Note: WBI will only save edited data when you tell it to. This is unavoidable due to the nature of web technology. If you close the browser window in any other way than using the menu buttons your changes will be lost - you must select the Save menu option to save any changes you made in the entry screen
Creating a new workorder:
A new service workorder is created via the New... menu option in the Service navigation pane
Just like with the AyaNova program, the client selection first appears.
Use the scroll bar on the right to scroll down and select the client that service is to be provided for.
Select template if desired (note of course your templates may be different than the sample date)
Click the OK button to accept selection of this client
The service workorder for this client will now display where you can enter in additional information.
As with all new records or editing existing records - remember - you must save the record, otherwise the AyaNova database is not updated with the new or edited workorder record, and anything typed in would be lost.
You can not create a new client via this client selection screen. If the client is not listed here, cancel, open Client's grid and create a new client
Follow Up menu option
Just like the Follow Up menu option in the AyaNova program, use this menu option to view existing Follow Up items, or create a new Follow Up item.
NOTE: Once have saved a new Follow Up, the previous Follow Up list screen showing will not show the newly created Follow Up. Close that screen returning to your workorder entry screen where you can view the new Follow Up via the Follow Up menu option.
Service Completed and the Closed: checkbox fields
You must first check-mark Service Completed if you want to check-mark the Closed checkbox in a workorder entry screen via WBI
The Closed checkbox will display gray until Service Completed is check-marked
If the security group your AyaNova username belongs to does not have Read/Write or read/Write/Delete rights to the Object.Workorder.Close , than even with Service Completed check-marked, Closed field will remain grayed.
Workorder Item:
Refer to the Help topics Adding New Records in a SubGrid and Editing Existing Records in a SubGrid for information on adding a new workorder item 
, deleting 
, editing 
, saving any edits 
, and selecting a workorder item 
.
Workorder Item Sub-Grids:
With WBI, the workorder item sub-screens such as Parts, Labor, Tasks etc are accessed by selecting the associated tab
If the workorder has multiple workorder items, to be able to view the associated Labor, Parts, etc with a specific workorder item, you must first "select" the workorder item.
Refer to the Help topic Editing Existing Records in a SubGrid on using to select a workorder item.
Once the appropriate workorder item is selected, when you select on the sub-grid tabs, the information for that workorder item will now display.
For example:
An existing workorder has two workorder items - first workorder item does not have a unit to be serviced, whereas the second workorder item does have a unit to be serviced. When the workorder is first opened, the first workorder item is selected, as indicated by the highlight.
In this example see that the first workorder item does not have a unit selected.
The second workorder item is selected by clicking on the on the far left of it.
The 
will display indicating the selected workorder item and it's sub-grids are being retrieved from the database
Now that the second workorder item is "selected", the sub-grids display information regarding that second workorder item. Screenshot below shows the unit that had previously been chosen to be serviced via the second workorder item
Refer to the Help topics Adding New Records in a SubGrid and Editing Existing Records in a SubGrid for information on adding new labor, parts, scheduled users, etc , deleting , editing , and saving any edits
Labor tab:
If Client or the Unit selected in the workorder item has Banked Service set, WBI will display in the Labor tab what the present balance is for Banked Service for currency, hour and incidents. If of course you do not use two of them, just disregard - i.e. if you enter pre-paid amounts by Hours, than disregard Currency and Incidents.
This is a helpful feature to remind you when you are entering labor if there is enough of a balance to apply against.
Do not just as with the AyaNova program, these amounts are determined when the workorder is first opened. If you apply banked service, you need to save and exit and re-view the workorder before the new amount balances will display.
Units tab:
To display warranty information on a unit just selected, you must select the Save menu option so that data will be retrieved from the AyaNova database and displayed.
1. 
2. 
3. 
If a unit is selected within a workorder item, and this unit has Unit Metered enabled, a hyperlink will display under the unit selected where you can enter meter readings that will be tied to this workorder.
