| Introduction |
 | Use of the Help file |
| Welcome to AyaNova |
| What's new in AyaNova 5 |
| Basic Installation |
| AyaNova computer requirements |
| Default AyaNova installation |
| Sample users and passwords |
| Evaluation trial AyaNova restrictions |
| Tips & Tricks |
| Common entry screen menu options |
| Changing menu images size (small or large) |
| Jump buttons via grids |
| Jump buttons via entry screens |
| Filtering a grid |
| Scheduling |
| Creating new workorder for client |
| Creating new workorder for a unit |
| Don't know the client's name? |
| Listing all workorders for a specific client or unit |
| Drop-down fields |
| Date and Time selection |
| Currency, Date & Time Display |
| Current Date & Time feature in workorder entry screen as a timer |
| Part entry on the fly in a workorder |
| Convert scheduled items to labor easily |
| Edit what displays in popup on the Schedule screen |
| Localize field labels |
| Accelerator Keys |
| Suggested Order of Setting Up AyaNova once Licensed |
| Feature Details |
| 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 |
| Grid 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 |
| Printing from a grid |
| Service Workorders |
| What do I use a service workorder for? |
| Service grids |
| Service Workorders grid |
| Items grid |
| Scheduled Users grid |
| Parts grid |
| Labor grid |
| Travel grid |
| Loans grid |
| Expenses grid |
| Custom Fields grid |
| Service Template grid |
| Create a new Service Workorder |
| Security group rights to create/edit a workorder |
| View an existing Service Workorder |
| Service Workorder entry screen |
| Workorder numbers |
| Order entry screen security |
| Workorder entry screen menu options |
| Main Workorder entry screen menu options |
| Workorder Item menu options |
| Scheduled Users menu option |
| Parts menu option |
| Labor menu option |
| Travel menu option |
| The Order Header |
| The Service Workorder Header |
| Service Workorder Items |
| Service Workorder Items SubItems |
| Unit |
| Scheduled Users |
| Tasks |
| Task Groups & Tasks |
| How to create a new Task Group |
| How to edit an existing Task Group |
| Parts |
| Parts subgrid |
| Part Requests subgrid |
| Labor |
| Labor Banked Service |
| Travel |
| Travel Banked Service |
| 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 |
| Parts selected in a Quote |
| 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 |
| Parts selected in a PM |
| 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 |
| What are Parts for? |
| Parts grid |
| Part Inventory menu option |
| Part entry screen |
| Inventory Adjustments |
| Purchase Orders |
| What are Purchase Orders for? |
| Purchase Orders grid |
| Purchase Orders Items |
| Statuses of a Purchase Order |
| Purchase Order menu options |
| Purchase order entry screen |
| Purchase order entry screen items |
| Purchase Order Receipts |
| What are Purchase Order Receipts for? |
| Purchase Order Receipts grid |
| Purchase Order Receipts Items grid |
| Purchase Order Receipts entry screen |
| Part Inventory Grid |
| Part Requests |
| Clients |
| What do I use a Client for? |
| Clients grid |
| Clients entry screen |
| Head Offices |
| What do I use Head Offices for? |
| Head Office grid |
| Head Office entry screen |
| 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? |
| Notification Subscriptions available to subscribe to |
| How to subscribe to a Notification |
| Pop-Ups |
| Notification Deliveries (last 7 days) grid |
| Global Settings |
| Workorder Item Summary Template tags |
| Regions |
| What are Regions used for? |
| Region entry screen |
| Client Notifications |
| Using the Client Notification email tags |
| 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 grid |
| 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 |
| Restrict access to report template by security group |
| Restricting access to report template by Region |
| Report Template Designer |
| What do I use Report Templates for? |
| Creating a new report template |
| Customizing an existing report template |
| The Report Designer |
| Difference between Summary and Detailed report template |
| Using scripts in a report template |
| 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 |
| Changing printers |
| Search Database |
| Documents |
| Wiki |
| Wiki |
| Editing a Wiki page |
| Pasting into a Wiki page |
| Copying from a Wiki page |
| Embed image into a Wiki page |
| Upload files via a Wiki page |
| Editing or deleting embedded files |
| Files In Database |
| AyaNovaLink |
| SubGrids |
| How to add / edit / delete / make inactive |
| 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 |
| Change the starting workorder number? |
| 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 |
| Create a new schedulable user |
| Edit what pops up on Schedule screen for workorder item |
| Create a Schedule User Group |
| Edit a Scheduleable User Group |
| Delete a Schedulable User Group |
| 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 |
| Enter a manual Banked Service |
| Apply Labor against Banked Service automatically via a Service Workorder |
| 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 custom fields for a Workorder Item |
| Create new and/or customize an existing locale |
| Put my company logo on a report template |
| Add additional datafields to a report template |
| Display multiline text with carriage returns in reports? |
| 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 Installation |
| AyaNova network installation |
| Which database server should I use? |
| Network AyaNova database server requirements |
| Network Firebird Server configuration |
| Network SQL Express configuration |
| SQL Express 2008 installation |
| 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 |
| Optional Add-ons |
| PlugIns |
| Import Export Plug-ins - 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 |
| Client Merger |
| MBI - optional mobile browser interface |
| What is MBI? |
| MBI installation and configuration steps |
| User settings to be able to access MBI |
| MBI Use |
| WBI - optional web browser interface |
| 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 |
| Upgrading from an older AyaNova version |
| Upgrading from AyaNova 3 or 4 |
| Upgrading if stand-alone AyaNova 4 |
| Upgrading if stand-alone AyaNova 3.6 |
| Upgrading if networked Firebird AyaNova |
| Upgrading if networked SQL Express AyaNova |
| Upgrading if networked SQL Server AyaNova |
| Upgrading from AyaNova CE |
| How is AyaNova 5 different from AyaNova CE |
| Important information about AyaNova CE Import |
| What is imported from AyaNova CE into 5 |
| 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 |
© 2009 Ground Zero Tech-Works Inc