Changes between Version 73 and Version 74 of BluePrint/OccupyProjects


Ignore:
Timestamp:
03/30/13 17:55:50 (8 years ago)
Author:
devin
Comment:

--

Legend:

Unmodified
Added
Removed
Modified
  • BluePrint/OccupyProjects

    v73 v74  
    11= !BluePrint: Occupy Sandy Phase 2 Development =
    22[[TOC]]
    3 
    43
    54Initially, the Sahana system was used by Occupy Sandy Comms and Dispatch folks at 520 Clinton and Jacobi to track requests coming from sites and fulfill those requests by sending items and people.  Occupy Sandy has now transitioned (gracefully!) from those spaces to a network of coordinated spaces and projects. 
     
    1211'''If you want to help smash bugs go [http://eden.sahanafoundation.org/query?keywords=~sandy&report=37&order=priority&status=accepted&status=assigned&status=new&status=reopened here].'''
    1312
    14 Go to the [Deployments/Sandy/Occupy Occupy Sandy] and [Deployments/Sandy/ Super Storm Sandy] pages.
     13If you find this interesting, you might also like to read pages on [Deployments/Sandy/Occupy Occupy Sandy] and [Deployments/Sandy/ Super Storm Sandy].
    1514
    1615== Update 3 ==
     
    3332
    3433Please play with this deployment and log bugs by sending them to sahana@lists.occupy.net and they will added below and/or into the bug tracker.
    35 === Update 2 Bugs ===
    36 
    37 Requests navigation menu item should go here: http://sandyrelief.sahanafoundation.org/eden/req/req_item/search
     34
    3835== Use Cases ==
    3936=== Respond and Rebuild ===
     
    9390* Communicate with the network
    9491
     92== General Usability Improvements ==
     93
     94Status: Needs an Owner
     95
     96=== Item Labels and Descriptive Fields ===
     97The 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
     102The 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
     129Additional 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
     137View All
     138* Hide “Department” and add “Groups”
     139* Eliminate “Contract End Date”
     140
     141Groups
     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
     145Staff 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
     149Organizations
     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
    95163
    96164== Projects ==
    97165
    98166Status: Active - Aaron needs assistance
     167
    99168=== Description ===
    100169
     
    225294  * Shipments - http://sandyrelief.sahanafoundation.org/eden/inv/send
    226295* Cases - http://sandyrelief.sahanafoundation.org/eden/assess/building/search
    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