diff --git a/docs/8.0/ayanova/docs/img/svc-pm-edit-form-menu.png b/docs/8.0/ayanova/docs/img/svc-pm-edit-form-menu.png new file mode 100644 index 00000000..820c9d5a Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-pm-edit-form-menu.png differ diff --git a/docs/8.0/ayanova/docs/img/svc-pm-edit-form.png b/docs/8.0/ayanova/docs/img/svc-pm-edit-form.png new file mode 100644 index 00000000..15355a5e Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-pm-edit-form.png differ diff --git a/docs/8.0/ayanova/docs/img/svc-pms.png b/docs/8.0/ayanova/docs/img/svc-pms.png new file mode 100644 index 00000000..46f2b686 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-pms.png differ diff --git a/docs/8.0/ayanova/docs/img/svc-quote-status-edit-form-menu.png b/docs/8.0/ayanova/docs/img/svc-quote-status-edit-form-menu.png new file mode 100644 index 00000000..9858fdbd Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-quote-status-edit-form-menu.png differ diff --git a/docs/8.0/ayanova/docs/img/svc-quote-status-edit-form.png b/docs/8.0/ayanova/docs/img/svc-quote-status-edit-form.png new file mode 100644 index 00000000..17d6f298 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-quote-status-edit-form.png differ diff --git a/docs/8.0/ayanova/docs/img/svc-quote-status.png b/docs/8.0/ayanova/docs/img/svc-quote-status.png new file mode 100644 index 00000000..c4fbf19d Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-quote-status.png differ diff --git a/docs/8.0/ayanova/docs/svc-pms.md b/docs/8.0/ayanova/docs/svc-pms.md index 2c7f3516..d42265f9 100644 --- a/docs/8.0/ayanova/docs/svc-pms.md +++ b/docs/8.0/ayanova/docs/svc-pms.md @@ -12,26 +12,32 @@ See the [Work order](svc-workorders.md) documentation page for all other feature ## Authorization Roles required -Many roles can *select* this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md): +Many roles can _select_ this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md): Full access -- Business administration -- Service manager +- Business administration +- Service manager Read only access -- Business administration - restricted -- Service manager - restricted -- Sales -- Sales - restricted +- Business administration - restricted +- Service manager - restricted +- Sales +- Sales - restricted ## How to access Preventive maintenance P.M. are accessed in the following ways: -- 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) +- 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) + +## PM data table + +![table](img/svc-pms.png) + +The Preventive Maintenance [data table](ay-start-form-data-tables.md) lists all the P.M.'s available, provides the '+' link to create a new P.M. and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options). ## How Preventive maintenance works @@ -41,10 +47,10 @@ AyaNova server runs a PM generation job every 5 minutes looking for Preventive M PM's will be turned into service work orders based on the following conditions: -- PM's previously calculated internal generate date has been reached -- PM is set to [Active](#active) -- PM's [Stop generating date](#stop-generating-date) has not yet been reached -- The [Customer](customers.md) selected on the PM is set to Active +- PM's previously calculated internal generate date has been reached +- PM is set to [Active](#active) +- PM's [Stop generating date](#stop-generating-date) has not yet been reached +- The [Customer](customers.md) selected on the PM is set to Active When these conditions are met the AyaNova server will generate a new service work order from the corresponding fields in the PM and it will appear in the [Work order table](svc-workorders.md), on the Service managers [schedule form](svc-schedule.md) and any scheduled users will see their scheduled items in their [personal schedule form](home-schedule.md). @@ -58,14 +64,14 @@ When a work order is generated from a PM the PM is then updated to move all the The following date fields are automatically moved forward: -- Service date -- Work order item Request date -- Scheduled user Start and Stop dates -- Loaner item Out, Due and Returned dates -- Labor Start and Stop dates -- Travel Start and Stop dates -- Task Completion date -- Outside service Sent, ETA, Returned dates +- Service date +- Work order item Request date +- Scheduled user Start and Stop dates +- Loaner item Out, Due and Returned dates +- Labor Start and Stop dates +- Travel Start and Stop dates +- Task Completion date +- Outside service Sent, ETA, Returned dates #### Wiki @@ -149,7 +155,11 @@ This is a Tag filterable notification so the notification subscription can have ## PM edit form unique fields -The PM edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields that are not found on a [service work order](svc-workorders.md) +![edit form](img/svc-pm-edit-form.png) + +The PM edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields that are not found on a [Service work order](svc-workorders.md) + +Note that a Service Work order and a P.M. are identical for the most part except for the header portion of a P.M. with fields related to PM's specifically. #### Repeat interval @@ -188,17 +198,16 @@ When checked the PM will copy any PM header section attached files over to the s On a PM the Active field controls whether the PM will be considered for generating service work orders. Unchecking Active is a short cut to turn off a PM from generation. - ### Menu options +![menu](img/svc-pm-edit-form-menu.png) + In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) and the same options shared with and documented on the [work order help page](svc-workorders.md#menu-options), the Preventive Maintenance edit form also has these unique options: #### Duplicate to Work order -This menu option makes a service work order by copying the shared fields from the PM to a new service Work order. This is and "on demand" way to turn a PM into a service work order manually; outside the normal automated Preventive maintenance scheduled work order generation system. This is a direct copy of the PM fields you see, dates are not adjusted here. +This menu option makes a service work order by copying the