Changes between Version 96 and Version 97 of BluePrint/OccupyProjects


Ignore:
Timestamp:
07/02/13 00:45:41 (8 years ago)
Author:
devin
Comment:

--

Legend:

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  • BluePrint/OccupyProjects

    v96 v97  
    107107Eliminate the '''Volunteers''' tab
    108108
    109 === Organization Directory ===
     109
     110
     111=== Inventory and Assets ===
     112==== Staten Island Use Case ====
     113Staten 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
     115This means allowing "case managers" to view the inventory at participating locations.
     116
     117Questions:
     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
     166Additional 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 ====
     173The 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
     178The 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
     180=== Organization Directory COMPLETED ===
    110181
    111182'''Organization Tabs'''
     
    221292* Implement Staff profile changes as indicated in “Sahana for Sandy - Templates” spreadsheet
    222293
    223 === Inventory and Assets ===
    224 ==== Staten Island Use Case ====
    225 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. 
    226 
    227 This means allowing "case managers" to view the inventory at participating locations.
    228 
    229 Questions:
    230 * Can case managers see all inventory?  All assets?
    231 * Can we segment what they can see on a per facility basis?
    232 * Can we segment what they see on an item-by-item basis?
    233 
    234 '''Case Manager User Type'''
    235 * Check inventory
    236 * Request Items
    237 * Request Items for Specific Residents
    238 
    239 '''Logistics Admin User Type'''
    240 * Log inventory
    241 * Fulfill Item Requests
    242 
    243 '''Victim'''
    244 * Basic info
    245 * Priority
    246 * Disabled
    247 * Family w/ children (2-18)
    248 * Number of Children
    249 * Additional Info (notes)
    250 
    251 ==== General Usability ====
    252 '''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? 
    253 
    254 '''Key Features'''
    255 * 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.
    256 * Send Shipment > Add New Item, the pull down menu only shows the item name.  It should show both the item name and the pack. 
    257 * 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.
    258 * 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].
    259 * 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)"
    260 * Include Pack unit information whenever packs are displayed.  For example, "4 boxes" would display as "4 boxes (36 x piece)"
    261 * 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. 
    262 * 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"
    263 
    264 '''Reporting Features:'''
    265 * Warehouse Stock Report
    266   * Be able to remove items with zero inventory
    267   * Show packs and pack quantity
    268   * Easy PDF and XLS exports
    269   * Ability to sort tables
    270   * List Column for Comments/per item
    271 * Monetization: http://demo.eden.sahanafoundation.org/eden/inv/inv_item/search?report=mon
    272 * Utilization: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=util
    273 * Incoming Supplies: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=inc
    274 * Releases: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=rel
    275 * Receive/Incoming Shipments: http://demo.eden.sahanafoundation.org/eden/inv/recv
    276 * Custom Reporting?
    277 
    278 Additional Features
    279 * Add a search bar to the sidebar menu, maybe with a drop down to specify what types of items to search.
    280 * Color code permission features so you can see what options other people can't see
    281 * Give users the ability to see what permissions they have been granted - maybe in their user profile?
    282 * Floating sidebar menu?
    283 
    284 ==== Item Labels and Descriptive Fields ====
    285 The following items have been defined in this spreadsheet: https://docs.google.com/spreadsheet/ccc?key=0AvGeaSVQPEYUdDZmbm9aWlFINGtnN3ZBcVJnYzlhb2c&usp=sharing
    286 * Asset
    287 * Asset Log
    288 * Contacts
    289 
    290 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.
    291 
    292 
    293294== Update 2 ==
    294295