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@@ -12,7 +12,7 @@ See the [Work order](svc-workorders.md) documentation page for all other feature
## Authorization Roles required ## 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 Full access
@@ -33,6 +33,12 @@ 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 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 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 ## How Preventive maintenance works
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). 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).
@@ -149,7 +155,11 @@ This is a Tag filterable notification so the notification subscription can have
## PM edit form unique fields ## 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 #### Repeat interval
@@ -188,9 +198,10 @@ 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. 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 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: 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 #### Duplicate to Work order
@@ -200,5 +211,3 @@ This menu option makes a service work order by copying the shared fields from th
#### Duplicate to Quote #### 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. 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
## Authorization Roles required ## 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 Full access
@@ -56,10 +56,14 @@ Example process control scenarios:
## Quote status data table ## 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). 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 ## 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: The edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
#### Name #### Name
@@ -103,3 +107,13 @@ Quote status that are set to Active can be selected on Quotes. Status not set to
#### Notes #### 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. 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).