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@@ -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.