other areas of AyaNova available to restricted technicians. ### Subcontractor @@ -118,7 +118,7 @@ See the [Limited access role rights](svc-workorders.md#limited-access-role-right ### System operations -This role has full access to the `Server operations` navigation pane area and **no access** to any business related items in AyaNova. +This role has full access to the `Server operations` [navigation drawer](ay-start-form-overview.md#navigation-drawer) area and **no access** to any business related items in AyaNova. This role is intended for I.T. staff to manage and ensure the smooth running operations of the AyaNova server as well as configure various settings related to how the AyaNova server operates including managing the critical [Backup settings](ops-form-backup.md) to ensure fast disaster recovery. diff --git a/docs/8.0/ayanova/docs/ay-history.md b/docs/8.0/ayanova/docs/ay-history.md index b8461b4e..a0317eb2 100644 --- a/docs/8.0/ayanova/docs/ay-history.md +++ b/docs/8.0/ayanova/docs/ay-history.md @@ -13,7 +13,7 @@ This form is available to each User. ## How to access personal history -From the `Home` navigation pane select `History` navigation item. +From the `Home` [navigation drawer](ay-start-form-overview.md#navigation-drawer) select `History` navigation item. ## How personal history works diff --git a/docs/8.0/ayanova/docs/ay-start-edit-forms.md b/docs/8.0/ayanova/docs/ay-start-edit-forms.md index 4a7658b3..f5b58384 100644 --- a/docs/8.0/ayanova/docs/ay-start-edit-forms.md +++ b/docs/8.0/ayanova/docs/ay-start-edit-forms.md @@ -34,7 +34,7 @@ For example when a service work order is set to a read only status. ##### Nav icon -The nav icon or "hamburger" button slides open the navigation pane to move to different main areas of AyaNova. +The nav icon or "hamburger" button slides open the [navigation drawer](ay-start-form-overview.md#navigation-drawer) to move to different main areas of AyaNova. ##### Object type icon diff --git a/docs/8.0/ayanova/docs/ay-start-form-overview.md b/docs/8.0/ayanova/docs/ay-start-form-overview.md index 49da8387..064c53f7 100644 --- a/docs/8.0/ayanova/docs/ay-start-form-overview.md +++ b/docs/8.0/ayanova/docs/ay-start-form-overview.md @@ -52,7 +52,11 @@ A green app bar indicates a specific record is being edited in an edit form. ![App bar](img/form-edit-appbar.png) -The far left side of the App bar shows the navigation drawer "hamburger" icon which looks like three horizontal bars stacked on top of each other and is used to show or hide the [navigation drawer](#navigation-drawer) +#### Navigation button + +![navigation drawer button icon image](img/form-navigation-drawer-hamburger-icon.png) + +The far left side of the App bar shows the button to open the navigation drawer as a "hamburger" icon which looks like three horizontal bars stacked on top of each other and is used to show or hide the [navigation drawer](#navigation-drawer) which is used to move around in AyaNova. The center part of the App bar shows an icon and information pertaining to which record or area of AyaNova is currently open. @@ -62,17 +66,33 @@ Finally, to the far right is the [context menu](#form-context-menu) which appear ### Navigation drawer -The navigation drawer shows all the areas of AyaNova the currently logged in user has rights to access. Clicking on an item in the navigation drawer will cause that view to be displayed in the view area of AyaNova. +![navigation drawer](img/form-navigation-drawer.png) + +The navigation drawer shows all the areas of AyaNova the currently logged in user has rights to access. + +It's called a 'drawer' because is slides in and out as required to save screen space. + +Clicking on an item in the navigation drawer will cause that view to be displayed in the view area of AyaNova. The navigation drawer can be displayed or hidden by clicking on the "hamburger" icon in the app bar. ### Main view area -The main View area is where the currently selected form is displayed and worked with. +![main view area](img/form-main-view-area.png) + +The main View area is where the currently selected data table / edit form is displayed and used. ## Form context menu -The context menu