Introduction
Use of the Help file
Welcome to AyaNova
What's new in AyaNova 4
How is AyaNova 4 different from AyaNova CE
Use Basics
AyaNova computer requirements
Stand-alone default AyaNova installation
The evaluation trial AyaNova
Sample users and passwords
Evaluation trial AyaNova restrictions
Navigation Pane
Navigation Pane overview
Setting the Navigation Pane order
Setting the Navigation Pane display
Pin, hide and dock the Navigation Pane
Main AyaNova Menu Bar
Grids
Main Grids menu options
Accessing data displayed in main grids
Filtering a grid
Using the Filter Drop List
Moving and sorting columns in a grid
Pinning a column
Setting what columns display in a grid
Adding, editing and deleting data for display in a main grid
Adding, editing and deleting data for display in a subgrid
Listing all workorders for a specific client or unit
Creating new workorder for client or unit
Printing from a grid
Currency, Date & Time
Currency, Date & Time Display
Date and Time selection
Current Date & Time feature in workorder entry screen as a timer
Drop-down fields
Jump buttons
Accelerator Keys
Suggested Order of Setting Up AyaNova once Licensed
Feature Details
Service Workorders
What do I use a service workorder for?
Service Workorder grids
Create a new Service Workorder
View an existing Service Workorder
Service Workorder entry screen
Workorder numbers
Workorder entry screen menu items
The Order Header
The Service Workorder Header
Service Workorder Items
Service Workorder Items SubItems
Unit
Scheduled Users
Tasks
Task Groups & Tasks
Parts
Labor
Travel
Loans
Expenses
Outside Service
Custom Fields
Multiple users editing the same workorder at the same time
Having multiple workorders viewable at the same time
Service Workorder Templates
Quotes
What do I use a quote for?
Quotes grid
Create a new Quote
View an existing Quote
Quotes entry screen
Quote Templates
Preventive Maintenance
What do I use a Preventive Maintenance order for?
Preventive Maintenance grid
Create a new Preventive Maintenance order
View an existing Preventive Maintenance order
Preventive Maintenance entry screen
Preventive Maintenance Templates
Schedule screen
What do I use the Schedule Screen for?
Schedule menu options
Scheduleable User Groups
Printing from Schedule Screen
Show Open and Closed or Open Only
Add selection to active workorder item
Edit selected workorder item
New Service Workorder
Refresh
New Schedule Marker
Edit selected Schedule Marker
Display Merged / Separate
Display single day view as time line / regular
Scheduled item that spans a full day
Schedule Screen Date Navigator
Schedule Calendar
Next Appointment / Previous Appointment
Workorder Item Summary Display popup
Schedule Markers
Inventory
Benefits of inventory
Parts
Inventory Adjustments
Purchase Orders
What are Purchase Orders for?
Purchase Orders grid
Statuses of a Purchase Order
Purchase Order menu options
Purchase order entry screen
Purchase order entry screen items
Purchase Order Receipts
Part Inventory Grid
Part Requests
Clients
What do I use a Client for?
Clients grid
Clients entry screen
Head Offices
Banked Service
Contracts
Projects
Customer Service Requests
Customer Service Requests grid
Viewing a Customer Service Request
Accepting a Customer Service Request to a New Service Workorder
Accepting a Customer Service Request to an Existing Service Workorder
Rejecting a Customer Service Request
Deleting a Customer Service Request
Unit Models
Units
What do I use a Unit for?
Units grid
Unit entry screen
Unit Meter Reading
Loan Items
Vendors
Memos
Notification Subscriptions
What do I use Notifications Subscriptions for?
Subscribing to a Notification
Pop-Ups
Notification Deliveries (last 7 days) grid
Global Settings
Regions
Security Groups
What do I use Security Groups for?
Security Groups grid
Security Groups entry screen
Security Group objects identified
Users
What do I use Users for?
Users grid
Users entry screen
Localized Text Designer
Custom Field Designer
Report Templates
What do I use Report Templates for?
