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
+-   Business administration
-- Service manager
+-   Service manager
 
 Read only access
 
-- Business administration - restricted
+-   Business administration - restricted
-- Service manager - restricted
+-   Service manager - restricted
-- Sales
+-   Sales
-- Sales - restricted
+-   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 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
 
@@ -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's previously calculated internal generate date has been reached
-- PM is set to [Active](#active)
+-   PM is set to [Active](#active)
-- PM's [Stop generating date](#stop-generating-date) has not yet been reached
+-   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
+-   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
+-   Service date
-- Work order item Request date
+-   Work order item Request date
-- Scheduled user Start and Stop dates
+-   Scheduled user Start and Stop dates
-- Loaner item Out, Due and Returned dates
+-   Loaner item Out, Due and Returned dates
-- Labor Start and Stop dates
+-   Labor Start and Stop dates
-- Travel Start and Stop dates
+-   Travel Start and Stop dates
-- Task Completion date
+-   Task Completion date
-- Outside service Sent, ETA, Returned dates
+-   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.
-
-

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
+-   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
+-   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
+-   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 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
+-   Accounting
-- Business administration
+-   Business administration
-- Sales
+-   Sales
-- Service manager
+-   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_
+-   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
+-   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 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
+-   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 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
+-   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.
+-   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
+-   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
+-   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
+-   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
+-   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).