is located in the app bar above every form in AyaNova and looks like 3 dots stacked vertically. It is called the "context" menu because the options in it will change based on the context of the particular form in use, User rights and the current state of an object being edited. +![context menu icon](img/form-context-menu-icon.png) + +The context menu icon button is located in the app bar above every form in AyaNova and looks like 3 dots stacked vertically. + +When you click on the context menu icon button a context menu will open with options relevant to the particular area of AyaNova you are in. + +![context menu](img/form-context-menu.png) + +It is called the "context" menu because the options in it will change based on the context of the particular form in use, User rights and the current state of an object being edited. On larger screens the most commonly used options will move from inside the context menu to the main app bar to save a click. diff --git a/docs/8.0/ayanova/docs/cust-contacts.md b/docs/8.0/ayanova/docs/cust-contacts.md index 5d0056bb..5e75874c 100644 --- a/docs/8.0/ayanova/docs/cust-contacts.md +++ b/docs/8.0/ayanova/docs/cust-contacts.md @@ -27,7 +27,7 @@ Read only access Customer contacts are accessed in the following ways: - Contacts for a single Customer are listed in the [Contacts tab](customers.md#contacts-tab) of the Customer edit form -- All Customer Contacts are listed in the `Customers` navigation pane `Customer contacts` [data table](ay-start-form-data-tables.md) form +- All Customer Contacts are listed in the `Customers` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Customer contacts` [data table](ay-start-form-data-tables.md) form ### Adding new Contacts diff --git a/docs/8.0/ayanova/docs/customer-notify-subscriptions.md b/docs/8.0/ayanova/docs/customer-notify-subscriptions.md index bb16d5b4..41fcb929 100644 --- a/docs/8.0/ayanova/docs/customer-notify-subscriptions.md +++ b/docs/8.0/ayanova/docs/customer-notify-subscriptions.md @@ -52,7 +52,7 @@ Read only access Customer notification subscriptions are accessed in the following ways: -- From the `Customers` navigation pane `Customer notifications` item to open the Customer notification subscriptions [data table](ay-start-form-data-tables.md) +- From the `Customers` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Customer notifications` item to open the Customer notification subscriptions [data table](ay-start-form-data-tables.md) ## How customer notifications work diff --git a/docs/8.0/ayanova/docs/customers.md b/docs/8.0/ayanova/docs/customers.md index cd86d37a..eb8afd16 100644 --- a/docs/8.0/ayanova/docs/customers.md +++ b/docs/8.0/ayanova/docs/customers.md @@ -28,7 +28,7 @@ Customers can be [imported](adm-import-customer.md) into AyaNova and [exported]( Customers are accessed in the following ways: -- From the `Customers` navigation pane `Customers` item to open the Customers [data table](ay-start-form-data-tables.md) +- From the `Customers` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Customers` item to open the Customers [data table](ay-start-form-data-tables.md) - 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) diff --git a/docs/8.0/ayanova/docs/head-offices.md b/docs/8.0/ayanova/docs/head-offices.md index afbadff3..588baea9 100644 --- a/docs/8.0/ayanova/docs/head-offices.md +++ b/docs/8.0/ayanova/docs/head-offices.md @@ -34,7 +34,7 @@ Head offices can be [imported](adm-import-headoffice.md) into AyaNova and [expor Head offices are accessed in the following ways: -- From the `Customers` navigation pane `Head offices` item to open the Head offices [data table](ay-start-form-data-tables.md) +- From the `Customers` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Head offices` item to open the Head offices [data table](ay-start-form-data-tables.md) - By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Head office autocomplete list on any other form where head offices can be selected such as the Customer form - From any [data table](ay-start-form-data-tables.md) column showing head offices such as the [Customer list](customers.md) diff --git a/docs/8.0/ayanova/docs/home-dashboard.md