| 22 | | |
| | 23 | === Anonymous Users === |
| | 24 | |
| | 25 | * Home |
| | 26 | * Projects |
| | 27 | * Organizations |
| | 28 | * Locations |
| | 29 | |
| | 30 | Anonymous home should have: |
| | 31 | * Log In |
| | 32 | * About this Portal (text box) |
| | 33 | * View Projects |
| | 34 | * View Locations |
| | 35 | * View Organizations |
| | 36 | |
| | 37 | Anonymous Users creating projects: |
| | 38 | * Give Anonymous Users the ability to create projects Currently this would be possible right now if it weren't for "lead implementer" not allowing people to make a selection or "add an organization". If this is due to Anonymous users not having the ability to see organizations, then that will be fixed by giving them that ability. |
| | 39 | * Anonymous users project should go into a "private" status until they are accepted by the "project spokes council" in which case they'd be made public. |
| | 40 | |
| | 41 | === Projects === |
| | 42 | |
| | 43 | Projects: http://sandyrelief.sahanafoundation.org/eden/project/project |
| | 44 | Change headings to |
| | 45 | * Project Name |
| | 46 | * Project Blurb |
| | 47 | * Status (Past, Present, Future) |
| | 48 | * Lead Implementer |
| | 49 | * Total Funded |
| | 50 | * Website |
| | 51 | |
| | 52 | Project Details: http://sandyrelief.sahanafoundation.org/eden/project/project/1/read |
| | 53 | |
| | 54 | Under '''Basic Details''' |
| | 55 | * Drop "categories" from profile/display |
| | 56 | |
| | 57 | Under '''Organizations''' |
| | 58 | * Add "Date Created" to display table |
| | 59 | * Add "Proposal" field where a link to the proposal or budget can be added. |
| | 60 | |
| | 61 | Under '''Activities''' |
| | 62 | * new order: Project Title (not blurb and title), Activity Title (instead of name), Short Description (make field larger text box), Date |
| | 63 | * Can this generate a proper RSS feed? |
| | 64 | |
| | 65 | Under '''Media''' |
| | 66 | NOTE: projects can use this tab to upload budgets and see their status. |
| | 67 | * Can this tab be viewed only by project admins? |
| | 68 | * Can we add "status" to Media and give project admin users the ability to: (1) add comments to the media, (2) change media status (pending, accepted, rejected, modified) |
| | 69 | |
| | 70 | Under '''Staff''' |
| | 71 | * Change tab name from "Staff" to "Members" |
| | 72 | * Make this tab only view-able to Project Admins |
| | 73 | |
| | 74 | NOTE: if we can't make Media and Staff tabs restricted while having the "Projects" section available, implement the changes anyway, but it's likely we won't use those tabs in the official "project process". |
| | 75 | |
| | 76 | Eliminate the '''Volunteers''' tab |
| | 77 | |
| | 78 | === Inventory and Assets === |
| | 79 | ==== General Usability ==== |
| | 80 | '''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? |
| | 81 | |
| | 82 | '''Key Features''' |
| | 83 | * When sending a shipment, after it auto-corrects an item, the system used to show how many items the user still had in stock, but no longer does that. It would be nice for it to continue to do that. |
| | 84 | * Send Shipment > Add New Item, the pull down menu only shows the item name. It should show both the item name and the pack. |
| | 85 | * 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. |
| | 86 | * 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]. |
| | 87 | * 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)" |
| | 88 | * Include Pack unit information whenever packs are displayed. For example, "4 boxes" would display as "4 boxes (36 x piece)" |
| | 89 | * 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. |
| | 90 | * 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" |
| | 91 | |
| | 92 | '''Reporting Features:''' |
| | 93 | * Warehouse Stock Report |
| | 94 | * Be able to remove items with zero inventory |
| | 95 | * Show packs and pack quantity |
| | 96 | * Easy PDF and XLS exports |
| | 97 | * Ability to sort tables |
| | 98 | * List Column for Comments/per item |
| | 99 | * Monetization: http://demo.eden.sahanafoundation.org/eden/inv/inv_item/search?report=mon |
| | 100 | * Utilization: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=util |
| | 101 | * Incoming Supplies: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=inc |
| | 102 | * Releases: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=rel |
| | 103 | * Receive/Incoming Shipments: http://demo.eden.sahanafoundation.org/eden/inv/recv |
| | 104 | * Custom Reporting? |
| | 105 | |
| | 106 | Additional Features |
| | 107 | * Add a search bar to the sidebar menu, maybe with a drop down to specify what types of items to search. |
| | 108 | * Color code permission features so you can see what options other people can't see |
| | 109 | * Give users the ability to see what permissions they have been granted - maybe in their user profile? |
| | 110 | * Floating sidebar menu? |
| | 111 | |
| | 112 | ==== Item Labels and Descriptive Fields ==== |
| | 113 | The following items have been defined in this spreadsheet: https://docs.google.com/spreadsheet/ccc?key=0AvGeaSVQPEYUdDZmbm9aWlFINGtnN3ZBcVJnYzlhb2c&usp=sharing |
| | 114 | * Asset |
| | 115 | * Asset Log |
| | 116 | * Contacts |
| | 117 | |
| | 118 | 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. |
| | 119 | |
| | 120 | === Organization Directory === |
| | 121 | |
| | 122 | Organizations |
| | 123 | * Drop/combine some of the tabs to reduce clutter, leaving the following tabs for organizations: |
| | 124 | * Basic Details |
| | 125 | * Contacts |
| | 126 | * Facilities |
| | 127 | * Projects |
| | 128 | * Assets |
| | 129 | |
| | 130 | Organizations: |
| | 131 | http://sandyrelieftest.sahanafoundation.org/eden/org/organisation/search |
| | 132 | * Name |
| | 133 | * Network |
| | 134 | * Contact |
| | 135 | * Address |
| | 136 | * Phone |
| | 137 | * Email |
| | 138 | * Services (check boxes) |
| | 139 | ** See |
| | 140 | * Organization Type (check boxes) |
| | 141 | ** Network |
| | 142 | ** Government |
| | 143 | ** Nonprofit |
| | 144 | ** Project |
| | 145 | ** Funder |
| | 146 | |
| | 147 | |
| | 148 | ==== Additional Lower Priority Changes ==== |
| | 149 | |
| | 150 | View All |
| | 151 | * Hide “Department” and add “Groups” |
| | 152 | * Eliminate “Contract End Date” |
| | 153 | |
| | 154 | Groups |
| | 155 | * Replace the word “Team” with “Group” throughout the system. |
| | 156 | * 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. |
| | 157 | |
| | 158 | Staff Member |
| | 159 | * “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. |
| | 160 | * Implement Staff profile changes as indicated in “Sahana for Sandy - Templates” spreadsheet |
| | 161 | |
| | 162 | Organizations |
| | 163 | * Drop/combine some of the tabs to reduce clutter, leaving the following tabs for organizations: |
| | 164 | * Basic Details |
| | 165 | * Contacts |
| | 166 | * Facilities |
| | 167 | * Projects |
| | 168 | * Assets |