Report Templates grid
Importing a report template
Exporting a report template
Rename a report template
Delete a report template
Set a report template to inactive
Creating a new report template
Customizing an existing report template
Difference between Summary and Detailed report template
The Report Designer
Using scripts in a report template
Documents
Printing
Printing from a grid
Printing from an entry screen
Printing reports from the Schedule Screen
Graphical printout from Schedule Screen
Exporting a report to a file
Sending a report via email
Search Database
SubGrids
Client Groups
Dispatch Zones
Part Assemblies
Part Categories
Part Warehouses
Priorities
Rates
Tax Codes
Unit Model Categories
Units of Measure
Unit Service Types
User Certifications
User Skills
Workorder Categories
Workorder Item Types
Workorder Statuses
How do I ...?
Erase the AyaNova database
Basic overview of a workorder
Quickly find workorders for a client or a unit
Filter a grid and print a report for the records that show
Create a custom filter
Create new workorder with client not yet entered
Create and view Follow Up in a workorder
Move a workorder item from one workorder to another
Generate a service workorder from a quote
Manually generate a service workorder from a preventive maintenance
Automatically generate a service workorder from a preventive maintenance
Edit what pops up on Schedule screen for workorder item
Create a Schedule User Group to determine skill availability
Duplicate a Schedule Marker
Schedule user for new workorder item via the Schedule Screen
Schedule user for an existing workorder item via the Schedule Screen
Print out a graphical day view of the Schedule
Print out dispatches for myself from the Schedule screen
Turn off inventory
Enter opening inventory
Create a Purchase Order based on Part Requests
Receive a Purchase Order
Create a Purchase Order based on Restock Level for Parts for that Vendor
Apply Labor against Banked Service automatically via a Service Workorder
Enter a manual Banked Service
Enter a manual Unit Meter Reading
Enter a Unit Meter Reading via a Service Workorder
Associate a document to an AyaNova object
Create custom fields for a Unit
Create new and/or customize an existing locale
Put my company logo on a report template
Add additional datafields to a report template
Create a report template using the Wizard
Create a label report template using the Wizard
Use Barcodes in a report template
Calculate an Automatic Summary in a report template
Check out the videos on the AyaNova web site
Check out the Tips on the AyaNova Support Forum
Network & Remote Configuration
Which database server should I use?
Network AyaNova database server requirements
Network Firebird Server configuration
Network SQL Express configuration
Network SQL Server configuration
Network Generator for use with Notification
What is the Generator?
Network Generator installation steps
Data Portal for use by remote users
What is the AyaNova Data Portal?
Data Portal installation and configuration steps
MBI - optional mobile browser interface
What is MBI?
MBI installation and configuration steps
WBI - optional web browser interface
QBI & PTI - optional accounting interfaces
Backup & Restore
Important information to review
If using the stand-alone single computer default installation
If using the network Firebird Server configuration
Backup for AyaNova network Firebird Server configuration
Restoring for AyaNova network Firebird Server configuration
If using the network SQL configuration
Import Utilities - Client, Parts, and Units
Client Import Export
What is the Client Import Export
Client Import Export Installation & Configuration
Exporting Clients into a CSV format file
Importing Clients into AyaNova from a CSV format file
Part Import Export
What is the Part Import Export
Part Import Export Installation & Configuration
Exporting Parts into a CSV format file
Importing Parts into AyaNova from a CSV format file
Unit Import Export
What is the Unit Import Export
Unit Import Export Installation & Configuration
Exporting Units into a CSV format file
Importing Units into AyaNova from a CSV format file
Upgrading from an older AyaNova version
Upgrading from AyaNova 3
Upgrading if stand-alone AyaNova 3
Upgrading if networked Firebird AyaNova 3
Upgrading if networked SQL Express AyaNova 3
Upgrading if networked SQL Server AyaNova 3
Upgrading from AyaNova CE
Important information about AyaNova CE Import
AyaImport Installation & Configuration & Use
If have any errors running the AyaNova CE Import
End User Software License
Go to the AyaNova Support Forum
Go to the AyaNova web site
Go to the AyaNova videos

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