b/docs/8.0/ayanova/docs/home-dashboard.md index 1a78b5a9..eeaaaaf0 100644 --- a/docs/8.0/ayanova/docs/home-dashboard.md +++ b/docs/8.0/ayanova/docs/home-dashboard.md @@ -16,7 +16,7 @@ Dashboard widgets are available to specific roles so the widgets available vary ## How to access the Dashboard -- From the `Home` navigation pane `Dashboard` item +- From the `Home` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Dashboard` item ## How the Dashboard works diff --git a/docs/8.0/ayanova/docs/home-memos.md b/docs/8.0/ayanova/docs/home-memos.md index cfc138a4..506c458e 100644 --- a/docs/8.0/ayanova/docs/home-memos.md +++ b/docs/8.0/ayanova/docs/home-memos.md @@ -12,7 +12,7 @@ Memos are available to _all_ "inside" users of AyaNova regardless of their [role Memos are accessed in the following ways: -- From the `Home` navigation pane `Memos` item to open the Memos [data table](ay-start-form-data-tables.md) +- From the `Home` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Memos` item to open the Memos [data table](ay-start-form-data-tables.md) ## Memos data table diff --git a/docs/8.0/ayanova/docs/home-reminders.md b/docs/8.0/ayanova/docs/home-reminders.md index d8ae769a..8f3e3890 100644 --- a/docs/8.0/ayanova/docs/home-reminders.md +++ b/docs/8.0/ayanova/docs/home-reminders.md @@ -14,7 +14,7 @@ Reminders are available to all staff (non Customer contact) users. Reminders are accessed in the following ways: -- From the `Home` navigation pane `Reminders` item to open the Reminders [data table](ay-start-form-data-tables.md) +- From the `Home` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Reminders` item to open the Reminders [data table](ay-start-form-data-tables.md) - From the `Home` -> `Schedule` schedule form where reminders are displayed ## How reminders work diff --git a/docs/8.0/ayanova/docs/home-reviews.md b/docs/8.0/ayanova/docs/home-reviews.md index d43e8cab..4a895604 100644 --- a/docs/8.0/ayanova/docs/home-reviews.md +++ b/docs/8.0/ayanova/docs/home-reviews.md @@ -35,7 +35,7 @@ Supervisory [roles](ay-biz-admin-roles.md) are: Reviews are accessed in the following ways: -- From the `Home` navigation pane `Reviews` item to open the Reviews [data table](ay-start-form-data-tables.md) +- From the `Home` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Reviews` item to open the Reviews [data table](ay-start-form-data-tables.md) - From the `Home` -> `Schedule` schedule form where reviews are displayed if they are assigned to the logged in user only ## How reviews work diff --git a/docs/8.0/ayanova/docs/home-search.md b/docs/8.0/ayanova/docs/home-search.md index 5ddb881f..5371a9a4 100644 --- a/docs/8.0/ayanova/docs/home-search.md +++ b/docs/8.0/ayanova/docs/home-search.md @@ -8,7 +8,7 @@ This form is available to all user however results will be limited to objects th ## How to access search -- From the `Home` navigation pane `Search` item +- From the `Home` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Search` item - By clicking on the `Search` menu item present in most AyaNova forms ## How search works diff --git a/docs/8.0/ayanova/docs/home-user-settings.md b/docs/8.0/ayanova/docs/home-user-settings.md index 7b44804b..ead12d2e 100644 --- a/docs/8.0/ayanova/docs/home-user-settings.md +++ b/docs/8.0/ayanova/docs/home-user-settings.md @@ -12,7 +12,7 @@ This form is available to all users regardless of role. User settings are accessed in the following ways: -- From the `Home` navigation pane `User settings` item +- From the `Home` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `User settings` item ## Edit form diff --git a/docs/8.0/ayanova/docs/inv-part-assemblies.md b/docs/8.0/ayanova/docs/inv-part-assemblies.md index b7a84bd5..7a2782b6 100644 --- a/docs/8.0/ayanova/docs/inv-part-assemblies.md +++ b/docs/8.0/ayanova/docs/inv-part-assemblies.md @@ -27,7 +27,7 @@ Part assemblies can be [imported](adm-import-part-assembly.md) into AyaNova and Part assemblies are accessed in the following ways: -- From the `Inventory` navigation pane `Part assemblies` item to open the Part assemblies [data table](ay-start-form-data-tables.md) +- From the `Inventory` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Part