Main Workorder entry screen menu options

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Main Workorder entry screen menu options



MenuPrint Print…

Selecting this menu option drops down to display the list of available reports for the displayed entry screen.


Reports that are available from the Service Workorders grid are also available here for the individual service workorder.


MenuSaveExit Save & Exit

This menu option saves any changes to this workorder entry screen and closes the entry screen bringing you back to the previously viewed screen.


MenuDocuments Documents

This opens up the list of associated documents with this service workorder. You can also associated new documents via this screen.


NOTE: If the Documents item is grayed out with a line through it, that means it has no records.

For example, in the screenshot at the very top of this section, the Documents menu option MenuDocumentsNoData is grayed out with a line through it - this way you can see at a glance there is no Documents entered for this workorder without having to open it.


MenuWiki Wiki

This will open up the Wiki page for this specific service workorder where you can embed files / documents, write notes or embed images.


See also:



MenuRecordHistory Record History

This opens up the Record History window displaying the user that originally created the workorder, and date of creation; and the last user that modified this workorder and date of modification.

Do note that the fields are not updated until the object has been saved and closed. For example, if you have just created a new workorder, and have not yet selected Save & Exit – the creator and creation date will be blank until this is performed.



MenuFollowUp Follow Up

Select this to either add a follow up for this workorder, or view existing follow ups for this workorder. Can be added to a Closed workorder as well as an open workorder


See also:

How do I create and view Follow Up in a workorder?



MenuClientNotes Client Note

This opens up the Client Note grid screen where you can enter notes pertaining to that client selected within this workorder.


Client Notes are accessible from the client's entry screen's menu option as well as from any workorder for that client


NOTE: If you wish to enter notes pertaining to this workorder itself but not in any of the existing fields provided or not in the Client Notes, it is suggested to attach a document via Documents, or create a text custom field that would be available in the workorder item Custom Fields sub-item screen. Refer to the section on Documents and to the section on custom fields for more information.


Or if not utilizing a text field that comes standard with AyaNova, you could edit the field label so that it describes what you are actually using that field for in all service workorder entry screens. For example, if you do not use the Client Reference #: field as it was intended for, you could localize the field label to display instead what you wish. Refer to the section on localization for more information on editing field labels.



MenuContract Contract

Before the workorder entry screen loads, it first checks if the client or the clients head office has a contract. If this button displays, this indicates that the client or the clients head office has a contract. This opens up the Contract screen for this client or this client’s head office.


If this button does not display, that indicates that the client or its head office does not have a contract.


If you have set a contract for the client or that client’s head office since the workorder was opened, this button will still not show until you have closed the workorder and reopened – because it only checks for this when the workorder is first opened.


Do note that if a client has a contract, that overrides any selected contract in the client’s head office. If a head office has a contract selected, any clients where that head office is set as their head office that do not have a specific contract set, will have that head office’s contract applied.


Contract affects what rates (service and travel) will display for selection in the workorder, as well as what discount will be automatically applied to parts selected in a workorder for this client.


See also:



MenuSave Save

This saves any changes made to the workorder without closing the workorder screen. This does not close the screen allowing you to save any changes made to date and continue working, which is recommended to do on a regular basis in the event that there is a problem between you and the database, so that data is not lost.


Changes made to a screen in AyaNova are not automatically saved until you have actually indicated to save it either by selecting a menu option to save, or on closing indicated that it should be saved.



CurrentDateTime1 Current Time & Date

This is displayed at the top of the service workorder is the present time and date.


A useful tool for when you want to enter the present date and time in a field is to place your cursor in the field and then use your mouse to click on the Date & Time at the top menu. This will insert the present date and time. Or select to enter the time in a text field in the workorder


See also:

Current Date & Time feature in workorder entry screen as a timer




MenuDelete Delete

This deletes the whole workorder. Note that only if you have rights to do so will this toolbar option be available.


Any object in AyaNova that is deleted is deleted permanently. There is not an "undo" button or option. If you went ahead and accepted the confirmation message and deleted something you should not have - your  options are to re-enter it from scratch, or restore your database from your last backup.


Do note that once a workorder has been check-marked Closed, a workorder can not be deleted as it is now permanently historical information only for reporting and viewing.




This menu option ONLY shows when logged in as the AyaNova Administrator.


The Customize menu option is used to set whether certain header fields and labels display in the service workorder (or quote or PM) entry screen.




Show all...

This menu option provides quick access to all units of this client, all service workorders for this client, all quotes, and all PM's for this client



Customize text...

This menu option ONLY shows when logged in as the AyaNova Administrator.


Use the Customize text... menu option to localize labels of this entry screen on the fly or if accessed from the main menu bar, displays the labels of the main grids and main menu bar for quickly editing.






If a button/menu option is grayed out, or does not respond when clicked, that would indicate either:

either you do not have rights to access or perform the feature,

or the button is not available at this time,

or that there is no data via that menu option (time saving feature so you know you don't have to open to check).