A workorder summary is displayed when you mouse over a workorder item in the Schedule screen
You can edit what displays in this mouse over via the Global Settings under the Administration navigation pane.
In the above screenshot, the Workorder Item Summary for the Schedule screen presently displays:
workorder number
Client: client's name
Tech: scheduled user
ZONE: dispatch zone
WO summary: workorder summary
WOITEM summary: workorder item summary
Tech notes: service notes
1. From the screenshot above, we can see what the Workorder Summary popup is presently displaying.
2. Now let’s edit the template for the workorder item summary so it displays differently.
Move to the Administration pane by clicking on the Administration icon on the navigation pane, and select Global Settings
3. Within the Global Settings screen on the right, select the Workorder Item Summary Template Editor drop down selection button
4. The Template Editor screen drops down
5. Highlight the existing text in the Workorder Item Summary Template design field and delete so you can start from scratch.
6. Any text will display as entered. To be able to display information from the workorder item, you would need to select the specific type text from the Workorder Item Info To Display selection which we will now do.
7. Click within the template design field and type Client: and a space
8. Select the Workorder Item Info To Display drop down selection and select [O.Client] - Client (any info in the [ ] brackets is internal for AyaNova to understand what it is you are selecting)
9. Click on the Add button to the left to add this selection into the template design field and see how it adds that datafield into the template
10. Now press Enter key on your keyboard, and type on the next lines Service Start:
11. Select the Workorder Item Info To Display drop down selection and select [WorkorderItemScheduleduser.label.StartDate] - Start Date & Time
12. Click on the Add button to the left to add this selection into the template design field. If it displays on the next line, just edit to move it up next to the Service Start:
13. Type within the template design field WO Item Summary: and a space
14. Select the Workorder Item Info To Display drop down selection and select [WorkorderItem.Label.Summary] - Summary
15. Click on the Add button to the left to add this selection into the template design field and see that is also now displaying in your template
16. Click on Save button to close and save the Template Editor
17. Click on the Save button on the Global Settings menu toolbar.
18. Log out (or exit) of AyaNova, and log back in (when making a change in Global Settings, always save, log out and log back in for the change to take effect for you).
21. Now lets take a look at what the new Workorder Summary looks like from the Schedule screen
| • | Move to the Schedule screen |
| • | Hover your mouse over the same workorder item that you did previously |
| • | You will see that it now will display as you have designed. |
We encourage you to edit the Workorder Summary Template to display what you want it to based on the available datafields.
The default Workorder Summary Template is (in case you want to copy, paste, save, to go back to what it was originally)
[WorkorderService.Label.ServiceNumber]
Client: [O.Client]
Tech: [O.WorkorderItemScheduledUser]
ZONE: [O.DispatchZone]
WO summary: [Workorder.Label.Summary]
WOITEM summary: [WorkorderItem.Label.Summary]
Tech notes: [WorkorderItem.Label.TechNotes]