assemblies` item to open the Part assemblies [data table](ay-start-form-data-tables.md) - By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in the [Work order](svc-workorders.md#part-assembly), Quote or PM forms where Part assemblies can be selected ## How part assemblies work diff --git a/docs/8.0/ayanova/docs/inv-part-inventory-transactions.md b/docs/8.0/ayanova/docs/inv-part-inventory-transactions.md index d285c948..5fa227a1 100644 --- a/docs/8.0/ayanova/docs/inv-part-inventory-transactions.md +++ b/docs/8.0/ayanova/docs/inv-part-inventory-transactions.md @@ -27,7 +27,7 @@ Inventory can be [imported](adm-import-inventory.md) into AyaNova and [exported] Inventory transactions are accessed in the following ways: -- From the `Inventory` navigation pane `Inventory transactions` item to open the Inventory transactions [data table](ay-start-form-data-tables.md) +- From the `Inventory` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Inventory transactions` item to open the Inventory transactions [data table](ay-start-form-data-tables.md) ## How inventory works diff --git a/docs/8.0/ayanova/docs/inv-part-inventory.md b/docs/8.0/ayanova/docs/inv-part-inventory.md index 74b03422..0e32c860 100644 --- a/docs/8.0/ayanova/docs/inv-part-inventory.md +++ b/docs/8.0/ayanova/docs/inv-part-inventory.md @@ -29,7 +29,7 @@ Inventory can be [imported](adm-import-inventory.md) into AyaNova and [exported] Inventory transactions are accessed in the following ways: -- From the `Inventory` navigation pane `Part Inventory` item to open the Inventory [data table](ay-start-form-data-tables.md) +- From the `Inventory` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Part Inventory` item to open the Inventory [data table](ay-start-form-data-tables.md) ## How inventory works diff --git a/docs/8.0/ayanova/docs/inv-part-requests.md b/docs/8.0/ayanova/docs/inv-part-requests.md index 8a4f789b..d8b7e5b8 100644 --- a/docs/8.0/ayanova/docs/inv-part-requests.md +++ b/docs/8.0/ayanova/docs/inv-part-requests.md @@ -33,7 +33,7 @@ Read only access Part requests are accessed in the following ways: -- From the `Inventory` navigation pane `Part Requests` item to open the Part requests [data table](ay-start-form-data-tables.md) +- From the `Inventory` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Part Requests` item to open the Part requests [data table](ay-start-form-data-tables.md) ## Part requests data table diff --git a/docs/8.0/ayanova/docs/inv-part-warehouses.md b/docs/8.0/ayanova/docs/inv-part-warehouses.md index c1ccafb3..0518c0e4 100644 --- a/docs/8.0/ayanova/docs/inv-part-warehouses.md +++ b/docs/8.0/ayanova/docs/inv-part-warehouses.md @@ -33,7 +33,7 @@ Warehouses can be [imported](adm-import-warehouse.md) into AyaNova and [exported Warehouses are accessed in the following ways: -- From the `Inventory` navigation pane `Warehouses` item to open the Warehouse [data table](ay-start-form-data-tables.md) +- From the `Inventory` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Warehouses` item to open the Warehouse [data table](ay-start-form-data-tables.md) - By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Warehouse autocomplete list on any other form where warehouses can be selected. - From any [data table](ay-start-form-data-tables.md) column showing warehouses such as the [Inventory transactions table](inv-part-inventory-transactions.md) diff --git a/docs/8.0/ayanova/docs/inv-parts.md b/docs/8.0/ayanova/docs/inv-parts.md index d1ab5996..136a3be1 100644 --- a/docs/8.0/ayanova/docs/inv-parts.md +++ b/docs/8.0/ayanova/docs/inv-parts.md @@ -33,7 +33,7 @@ Parts can be [imported](adm-import-part.md) into AyaNova, [exported](ay-ex-expor Parts are accessed in the following ways: -- From the `Inventory` navigation pane `Parts` item to open the Inventory [data table](ay-start-form-data-tables.md) +- From the `Inventory` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Parts` item to open the Inventory [data table](ay-start-form-data-tables.md) - By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Parts autocomplete list on any other form where parts 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 parts such as the [Inventory transactions table](inv-part-inventory-transactions.md) diff --git a/docs/8.0/ayanova/docs/inv-purchase-orders.md b/docs/8.0/ayanova/docs/inv-purchase-orders.md index eb7c8b63..e6c66945 100644 --- a/docs/8.0/ayanova/docs/inv-purchase-orders.md +++ b/docs/8.0/ayanova/docs/inv-purchase-orders.md @@ -30,7 +30,7 @@ Read only access Purchase orders are accessed in the following ways: -- From the `Inventory` navigation pane `Purchase orders` item to open the Purchase orders [data table](ay-start-form-data-tables.md) +- From the `Inventory` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Purchase orders` item to open the Purchase orders [data table](ay-start-form-data-tables.md) - From any [data table](ay-start-form-data-tables.md) column showing purchase orders such as the [inventory transactions](inv-part-inventory-transactions.md) or [Work order item part request](svc-workorders.md) data tables ## How purchase orders work diff --git a/docs/8.0/ayanova/docs/ops-customer-notify-log.md b/docs/8.0/ayanova/docs/ops-customer-notify-log.md index 761fc589..2d931e8c 100644 --- a/docs/8.0/ayanova/docs/ops-customer-notify-log.md +++ b/docs/8.0/ayanova/docs/ops-customer-notify-log.md @@ -22,7 +22,7 @@ Read only access The Customer notification log form is accessed in the following ways: -- From the `Server operations` navigation pane `Customer notification log` item to open this form +- From the `Server operations` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Customer notification log` item to open this form ## Customer notification log data table diff --git a/docs/8.0/ayanova/docs/ops-form-backup.md b/docs/8.0/ayanova/docs/ops-form-backup.md index dfa8ad1f..e59b1476 100644 --- a/docs/8.0/ayanova/docs/ops-form-backup.md +++ b/docs/8.0/ayanova/docs/ops-form-backup.md @@ -22,7 +22,7 @@ Read only access Backups are accessed in the following ways: -- From the `Server operations` navigation pane `Backup` item +- From the `Server operations` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Backup` item ## How backup works diff --git a/docs/8.0/ayanova/docs/ops-jobs.md b/docs/8.0/ayanova/docs/ops-jobs.md index a5989022..bf5af392 100644 --- a/docs/8.0/ayanova/docs/ops-jobs.md +++ b/docs/8.0/ayanova/docs/ops-jobs.md @@ -24,7 +24,7 @@ Read only access The Job Queue form is accessed in the following ways: -- From the `Server operations` navigation pane `Job Queue` item to open this form +- From the `Server operations` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Job Queue` item to open this form ## Job Queue data table diff --git a/docs/8.0/ayanova/docs/ops-metrics.md b/docs/8.0/ayanova/docs/ops-metrics.md index d7587a81..79d0d07b 100644 --- a/docs/8.0/ayanova/docs/ops-metrics.md +++ b/docs/8.0/ayanova/docs/ops-metrics.md @@ -34,7 +34,7 @@ Read only access The Server Metrics form is accessed in the following ways: -- From the `Server operations` navigation pane `Server Metrics` item to open this form +- From the `Server operations` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Server Metrics` item to open this form ## Server Metrics form diff --git a/docs/8.0/ayanova/docs/ops-notification-system.md b/docs/8.0/ayanova/docs/ops-notification-system.md index af411131..2d4afbfc 100644 --- a/docs/8.0/ayanova/docs/ops-notification-system.md +++ b/docs/8.0/ayanova/docs/ops-notification-system.md @@ -27,7 +27,7 @@ Read only access Notification settings are accessed in the following ways: -- From the `Server operations` navigation pane `Notification settings` item +- From the `Server operations` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Notification settings` item ## Notification settings form diff --git a/docs/8.0/ayanova/docs/ops-notify-log.md b/docs/8.0/ayanova/docs/ops-notify-log.md index c8353fe9..5367a41a 100644 --- a/docs/8.0/ayanova/docs/ops-notify-log.md +++ b/docs/8.0/ayanova/docs/ops-notify-log.md @@ -22,7 +22,7 @@ Read only access The User notification log form is accessed in the following ways: -- From the `Server operations` navigation pane `User notification log` item to open this form +- From the `Server operations` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `User