| 92 | == General Usability Improvements == |
| 93 | |
| 94 | Status: Needs an Owner |
| 95 | |
| 96 | === Item Labels and Descriptive Fields === |
| 97 | The following items have been defined in this spreadsheet: https://docs.google.com/spreadsheet/ccc?key=0AvGeaSVQPEYUdDZmbm9aWlFINGtnN3ZBcVJnYzlhb2c&usp=sharing |
| 98 | * Asset |
| 99 | * Asset Log |
| 100 | * Contacts |
| 101 | |
| 102 | The first row defines the field labels. Green colored fields should be implements, yellow fields can be kept and red fields should be deleted or hidden from view. |
| 103 | |
| 104 | === Inventory === |
| 105 | '''Key Question:''' Stock Counts are the primary way people maintain an inventory in Sahana, but this is not always ideal. Would it be possible to give facilities the option to manage their stock on a rolling basis in which they can edit item quantities directly from their stock screens and a log is kept of all the changes? |
| 106 | |
| 107 | '''Key Features''' |
| 108 | * Give users the ability to edit stock from the Facility > Warehouse > Stock page, maybe they could toggle "Stock Adjustment On" to reveal editable table of items. |
| 109 | * Change information displayed at Facility > Warehouse > Stock table to: Item - Category - Pack - Pack Quantity - Unit Quantity - <action> - Bin - Expiration - Owner - Supplier - Status - Updated. Ideally this could be displayed less like a table and [https://docs.google.com/drawings/d/1iK6SMzyfqG2eSrEjFaS7ZgdseLM4wIQGQNlZvYA1KT4/edit?usp=sharing more like this]. |
| 110 | * During Stock Counts, Sahana gives autocompleted recommendations when adding an item. Those recommendations only have the Item's Name. It would be better if they also had the item's Catalog. For example, "Water" would be displayed as "Water (Sandy)" |
| 111 | * Include Pack unit information whenever packs are displayed. For example, "4 boxes" would display as "4 boxes (36 x piece)" |
| 112 | * Give users the ability to delete items and item categories, but make it less likely they will accidently do so by creating a "Safety Button". To active delete functionality( reveal delete buttons), the user must click the "safety" button. The safety button would be off by default. |
| 113 | * On the "Adjust Item Quantity" page, all the "reasons" for the adjustment are options for why there are less items, not why there are more. Please add the following reasons: "delivery", "found" |
| 114 | |
| 115 | '''Reporting Features:''' |
| 116 | * Warehouse Stock Report |
| 117 | * Be able to remove items with zero inventory |
| 118 | * Show packs and pack quantity |
| 119 | * Easy PDF and XLS exports |
| 120 | * Ability to sort tables |
| 121 | * List Column for Comments/per item |
| 122 | * Monetization: http://demo.eden.sahanafoundation.org/eden/inv/inv_item/search?report=mon |
| 123 | * Utilization: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=util |
| 124 | * Incoming Supplies: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=inc |
| 125 | * Releases: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=rel |
| 126 | * Receive/Incoming Shipments: http://demo.eden.sahanafoundation.org/eden/inv/recv |
| 127 | * Custom Reporting? |
| 128 | |
| 129 | Additional Features |
| 130 | * Add a search bar to the sidebar menu, maybe with a drop down to specify what types of items to search. |
| 131 | * Color code permission features so you can see what options other people can't see |
| 132 | * Give users the ability to see what permissions they have been granted - maybe in their user profile? |
| 133 | * Floating sidebar menu? |
| 134 | |
| 135 | === Contacts === |
| 136 | |
| 137 | View All |
| 138 | * Hide “Department” and add “Groups” |
| 139 | * Eliminate “Contract End Date” |
| 140 | |
| 141 | Groups |
| 142 | * Replace the word “Team” with “Group” throughout the system. |
| 143 | * Enable us to click on a contact’s name in “Group View” > “View Member” and have that take us to that person’s contact profile. |
| 144 | |
| 145 | Staff Member |
| 146 | * “Teams” tab on member profile currently displays a table with “Person, Team Leader, Description” when it should display “Team Name, Team Leader?, Description” and allow the user to “Open” the team view. |
| 147 | * Implement Staff profile changes as indicated in “Sahana for Sandy - Templates” spreadsheet |
| 148 | |
| 149 | Organizations |
| 150 | * Drop/combine some of the tabs to reduce clutter, leaving the following tabs for organizations: |
| 151 | * Basic Details |
| 152 | * Contacts |
| 153 | * Facilities |
| 154 | * Projects |
| 155 | * Assets |
| 156 | |
| 157 | === CMS === |
| 158 | |
| 159 | * Output an RSS feed for post series that has title, content, etc |
| 160 | * Display post comments on post view page |
| 161 | |
| 162 | |
227 | | |
