Our technicians perform preventive maintenance on the equipment that we install. The there is a different checklist for each piece of equipment and the checklist may vary depending on whether the PM is a monthly, bimonthly, quarterly, semiannual or annual.
Would it be possible for the specific checklist or checklists to be included on the Ayanove service ticket?
And the Sample Dispatching Report also includes displaying these tasks when printing a service workorder (no need to print a PM, as you generate a service workorder from a PM and that is when you actually print etc) which you can also refer to if you want to see how done so can use in a customized report template.
If is a separate document that you want to associate with the service workorder, a few suggestions:
If you do not require access to this document from different locations, and you want this document to NOT be stored within your AyaNova database, link to it via the Document menu option for the workorder as per http://www.ayanova.com/AyaNova7webHelp/documents.htm
This feature would require that you open in the program the document was made (i.e. Word) and print from there. AyaNova does not have readers for other Word, Excel, Adobe, etc
This feature would also require that you open the document in another program (i.e. Word or Adobe or whatever it needs) to be able to print. AyaNova does not have readers for other Word, Excel, Adobe, etc
If the checklist is common for many different workorders, a suggestion may be to enter right into a report template itself, so that when you print off a report for that workorder, it also includes this checklist.
Hi Mike, Joyce is away but I can answer that for you.
There is no way to associate a particular report with a particular record at present however there are two options I can think of that might ease this:
Joyce is the reporting master here but I think you can optionally make sections in a report print or not through code, so it seems it might be possible to associate some data (like workorder status) that comes to the report with specific types of clients that you want the extra checklist to print on. I.E. in code check if a certain field contains certain data and optionally show or not that section. Joyce could answer that more fully for you if you want to go that route, she should be back tomorrow.
Or, not as slick but you could simply duplicate the report and name it " … - NO CHECKLIST" and select it manually instead of the other one.
Do provide specifics of exactly what you have done when you wrote “I was able to add the PM Checklist as a Report Template” - as I am not sure if you have customized a report template, and/or are using Documents, and/or are using Wikipage or Wikifiles and the details of this. Details be important!
If a report template, do also export the report template to a file
Also too, when you write “PM service workorder” do you mean a Preventive Maintenance order, or do you mean a service workorder that was generated from a Preventive Maintenance order (so I am not incorrectly referring to the wrong entry screen).
Or as John suggested, make a copy of the existing report template and customize it further so it does not include or does include what you want, and naming it so its easy to select when a certain status
There may be other suggestions too, depending on the context of what you actually have and what you want to do
Hear from you soon