notification log` item to open this form ## User notification log data table diff --git a/docs/8.0/ayanova/docs/ops-profile.md b/docs/8.0/ayanova/docs/ops-profile.md index 3f42c9c7..644d0191 100644 --- a/docs/8.0/ayanova/docs/ops-profile.md +++ b/docs/8.0/ayanova/docs/ops-profile.md @@ -28,7 +28,7 @@ Read only access The Profiler form is accessed in the following ways: -- From the `Server operations` navigation pane `Profiler` item to open this form +- From the `Server operations` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Profiler` item to open this form ## Profiler form diff --git a/docs/8.0/ayanova/docs/ops-server-information.md b/docs/8.0/ayanova/docs/ops-server-information.md index 094f0613..0862ea65 100644 --- a/docs/8.0/ayanova/docs/ops-server-information.md +++ b/docs/8.0/ayanova/docs/ops-server-information.md @@ -15,7 +15,7 @@ Read only access Server information is accessed in the following way: -- From the `Server operations` navigation pane `Server information` item. +- From the `Server operations` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Server information` item. ## Menu options diff --git a/docs/8.0/ayanova/docs/ops-server-state.md b/docs/8.0/ayanova/docs/ops-server-state.md index cce1e0ee..e833a945 100644 --- a/docs/8.0/ayanova/docs/ops-server-state.md +++ b/docs/8.0/ayanova/docs/ops-server-state.md @@ -18,7 +18,7 @@ Read only access Server state form is accessed in the following ways: -- From the `Server operations` navigation pane `Server state` item to open this form +- From the `Server operations` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Server state` item to open this form ## How Server state works diff --git a/docs/8.0/ayanova/docs/svc-contracts.md b/docs/8.0/ayanova/docs/svc-contracts.md index d6655978..4a0a16c4 100644 --- a/docs/8.0/ayanova/docs/svc-contracts.md +++ b/docs/8.0/ayanova/docs/svc-contracts.md @@ -26,7 +26,7 @@ Read only access Contracts are accessed in the following ways: -- From the `Accounting` navigation pane `Contracts` item to open the Contracts [data table](ay-start-form-data-tables.md) +- From the `Accounting` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Contracts` item to open the Contracts [data table](ay-start-form-data-tables.md) - By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Contract autocomplete list on any other form where contracts 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 contracts such as the [Work order list](svc-workorders.md) diff --git a/docs/8.0/ayanova/docs/svc-csr.md b/docs/8.0/ayanova/docs/svc-csr.md index ccfe6a0f..2c65506c 100644 --- a/docs/8.0/ayanova/docs/svc-csr.md +++ b/docs/8.0/ayanova/docs/svc-csr.md @@ -23,7 +23,7 @@ Read only access Customer service requests are accessed in the following ways: -- From the `Service` navigation pane `Customer service requests` item to open the Customer service requests [data table](ay-start-form-data-tables.md) +- From the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Customer service requests` item to open the Customer service requests [data table](ay-start-form-data-tables.md) ## Customer service requests data table diff --git a/docs/8.0/ayanova/docs/svc-loaners.md b/docs/8.0/ayanova/docs/svc-loaners.md index 52a5acb9..7c94b4c5 100644 --- a/docs/8.0/ayanova/docs/svc-loaners.md +++ b/docs/8.0/ayanova/docs/svc-loaners.md @@ -26,7 +26,7 @@ Read only access Loaner items are accessed in the following ways: -- From the `Service` navigation pane `Loaner items` item to open the Loaner items [data table](ay-start-form-data-tables.md) +- From the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Loaner items` item to open the Loaner items [data table](ay-start-form-data-tables.md) ## Loaner items data table diff --git a/docs/8.0/ayanova/docs/svc-pms.md b/docs/8.0/ayanova/docs/svc-pms.md index 7f07c133..2c7f3516 100644 --- a/docs/8.0/ayanova/docs/svc-pms.md +++ b/docs/8.0/ayanova/docs/svc-pms.md @@ -30,7 +30,7 @@ Read only access P.M. are accessed in the following ways: -- From the `Service` navigation pane `Preventive maintenance` item to open the P.M. [data table](ay-start-form-data-tables.md) +- From the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Preventive