228 | | == General Usability Improvements == |
229 | | |
230 | | Status: Needs an Owner |
231 | | |
232 | | === Item Labels and Descriptive Fields === |
233 | | The following items have been defined in this spreadsheet: https://docs.google.com/spreadsheet/ccc?key=0AvGeaSVQPEYUdDZmbm9aWlFINGtnN3ZBcVJnYzlhb2c&usp=sharing |
234 | | * Asset |
235 | | * Asset Log |
236 | | * Contacts |
237 | | |
238 | | The first row defines the field labels. Green colored fields should be implements, yellow fields can be kept and red fields should be deleted or hidden from view. |
239 | | |
240 | | === Contacts === |
241 | | |
242 | | View All |
243 | | * Hide “Department” and add “Groups” |
244 | | * Eliminate “Contract End Date” |
245 | | |
246 | | Groups |
247 | | * Replace the word “Team” with “Group” throughout the system. |
248 | | * Enable us to click on a contact’s name in “Group View” > “View Member” and have that take us to that person’s contact profile. |
249 | | |
250 | | Staff Member |
251 | | * “Teams” tab on member profile currently displays a table with “Person, Team Leader, Description” when it should display “Team Name, Team Leader?, Description” and allow the user to “Open” the team view. |
252 | | * Implement Staff profile changes as indicated in “Sahana for Sandy - Templates” spreadsheet |
253 | | |
254 | | Organizations |
255 | | * Drop/combine some of the tabs to reduce clutter, leaving the following tabs for organizations: |
256 | | * Basic Details |
257 | | * Contacts |
258 | | * Facilities |
259 | | * Projects |
260 | | * Assets |
261 | | |
262 | | CMS (low priority) |
263 | | * Output an RSS feed for post series that has title, content, etc |
264 | | * Display post comments on post view page |
265 | | === Inventory === |
266 | | '''Key Question:''' Stock Counts are the primary way people maintain an inventory in Sahana, but this is not always ideal. Would it be possible to give facilities the option to manage their stock on a rolling basis in which they can edit item quantities directly from their stock screens and a log is kept of all the changes? |
267 | | |
268 | | |
269 | | '''Key Features''' |
270 | | * Give users the ability to edit stock from the Facility > Warehouse > Stock page, maybe they could toggle "Stock Adjustment On" to reveal editable table of items. |
271 | | * Change information displayed at Facility > Warehouse > Stock table to: Item - Category - Pack - Pack Quantity - Unit Quantity - <action> - Bin - Expiration - Owner - Supplier - Status - Updated. Ideally this could be displayed less like a table and [https://docs.google.com/drawings/d/1iK6SMzyfqG2eSrEjFaS7ZgdseLM4wIQGQNlZvYA1KT4/edit?usp=sharing more like this]. |
272 | | * During Stock Counts, Sahana gives autocompleted recommendations when adding an item. Those recommendations only have the Item's Name. It would be better if they also had the item's Catalog. For example, "Water" would be displayed as "Water (Sandy)" |
273 | | * Include Pack unit information whenever packs are displayed. For example, "4 boxes" would display as "4 boxes (36 x piece)" |
274 | | * Give users the ability to delete items and item categories, but make it less likely they will accidently do so by creating a "Safety Button". To active delete functionality( reveal delete buttons), the user must click the "safety" button. The safety button would be off by default. |
275 | | * On the "Adjust Item Quantity" page, all the "reasons" for the adjustment are options for why there are less items, not why there are more. Please add the following reasons: "delivery", "found" |
276 | | |
277 | | '''Reporting Features:''' |
278 | | * Warehouse Stock Report |
279 | | * Be able to remove items with zero inventory |
280 | | * Show packs and pack quantity |
281 | | * Easy PDF and XLS exports |
282 | | * Ability to sort tables |
283 | | * List Column for Comments/per item |
284 | | * Monetization: http://demo.eden.sahanafoundation.org/eden/inv/inv_item/search?report=mon |
285 | | * Utilization: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=util |
286 | | * Incoming Supplies: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=inc |
287 | | * Releases: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=rel |
288 | | * Receive/Incoming Shipments: http://demo.eden.sahanafoundation.org/eden/inv/recv |
289 | | * Custom Reporting? |
290 | | |
291 | | Additional Features |
292 | | * Add a search bar to the sidebar menu, maybe with a drop down to specify what types of items to search. |
293 | | * Color code permission features so you can see what options other people can't see |
294 | | * Give users the ability to see what permissions they have been granted - maybe in their user profile? |
295 | | * Floating sidebar menu? |
296 | | * Red = delete |