Changes between Version 87 and Version 88 of BluePrint/OccupyProjects


Ignore:
Timestamp:
06/05/13 00:21:07 (8 years ago)
Author:
devin
Comment:

--

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  • BluePrint/OccupyProjects

    v87 v88  
    107107Eliminate the '''Volunteers''' tab
    108108
    109 === Inventory and Assets ===
    110 
    111 
    112 ==== Staten Island Use Case ====
    113 Staten Island LTRO would like to give disaster case managers the ability to request goods from relief hubs that are managing inventories in Staten Island. 
    114 
    115 This means allowing "case managers" to view the inventory at participating locations.
    116 
    117 Questions:
    118 * Can case managers see all inventory?  All assets?
    119 * Can we segment what they can see on a per facility basis?
    120 * Can we segment what they see on an item-by-item basis?
    121 
    122 '''Case Manager User Type'''
    123 * Check inventory
    124 * Request Items
    125 * Request Items for Specific Residents
    126 
    127 '''Logistics Admin User Type'''
    128 * Log inventory
    129 * Fulfill Item Requests
    130 
    131 '''Victim'''
    132 * Basic info
    133 * Priority
    134 * Disabled
    135 * Family w/ children (2-18)
    136 * Number of Children
    137 * Additional Info (notes)
    138 
    139 ==== General Usability ====
    140 '''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? 
    141 
    142 '''Key Features'''
    143 * 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.
    144 * Send Shipment > Add New Item, the pull down menu only shows the item name.  It should show both the item name and the pack. 
    145 * 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.
    146 * 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].
    147 * 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)"
    148 * Include Pack unit information whenever packs are displayed.  For example, "4 boxes" would display as "4 boxes (36 x piece)"
    149 * 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. 
    150 * 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"
    151 
    152 '''Reporting Features:'''
    153 * Warehouse Stock Report
    154   * Be able to remove items with zero inventory
    155   * Show packs and pack quantity
    156   * Easy PDF and XLS exports
    157   * Ability to sort tables
    158   * List Column for Comments/per item
    159 * Monetization: http://demo.eden.sahanafoundation.org/eden/inv/inv_item/search?report=mon
    160 * Utilization: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=util
    161 * Incoming Supplies: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=inc
    162 * Releases: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=rel
    163 * Receive/Incoming Shipments: http://demo.eden.sahanafoundation.org/eden/inv/recv
    164 * Custom Reporting?
    165 
    166 Additional Features
    167 * Add a search bar to the sidebar menu, maybe with a drop down to specify what types of items to search.
    168 * Color code permission features so you can see what options other people can't see
    169 * Give users the ability to see what permissions they have been granted - maybe in their user profile?
    170 * Floating sidebar menu?
    171 
    172 ==== Item Labels and Descriptive Fields ====
    173 The following items have been defined in this spreadsheet: https://docs.google.com/spreadsheet/ccc?key=0AvGeaSVQPEYUdDZmbm9aWlFINGtnN3ZBcVJnYzlhb2c&usp=sharing
    174 * Asset
    175 * Asset Log
    176 * Contacts
    177 
    178 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.
    179 
    180109=== Organization Directory ===
    181110
     
    218147* “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.
    219148* Implement Staff profile changes as indicated in “Sahana for Sandy - Templates” spreadsheet
     149
     150=== Inventory and Assets ===
     151==== Staten Island Use Case ====
     152Staten Island LTRO would like to give disaster case managers the ability to request goods from relief hubs that are managing inventories in Staten Island. 
     153
     154This means allowing "case managers" to view the inventory at participating locations.
     155
     156Questions:
     157* Can case managers see all inventory?  All assets?
     158* Can we segment what they can see on a per facility basis?
     159* Can we segment what they see on an item-by-item basis?
     160
     161'''Case Manager User Type'''
     162* Check inventory
     163* Request Items
     164* Request Items for Specific Residents
     165
     166'''Logistics Admin User Type'''
     167* Log inventory
     168* Fulfill Item Requests
     169
     170'''Victim'''
     171* Basic info
     172* Priority
     173* Disabled
     174* Family w/ children (2-18)
     175* Number of Children
     176* Additional Info (notes)
     177
     178==== General Usability ====
     179'''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? 
     180
     181'''Key Features'''
     182* 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.
     183* Send Shipment > Add New Item, the pull down menu only shows the item name.  It should show both the item name and the pack. 
     184* 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.
     185* 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].
     186* 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)"
     187* Include Pack unit information whenever packs are displayed.  For example, "4 boxes" would display as "4 boxes (36 x piece)"
     188* 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. 
     189* 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"
     190
     191'''Reporting Features:'''
     192* Warehouse Stock Report
     193  * Be able to remove items with zero inventory
     194  * Show packs and pack quantity
     195  * Easy PDF and XLS exports
     196  * Ability to sort tables
     197  * List Column for Comments/per item
     198* Monetization: http://demo.eden.sahanafoundation.org/eden/inv/inv_item/search?report=mon
     199* Utilization: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=util
     200* Incoming Supplies: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=inc
     201* Releases: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=rel
     202* Receive/Incoming Shipments: http://demo.eden.sahanafoundation.org/eden/inv/recv
     203* Custom Reporting?
     204
     205Additional Features
     206* Add a search bar to the sidebar menu, maybe with a drop down to specify what types of items to search.
     207* Color code permission features so you can see what options other people can't see
     208* Give users the ability to see what permissions they have been granted - maybe in their user profile?
     209* Floating sidebar menu?
     210
     211==== Item Labels and Descriptive Fields ====
     212The following items have been defined in this spreadsheet: https://docs.google.com/spreadsheet/ccc?key=0AvGeaSVQPEYUdDZmbm9aWlFINGtnN3ZBcVJnYzlhb2c&usp=sharing
     213* Asset
     214* Asset Log
     215* Contacts
     216
     217The 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.
     218
     219
    220220== Update 2 ==
    221221