maintenance` item to open the P.M. [data table](ay-start-form-data-tables.md) - From any [data table](ay-start-form-data-tables.md) column showing P.M.s such as the [Work order table](svc-workorders.md) ## How Preventive maintenance works diff --git a/docs/8.0/ayanova/docs/svc-projects.md b/docs/8.0/ayanova/docs/svc-projects.md index 1a04d5b4..0ab24cab 100644 --- a/docs/8.0/ayanova/docs/svc-projects.md +++ b/docs/8.0/ayanova/docs/svc-projects.md @@ -37,7 +37,7 @@ Projects can be [imported](adm-import-project.md) into AyaNova and [exported](ay Projects are accessed in the following ways: -- From the `Service` navigation pane `Projects` item to open the Project [data table](ay-start-form-data-tables.md) +- From the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Projects` item to open the Project [data table](ay-start-form-data-tables.md) - By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Project autocomplete list on any other form where Projects can be selected. - From any [data table](ay-start-form-data-tables.md) column showing Projects such as the [Work orders table](svc-workorders.md) diff --git a/docs/8.0/ayanova/docs/svc-quotes.md b/docs/8.0/ayanova/docs/svc-quotes.md index 81dd89d4..dd958bdd 100644 --- a/docs/8.0/ayanova/docs/svc-quotes.md +++ b/docs/8.0/ayanova/docs/svc-quotes.md @@ -27,7 +27,7 @@ Read only access ## How to access Quotes -- From the `Service` navigation pane `Quotes` item to open the Quotes [data table](ay-start-form-data-tables.md) +- From the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Quotes` item to open the Quotes [data table](ay-start-form-data-tables.md) - From any [data table](ay-start-form-data-tables.md) column showing Quotes such as the [Work order table](svc-workorders.md) ## How Quotes work diff --git a/docs/8.0/ayanova/docs/svc-unit-models.md b/docs/8.0/ayanova/docs/svc-unit-models.md index ac6047f2..7b2a567e 100644 --- a/docs/8.0/ayanova/docs/svc-unit-models.md +++ b/docs/8.0/ayanova/docs/svc-unit-models.md @@ -31,7 +31,7 @@ Unit models can be [imported](adm-import-unit-model.md) into AyaNova and [export Unit Models are accessed in the following ways: -- From the `Service` navigation pane `Units` data table form which has in it's menu a `Unit models` menu item to open the Unit model [data table](ay-start-form-data-tables.md) +- From the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Units` data table form which has in it's menu a `Unit models` menu item to open the Unit model [data table](ay-start-form-data-tables.md) - By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Unit Model autocomplete list on any other form where Unit Models can be selected - From any [data table](ay-start-form-data-tables.md) column showing Unit Models such as the [Units data table](svc-units.md) diff --git a/docs/8.0/ayanova/docs/svc-units.md b/docs/8.0/ayanova/docs/svc-units.md index 5848641d..8e2a4651 100644 --- a/docs/8.0/ayanova/docs/svc-units.md +++ b/docs/8.0/ayanova/docs/svc-units.md @@ -42,7 +42,7 @@ Units can be [imported](adm-import-unit.md) into AyaNova and [exported](ay-ex-ex Customer Units are accessed in the following ways: -- From the `Service` navigation pane to open the Customer Units [data table](ay-start-form-data-tables.md) +- From the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) Customer Units [data table](ay-start-form-data-tables.md) item - By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Customer Unit autocomplete list on any other form where Customer Units can be selected - From any [data table](ay-start-form-data-tables.md) column showing Customer Units - From the [Customer Units menu item](customers.md#customer-units) in a Customer's edit form which will open a data table of Customer units filtered to only show Units for that Customer diff --git a/docs/8.0/ayanova/docs/svc-workorders.md b/docs/8.0/ayanova/docs/svc-workorders.md index ad46205f..5664b430 100644 --- a/docs/8.0/ayanova/docs/svc-workorders.md +++ b/docs/8.0/ayanova/docs/svc-workorders.md @@ -82,7 +82,7 @@ Only parts that were previously consumed on a work order but unusued and later r Limited access roles have further special restrictions to