Do refer to the AyaNova Help file for AyaNova's features. We only list below differences between the main AyaNova Windows program and WBI
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 without saving, your changes will be lost
Creating a new workorder:
| • | Just like with the AyaNova program, the client selection first appears when you select the  New... menu option via the Service Workorders grid menu bar. But do note that you can not create a new client via the WBI client selection screen. If the client is not listed for selection, cancel  , view the Client's grid and create a new client |
Generating a workorder from a quote or a pm:
| • | To generate a workorder from a quote, you need to first select the quote in the Quotes grid (you will note that the row changes color) and then select the menu option to generate a workorder |
| • | Same applies to generating a workorder from a PM, you need to first select the PM record in the Preventive Maintenance grid (you will note that the row changes color) and then select the menu option to generate a workorder |
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. But do note that once have saved a new Follow Up, the previous Follow Up list screen showing will not show the newly created Follow Up until you have closed 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
| • | As WBI is a web application, saving any changes you make is the only way that information for that object is updated in the AyaNova database, and displayed back to you. |
| • | Therefore if you check-mark the Service Completed field, you must Save and exit out of the workorder before editing anything further. |
| • | The Closed checkbox will display gray until Service Completed is check-marked and has been saved and exited out of at least once. |
| • | Do note of course that 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. |
| • | And along the same lines, as the object loads with data obtained from the AyaNova database, if you uncheck the Service Completed, you must Save and exit out of that workorder before the workorder's fields will again be editable. |
Workorder Item:
| • | Refer to the Help topics Adding New Records in a SubGrid , Editing Existing Records in a SubGrid and Selecting a Workorder Item subgrid for information on  adding a new workorder item,  deleting,  editing,  saving any edits, and  selecting a workorder item. |
Workorder Item Sub-Grids:
| • | Via WBI, the workorder item sub-screens such as Parts, Labor, Tasks etc are accessed by selecting the associated tab. In the screenshot below, the first workorder item record is active (as shown that it is green highlighted) and have clicked on the Labor tab to view labor for this specific workorder item |
| • | 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 Selecting a Workorder Item subgrid on using to select a workorder item. |
Units tab:
| • | If you create a second workorder item via WBI, and the first workorder item did have a unit selected, as a time saving feature, WBI will preselect the same unit for you. You can easily deselect this unit if not desired. |
| • | 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. |
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| • | 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 when the workorder has been saved. |
Schedule tab:
| • | Just like with the AyaNova program, you need to select the specific Scheduled User record before clicking on the menu option Convert Scheduled User To Labor |
Travel tab:
| • | Existing Banked Service balance at the time the workorder was first opened will display under the existing travel records if any. If you apply banked service to a travel record, you MUST to save and exit out of the workorder, and re-view it to see the new Banked Service balance; or view the Banked Service grid for the client itself. |
Labor tab:
| • | Existing Banked Service balance at the time the workorder was first opened will display under the existing travel records if any. If you apply banked service to a labor record, you will need to save and exit out of the workorder, and re-view it to see the new Banked Service balance; or view the Banked Service grid for the client itself. |
| • | If an invalid time span is entered (i.e. you enter a Stop Date/Time that is before the Start Date/Time) and attempt to save, WBI will display a red border around the entry so that you are reminded that you need to check each field of the entry for something entered incorrectly. |