shared fields from the PM to a new service Work order. This is and "on demand" way to turn a PM into a service work order manually; outside the normal automated Preventive maintenance scheduled work order generation system. This is a direct copy of the PM fields you see, dates are not adjusted here. #### Duplicate to Quote This menu option makes a [Quote](svc-quotes.md) by copying the shared fields from the PM to a new Quote. Use this feature if an existing PM is nearly identical to a Quote that needs to be made to save typing or to re-quote an existing PM schedule that's nearing it's end of term. - - diff --git a/docs/8.0/ayanova/docs/svc-quote-status.md b/docs/8.0/ayanova/docs/svc-quote-status.md index 070b280a..047936ce 100644 --- a/docs/8.0/ayanova/docs/svc-quote-status.md +++ b/docs/8.0/ayanova/docs/svc-quote-status.md @@ -2,33 +2,33 @@ The Quote status can be used for multiple purposes: -- a simple flag to visually indicate the state of the quoting process -- for a business process control system when quote needs to proceed through controlled stages step by step -- notification system to alert interested parties when a quote has reached a certain state -- a way to close and lock down a quote when it is finalized +- a simple flag to visually indicate the state of the quoting process +- for a business process control system when quote needs to proceed through controlled stages step by step +- notification system to alert interested parties when a quote has reached a certain state +- a way to close and lock down a quote when it is finalized A quote status is completely separate and not related to [work order status](svc-work-order-status.md). ## Authorization Roles required -Many roles can *select* this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md): +Many roles can _select_ this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md): Full access -- Accounting -- Business administration -- Sales -- Service manager +- Accounting +- Business administration +- Sales +- Service manager Read only access -- any logged in staff User +- any logged in staff User ## How to access Quote status -- From the [quote](svc-quotes.md) menu item _Quote status list_ -- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Quote status autocomplete list on any other form where Quote status can be selected -- From any [data table](ay-start-form-data-tables.md) column showing a quote status such as the [Quote table](svc-quotes.md) +- From the [quote](svc-quotes.md) menu item _Quote status list_ +- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Quote status autocomplete list on any other form where Quote status can be selected +- From any [data table](ay-start-form-data-tables.md) column showing a quote status such as the [Quote table](svc-quotes.md) ## How quote status works @@ -48,18 +48,22 @@ Use of the [Who can select](#who-can-select) and [Who can remove](#who-can-remov Example process control scenarios: -- Status "New" set by non sales staff to provide the starting point for a Sales person to do the actual quotation process -- Ensuring that a department manager "signs off" on a quote before it progresses to the next stage by setting a locking status that alerts them and only they can remove -- ensuring that an Service manager turns the Quote into a service work order once approved by the customer by receiving a notification that a corresponding Approved status is set -- Common quoting scenarios such as "Waiting for pricing", "Approved", "Rejected", "Submitted to customer" etc. -- Complex specialized quotation flows where the quote process needs to move through specific stages in a particular order so is "handed off" by setting the status for the next department to handle +- Status "New" set by non sales staff to provide the starting point for a Sales person to do the actual quotation process +- Ensuring that a department manager "signs off" on a quote before it progresses to the next stage by setting a locking status that alerts them and only they can remove +- ensuring that an Service manager turns the Quote into a service work order once approved by the customer by receiving a notification that a corresponding Approved status is set +- Common quoting scenarios such as "Waiting for pricing", "Approved", "Rejected", "Submitted to customer" etc. +- Complex specialized quotation flows where the quote process needs to move through specific stages in a particular order so is "handed off" by setting the status for the next department to handle ## Quote status data table +![table](img/svc-quote-status.png) + The Quote status [data table](ay-start-form-data-tables.md) lists all the prior quote status created, provides the '+' link to create a new status and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options). ## Quote status edit form +![edit form](img/svc-quote-status-edit-form.png) + The edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields: #### Name @@ -80,9 +84,9 @@ When checked indicates that the quote should be locked and not editable until th This can be useful for multiple purposes: -- Locking a completed quote so no further editing takes place -- Freezing a quote temporarily as part of a progression through a larger quotation process involving multiple departments -- Temporarily freezing a quote while it is reviewed by a manager +- Locking a completed quote so no further editing takes place +- Freezing a quote temporarily as part of a progression through a larger quotation process involving multiple departments +- Temporarily freezing a quote while it is reviewed by a manager #### Who can select @@ -103,3 +107,13 @@ Quote status that are set to Active can be selected on Quotes. Status not set to #### Notes Notes about this record for internal staff use. Notes can also be reported on if desired. These notes are only visible in this form. + +### Menu options + +![menu](img/svc-quote-status-edit-form-menu.png) + +In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Quote status edit form also has these options: + +#### Quote status list + +Used to return directly to the Quote status [data table](#quote-status-data-table).