Suggested Order of Setting Up AyaNova once Licensed

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The information below is just a suggestion. For example, just because it provides a link on how to erase the AyaNova database, does not mean you have to do it. Same with creating clients - you can pre-enter before selecting in a workorder, or create at the time when you need to create a workorder for a new client. Same with any of the other links below - create before you need, or create on the fly as you need. And the order listed below is not required, as you can create AyaNova objects at any time.

 

 

Suggested Order and link to Help Topic

Apply the AyaNova v4 Activation key as per your Activation key email message instructions

 

Set up for AyaNova network configuration (multiple networked users connect to the database at the same time) when needed

 

Set up backup routine for your configuration (stand-alone backup or network Firebird Server configuration or SQL configuration)

 

Edit the AyaNova Administrator default password and create a manager administrator user account - see Users

 

Create Tax Codes (to be used as defaults in Global Settings)

 

Locales (create custom if needed and set as default in Global Settings for new users, and/or assign to existing users)

 

Import AyaNova CE 1.9.4.4 data or import AyaNova 3 data (if applicable)

 

Or erase the AyaNova v4 data entered to start fresh if applicable

 

Or manually delete data such as sample data if applicable

 

Create and setup Security Groups (determines rights to access AyaNova features for users)

 

Create Part Warehouses (assign default warehouse to users as well as used to maintain tighter inventory control)

 

Create Dispatch Zones (used to group clients together for filtering, reporting and scheduling, and assign schedulable users to)

 

Create User Certifications (used to determine if user can perform certain service and/or be assigned to certain Schedulable User Groups)

 

Create User Skills (used to determine if user can perform certain service and/or be assigned to certain Schedulable User Groups)

 

Set your Global Settings

 

Set up AyaNova Users

 

Client Groups (groups clients together for filtering and reporting)

 

Create Labor and Travel Rates for selection in workorders

 

Subscribe to events such as Client Contract Expiring before setting client contract expiry date

 

Create Contracts

 

Create Head Offices

 

Create Clients

 

Create Vendors

 

Create Unit Models

 

Create Units

 

Create Loan Items

 

Create Parts

 

Enter Part Inventory Adjustment for starting inventory

 

Create Workorder Categories

 

Create Workorder Statuses

 

Create Workorder Item Types

 

Create Priorities

 

Create Unit Service Types

 

Create Task Groups & Tasks

 

Have users subscribe to events

 

Customize existing report templates for your company and create new report templates

 

Add additional custom fields where needed