Changes between Version 96 and Version 97 of BluePrint/OccupyProjects

Timestamp:

07/02/13 00:45:41 (11 years ago)

Author:

devin

Comment:

--

BluePrint/OccupyProjects

@@ -107 +107 @@
 Eliminate the '''Volunteers''' tab
 
-=== Organization Directory ===
+
+
+=== Inventory and Assets ===
+==== Staten Island Use Case ====
+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.  
+
+This means allowing "case managers" to view the inventory at participating locations.
+
+Questions:
+* Can case managers see all inventory?  All assets?
+* Can we segment what they can see on a per facility basis?
+* Can we segment what they see on an item-by-item basis?
+
+'''Case Manager User Type'''
+* Check inventory
+* Request Items
+* Request Items for Specific Residents
+
+'''Logistics Admin User Type'''
+* Log inventory
+* Fulfill Item Requests
+
+'''Victim'''
+* Basic info
+* Priority
+* Disabled
+* Family w/ children (2-18)
+* Number of Children
+* Additional Info (notes)
+
+==== General Usability ====
+'''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?  
+
+'''Key Features'''
+* 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.
+* Send Shipment > Add New Item, the pull down menu only shows the item name.  It should show both the item name and the pack.  
+* 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.
+* 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].
+* 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)"
+* Include Pack unit information whenever packs are displayed.  For example, "4 boxes" would display as "4 boxes (36 x piece)"
+* 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.  
+* 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"
+
+'''Reporting Features:'''
+* Warehouse Stock Report
+  * Be able to remove items with zero inventory
+  * Show packs and pack quantity
+  * Easy PDF and XLS exports
+  * Ability to sort tables
+  * List Column for Comments/per item
+* Monetization: http://demo.eden.sahanafoundation.org/eden/inv/inv_item/search?report=mon
+* Utilization: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=util
+* Incoming Supplies: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=inc
+* Releases: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=rel
+* Receive/Incoming Shipments: http://demo.eden.sahanafoundation.org/eden/inv/recv
+* Custom Reporting?
+
+Additional Features
+* Add a search bar to the sidebar menu, maybe with a drop down to specify what types of items to search.
+* Color code permission features so you can see what options other people can't see
+* Give users the ability to see what permissions they have been granted - maybe in their user profile?
+* Floating sidebar menu?
+
+==== Item Labels and Descriptive Fields ====
+The following items have been defined in this spreadsheet: https://docs.google.com/spreadsheet/ccc?key=0AvGeaSVQPEYUdDZmbm9aWlFINGtnN3ZBcVJnYzlhb2c&usp=sharing
+* Asset
+* Asset Log
+* Contacts
+
+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.
+
+=== Organization Directory COMPLETED ===
 
 '''Organization Tabs''' 
@@ -221 +292 @@
 * Implement Staff profile changes as indicated in “Sahana for Sandy - Templates” spreadsheet
 
-=== Inventory and Assets ===
-==== Staten Island Use Case ====
-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.  
-
-This means allowing "case managers" to view the inventory at participating locations.
-
-Questions:
-* Can case managers see all inventory?  All assets?
-* Can we segment what they can see on a per facility basis?
-* Can we segment what they see on an item-by-item basis?
-
-'''Case Manager User Type'''
-* Check inventory
-* Request Items
-* Request Items for Specific Residents
-
-'''Logistics Admin User Type'''
-* Log inventory
-* Fulfill Item Requests
-
-'''Victim'''
-* Basic info
-* Priority
-* Disabled
-* Family w/ children (2-18)
-* Number of Children
-* Additional Info (notes)
-
-==== General Usability ====
-'''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?  
-
-'''Key Features'''
-* 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.
-* Send Shipment > Add New Item, the pull down menu only shows the item name.  It should show both the item name and the pack.  
-* 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.
-* 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].
-* 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)"
-* Include Pack unit information whenever packs are displayed.  For example, "4 boxes" would display as "4 boxes (36 x piece)"
-* 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.  
-* 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"
-
-'''Reporting Features:'''
-* Warehouse Stock Report
-  * Be able to remove items with zero inventory
-  * Show packs and pack quantity
-  * Easy PDF and XLS exports
-  * Ability to sort tables
-  * List Column for Comments/per item
-* Monetization: http://demo.eden.sahanafoundation.org/eden/inv/inv_item/search?report=mon
-* Utilization: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=util
-* Incoming Supplies: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=inc
-* Releases: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=rel
-* Receive/Incoming Shipments: http://demo.eden.sahanafoundation.org/eden/inv/recv
-* Custom Reporting?
-
-Additional Features
-* Add a search bar to the sidebar menu, maybe with a drop down to specify what types of items to search.
-* Color code permission features so you can see what options other people can't see
-* Give users the ability to see what permissions they have been granted - maybe in their user profile?
-* Floating sidebar menu?
-
-==== Item Labels and Descriptive Fields ====
-The following items have been defined in this spreadsheet: https://docs.google.com/spreadsheet/ccc?key=0AvGeaSVQPEYUdDZmbm9aWlFINGtnN3ZBcVJnYzlhb2c&usp=sharing
-* Asset
-* Asset Log
-* Contacts
-
-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.
-
-
 == Update 2 ==