limit what they can see and interact with to the minimum required to do their job: -- No access to the `Service` navigation pane items so they will only be able to see and open work orders from their [personal schedule](home-schedule.md) form +- No access to the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) items so they will only be able to see and open work orders from their [personal schedule](home-schedule.md) form - No access to any work order items where _they_ are not one of the selected Scheduled users - No or partial only access to specific areas of the work order form (in the table below) @@ -119,7 +119,7 @@ Work orders are accessed in the following ways: - From the [Personal schedule](home-schedule.md) form when scheduled on a work order - From the [Service schedule](svc-schedule.md) form for any User scheduled on a work order -- From the `Service` navigation pane `Work orders` item to open the Work orders [data table](ay-start-form-data-tables.md) +- From the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Work orders` item to open the Work orders [data table](ay-start-form-data-tables.md) - From any [data table](ay-start-form-data-tables.md) column showing Work orders such as the [Customers](customers.md) _Last work order_ column ## Work orders data table diff --git a/docs/8.0/ayanova/docs/vendors.md b/docs/8.0/ayanova/docs/vendors.md index d25922ae..a1e398d1 100644 --- a/docs/8.0/ayanova/docs/vendors.md +++ b/docs/8.0/ayanova/docs/vendors.md @@ -43,7 +43,7 @@ Vendors can be [imported](adm-import-vendor.md) into AyaNova and [exported](ay-e Vendors are accessed in the following ways: -- From the `Vendors` navigation pane to open the Vendors [data table](ay-start-form-data-tables.md) +- From the `Vendors` [navigation drawer](ay-start-form-overview.md#navigation-drawer) to open the Vendors [data table](ay-start-form-data-tables.md) - By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Vendor autocomplete list on any other form where vendors can be selected - From any [data table](ay-start-form-data-tables.md) column showing vendors diff --git a/docs/8.0/customer/docs/customer-csr.md b/docs/8.0/customer/docs/customer-csr.md index 420416a3..7c24b568 100644 --- a/docs/8.0/customer/docs/customer-csr.md +++ b/docs/8.0/customer/docs/customer-csr.md @@ -28,7 +28,7 @@ At the top of the service requests table's form is the header area. ![nav icon](img/icon-nav.png) -At the far left is the "hamburger" button used to open the navigation pane showing all the areas in AyaNova available to you and allowing you to switch to another area of AyaNova. +At the far left is the "hamburger" button used to open the [navigation drawer](ay-start-form-overview.md#navigation-drawer) showing all the areas in AyaNova available to you and allowing you to switch to another area of AyaNova. #### Location name diff --git a/docs/8.0/customer/docs/customer-workorders.md b/docs/8.0/customer/docs/customer-workorders.md index c013e063..d178bc73 100644 --- a/docs/8.0/customer/docs/customer-workorders.md +++ b/docs/8.0/customer/docs/customer-workorders.md @@ -28,7 +28,7 @@ At the top of the work order table form is the header area. ![nav icon](img/icon-nav.png) -At the far left is the "hamburger" button used to open the navigation pane showing all the areas in AyaNova available to you and allowing you to switch to another area of AyaNova. +At the far left is the "hamburger" button used to open the [navigation drawer](ay-start-form-overview.md#navigation-drawer) showing all the areas in AyaNova available to you and allowing you to switch to another area of AyaNova. #### Location name diff --git a/docs/8.0/customer/docs/home-user-settings.md b/docs/8.0/customer/docs/home-user-settings.md index 1757341b..d3efebd0 100644 --- a/docs/8.0/customer/docs/home-user-settings.md +++ b/docs/8.0/customer/docs/home-user-settings.md @@ -6,7 +6,7 @@ This form controls various settings for the currently logged in User and is avai User settings are accessed in the following ways: -- From the `Home` navigation pane `User settings` item +- From the `Home` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `User settings` item ## Edit form