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@@ -12,7 +12,7 @@ See the [Work order](svc-workorders.md) documentation page for all other feature
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## Authorization Roles required
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## Authorization Roles required
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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):
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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):
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Full access
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Full access
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@@ -33,6 +33,12 @@ P.M. are accessed in the following ways:
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- 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)
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- 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)
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- From any [data table](ay-start-form-data-tables.md) column showing P.M.s such as the [Work order table](svc-workorders.md)
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- From any [data table](ay-start-form-data-tables.md) column showing P.M.s such as the [Work order table](svc-workorders.md)
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## PM data table
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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).
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## How Preventive maintenance works
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## How Preventive maintenance works
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AyaNova server runs a PM generation job every 5 minutes looking for Preventive Maintenance orders which have reached the conditions required to create a [service Work order](svc-workorders.md).
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AyaNova server runs a PM generation job every 5 minutes looking for Preventive Maintenance orders which have reached the conditions required to create a [service Work order](svc-workorders.md).
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@@ -149,7 +155,11 @@ This is a Tag filterable notification so the notification subscription can have
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## PM edit form unique fields
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## PM edit form unique fields
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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)
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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)
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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.
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#### Repeat interval
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#### Repeat interval
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@@ -188,9 +198,10 @@ When checked the PM will copy any PM header section attached files over to the s
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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.
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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.
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### Menu options
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### Menu options
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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:
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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:
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#### Duplicate to Work order
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#### Duplicate to Work order
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#### Duplicate to Quote
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#### Duplicate to Quote
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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.
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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.
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@@ -11,7 +11,7 @@ A quote status is completely separate and not related to [work order status](svc
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## Authorization Roles required
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## Authorization Roles required
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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):
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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):
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Full access
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Full access
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## Quote status data table
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## Quote status data table
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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).
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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).
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## Quote status edit form
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## Quote status edit form
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The edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
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The edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
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#### Name
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#### Name
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@@ -103,3 +107,13 @@ Quote status that are set to Active can be selected on Quotes. Status not set to
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#### Notes
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#### Notes
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Notes about this record for internal staff use. Notes can also be reported on if desired. These notes are only visible in this form.
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Notes about this record for internal staff use. Notes can also be reported on if desired. These notes are only visible in this form.
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### Menu options
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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:
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#### Quote status list
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Used to return directly to the Quote status [data table](#quote-status-data-table).
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